account_balance

Investment manager · 13F filer · SEC CIK 2107657

Clark Wealth Partners

Reported value$193Mas of Sep 30, 2026
Positions1,061 508 new, 17 sold out
Top 10 weight69.5%QQQM alone is 12%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQM Invesco Exch Traded Fd Tr II 11.5% Held
SCHG Schwab Strategic Tr 11.3% Held
PULS Pgim ETF Tr 9.7% Added +65%
FDVV Fidelity Covington Trust 7.7% Added +3%
XSMO Invesco Exchange Traded Fd T 7.7% Held
IDMO Invesco Exch Traded Fd Tr II 7.7% Held
AVDE American Centy ETF Tr 4.5% Added +3%
XMHQ Invesco Exchange Traded Fd T 4.0% Added +3%
JEPI J P Morgan Exchange Traded F 2.8% Added +4%
GRNY Tidal Trust I 2.6% Added +3%
XLK Select Sector SPDR Tr 1.7% Added +4%
PVAL Putnam ETF Trust 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • SBAC $3K
  • EA $2.26K
  • AVB $1.33K
  • EFX $953

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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