DOSSIER · 13F-HR · Q3 2026

Clark Wealth Partners

$193M in tracked AUM across 1,061 positions as of Q3 2026.

CW
CIK 0002107657 · last filed Sep 30, 2026
Total AUM
$193M
as of Q3 2026
Holdings
1,061
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Clark Wealth Partners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$22M73K11.5%
02
SCHG
SCHWAB STRATEGIC TR
$22M605K11.3%
03
PULS
PGIM ETF TR
$19M376K9.7%
04
FDVV
FIDELITY COVINGTON TRUST
$15M245K7.7%
05
XSMO
INVESCO EXCHANGE TRADED FD T
$15M182K7.7%
06
IDMO
INVESCO EXCH TRADED FD TR II
$15M244K7.7%
07
AVDE
AMERICAN CENTY ETF TR
$9M96K4.5%
08
XMHQ
INVESCO EXCHANGE TRADED FD T
$8M69K4.0%
09
JEPI
J P MORGAN EXCHANGE TRADED F
$5M94K2.8%
10
GRNY
TIDAL TRUST I
$5M182K2.6%

Filing history

2026Q3Sep 30
$193M▲ 8.7%
1,061 positionsView →
2026Q2Jun 30
$177M▲ 19.0%
571 positionsView →
2026Q1Mar 31
$149M▼ 9.3%
604 positionsView →
2025Q4Dec 31
$164M— 0.0%
570 positionsView →
2025Q3Sep 30
$164M▲ 10.8%
570 positionsLocked
2025Q2Jun 30
$148M▲ 9.9%
540 positionsLocked
2025Q1Mar 31
$135M▲ 4.7%
532 positionsLocked
2024Q4Dec 31
$129M—
536 positionsLocked