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CIK: 0002107657
Total reported value
$192.6M
$192.6M
571 檔
45.5%
In Q2 2026, Clark Wealth Partners's U.S. equity holdings reached a combined market value of $192.6M, distributed across 571 disclosed stock positions.
In Q2 2026, Clark Wealth Partners adopted a defensive or profit-taking posture, trimming 54 positions and completely liquidating 36 holdings to manage risk exposure.
Showing top 200 holdings (of 571 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 12.29% | -0.76% | +0.51% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.35% | -0.07% | +2.39% | |
| 3 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 9.49% | -1.76% | -4.36% | |
| 4 | IDMO | Invesco S&p International De | ETF-Other | 8.14% | -0.41% | +1.38% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 8.14% | -0.41% | -10.13% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 6.39% | +3.30% | +8.00% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 4.67% | -0.19% | -9.34% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 4.25% | -0.26% | -10.58% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.90% | -0.15% | +9.49% | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 2.76% | -0.13% | +1700.61% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.74% | -0.03% | +438.99% | |
| 12 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.52% | -0.09% | +849.35% | |
| 13 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.46% | -0.15% | +10.84% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.94% | -0.05% | +10.86% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.05% | -0.16% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.10% | -1.63% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.13% | +3.97% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.25% | +128.13% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.07% | +2.85% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | -0.20% | -4.33% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.68% | -0.09% | +911.57% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.03% | -0.33% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | -0.08% | -0.91% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.02% | -0.22% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.01% | +67.03% | |
| 26 | AIRR | First Trust Rba American Ind | ETF-Other | 0.58% | -0.16% | +699.59% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.02% | -1.15% | |
| 28 | SNA | Snap-on Inc | Stock-Industrials | 0.55% | -0.10% | -1.83% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.51% | -0.07% | — | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 0.49% | -0.08% | -1.58% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | -0.03% | -0.65% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | -0.06% | -1.28% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.46% | +0.15% | +106606.67% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | -0.04% | -2.86% | |
| 35 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.45% | -0.03% | — | |
| 36 | AKRE | Akre Focus ETF | ETF-Other | 0.43% | -0.03% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.10% | +3.15% | |
| 38 | AEE | Ameren Corporation | Stock-Utilities | 0.42% | -0.08% | -1.16% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.42% | -0.11% | -1.39% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | -0.78% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.38% | -0.05% | -2.23% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.06% | +0.85% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | +0.02% | -3.18% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.35% | +0.03% | -1.59% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | -0.02% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | — | -2.00% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | -0.02% | +2.92% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.22% | -0.03% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | -0.06% | +0.30% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | +28.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRNY | Fundstr Gran Sh US Lrg Cap | +2.6% | +1700.61% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.5% | +438.99% | Add |
| 3 | PVAL | Putnam Focused Lrg Cap Value | +1.4% | +849.35% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.9% | +0.51% | Add |
| 5 | AVUV | Avantis US Small Cap Value | +0.6% | +911.57% | Add |
| 6 | AIRR | First Trust Rba American Ind | +0.5% | +699.59% | Add |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | +0.5% | +106606.67% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +128.13% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +67.03% | Add |
| 10 | AIQ | Global X Art Intel & Tech | +0.1% | — | Unchanged |
| 11 | NEE | Nextera Energy Inc | +0.1% | +605.08% | Add |
| 12 | ATO | Atmos Energy CORP | +0.1% | +461.54% | Add |
| 13 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +28.49% | Add |
| 15 | CAT | Caterpillar Inc | 0% | +0.30% | Add |
| 16 | MU | Micron Technology Inc | 0% | +15.38% | Add |
| 17 | LLY | Eli Lilly & Co | 0% | +2.92% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 19 | WMT | Walmart Inc | 0% | +109.42% | Add |
| 20 | CIBR | First Trust Nasdaq Cybersecu | 0% | +0.05% | Add |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | NEW | New buy |
| 22 | AMD | Advanced Micro Devices | 0% | +9.68% | Add |
| 23 | PLD | Prologis Inc | 0% | +307.37% | Add |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | NEW | New buy |
| 25 | FTNT | Fortinet Inc | 0% | +27.94% | Add |
| 26 | SNOW | Snowflake Inc | 0% | — | Unchanged |
| 27 | ENB | Enbridge Inc | 0% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 29 | IDEV | Ishares Core Msci Dev Mkts | 0% | NEW | New buy |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +10.86% | Add |
| 31 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.65% | Trim |
| 32 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +27.87% | Add |
| 34 | INTC | Intel CORP | 0% | +15.63% | Add |
| 35 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 36 | LRCX | Lam Research CORP | 0% | -12.50% | Trim |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +113.97% | Add |
| 38 | O | Realty Income CORP | 0% | +52.70% | Add |
| 39 | AMAT | Applied Materials Inc | 0% | +4.55% | Add |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | NEW | New buy |
| 41 | WM | Waste Management Inc | 0% | +366.67% | Add |
| 42 | CSCO | Cisco Systems Inc | 0% | -14.03% | Trim |
| 43 | PM | Philip Morris International | 0% | +61.61% | Add |
| 44 | CRDO | Credo Technology Group Holding Ltd | 0% | NEW | New buy |
| 45 | ✓ | 0% | NEW | New buy | |
| 46 | SNDK | Sandisk CORP | 0% | — | Unchanged |
| 47 | UNP | Union Pacific CORP | 0% | +26.92% | Add |
| 48 | CIEN | Ciena CORP | 0% | +155.56% | Add |
| 49 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 50 | STX | Seagate Technology Holdings plc | 0% | +9.09% | Add |
According to official SEC Form 13F filings, Clark Wealth Partners reported a total U.S. public equity portfolio value of $192.6M across 571 disclosed positions in Q2 2026.
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 QQQM, SCHG, XSMO) accounted for 45.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPYG
市值: $41.5K
Top Position Liquidated / Trimmed
HPQ
前期市值: $542.4K
During Q2 2026, Clark Wealth Partners's top holdings by market value included QQQM (12.3%)、SCHG (11.3%)、XSMO (9.5%). The largest single position, QQQM, represented 12.3% of total portfolio value.
In Q2 2026, Clark Wealth Partners made 166 total portfolio adjustments, initiating 12 new buys, adding to 64 positions, trimming 54 holdings, and fully liquidating 36 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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