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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 16 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PWR QUANTA SVCS INC Industrials 419.0 $302K 0.06% -39.0 -8.5% $720.04 -16.1%
302 FIX COMFORT SYS USA INC Industrials 152.0 $301K 0.06% NEW $1981.99 -21.2%
303 DUK DUKE ENERGY CORP NEW Utilities 2,330.0 $295K 0.06% -60.0 -2.5% $126.56 -3.9%
304 IYW ISHARES TR 1,145.0 $289K 0.06% NEW $252.23 -2.5%
305 IGF ISHARES TR 4,321.0 $288K 0.06% +82.0 +1.9% $66.59 -1.1%
306 CAG CONAGRA BRANDS INC Consumer Defensive 21,020.0 $283K 0.06% NEW $13.46 +20.9%
307 VXF VANGUARD INDEX FDS 1,142.0 $281K 0.06% -67.0 -5.5% $246.30 -1.0%
308 QINT AMERICAN CENTY ETF TR 4,044.0 $281K 0.06% +698.0 +20.9% $69.43 +6.1%
309 BAC BANK OF AMER CORP Financial Services 4,889.0 $279K 0.05% +168.0 +3.6% $56.98 +9.6%
310 EDIV SPDR INDEX SHS FDS 6,730.0 $276K 0.05% +358.0 +5.6% $40.96 +3.4%
311 VUG VANGUARD INDEX FDS 3,192.0 $275K 0.05% +3K +477.2% $86.14 +1.5%
312 ROUS LATTICE STRATEGIES TR 4,053.0 $273K 0.05% NEW $67.40 +1.2%
313 CAH CARDINAL HEALTH INC Healthcare 1,125.0 $267K 0.05% -15.0 -1.3% $237.64 +0.1%
314 RCAT RED CAT HLDGS INC Technology 25,094.0 $267K 0.05% NEW $10.65 -14.6%
315 ONDS ONDAS INC Technology 32,274.0 $266K 0.05% NEW $8.24 -0.0%
316 MS MORGAN STANLEY Financial Services 1,240.0 $259K 0.05% -81.0 -6.1% $209.04 +3.7%
317 MO ALTRIA GROUP INC Consumer Defensive 3,602.0 $259K 0.05% NEW $71.95 -5.4%
318 VCIT VANGUARD SCOTTSDALE FDS 3,094.0 $256K 0.05% -695.0 -18.3% $82.65 -1.3%
319 CCJ CAMECO CORP Energy 2,493.0 $254K 0.05% -336.0 -11.9% $101.86 +5.0%
320 DFAI DIMENSIONAL ETF TRUST 6,154.0 $254K 0.05% +384.0 +6.7% $41.25 +5.6%
Page 16 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%