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Portfolio (Quarterly) Guide ↗

Total Clarity Wealth Management, Inc.

· CIK 0001804909
13F Portfolio $515M AUM 368 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 137 Added 128 Reduced 25 Exited
Page 14 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGIX KRANESHARES TRUST 8,112.0 $380K 0.07% NEW $46.89 -4.7%
262 MPWR MONOLITHIC PWR SYS INC Technology 275.0 $380K 0.07% -196.0 -41.6% $1382.36 -5.7%
263 CALF PACER FDS TR 7,491.0 $379K 0.07% -2K -25.0% $50.61 +13.6%
264 CC CHEMOURS CO Basic Materials 18,383.0 $377K 0.07% NEW $20.52 -23.1%
265 LMND LEMONADE INC Financial Services 5,725.0 $372K 0.07% NEW $65.05 -16.3%
266 ZTS ZOETIS INC Healthcare 5,153.0 $370K 0.07% NEW $71.86 +7.6%
267 LONZ PIMCO ETF TR 7,453.0 $368K 0.07% -17K -70.0% $49.31 -0.0%
268 MLPA GLOBAL X FDS 6,867.0 $364K 0.07% -218.0 -3.1% $53.08 +6.0%
269 SATS ECHOSTAR CORP Technology 3,559.0 $361K 0.07% NEW $101.50 -15.9%
270 RBC RBC BEARINGS INC Industrials 553.0 $356K 0.07% NEW $644.06 -23.0%
271 PG PROCTER & GAMBLE CO Consumer Defensive 2,413.0 $354K 0.07% -71.0 -2.9% $146.62 -0.8%
272 AMKR AMKOR TECHNOLOGY INC Technology 4,102.0 $354K 0.07% NEW $86.23 -43.5%
273 ANGL VANECK ETF TRUST 12,095.0 $354K 0.07% -49K -80.3% $29.24 -0.4%
274 LASR NLIGHT INC Technology 5,050.0 $352K 0.07% NEW $69.62 -37.8%
275 COWG PACER FDS TR 8,706.0 $350K 0.07% -3K -23.8% $40.15 -1.8%
276 WM WASTE MGMT INC DEL Industrials 1,565.0 $349K 0.07% +8.0 +0.5% $222.83 -0.3%
277 MBB ISHARES TR 3,658.0 $346K 0.07% -895.0 -19.7% $94.52 -0.8%
278 UTG REAVES UTIL INCOME FD Financial Services 8,432.0 $343K 0.07% +2K +36.2% $40.72 -6.0%
279 IXUS ISHARES TR 3,548.0 $339K 0.07% -447.0 -11.2% $95.44 +3.1%
280 HYG ISHARES TR 4,227.0 $338K 0.07% +994.0 +30.8% $79.97 -0.1%
Page 14 of 19  ·  368 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Financial Services 18.9%
Industrials 11.7%
Healthcare 8.6%
Consumer Cyclical 8.6%
Communication Services 6.3%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 3.9%
Basic Materials 2.2%