13F filer

Clark Wealth Partners

As of Sep 30, 2026 Filed Oct 19, 2026 CIK 2107657 SEC filings ↗
13F Value
$192.6M
Positions
1,061
Top Position
QQQM11.5%
Top 5
48.0%

Latest filing changes

vs Jun 30, 2026
2 V Visa +483.6%+$553K
3 DHR Danaher >999%+$513K
4 WMT Walmart +399.9%+$480K
5 MRSH Marsh & McLennan >999%+$397K
Holdings1,061
# Trend (4Q)
1 QQQM 11.5% $22.2M +1.4% 72.9K 12.3% ETF
2 SCHG 11.3% $21.7M +1.7% 604.5K 11.4% ETF
3 PULS 9.7% $18.7M +65.2% 376.1K 6.4% ETF
4 FDVV 7.7% $14.9M +2.5% 245.2K 8.1% ETF
5 XSMO 7.7% $14.9M +1.7% 182.5K 9.5% ETF
6 IDMO 7.7% $14.9M +1.9% 243.8K 8.1% ETF
7 AVDE 4.5% $8.6M +3.2% 95.8K 4.7% ETF
8 XMHQ 4.0% $7.7M +3.3% 68.8K 4.2% ETF
9 JEPI 2.8% $5.3M +3.9% 94.3K 2.9% ETF
10 GRNY 2.6% $5.1M +2.8% 181.7K 2.8% ETF
11 XLK 1.7% $3.3M +4.2% 16.8K 1.7% ETF
12 PVAL 1.4% $2.8M -0.5% 52.5K 1.5% ETF
13 MMIT 1.3% $2.5M +3.7% 109.5K 1.5% ETF
14 MSFT 1.0% $1.9M +6.6% 3.7K 0.7% Common Stock
15 BUFR 0.9% $1.7M +0.4% 45.7K 0.9% ETF
16 AAPL 0.9% $1.7M +9.9% 5.1K 0.8% Common Stock
17 SCHD 0.9% $1.7M +0.4% 52.3K 0.9% ETF
18 AVGO 0.7% $1.3M +1.6% 3.7K 0.8% Common Stock
19 GLD 0.6% $1.2M — 3.3K 0.7% Trust
20 BRK.B
Filing details
  • 084670702 Sep 30, 2026 2,469 reported quantity $1,229,439 reported value
0.6% $1.2M -2.2% 2.5K 0.7% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing17
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.