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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 4 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR PALANTIR TECHNOLOGIES INC Technology 1,320.0 $154K 0.09% -13.0 -1.0% $116.67 +59.7%
62 EFV ISHARES TR 1,892.0 $145K 0.08% $76.55 +6.8%
63 IVLU ISHARES TR 3,452.0 $144K 0.08% -358.0 -9.4% $41.82 +5.8%
64 VGT VANGUARD WORLD FD 1,192.0 $142K 0.08% +1K +700.0% $119.52 +0.5%
65 VEA VANGUARD TAX-MANAGED FDS 1,914.0 $136K 0.08% $71.25 +2.5%
66 WMT WALMART INC Consumer Defensive 1,156.0 $131K 0.07% +604.0 +109.4% $113.28 -9.0%
67 TECB ISHARES TR 1,815.0 $130K 0.07% $71.73 +6.3%
68 IVE ISHARES TR 565.0 $128K 0.07% $227.06 +4.5%
69 DE DEERE & CO Industrials 195.0 $124K 0.07% +1.0 +0.5% $634.80 -0.7%
70 PSX PHILLIPS 66 Energy 730.0 $123K 0.07% +5.0 +0.7% $169.11 +44.3%
71 JPM JPMORGAN CHASE & CO Financial Services 367.0 $120K 0.07% +80.0 +27.9% $327.43 +9.2%
72 ATO ATMOS ENERGY CORP Utilities 657.0 $113K 0.06% +540.0 +461.5% $172.18 -3.2%
73 JNJ JOHNSON & JOHNSON Healthcare 444.0 $113K 0.06% +5.0 +1.1% $254.08 +5.5%
74 NEE NEXTERA ENERGY INC Utilities 1,248.0 $110K 0.06% +1K +605.1% $87.78 -6.8%
75 V VISA INC Financial Services 318.0 $109K 0.06% -6.0 -1.9% $342.80 +11.3%
76 GOOG ALPHABET INC 295.0 $104K 0.06% $353.40
77 BIL SPDR SERIES TRUST 1,079.0 $99K 0.06% +9.0 +0.8% $91.66 -0.0%
78 ITA ISHARES TR 398.0 $96K 0.05% $242.12 -3.8%
79 IEMG ISHARES INC 1,143.0 $95K 0.05% $82.84 -1.2%
80 GS GOLDMAN SACHS GROUP INC Financial Services 92.0 $93K 0.05% +2.0 +2.2% $1010.17 +2.4%
Page 4 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%