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Portfolio (Quarterly) Guide ↗

Clark Wealth Partners

· CIK 0002107657
13F Portfolio $164M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 147 Added 143 Reduced
Page 1 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 613,001.0 $20.0M 12.18% +292K +90.9% $32.62 +6.0%
2 QQQM INVESCO EXCH TRADED FD TR II 79,013.0 $20.0M 12.17% +1K +1.4% $252.92 +18.9%
3 PULS PGIM ETF TR 180,634.0 $9.0M 5.46% +2K +1.1% $49.59 +0.2%
4 XMHQ INVESCO EXCHANGE TRADED FD T 79,744.0 $8.2M 4.97% +37K +85.5% $102.42 +7.3%
5 MMIT NEW YORK LIFE INVTS ACTIVE E 94,426.0 $2.3M 1.40% +7K +8.0% $24.33 -0.3%
6 MCD MCDONALDS CORP Consumer Cyclical 4,500.0 $1.4M 0.84% +75.0 +1.7% $305.61 -8.6%
7 GLD SPDR GOLD TR Financial Services 3,324.0 $1.3M 0.80% +48.0 +1.5% $396.36 +4.4%
8 GOOGL ALPHABET INC Communication Services 4,099.0 $1.3M 0.78% +290.0 +7.6% $313.02 +24.2%
9 BERKSHIRE HATHAWAY INC DEL 2,470.0 $1.2M 0.76% +20.0 +0.8% $502.65
10 ABBV ABBVIE INC Healthcare 3,964.0 $906K 0.55% +129.0 +3.4% $228.46 -6.7%
11 JPM JPMORGAN CHASE & CO. Financial Services 2,741.0 $883K 0.54% +2K +486.9% $322.20 -4.8%
12 MS MORGAN STANLEY Financial Services 4,766.0 $846K 0.52% +5K +4193.7% $177.52 +13.7%
13 MDT MEDTRONIC PLC Healthcare 8,437.0 $810K 0.49% +1K +16.6% $96.06 -19.2%
14 KO COCA COLA CO Consumer Defensive 10,943.0 $765K 0.47% +859.0 +8.5% $69.91 +15.1%
15 NVDA NVIDIA CORPORATION Technology 3,876.0 $723K 0.44% +504.0 +14.9% $186.51 +15.2%
16 META META PLATFORMS INC Communication Services 1,036.0 $684K 0.42% +820.0 +379.6% $660.26 -7.3%
17 ETN EATON CORP PLC Industrials 1,539.0 $490K 0.30% +2K +5030.0% $318.51 +26.6%
18 XLK SELECT SECTOR SPDR TR 2,990.0 $430K 0.26% +2K +111.2% $143.95 +28.7%
19 HPQ HP INC Technology 18,355.0 $409K 0.25% +18K +7950.4% $22.28 +9.7%
20 LLY ELI LILLY & CO Healthcare 353.0 $379K 0.23% +322.0 +1038.7% $1074.68 -0.9%
Page 1 of 8  ·  147 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 20.7%
Industrials 13.8%
Healthcare 11.1%
Consumer Cyclical 8.6%
Communication Services 8.1%
Consumer Defensive 4.2%
Energy 3.1%
Utilities 3.0%
Real Estate 0.4%