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CIK: 0002107657
Total reported value
$177.1M
$177.1M
532 檔
40.1%
According to the latest 13F quarterly dataset, Clark Wealth Partners managed an equity portfolio of $177.1M at the end of Q1 2025, spanning 532 distinct U.S. exchange-listed positions.
In Q1 2025, Clark Wealth Partners displayed an active expansion posture, initiating 17 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 532 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 15.19% | -0.64% | +273.54% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.79% | -0.15% | -3.64% | |
| 3 | IDMO | Invesco S&p International De | ETF-Other | 9.78% | -0.55% | -6.49% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 9.02% | -0.01% | -3.23% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.83% | — | EXIT | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.65% | +0.88% | +3.40% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.62% | -0.01% | -0.97% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.78% | -0.92% | -58.27% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.33% | -0.26% | +21.77% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.99% | -0.27% | -9.97% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | +0.01% | +3.36% | |
| 12 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.53% | -0.09% | -0.57% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.37% | +0.01% | — | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | -0.24% | +0.07% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | +0.04% | |
| 16 | AEE | Ameren Corporation | Stock-Utilities | 0.85% | -0.08% | -1.90% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | -0.05% | -4.11% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.77% | — | +15.50% | |
| 19 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.74% | — | -3.60% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | -0.02% | +0.09% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.02% | -1.30% | |
| 22 | SNA | Snap-on Inc | Stock-Industrials | 0.61% | -0.05% | -1.34% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | -0.02% | +0.08% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.20% | +6.41% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 0.55% | — | +17.45% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.04% | +1.29% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.08% | +3.31% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.52% | — | +4.45% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | — | +1.36% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.13% | +9.36% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | — | +30.86% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | +90.10% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.04% | +598.70% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.36% | +5.30% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.06% | +5.95% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.23% | +5.79% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.26% | -0.01% | +1.74% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.02% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.01% | -2.79% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | +1.47% | +0.91% | |
| 42 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.19% | — | -2.63% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.17% | — | +0.43% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.15% | — | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | — | +2890.35% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | +0.15% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.03% | +0.60% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.12% | — | — | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.11% | — | +23223.08% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Clark Wealth Partners reported a total U.S. public equity portfolio value of $177.1M across 532 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PULS, SCHD, IDMO) accounted for 40.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BUFR
市值: $1.8M
Top Position Liquidated / Trimmed
SCHM
前期市值: $140.8K
During Q1 2025, Clark Wealth Partners's top holdings by market value included PULS (15.2%)、SCHD (11.8%)、IDMO (9.8%). The largest single position, PULS, represented 15.2% of total portfolio value.
In Q1 2025, Clark Wealth Partners made 50 total portfolio adjustments, initiating 17 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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