§ 13F · FUND PROFILE
Clark Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.2T (13F)Positions · 540Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 613K | $20.0T | 12.2% | ±0% |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 79K | $20.0T | 12.2% | ±0% |
| 3 | FDVV | FIDELITY COVINGTON TRUST | 299K | $16.9T | 10.3% | ±0% |
| 4 | XSMO | INVESCO EXCHANGE TRADED FD T | 221K | $15.9T | 9.7% | ±0% |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | 270K | $15.0T | 9.1% | ±0% |
| 6 | PULS | PGIM ETF TR | 181K | $9.0T | 5.5% | ±0% |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | 80K | $8.2T | 5.0% | ±0% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 80K | $6.6T | 4.0% | ±0% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 79K | $4.5T | 2.8% | ±0% |
| 10 | HEFA | ISHARES TR | 71K | $2.9T | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARK SIGNAL
AC read
Clark Wealth Partners is a Other fund managing $148188.1 trillion in assets. The fund runs a broad portfolio of 540 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
8 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed