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Portfolio (Quarterly) Guide ↗

Clark Wealth Partners

· CIK 0002107657
13F Portfolio $149M AUM 604 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New 158 Added 132 Reduced 52 Exited
Page 3 of 31  ·  604 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 5,741.0 $440K 0.29% -5K -47.5% $76.57 +6.4%
42 QQQ INVESCO QQQ TR Financial Services 750.0 $433K 0.29% +5.0 +0.7% $577.02 +24.4%
43 XLK SELECT SECTOR SPDR TR 2,993.0 $398K 0.27% $132.89 +35.7%
44 LLY ELI LILLY & CO Healthcare 343.0 $315K 0.21% -10.0 -2.8% $919.77 +15.8%
45 SCHV SCHWAB STRATEGIC TR 8,928.0 $272K 0.18% $30.50 +9.2%
46 VFMO VANGUARD WELLINGTON FD 1,375.0 $271K 0.18% -632.0 -31.5% $197.10 +16.5%
47 ASML ASML HLDG NV Technology 200.0 $264K 0.18% $1320.83 +23.6%
48 PVAL PUTNAM ETF TRUST 5,554.0 $258K 0.17% +483.0 +9.5% $46.40 +8.5%
49 IVV ISHARES TR 389.0 $254K 0.17% +4.0 +1.0% $653.21 +14.7%
50 CAT CATERPILLAR INC Industrials 333.0 $236K 0.16% +21.0 +6.7% $709.21 +24.1%
51 GRNY TIDAL TRUST I 9,816.0 $234K 0.16% +1K +12.3% $23.87 +13.4%
52 XOM EXXON MOBIL CORP Energy 1,303.0 $221K 0.15% -122.0 -8.6% $169.72 -8.7%
53 GOOGL ALPHABET INC Communication Services 709.0 $204K 0.14% -3K -82.7% $287.40 +33.3%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 1,333.0 $195K 0.13% +79.0 +6.3% $146.28 -6.4%
55 SCHX SCHWAB STRATEGIC TR 7,401.0 $190K 0.13% $25.64 +14.4%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 190.0 $190K 0.13% +9.0 +5.0% $997.56 +3.1%
57 QUAL ISHARES TR 852.0 $163K 0.11% -49.0 -5.4% $191.81 +11.8%
58 SPY STATE STR SPDR S&P 500 ETF T Financial Services 249.0 $162K 0.11% $650.84 +14.6%
59 IVLU ISHARES TR 3,810.0 $151K 0.10% -2K -30.8% $39.68 +7.5%
60 EFV ISHARES TR 1,892.0 $141K 0.09% -174.0 -8.4% $74.35 +5.8%
Page 3 of 31  ·  604 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 24.3%
Industrials 17.6%
Financial Services 16.1%
Healthcare 12.0%
Consumer Cyclical 8.8%
Energy 5.3%
Communication Services 4.7%
Utilities 3.7%
Consumer Defensive 3.5%
Basic Materials 3.1%