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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 8 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSP INVESCO EXCHANGE TRADED FD T 4,257.0 $906K 0.18% -697.0 -14.1% $212.78 +4.4%
142 USB US BANCORP Financial Services 14,658.0 $885K 0.17% -199.0 -1.3% $60.40 +4.3%
143 CEG CONSTELLATION ENERGY CORP Utilities 3,530.0 $877K 0.17% +1K +59.4% $248.39 +13.4%
144 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 934.0 $874K 0.17% +272.0 +41.1% $935.88 +2.4%
145 PANW PALO ALTO NETWORKS INC Technology 2,556.0 $872K 0.17% -608.0 -19.2% $341.02 -0.4%
146 BBIO BRIDGEBIO PHARMA INC Healthcare 11,422.0 $851K 0.17% -2K -16.5% $74.48 +7.0%
147 EXI ISHARES TR 4,241.0 $850K 0.17% $200.50 +0.7%
148 GEV GE VERNOVA INC Utilities 722.0 $848K 0.17% $1175.17 -20.0%
149 MUB ISHARES TR 7,881.0 $848K 0.17% +404.0 +5.4% $107.62 -2.0%
150 COWZ PACER FDS TR 13,403.0 $834K 0.16% -5K -25.6% $62.20 +15.5%
151 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 88,513.0 $831K 0.16% +14K +18.9% $9.39 +24.3%
152 JBND J P MORGAN EXCHANGE TRADED F 15,514.0 $830K 0.16% -829.0 -5.1% $53.50 -1.2%
153 ORCL ORACLE CORP Technology 5,595.0 $820K 0.16% +1K +35.4% $146.55 +1.1%
154 BKLN INVESCO EXCH TRADED FD TR II 40,253.0 $820K 0.16% -10K -20.0% $20.37 +0.8%
155 ASML ASML HLDG NV Technology 412.0 $820K 0.16% -135.0 -24.7% $1989.44 -12.7%
156 XSMO INVESCO EXCHANGE TRADED FD T 8,745.0 $819K 0.16% $93.63 -8.7%
157 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,631.0 $810K 0.16% +448.0 +37.9% $496.73 +10.8%
158 SCHB SCHWAB STRATEGIC TR 27,425.0 $794K 0.15% -222.0 -0.8% $28.96 +2.2%
159 MINT PIMCO ETF TR 7,712.0 $777K 0.15% -1K -14.6% $100.81 -0.0%
160 NXPI NXP SEMICONDUCTORS N V Technology 2,711.0 $762K 0.15% +1K +113.5% $281.03 -20.6%
Page 8 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%