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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 3 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDT MEDTRONIC PLC Healthcare 8,533.0 $674K 0.38% -195.0 -2.2% $78.94 +15.6%
42 META META PLATFORMS INC Communication Services 1,192.0 $672K 0.38% +10.0 +0.8% $563.48 +2.6%
43 MRK MERCK & CO INC Healthcare 5,121.0 $662K 0.37% -168.0 -3.2% $129.34 +14.6%
44 COP CONOCOPHILLIPS Energy 5,928.0 $616K 0.35% -96.0 -1.6% $103.96 +25.4%
45 QQQ INVESCO QQQ TR Financial Services 750.0 $553K 0.31% $737.01 -2.8%
46 KO COCA COLA CO Consumer Defensive 5,626.0 $460K 0.26% -115.0 -2.0% $81.79 +9.6%
47 LLY ELI LILLY & CO Healthcare 353.0 $423K 0.24% +10.0 +2.9% $1199.43 -2.2%
48 ASML ASML HLDG NV Technology 200.0 $398K 0.23% $1989.44 -14.7%
49 CAT CATERPILLAR INC Industrials 334.0 $355K 0.20% $1063.54 -24.8%
50 GOOGL ALPHABET INC Communication Services 911.0 $325K 0.18% +202.0 +28.5% $357.29 -3.0%
51 SCHV SCHWAB STRATEGIC TR 8,960.0 $312K 0.18% $34.81 -0.6%
52 VFMO VANGUARD WELLINGTON FD 1,195.0 $298K 0.17% -180.0 -13.1% $249.51 -9.0%
53 IVV ISHARES TR 391.0 $293K 0.17% +2.0 +0.5% $748.89 +3.2%
54 SCHX SCHWAB STRATEGIC TR 7,401.0 $218K 0.12% $29.43 +3.1%
55 QUAL ISHARES TR 852.0 $187K 0.11% $219.43 +1.9%
56 SPY STATE STR SPDR S&P 500 ETF T Financial Services 249.0 $186K 0.10% $747.43 +2.9%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 190.0 $178K 0.10% $937.30 +0.9%
58 XOM EXXON MOBIL CORP Energy 1,302.0 $178K 0.10% $136.73 +14.6%
59 CIBR FIRST TR EXCHANGE-TRADED FD 1,949.0 $175K 0.10% $89.87 +9.7%
60 DYNF BLACKROCK ETF TRUST 2,272.0 $155K 0.09% $68.01 +2.3%
Page 3 of 29  ·  571 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%