Clark Wealth Partners
CIK 0002107657 · O'FALLON, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
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
Top Holdings
QQQM
INVESCO EXCH TRADED FD TR II
12.3%
SCHG
SCHWAB STRATEGIC TR
11.4%
XSMO
INVESCO EXCHANGE TRADED FD T
9.5%
IDMO
INVESCO EXCH TRADED FD TR II
8.1%
FDVV
FIDELITY COVINGTON TRUST
8.1%
PULS
PGIM ETF TR
6.4%
AVDE
AMERICAN CENTY ETF TR
4.7%
XMHQ
INVESCO EXCHANGE TRADED FD T
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.