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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 17 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PDBC INVESCO ACTVELY MNGD ETC FD 15,905.0 $253K 0.05% +326.0 +2.1% $15.88 +14.4%
322 AXON AXON ENTERPRISE INC Industrials 439.0 $246K 0.05% -323.0 -42.4% $560.61 +9.4%
323 VXUS VANGUARD STAR FDS 2,874.0 $246K 0.05% NEW $85.50 +3.1%
324 FIRST TR EXCHANGE TRADED FD 10,241.0 $244K 0.05% NEW $23.85
325 AXP AMERICAN EXPRESS CO Financial Services 721.0 $244K 0.05% -76.0 -9.5% $338.16 -0.7%
326 XLI SELECT SECTOR SPDR TR 1,316.0 $244K 0.05% NEW $185.20 -3.7%
327 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,960.0 $240K 0.05% NEW $30.17 +17.5%
328 AEE AMEREN CORP Utilities 2,096.0 $237K 0.05% -65.0 -3.0% $113.05 -5.5%
329 NI NISOURCE INC Utilities 4,912.0 $234K 0.04% $47.55 -14.5%
330 JPIE J P MORGAN EXCHANGE TRADED F 5,021.0 $231K 0.04% NEW $46.05 -0.2%
331 ABVX ABIVAX SA Healthcare 1,720.0 $229K 0.04% -6K -76.8% $133.26 -11.5%
332 DUHP DIMENSIONAL ETF TRUST 5,469.0 $228K 0.04% $41.73 +1.8%
333 USMV ISHARES TR 2,347.0 $226K 0.04% NEW $96.46 +5.2%
334 FEZ SPDR INDEX SHS FDS 3,246.0 $223K 0.04% NEW $68.67 +4.6%
335 GABC GERMAN AMERN BANCORP INC Financial Services 4,643.0 $220K 0.04% NEW $47.46 +4.6%
336 VGT VANGUARD WORLD FD 1,838.0 $220K 0.04% NEW $119.54 -1.7%
337 BIL SPDR SERIES TRUST 2,387.0 $219K 0.04% -81.0 -3.3% $91.64 -0.0%
338 ANNALY CAPITAL MANAGEMENT IN 9,725.0 $217K 0.04% NEW $22.36
339 SM SM ENERGY COMPANY Energy 8,299.0 $217K 0.04% -840.0 -9.2% $26.10 +36.7%
340 FVD FIRST TR EXCHANGE-TRADED FD 4,478.0 $216K 0.04% -875.0 -16.4% $48.18 +5.8%
Page 17 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%