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CIK: 0002107657
Total reported value
$177.1M
$177.1M
570 檔
49.6%
At the close of Q4 2025, Clark Wealth Partners disclosed equity holdings valued at approximately $177.1M, spread across 570 reported holdings.
During Q4 2025, Clark Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
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 Q4 2025.
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% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 12.17% | +0.88% | — | |
| 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% | — | |
| 5 | IDMO | Invesco S&p International De | ETF-Other | 9.14% | -0.55% | — | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.46% | -0.64% | — | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.98% | -0.92% | — | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 4.00% | -1.16% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.76% | -0.26% | — | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.79% | -0.01% | — | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.40% | -0.09% | — | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.17% | +0.01% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.15% | — | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.24% | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | -0.05% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.80% | -0.27% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.04% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.08% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | — | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | -0.02% | — | |
| 22 | AKRE | Akre Focus ETF | ETF-Other | 0.58% | -0.08% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.02% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | — | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.52% | — | — | |
| 26 | SNA | Snap-on Inc | Stock-Industrials | 0.51% | -0.05% | — | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.49% | -0.08% | — | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.13% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | +0.36% | — | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.20% | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | -0.02% | — | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | — | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.04% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.01% | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.07% | — | |
| 37 | AEE | Ameren Corporation | Stock-Utilities | 0.40% | -0.08% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.23% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | — | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.38% | +0.07% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.06% | — | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.31% | -0.34% | EXIT | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.30% | -0.01% | — | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.30% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.02% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +1.47% | — | |
| 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% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — |
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 Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 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 Q4 2025, Clark Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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