Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | ORCL | ORACLE CORP | Technology | 4,131.0 | $608K | 0.14% | +80.0 | +2.0% | $147.11 | +2.5% |
| 162 | BROS | DUTCH BROS INC | Consumer Cyclical | 11,689.0 | $592K | 0.14% | -390.0 | -3.2% | $50.66 | -1.5% |
| 163 | — | NEBIUS GROUP N.V. | — | 5,391.0 | $559K | 0.13% | +226.0 | +4.4% | $103.76 | — |
| 164 | VTV | VANGUARD INDEX FDS | — | 2,830.0 | $555K | 0.13% | -58.0 | -2.0% | $196.19 | +14.8% |
| 165 | ITB | ISHARES TR | — | 6,103.0 | $553K | 0.13% | -187.0 | -3.0% | $90.55 | +6.5% |
| 166 | BE | BLOOM ENERGY CORP | Industrials | 4,004.0 | $543K | 0.13% | -4K | -46.8% | $135.49 | +55.6% |
| 167 | DXYZ | DESTINY TECH100 INC | — | 20,252.0 | $542K | 0.13% | +13K | +180.1% | $26.78 | +29.7% |
| 168 | FNDX | SCHWAB STRATEGIC TR | — | 19,445.0 | $542K | 0.13% | +3K | +16.1% | $27.85 | +16.7% |
| 169 | FLBR | FRANKLIN TEMPLETON ETF TR | — | 22,408.0 | $535K | 0.13% | -2K | -9.9% | $23.89 | -8.0% |
| 170 | VB | VANGUARD INDEX FDS | — | 2,039.0 | $534K | 0.12% | — | — | $261.93 | +14.8% |
| 171 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 1,183.0 | $528K | 0.12% | — | — | $446.54 | +21.3% |
| 172 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 2,546.0 | $525K | 0.12% | -2K | -44.1% | $206.09 | -5.6% |
| 173 | AMLP | ALPS ETF TR | — | 9,893.0 | $521K | 0.12% | NEW | — | $52.64 | +4.9% |
| 174 | MPWR | MONOLITHIC PWR SYS INC | Technology | 471.0 | $515K | 0.12% | +49.0 | +11.6% | $1093.35 | +14.9% |
| 175 | GLDM | WORLD GOLD TR | Financial Services | 5,547.0 | $514K | 0.12% | +1K | +22.2% | $92.69 | -4.8% |
| 176 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,114.0 | $514K | 0.12% | +67.0 | +6.4% | $460.99 | -19.2% |
| 177 | DVY | ISHARES TR | — | 3,367.0 | $510K | 0.12% | — | — | $151.41 | +8.2% |
| 178 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 13,228.0 | $508K | 0.12% | +100.0 | +0.8% | $38.42 | +18.0% |
| 179 | PANW | PALO ALTO NETWORKS INC | Technology | 3,164.0 | $507K | 0.12% | NEW | — | $160.32 | +131.8% |
| 180 | DEM | WISDOMTREE TR | — | 10,193.0 | $506K | 0.12% | -110.0 | -1.1% | $49.69 | +11.3% |
① 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
26.2%
Financial Services
21.0%
Industrials
12.0%
Healthcare
8.3%
Communication Services
7.5%
Consumer Cyclical
7.4%
Energy
7.1%
Consumer Defensive
4.5%
Utilities
4.2%
Basic Materials
1.8%