Clark Wealth Partners Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Clark Wealth Partners disclosed 1050 stock positions valued at approximately $192.57M as of quarter-end September 30, 2026. The largest holdings include INVESCO EXCH TRADED FD TR II, SCHWAB STRATEGIC TR, and PGIM ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 1050
- Portfolio Value
- $192.57M
Holdings by Sector
Clark Wealth Partners Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 11.53% | 72,864 | +992 | +1.38% | $22,197,338 |
| SCHWAB STRATEGIC TR | SCHG | Other | 11.28% | 604,517 | +10,235 | +1.72% | $21,720,305 |
| PGIM ETF TR | PULS | Other | 9.69% | 376,065 | +148,402 | +65.18% | $18,664,189 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 7.73% | 245,248 | +6,088 | +2.55% | $14,893,883 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 7.73% | 182,458 | +3,013 | +1.68% | $14,884,902 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 7.73% | 243,781 | +4,614 | +1.93% | $14,880,393 |
| AMERICAN CENTY ETF TR | AVDE | Other | 4.48% | 95,782 | +2,964 | +3.19% | $8,630,946 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 3.99% | 68,821 | +2,207 | +3.31% | $7,683,919 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.75% | 94,336 | +3,527 | +3.88% | $5,303,583 |
| TIDAL TRUST I | GRNY | Other | 2.63% | 181,692 | +4,944 | +2.80% | $5,056,495 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.71% | 16,815 | +683 | +4.23% | $3,291,568 |
| PUTNAM ETF TRUST | PVAL | Other | 1.43% | 52,450 | -277 | -0.53% | $2,759,922 |
| NYLIM ACTIVE ETF TR | MMIT | Other | 1.31% | 109,499 | +3,868 | +3.66% | $2,513,279 |
| MICROSOFT CORP | MSFT | Technology | 0.99% | 3,735 | +231 | +6.59% | $1,915,682 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.89% | 45,742 | +182 | +0.40% | $1,713,953 |
| APPLE INC | AAPL | Technology | 0.89% | 5,126 | +462 | +9.91% | $1,707,117 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.88% | 52,328 | +188 | +0.36% | $1,702,216 |
| BROADCOM INC | AVGO | Technology | 0.67% | 3,687 | +57 | +1.57% | $1,294,839 |
| SPDR GOLD TR | GLD | Other | 0.65% | 3,276 | - | - | $1,247,632 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.64% | 2,469 | -55 | -2.18% | $1,229,439 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.61% | 4,729 | +301 | +6.80% | $1,178,231 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.61% | 16,097 | +91 | +0.57% | $1,169,287 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.61% | 5,054 | +914 | +22.08% | $1,167,249 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.59% | 9,652 | -49 | -0.51% | $1,136,692 |
| BANK OF AMER CORP | BAC | Financial Services | 0.58% | 20,386 | -55 | -0.27% | $1,109,618 |
| ABBVIE INC | ABBV | Healthcare | 0.56% | 4,110 | +54 | +1.33% | $1,075,158 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 4,492 | +656 | +17.10% | $1,027,040 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.50% | 4,385 | -14 | -0.32% | $964,310 |
| SNAP ON INC | SNA | Industrials | 0.45% | 2,408 | -8 | -0.33% | $874,915 |
| ISHARES TR | IVW | Other | 0.45% | 6,105 | -38 | -0.62% | $868,506 |
Showing 30 of 1,050 holdings in the latest reporting period.