Clark Wealth Partners — 13F Holdings & Portfolio

CIK 2107657 · latest 13F-HR filed 2026-07-28

Clark Wealth Partners manages $177.1M in 13F-reported U.S. long-equity assets across 571 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQM (12.29%), SCHG (11.35%), XSMO (9.49%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions, exited 85, added to 299, and trimmed 133.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
821 W HWY 50
SUITE 204
O'FALLON, IL 62269
Phone
(618) 607-4101
Filing Manager
Clark Wealth Partners
O'FALLON, IL
Signatory
LEILA SHAVER
COUNSEL
Loading holdings…
AUM

$177.1M

Long-equity book

Holdings

571

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+52 / −85 / ↑299 / ↓133

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRADED FD TR II$4.8M +28.1%
  • TIDAL TRUST I$4.7M +1985.8%
  • SCHWAB STRATEGIC TR$3.2M +18.9%
  • SELECT SECTOR SPDR TR$2.7M +672.7%
  • INVESCO EXCHANGE TRADED FD T$2.5M +17.8%
Show all 299

Top Trims

  • SPDR GOLD TR-$207.7K -14.7%
  • CONOCOPHILLIPS-$178.9K -22.5%
  • MCDONALDS CORP-$170.6K -13.2%
  • LOCKHEED MARTIN CORP-$166.7K -16.8%
  • MEDTRONIC PLC-$88.8K -11.6%
Show all 133

New Positions

  • SPDR SERIES TRUST$41.5K
  • SPDR SERIES TRUST$38.3K
  • ENBRIDGE INC$34.8K
  • ISHARES TR$28.5K
  • SPDR SERIES TRUST$18.0K
Show all 52

Exited Positions

  • HP INC$542.4K
  • PIMCO ETF TR$501.3K
  • COMFORT SYS USA INC$31.7K
  • MEDPACE HLDGS INC$29.3K
  • HOULIHAN LOKEY INC$26.0K
Show all 85
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $21.8M 12.29% 71,872 SH
2 SCHWAB STRATEGIC TR SCHG 808524300 $20.1M 11.35% 594,282 SH
3 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $16.8M 9.49% 179,445 SH
4 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $14.4M 8.14% 239,167 SH
5 FIDELITY COVINGTON TRUST FDVV 316092840 $14.4M 8.14% 239,160 SH
6 PGIM ETF TR PULS 69344A107 $11.3M 6.39% 227,663 SH
7 AMERICAN CENTY ETF TR AVDE 025072703 $8.3M 4.67% 92,818 SH
8 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $7.5M 4.25% 66,614 SH
9 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $5.1M 2.90% 90,809 SH
10 TIDAL TRUST I GRNY 886364231 $4.9M 2.76% 176,748 SH
11 SELECT SECTOR SPDR TR XLK 81369Y803 $3.1M 1.74% 16,132 SH
12 PUTNAM ETF TRUST PVAL 746729300 $2.7M 1.52% 52,727 SH
13 NEW YORK LIFE INVTS ACTIVE E MMIT 45409F827 $2.6M 1.46% 105,631 SH
14 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $1.7M 0.94% 45,560 SH
15 SCHWAB STRATEGIC TR SCHD 808524797 $1.7M 0.93% 52,140 SH
16 BROADCOM INC AVGO 11135F101 $1.4M 0.77% 3,630 SH
17 APPLE INC AAPL 037833100 $1.3M 0.76% 4,664 SH
18 MICROSOFT CORP MSFT 594918104 $1.3M 0.74% 3,504 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.71% 2,524 SH
20 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.2M 0.70% 4,399 SH
21 AMERICAN CENTY ETF TR AVUV 025072877 $1.2M 0.68% 9,701 SH
22 SPDR GOLD TR GLD 78463V107 $1.2M 0.68% 3,276 SH
23 BANK OF AMER CORP BAC 060505104 $1.2M 0.66% 20,441 SH
24 MCDONALDS CORP MCD 580135101 $1.1M 0.63% 4,140 SH
25 AMAZON COM INC AMZN 023135106 $1.1M 0.60% 4,428 SH
26 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $1.0M 0.58% 7,732 SH
27 ABBVIE INC ABBV 00287Y109 $1.0M 0.58% 4,056 SH
28 SNAP ON INC SNA 833034101 $972.2K 0.55% 2,416 SH
29 VANGUARD INDEX FDS VB 922908751 $906.9K 0.51% 2,992 SH
30 GENERAL DYNAMICS CORP GD 369550108 $861.2K 0.49% 2,431 SH
31 ISHARES TR IVW 464287309 $844.8K 0.48% 6,143 SH
32 LOCKHEED MARTIN CORP LMT 539830109 $825.2K 0.47% 1,620 SH
33 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $817.1K 0.46% 16,006 SH
34 EATON CORP PLC ETN G29183103 $810.9K 0.46% 1,903 SH
35 GLOBAL X FDS AIQ 37954Y632 $804.7K 0.45% 12,265 SH
36 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $768.7K 0.43% 14,452 SH
37 NVIDIA CORPORATION NVDA 67066G104 $767.6K 0.43% 3,836 SH
38 AMEREN CORP AEE 023608102 $750.8K 0.42% 6,642 SH
39 LINDE PLC LIN G54950103 $738.7K 0.42% 1,423 SH
40 VANGUARD INDEX FDS VOO 922908363 $695.9K 0.39% 1,013 SH
41 MEDTRONIC PLC MDT G5960L103 $673.6K 0.38% 8,533 SH
42 META PLATFORMS INC META 30303M102 $671.7K 0.38% 1,192 SH
43 MERCK & CO INC MRK 58933Y105 $662.4K 0.37% 5,121 SH
44 CONOCOPHILLIPS COP 20825C104 $616.3K 0.35% 5,928 SH
45 INVESCO QQQ TR QQQ 46090E103 $552.8K 0.31% 750 SH
46 COCA COLA CO KO 191216100 $460.1K 0.26% 5,626 SH
47 ELI LILLY & CO LLY 532457108 $423.4K 0.24% 353 SH
48 ASML HLDG NV ASML N07059210 $397.9K 0.22% 200 SH
49 CATERPILLAR INC CAT 149123101 $355.2K 0.20% 334 SH
50 ALPHABET INC GOOGL 02079K305 $325.5K 0.18% 911 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $177.1M 571 0002107657-26-000007
2026-03-31 2026-05-12 $148.9M 604 0002107657-26-000006
2025-12-31 2026-02-04 $164.2M 570 0002107657-26-000005
2025-09-30 2026-02-04 $164.2M 570 0002107657-26-000004