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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 9 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BROS DUTCH BROS INC Consumer Cyclical 10,541.0 $757K 0.15% -1K -9.8% $71.81 -28.9%
162 HELO J P MORGAN EXCHANGE TRADED F 11,189.0 $756K 0.15% +340.0 +3.1% $67.58 +2.8%
163 VWO VANGUARD INTL EQUITY INDEX F 12,629.0 $754K 0.15% -306.0 -2.4% $59.69 +1.6%
164 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 95,728.0 $741K 0.14% +47K +97.0% $7.74 +21.4%
165 MA MASTERCARD INCORPORATED Financial Services 1,434.0 $736K 0.14% -182.0 -11.3% $513.58 +16.7%
166 CB CHUBB LIMITED Financial Services 2,075.0 $707K 0.14% -2K -52.4% $340.74 +0.7%
167 HWM HOWMET AEROSPACE INC Industrials 2,610.0 $702K 0.14% +1K +114.1% $268.86 -1.8%
168 VB VANGUARD INDEX FDS 2,247.0 $681K 0.13% +208.0 +10.2% $303.18 -0.1%
169 IVE ISHARES TR 2,998.0 $681K 0.13% NEW $227.04 +4.6%
170 VTEB VANGUARD MUN BD FDS 13,417.0 $679K 0.13% +378.0 +2.9% $50.58 -2.0%
171 MU MICRON TECHNOLOGY INC Technology 584.0 $674K 0.13% -90.0 -13.3% $1154.29 -19.2%
172 SNOW SNOWFLAKE INC Technology 2,525.0 $643K 0.12% +1K +66.6% $254.50 +24.6%
173 FMB FIRST TR EXCH TRADED FD III 12,107.0 $622K 0.12% +5K +76.3% $51.37 -2.2%
174 FLLA FRANKLIN TEMPLETON ETF TR 23,230.0 $616K 0.12% $26.51 +3.6%
175 ARTY ISHARES TR 8,023.0 $611K 0.12% -88.0 -1.1% $76.16 -2.7%
176 RTX RTX CORPORATION Industrials 3,214.0 $610K 0.12% +1K +62.6% $189.73 +10.8%
177 LRCX LAM RESEARCH CORP Technology 1,404.0 $608K 0.12% NEW $433.33 -27.4%
178 FNDX SCHWAB STRATEGIC TR 19,518.0 $607K 0.12% $31.10 +4.6%
179 ACWX ISHARES TR 7,970.0 $607K 0.12% +3K +47.5% $76.11 +2.8%
180 NFLX NETFLIX INC. Communication Services 8,447.0 $603K 0.12% +4K +85.6% $71.40 +15.2%
Page 9 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%