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Clark Wealth Partners Top Holdings and 13F Report (2026)

About Clark Wealth Partners

Investment Activity

  • Clark Wealth Partners has $192.57 million in total holdings as of September 30, 2026.
  • Clark Wealth Partners owns shares of 1,061 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 8.39% of the portfolio was purchased this quarter.
  • About 0.36% of the portfolio was sold this quarter.
  • This quarter, Clark Wealth Partners has purchased 570 new stocks and bought additional shares in 372 stocks.
  • Clark Wealth Partners sold shares of 65 stocks and completely divested from 19 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$233,809 Holding
372460105 - Genuine Parts
$194,732 Holding
729132100 - Plexus
$12,787 Holding
65249B109 - News
$12,700 Holding
52661A108 - Leonardo DRS
$12,052 Holding

Largest Purchases this Quarter

PGIM Ultra Short Bond ETF
148,402 shares (about $7.37M)
Visa
1,538 shares (about $552.67K)
Danaher
2,310 shares (about $512.69K)
WALMART INC
4,623 shares (about $480.41K)
MARSH & MCLENNAN COS INC
2,324 shares (about $396.83K)

Largest Sales this Quarter

Medtronic
1,184 shares (about $103.01K)
LINDE PLC
160 shares (about $75.92K)
Phillips 66
217 shares (about $55.39K)
Lockheed Martin
68 shares (about $34.64K)
United Rentals
29 shares (about $29.02K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClark Wealth Partners

