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Portfolio (Quarterly) Guide ↗

Clark Wealth Partners

· CIK 0002107657
13F Portfolio $177M AUM 571 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 58 New 141 Added 132 Reduced 85 Exited
Page 2 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 911.0 $325K 0.18% +202.0 +28.5% $357.29 -3.0%
22 IVV ISHARES TR 391.0 $293K 0.17% +2.0 +0.5% $748.89 +3.2%
23 VGT VANGUARD WORLD FD 1,192.0 $142K 0.08% +1K +700.0% $119.52 +0.5%
24 WMT WALMART INC Consumer Defensive 1,156.0 $131K 0.07% +604.0 +109.4% $113.28 -9.0%
25 DE DEERE & CO Industrials 195.0 $124K 0.07% +1.0 +0.5% $634.80 -0.7%
26 PSX PHILLIPS 66 Energy 730.0 $123K 0.07% +5.0 +0.7% $169.11 +44.3%
27 JPM JPMORGAN CHASE & CO Financial Services 367.0 $120K 0.07% +80.0 +27.9% $327.43 +9.2%
28 ATO ATMOS ENERGY CORP Utilities 657.0 $113K 0.06% +540.0 +461.5% $172.18 -3.2%
29 JNJ JOHNSON & JOHNSON Healthcare 444.0 $113K 0.06% +5.0 +1.1% $254.08 +5.5%
30 NEE NEXTERA ENERGY INC Utilities 1,248.0 $110K 0.06% +1K +605.1% $87.78 -6.8%
31 BIL SPDR SERIES TRUST 1,079.0 $99K 0.06% +9.0 +0.8% $91.66 -0.0%
32 GS GOLDMAN SACHS GROUP INC Financial Services 92.0 $93K 0.05% +2.0 +2.2% $1010.17 +2.4%
33 MU MICRON TECHNOLOGY INC Technology 75.0 $87K 0.05% +10.0 +15.4% $1154.29 -19.2%
34 JMST J P MORGAN EXCHANGE TRADED F 1,648.0 $84K 0.05% +11.0 +0.7% $51.00 -0.1%
35 OEF ISHARES TR 181.0 $66K 0.04% +10.0 +5.8% $365.87 +4.1%
36 FORTINET INC 403.0 $62K 0.04% +88.0 +27.9% $153.62
37 UPS UNITED PARCEL SVCS INC Industrials 567.0 $61K 0.03% +8.0 +1.4% $107.41 -1.9%
38 CVX CHEVRON CORPORATION Energy 363.0 $60K 0.03% +166.0 +84.3% $165.57 +21.9%
39 AMD ADVANCED MICRO DEVICES INC Technology 102.0 $59K 0.03% +9.0 +9.7% $580.91 -19.9%
40 DGRO ISHARES TR 748.0 $57K 0.03% +4.0 +0.5% $75.75 +4.8%
Page 2 of 8  ·  141 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 26.6%
Financial Services 17.9%
Industrials 16.2%
Healthcare 11.3%
Consumer Cyclical 8.7%
Communication Services 4.2%
Utilities 4.0%
Energy 3.9%
Consumer Defensive 3.4%
Basic Materials 2.8%