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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 2 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAT DIMENSIONAL ETF TRUST 71,642.0 $5.0M 0.97% -630.0 -0.9% $69.90 +1.9%
22 CGMS CAPITAL GRP FIXED INCM ETF T 172,616.0 $4.7M 0.92% +62K +55.5% $27.33 -0.3%
23 FDL FIRST TR EXCHANGE-TRADED FD 96,794.0 $4.7M 0.92% +11K +12.5% $48.66 +9.7%
24 CAT CATERPILLAR INC Industrials 4,389.0 $4.7M 0.91% -176.0 -3.9% $1064.92 -23.7%
25 DFAC DIMENSIONAL ETF TRUST 104,702.0 $4.6M 0.90% $44.36 +2.6%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,149.0 $4.6M 0.89% -198.0 -3.1% $746.76 +2.5%
27 VBR VANGUARD INDEX FDS 18,257.0 $4.4M 0.86% -13K -40.7% $242.99 +2.1%
28 CGMU CAPITAL GRP FIXED INCM ETF T 155,828.0 $4.3M 0.83% -24K -13.3% $27.47 -1.3%
29 PKW INVESCO EXCHANGE TRADED FD T 29,516.0 $4.2M 0.81% $141.66 +6.7%
30 GOOGL ALPHABET INC Communication Services 11,674.0 $4.2M 0.81% -7K -36.8% $357.38 -2.9%
31 IVV ISHARES TR 5,538.0 $4.1M 0.81% +695.0 +14.3% $748.84 +2.7%
32 JMEE J P MORGAN EXCHANGE TRADED F 48,412.0 $3.8M 0.73% +4K +8.5% $78.03 -1.0%
33 CGSM CAPITAL GRP FIXED INCM ETF T 134,940.0 $3.6M 0.69% -5K -3.9% $26.39 -0.2%
34 MSFT MICROSOFT CORP Technology 8,915.0 $3.3M 0.65% -2K -16.4% $373.01 +31.4%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 11,369.0 $3.2M 0.62% +9K +485.1% $281.21 -16.8%
36 WMT WALMART INC Consumer Defensive 27,041.0 $3.1M 0.59% +4K +17.1% $113.26 -6.9%
37 AMZN AMAZON COM INC Consumer Cyclical 12,848.0 $3.1M 0.59% -3K -17.9% $238.34 +9.4%
38 AVUV AMERICAN CENTY ETF TR 24,268.0 $3.0M 0.59% +22K +1082.1% $124.76 +0.5%
39 XMPT VANECK ETF TRUST 134,707.0 $3.0M 0.58% +21K +18.8% $22.34 -3.6%
40 ICLO INVESCO ACTIVELY MANAGED EXC 116,848.0 $3.0M 0.58% +6K +5.2% $25.58 -0.0%
Page 2 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%