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$22,197,338$302,204 ▲1.4%72,86411.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$21,720,305$367,744 ▲1.7%604,51711.3%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$18,664,189$7,365,224 ▲65.2%376,0659.7%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$14,893,883$369,724 ▲2.5%245,2487.7%ETF
Invesco S&P SmallCap Momentum ETF stock logo
XSMO
Invesco S&P SmallCap Momentum ETF
$14,884,902$245,800 ▲1.7%182,4587.7%ETF
Invesco S&P International Developed Momentum ETF stock logo
IDMO
Invesco S&P International Developed Momentum ETF
$14,880,393$281,639 ▲1.9%243,7817.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$8,630,946$267,087 ▲3.2%95,7824.5%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$7,683,919$246,413 ▲3.3%68,8214.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$5,303,583$198,288 ▲3.9%94,3362.8%ETF
TIDAL TRUST I
$5,056,495$137,592 ▲2.8%181,6922.6%FUND GRAN US ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,291,568$133,699 ▲4.2%16,8151.7%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$2,759,922$14,576 ▼-0.5%52,4501.4%ETF
NYLIM MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLIM MacKay Shields Municipal Intermediate ETF
$2,513,279$88,780 ▲3.7%109,4991.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,915,682$118,480 ▲6.6%3,7351.0%Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,713,953$6,820 ▲0.4%45,7420.9%ETF
Apple Inc. stock logo
AAPL
Apple
$1,707,117$153,860 ▲9.9%5,1260.9%Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,702,216$6,116 ▲0.4%52,3280.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,294,839$20,018 ▲1.6%3,6870.7%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,247,6320.0%3,2760.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,229,439$27,387 ▼-2.2%2,4690.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,178,231$74,994 ▲6.8%4,7290.6%Consumer Discretionary
FIDELITY WISE ORIGIN BITCOIN
$1,169,287$6,610 ▲0.6%16,0970.6%SHS
McDonald's Corporation stock logo
MCD
McDonald's
$1,167,249$211,093 ▲22.1%5,0540.6%Consumer Discretionary
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,136,692$5,771 ▼-0.5%9,6520.6%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$1,109,618$2,994 ▼-0.3%20,3860.6%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,075,158$14,126 ▲1.3%4,1100.6%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,027,040$149,986 ▲17.1%4,4920.5%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$964,310$3,079 ▼-0.3%4,3850.5%Technology
Snap-On Incorporated stock logo
SNA
Snap-On
$874,915$2,907 ▼-0.3%2,4080.5%Industrials
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$868,506$5,406 ▼-0.6%6,1050.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$851,1580.0%2,9920.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$847,326$17,411 ▼-2.0%1,1680.4%Communication Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$817,7390.0%1,9030.4%Industrials
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$805,813$7,537 ▲0.9%7,8050.4%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$799,1880.0%12,2650.4%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$790,506$34,636 ▼-4.2%1,5520.4%Industrials
General Dynamics Corporation stock logo
GD
General Dynamics
$788,381$18,250 ▼-2.3%2,3760.4%Industrials
PROFESIONALLY MANAGED PORTFO
$761,1870.0%14,4520.4%AKRE FOCUS ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$751,812$3,362 ▲0.4%5,1440.4%Healthcare
ConocoPhillips stock logo
COP
ConocoPhillips
$734,795$7,134 ▼-1.0%5,8710.4%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$724,353$14,711 ▲2.1%1,0340.4%ETF
Visa Inc. stock logo
V
Visa
$666,938$552,667 ▲483.6%1,8560.3%Finance
Ameren Corporation stock logo
AEE
Ameren
$660,911$795 ▲0.1%6,6500.3%Utilities
Medtronic PLC stock logo
MDT
Medtronic
$639,366$103,008 ▼-13.9%7,3490.3%Healthcare
WALMART INC
$600,541$480,412 ▲399.9%5,7790.3%COM
LINDE PLC
$599,258$75,916 ▼-11.2%1,2630.3%SHS
Invesco QQQ stock logo
QQQ
Invesco QQQ
$566,139$11,101 ▲2.0%7650.3%ETF
Danaher Corporation stock logo
DHR
Danaher
$519,575$512,695 ▲7,451.6%2,3410.3%Healthcare
CocaCola Company (The) stock logo
KO
CocaCola
$492,513$5,283 ▲1.1%5,6870.3%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$432,748$24,299 ▲5.9%3740.2%Healthcare
MARSH & MCLENNAN COS INC
$400,928$396,830 ▲9,683.3%2,3480.2%COM
Alphabet Inc. stock logo
GOOGL
Alphabet
$389,494$76,041 ▲24.3%1,1320.2%Communication Services
ASML Holding N.V. stock logo
ASML
ASML
$365,958$3,623 ▲1.0%2020.2%Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$298,4730.0%8,9600.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$290,258$9,190 ▼-3.1%3790.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$277,146$6,483 ▲2.4%3420.1%Industrials
Vanguard U.S. Momentum Factor ETF stock logo
VFMO
Vanguard U.S. Momentum Factor ETF
$265,218$6,131 ▼-2.3%1,1680.1%ETF
PALANTIR TECHNOLOGIES INC
$260,935$14,029 ▲5.7%1,3950.1%CL A
EXXONMOBIL HOLDINGS CORP
$233,809$233,809 ▲New Holding1,4370.1%COM SHS
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$222,0300.0%7,4010.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$200,9650.0%1,9490.1%ETF
Genuine Parts Company stock logo
GPC
Genuine Parts
$194,732$194,732 ▲New Holding1,5360.1%Consumer Discretionary
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$193,888$140,908 ▲266.0%2,0750.1%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$190,1100.0%2490.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$184,460$4,889 ▼-2.6%8300.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$167,998$4,540 ▼-2.6%1850.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$165,123$43,680 ▲36.0%4990.1%Finance
iShares U.S. Tech Breakthrough Multisector ETF stock logo
TECB
iShares U.S. Tech Breakthrough Multisector ETF
$159,563$16,335 ▲11.4%2,0220.1%ETF
PPG Industries, Inc. stock logo
PPG
PPG Industries
$157,643$156,495 ▲13,636.4%1,5110.1%Materials
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$153,342$4,017 ▼-2.6%2,2140.1%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$149,944$1,887 ▲1.3%3,4960.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$149,7990.0%1,1920.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$146,880$46,347 ▲46.1%4310.1%Communication Services
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$146,805$2,928 ▼-2.0%1,8550.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$146,187$28,602 ▲24.3%5520.1%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$143,152$80,752 ▲129.4%2340.1%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$135,1480.0%1,9140.1%ETF
Deere & Company stock logo
DE
Deere & Company
$134,639$3,366 ▲2.6%2000.1%Industrials
Phillips 66 stock logo
PSX
Phillips 66
$130,941$55,388 ▼-29.7%5130.1%Energy
Chevron Corporation stock logo
CVX
Chevron
$126,857$52,704 ▲71.1%6210.1%Energy
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$126,011$2,968 ▼-2.3%5520.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$125,542$43,090 ▲52.3%6060.1%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$116,4700.0%3430.1%Technology
BITWISE BITCOIN ETF TR
$113,5370.0%2,5030.1%SHS BEN INT
Micron Technology, Inc. stock logo
MU
Micron Technology
$112,902$33,019 ▲41.3%1060.1%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$108,927$38,320 ▲54.3%3070.1%Consumer Discretionary
CrowdStrike stock logo
CRWD
CrowdStrike
$104,841$81,543 ▲350.0%3960.1%Technology
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$104,377$1,565 ▲1.5%6670.1%Utilities
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$103,494$42,006 ▲68.3%1700.1%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$99,786$916 ▲0.9%1,0890.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$94,5350.0%1,2480.0%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$93,835$7,430 ▲8.6%2,0460.0%Communication Services
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$91,224$1,542 ▼-1.7%1,1240.0%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$87,237$4,497 ▲5.4%970.0%Finance
J P MORGAN EXCHANGE TRADED F
$83,846$506 ▲0.6%1,6580.0%ULTRA SHT MUNCPL
The Progressive Corporation stock logo
PGR
Progressive
$82,989$14,316 ▲20.8%4000.0%Finance
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$81,1200.0%4,3730.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$77,7410.0%2,8300.0%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$76,331$4,290 ▲6.0%4270.0%Technology
AT&T Inc. stock logo
T
AT&T
$75,440$11,223 ▲17.5%3,0920.0%Communication Services

Showing largest 100 holdings. View all holdings.
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