13F Insight
DOSSIER · 13F-HR · Q1 2026

Clark Wealth Partners

$149M in tracked AUM across 604 positions as of Q1 2026.

CW
CIK 0002107657 · last filed Mar 31, 2026
Total AUM
$149M
as of Q1 2026
Holdings
604
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Clark Wealth Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$17M72K11.4%02
SCHG
SCHWAB STRATEGIC TR
$17M580K11.4%03
FDVV
FIDELITY COVINGTON TRUST
$15M266K9.9%04
XSMO
INVESCO EXCHANGE TRADED FD T
$14M188K9.6%05
IDMO
INVESCO EXCH TRADED FD TR II
$13M236K8.7%06
PULS
PGIM ETF TR
$10M211K7.0%07
AVDE
AMERICAN CENTY ETF TR
$9M102K5.8%08
XMHQ
INVESCO EXCHANGE TRADED FD T
$8M74K5.2%09
JEPI
J P MORGAN EXCHANGE TRADED F
$5M83K3.2%10
MMIT
NEW YORK LIFE INVTS ACTIVE E
$2M95K1.5%

Filing history

2026Q1Mar 31
$149M▼ 9.3%
604 positionsView →2025Q4Dec 31
$164M— 0.0%
570 positionsView →2025Q3Sep 30
$164M▲ 10.8%
570 positionsView →2025Q2Jun 30
$148M▲ 9.9%
540 positionsLocked2025Q1Mar 31
$135M▲ 4.7%
532 positionsLocked2024Q4Dec 31
$129M—
536 positionsLocked