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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 7 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CSX CSX CORP Industrials 959.0 $46K 0.03% $47.52 +7.9%
122 CAIE CALAMOS ETF TR 1,568.0 $43K 0.02% +55.0 +3.6% $27.20 -0.1%
123 MA MASTERCARD INCORPORATED Financial Services 82.0 $42K 0.02% $513.76 +15.9%
124 SLYV SPDR SERIES TRUST 383.0 $42K 0.02% +204.0 +114.0% $109.25 +0.4%
125 SPYG SPDR SERIES TRUST 349.0 $42K 0.02% NEW $118.99 +1.9%
126 INTC INTEL CORP Technology 296.0 $41K 0.02% +40.0 +15.6% $139.70 -36.0%
127 XLRE SELECT SECTOR SPDR TR 939.0 $41K 0.02% $44.03 +1.0%
128 BMY BRISTOL-MYERS SQUIBB CO Healthcare 717.0 $41K 0.02% $57.62 +15.5%
129 GOOD GLADSTONE COMMERCIAL CORP Real Estate 3,260.0 $40K 0.02% $12.30 +5.8%
130 URI UNITED RENTALS INC Industrials 35.0 $40K 0.02% $1132.91 -9.1%
131 VCTR VICTORY CAP HLDGS INC DEL Financial Services 468.0 $39K 0.02% $84.06 +40.7%
132 SDY SPDR SERIES TRUST 258.0 $39K 0.02% $152.35 +3.4%
133 VTI VANGUARD INDEX FDS 106.0 $39K 0.02% $370.24 +2.5%
134 MS MORGAN STANLEY Financial Services 185.0 $39K 0.02% +2.0 +1.1% $209.52 +2.5%
135 XLV SELECT SECTOR SPDR TR 243.0 $39K 0.02% $158.66 +7.9%
136 SPYV SPDR SERIES TRUST 630.0 $38K 0.02% NEW $60.79 +4.5%
137 VDC VANGUARD WORLD FD 169.0 $38K 0.02% $225.49 +2.2%
138 THRO BLACKROCK ETF TRUST 865.0 $37K 0.02% $43.11 +1.7%
139 EMXC ISHARES INC 360.0 $37K 0.02% $102.30 -4.1%
140 VO VANGUARD INDEX FDS 436.0 $35K 0.02% +327.0 +300.0% $80.63 +2.3%
Page 7 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%