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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 5 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNOW SNOWFLAKE INC Technology 343.0 $87K 0.05% $254.50 +28.9%
82 MU MICRON TECHNOLOGY INC Technology 75.0 $87K 0.05% +10.0 +15.4% $1154.29 -19.2%
83 JMST J P MORGAN EXCHANGE TRADED F 1,648.0 $84K 0.05% +11.0 +0.7% $51.00 -0.1%
84 TSLA TESLA INC Consumer Cyclical 199.0 $84K 0.05% -4.0 -2.0% $420.60 -17.1%
85 QYLD GLOBAL X FDS 4,373.0 $81K 0.05% $18.43 -0.9%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 1,884.0 $80K 0.04% -37.0 -1.9% $42.33 +18.4%
87 BITB BITWISE BITCOIN ETF TR Financial Services 2,503.0 $80K 0.04% $31.86 +32.1%
88 SCHF SCHWAB STRATEGIC TR 2,830.0 $78K 0.04% $27.70 +2.2%
89 VCR VANGUARD WORLD FD 192.0 $76K 0.04% $396.61 -0.7%
90 IYW ISHARES TR 293.0 $74K 0.04% $252.26 -0.4%
91 PGR PROGRESSIVE CORP Financial Services 331.0 $72K 0.04% -6.0 -1.8% $218.66 -0.0%
92 DFAS DIMENSIONAL ETF TRUST 842.0 $69K 0.04% $82.34 -0.3%
93 CSCO CISCO SYS INC Technology 576.0 $68K 0.04% -94.0 -14.0% $117.37 -6.3%
94 CRWD CROWDSTRIKE HLDGS INC Technology 88.0 $67K 0.04% $190.79 +14.5%
95 SMH VANECK ETF TRUST 101.0 $66K 0.04% $658.03 -15.9%
96 OEF ISHARES TR 181.0 $66K 0.04% +10.0 +5.8% $365.87 +4.1%
97 EFG ISHARES TR 504.0 $63K 0.04% -7.0 -1.4% $124.42 +0.5%
98 VIS VANGUARD WORLD FD 174.0 $63K 0.04% $360.39 -5.9%
99 VEU VANGUARD INTL EQUITY INDEX F 748.0 $63K 0.04% $83.75 +2.0%
100 FORTINET INC 403.0 $62K 0.04% +88.0 +27.9% $153.62
Page 5 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%