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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 5 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMH VANECK ETF TRUST 2,490.0 $1.6M 0.32% -77.0 -3.0% $656.01 -15.3%
82 IVW ISHARES TR 11,723.0 $1.6M 0.31% +5K +82.5% $137.53 +0.9%
83 FPE FIRST TR EXCH TRADED FD III 89,882.0 $1.6M 0.31% +75K +514.8% $17.88 -1.0%
84 IEFA ISHARES TR 16,051.0 $1.6M 0.30% +399.0 +2.5% $96.58 +5.0%
85 ANET ARISTA NETWORKS INC Technology 8,955.0 $1.5M 0.30% -8K -48.4% $169.88 +12.4%
86 IUSG ISHARES TR 8,027.0 $1.5M 0.29% +80.0 +1.0% $188.09 +0.8%
87 GSY INVESCO ACTIVELY MANAGED EXC 29,836.0 $1.5M 0.29% -58K -66.1% $50.15 -0.0%
88 VONV VANGUARD SCOTTSDALE FDS 13,911.0 $1.5M 0.29% +332.0 +2.4% $106.31 +6.5%
89 JNJ JOHNSON & JOHNSON Healthcare 5,699.0 $1.4M 0.28% +2K +40.8% $253.99 +7.5%
90 TUSI TOUCHSTONE ETF TRUST 56,603.0 $1.4M 0.28% +13K +29.9% $25.26 +0.4%
91 META META PLATFORMS INC Communication Services 2,512.0 $1.4M 0.28% +784.0 +45.4% $563.27 +1.2%
92 J P MORGAN EXCHANGE TRADED F 27,756.0 $1.4M 0.27% +4K +15.1% $50.57
93 CGGO CAPITAL GROUP GBL GROWTH EQT 32,768.0 $1.4M 0.27% -965.0 -2.9% $42.33 -4.0%
94 AVGO BROADCOM INC Technology 3,632.0 $1.4M 0.27% +1K +42.8% $377.76 -5.6%
95 TFLO ISHARES TR 26,706.0 $1.4M 0.26% -19K -42.1% $50.63 -0.0%
96 GE GE AEROSPACE Industrials 3,498.0 $1.3M 0.25% +1K +53.0% $373.74 -6.5%
97 PRU PRUDENTIAL FINL INC Financial Services 11,903.0 $1.3M 0.25% $107.93 +11.3%
98 IWM ISHARES TR 4,261.0 $1.3M 0.25% +1K +34.8% $300.45 -0.4%
99 ALL ALLSTATE CORP Financial Services 5,156.0 $1.2M 0.24% $237.95 +8.3%
100 JBBB JANUS DETROIT STR TR 25,311.0 $1.2M 0.23% -13K -34.2% $47.35 +0.6%
Page 5 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%