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CIK: 0002107657
Total reported value
$177.1M
$177.1M
570 檔
49.6%
As reported in its official Q3 2025 Form 13F filing, Clark Wealth Partners's tracked investment portfolio stood at $177.1M with 570 total positions.
In Q3 2025, Clark Wealth Partners displayed an active expansion posture, initiating 11 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 570 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.18% | -0.01% | +90.91% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 12.17% | +0.88% | +1.44% | |
| 3 | FDVV | Fidelity High Dividend ETF | ETF-Other | 10.31% | -1.73% | — | |
| 4 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 9.69% | -0.09% | -12.73% | |
| 5 | IDMO | Invesco S&p International De | ETF-Other | 9.14% | -0.55% | -10.11% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.46% | -0.64% | +1.10% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.98% | -0.92% | +85.50% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 4.00% | -1.16% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.76% | -0.26% | -3.47% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.79% | -0.01% | -62.44% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.40% | -0.09% | +8.01% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.17% | +0.01% | -10.20% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.15% | -91.22% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.24% | +1.69% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | -0.05% | -0.80% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.80% | -0.27% | +1.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.04% | +7.61% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | — | -6.79% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.08% | +0.82% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | -2.09% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | -0.02% | -9.40% | |
| 22 | AKRE | Akre Focus ETF | ETF-Other | 0.58% | -0.08% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.02% | +3.36% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | +486.94% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.52% | — | +4193.69% | |
| 26 | SNA | Snap-on Inc | Stock-Industrials | 0.51% | -0.05% | -2.58% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.49% | -0.08% | -5.71% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.13% | +16.65% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.36% | -3.16% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.20% | -3.11% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -71.99% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | -0.02% | -17.98% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | — | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.04% | +8.52% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.01% | +14.95% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.07% | +379.63% | |
| 37 | AEE | Ameren Corporation | Stock-Utilities | 0.40% | -0.08% | -40.85% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.23% | -10.26% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -10.08% | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.38% | +0.07% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.06% | -24.32% | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.31% | -0.34% | EXIT | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.30% | -0.01% | +5030.00% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.30% | — | -22.45% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.02% | +0.40% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +1.47% | +111.16% | |
| 47 | HPQ | Hp Inc | Stock-Tech | 0.25% | -0.36% | EXIT | |
| 48 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.23% | -0.01% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.03% | +1038.71% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | +29.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +5.9% | +90.91% | Add |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | +2.1% | +85.50% | Add |
| 3 | MS | Morgan Stanley | +0.5% | +4193.69% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +486.94% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.61% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +379.63% | Add |
| 7 | ETN | Eaton Corporation plc | +0.3% | +5030.00% | Add |
| 8 | HPQ | Hp Inc | +0.3% | +7950.44% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +1.44% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +1038.71% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +1.47% | Add |
| 12 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +11878.08% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +295.58% | Add |
| 14 | AAPL | Apple Inc | +0.1% | -2.09% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +14.95% | Add |
| 16 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +141.13% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +3.36% | Add |
| 18 | MDT | Medtronic plc | +0.1% | +16.65% | Add |
| 19 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +138.02% | Add |
| 20 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +73.27% | Add |
| 21 | AVGO | Broadcom Inc | 0% | -6.79% | Trim |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +29.63% | Add |
| 23 | MMIT | Nyli Mackay Muni Intrm ETF | 0% | +8.01% | Add |
| 24 | MCD | Mcdonald's CORP | 0% | +1.69% | Add |
| 25 | TECB | Ishares US Tech Breakthrough | -0.1% | -46.78% | Trim |
| 26 | VB | Vanguard Small-cap ETF | -0.1% | -17.98% | Trim |
| 27 | EOG | Eog Resources Inc | -0.2% | -22.45% | Trim |
| 28 | PFE | Pfizer Inc | -0.2% | -94.13% | Trim |
| 29 | AEE | Ameren Corporation | -0.3% | -40.85% | Trim |
| 30 | JEPI | Jpmorgan Equity Premium Inco | -0.4% | -3.47% | Trim |
| 31 | HD | Home Depot Inc | -0.4% | -93.12% | Trim |
| 32 | MO | Altria Group Inc | -0.5% | -94.48% | Trim |
| 33 | KMI | Kinder Morgan, Inc. | -0.7% | -99.41% | Trim |
| 34 | IVW | Ishares S&p 500 Growth ETF | -1.2% | -71.99% | Trim |
| 35 | IDMO | Invesco S&p International De | -1.3% | -10.11% | Trim |
| 36 | XSMO | Invesco S&p Smallcap Momentu | -1.9% | -12.73% | Trim |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | -3.1% | -62.44% | Trim |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | -6.8% | -99.95% | Trim |
| 39 | SCHD | Schwab US Dvd Equity ETF | -10% | -91.22% | Trim |
| 40 | FDVV | Fidelity High Dividend ETF | — | NEW | New buy |
| 41 | AVDE | Avantis International Equity | — | NEW | New buy |
| 42 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 43 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 44 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 45 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy |
| 46 | VFMO | Vanguard US Momentum Factor | — | NEW | New buy |
| 47 | IVLU | Ishares Msci International V | — | NEW | New buy |
| 48 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 49 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 50 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
According to official SEC Form 13F filings, Clark Wealth Partners reported a total U.S. public equity portfolio value of $177.1M across 570 disclosed positions in Q3 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 SCHG, QQQM, FDVV) accounted for 49.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDVV
市值: $16.9M
Top Position Liquidated / Trimmed
XSMO
前期市值: $17.2M
During Q3 2025, Clark Wealth Partners's top holdings by market value included SCHG (12.2%)、QQQM (12.2%)、FDVV (10.3%). The largest single position, SCHG, represented 12.2% of total portfolio value.
In Q3 2025, Clark Wealth Partners made 50 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 0 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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