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Portfolio (Quarterly) Guide ↗

Total Clarity Wealth Management, Inc.

· CIK 0001804909
13F Portfolio $414M AUM 300 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 300 New
Page 7 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GOOG ALPHABET INC Communication Services 2,744.0 $861K 0.21% NEW $313.85 +24.0%
122 QTEC FIRST TR EXCHANGE-TRADED FD 3,726.0 $858K 0.21% NEW $230.21 +25.5%
123 SCHF SCHWAB STRATEGIC TR 35,439.0 $852K 0.21% NEW $24.04 +11.0%
124 ESLT ELBIT SYS LTD Industrials 1,473.0 $851K 0.21% NEW $577.71 +32.9%
125 DXJ WISDOMTREE TR 5,898.0 $850K 0.21% NEW $144.16 +17.0%
126 AVEM AMERICAN CENTY ETF TR 10,945.0 $843K 0.20% NEW $77.02 +17.3%
127 AVGO BROADCOM INC Technology 2,422.0 $838K 0.20% NEW $346.16 +19.0%
128 VGLT VANGUARD SCOTTSDALE FDS 14,960.0 $835K 0.20% NEW $55.80 -4.7%
129 PCY INVESCO EXCH TRADED FD TR II 38,458.0 $833K 0.20% NEW $21.66 -3.3%
130 APH AMPHENOL CORP NEW Technology 6,093.0 $823K 0.20% NEW $135.14 -12.2%
131 SHOP SHOPIFY INC Technology 4,938.0 $795K 0.19% NEW $160.97 -36.2%
132 JNJ JOHNSON & JOHNSON Healthcare 3,837.0 $794K 0.19% NEW $206.98 +10.6%
133 VONG VANGUARD SCOTTSDALE FDS 6,498.0 $791K 0.19% NEW $121.75 +4.5%
134 ORCL ORACLE CORP Technology 4,051.0 $790K 0.19% NEW $194.91 -5.2%
135 XOM EXXON MOBIL CORP Energy 6,444.0 $776K 0.19% NEW $120.35 +32.8%
136 GE GE AEROSPACE Industrials 2,505.0 $772K 0.19% NEW $308.01 -7.6%
137 EXI ISHARES TR 4,385.0 $769K 0.19% NEW $175.34 +8.5%
138 JEPQ J P MORGAN EXCHANGE TRADED F 13,062.0 $759K 0.18% NEW $58.12 +2.7%
139 AELUMA INC 43,100.0 $740K 0.18% NEW $17.17
140 BROS DUTCH BROS INC Consumer Cyclical 12,079.0 $739K 0.18% NEW $61.22 -13.3%
Page 7 of 15  ·  300 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 26.7%
Financial Services 21.7%
Industrials 9.8%
Communication Services 9.6%
Healthcare 8.8%
Consumer Cyclical 8.3%
Energy 6.8%
Utilities 4.1%
Consumer Defensive 3.0%
Basic Materials 0.9%