Clark Wealth Partners

Name: Clark Wealth Partners — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002107657 · O'FALLON, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗

Clark Wealth Partners reported 571 positions worth $177.1M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: QQQM (12.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$177.1M

2026 Q2

Positions

571

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

70.4%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 571 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQM	INVESCO EXCH TRADED FD TR II	SH	$21.8M	12.29%	71,872	—	—
▸ 2	SCHG	SCHWAB STRATEGIC TR	SH	$20.1M	11.35%	594,282	—	—
▸ 3	XSMO	INVESCO EXCHANGE TRADED FD T	SH	$16.8M	9.49%	179,445	—	—
▸ 4	IDMO	INVESCO EXCH TRADED FD TR II	SH	$14.4M	8.14%	239,167	—	—
▸ 5	FDVV	FIDELITY COVINGTON TRUST	SH	$14.4M	8.14%	239,160	—	—
▸ 6	PULS	PGIM ETF TR	SH	$11.3M	6.39%	227,663	—	—
▸ 7	AVDE	AMERICAN CENTY ETF TR	SH	$8.3M	4.67%	92,818	—	—
▸ 8	XMHQ	INVESCO EXCHANGE TRADED FD T	SH	$7.5M	4.25%	66,614	—	—
▸ 9	JEPI	J P MORGAN EXCHANGE TRADED F	SH	$5.1M	2.90%	90,809	—	—
▸ 10	GRNY	TIDAL TRUST I	SH	$4.9M	2.76%	176,748	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clark Wealth Partners hold as of Q2 2026?

Clark Wealth Partners reported 571 positions worth $177.1M in its Q2 2026 13F filing. Largest positions: QQQM (12.3%), SCHG (11.4%), XSMO (9.5%), IDMO (8.1%) and FDVV (8.1%).

What did Clark Wealth Partners buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clark Wealth Partners sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.