Clark Wealth Partners

Est. AUM

$148.9M

13F long equity, this entity only

Positions

604

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$17.0M	71510	11.41%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$16.9M	580399	11.36%	SOLE
3	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$14.7M	266114	9.87%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$14.3M	187619	9.58%	SOLE
5	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$12.9M	235919	8.69%	SOLE
6	PGIM ETF TR	PGIM ULTRA SH BD	$10.5M	210803	7.03%	SOLE
7	AMERICAN CENTY ETF TR	INTL EQT ETF	$8.7M	102382	5.83%	SOLE
8	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$7.7M	74499	5.17%	SOLE
9	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.7M	82938	3.16%	SOLE
10	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.3M	95304	1.55%	SOLE
11	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	52222	1.08%	SOLE
12	SPDR GOLD TR	GOLD SHS	$1.4M	3287	0.95%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.4M	41096	0.93%	SOLE
14	MCDONALDS CORP	COM	$1.3M	4149	0.87%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2454	0.79%	SOLE
16	BROADCOM INC	COM	$1.1M	3690	0.77%	SOLE
17	APPLE INC	COM	$1.1M	4486	0.77%	SOLE
18	INTERNATIONAL BUSINESS MACHS	COM	$1.1M	4598	0.75%	SOLE
19	BANK AMERICA CORP	COM	$1.0M	20628	0.68%	SOLE
20	LOCKHEED MARTIN CORP	COM	$992K	1641	0.67%	SOLE
21	SNAP ON INC	COM	$894K	2461	0.60%	SOLE
22	ABBVIE INC	COM	$892K	4103	0.60%	SOLE
23	GENERAL DYNAMICS CORP	COM	$848K	2470	0.57%	SOLE
24	CONOCOPHILLIPS	COM	$795K	6024	0.53%	SOLE
25	VANGUARD INDEX FDS	SMALL CP ETF	$784K	2992	0.53%	SOLE
26	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$764K	14452	0.51%	SOLE
27	MEDTRONIC PLC	SHS	$762K	8728	0.51%	SOLE
28	AMEREN CORP	COM	$739K	6720	0.50%	SOLE
29	LINDE PLC	SHS	$715K	1443	0.48%	SOLE
30	EATON CORP PLC	SHS	$701K	1959	0.47%	SOLE
31	ISHARES TR	S&P 500 GRWT ETF	$699K	6183	0.47%	SOLE
32	META PLATFORMS INC	CL A	$676K	1182	0.45%	SOLE
33	NVIDIA CORPORATION	COM	$649K	3719	0.44%	SOLE
34	MERCK & CO INC	COM	$641K	5289	0.43%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$610K	1021	0.41%	SOLE
36	GLOBAL X FDS	ARTIFICIAL ETF	$572K	12265	0.38%	SOLE
37	MICROSOFT CORP	COM	$569K	1536	0.38%	SOLE
38	AMAZON COM INC	COM	$552K	2651	0.37%	SOLE
39	HP INC	COM	$542K	27813	0.36%	SOLE
40	PIMCO ETF TR	INTER MUN BD ACT	$501K	9606	0.34%	SOLE
41	COCA COLA CO	COM	$440K	5741	0.30%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$433K	750	0.29%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET TEC	$398K	2993	0.27%	SOLE
44	ELI LILLY & CO	COM	$315K	343	0.21%	SOLE
45	SCHWAB STRATEGIC TR	US LCAP VA ETF	$272K	8928	0.18%	SOLE
46	VANGUARD WELLINGTON FD	US MOMENTUM	$271K	1375	0.18%	SOLE
47	ASML HLDG NV	N Y REGISTRY SHS	$264K	200	0.18%	SOLE
48	PUTNAM ETF TRUST	FOCUSED LAR CAP	$258K	5554	0.17%	SOLE
49	ISHARES TR	CORE S&P500 ETF	$254K	389	0.17%	SOLE
50	CATERPILLAR INC	COM	$236K	333	0.16%	SOLE

1–50 of 604

1 / 13

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.