§ 13F · FUND PROFILE
Clark Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164M (13F)Positions · 570Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$634K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | 72K | $17M | 11.4% | −9% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 580K | $17M | 11.4% | −5% |
| 3 | FDVV | FIDELITY COVINGTON TRUST | 266K | $15M | 9.9% | −11% |
| 4 | XSMO | INVESCO EXCHANGE TRADED FD T | 188K | $14M | 9.6% | −15% |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | 236K | $13M | 8.7% | −13% |
| 6 | PULS | PGIM ETF TR | 211K | $10M | 7.0% | +17% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 102K | $9M | 5.8% | +28% |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 74K | $8M | 5.2% | −7% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 83K | $5M | 3.2% | +5% |
| 10 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 95K | $2M | 1.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARK SIGNAL
AC read
Clark Wealth Partners is a Other fund managing $164 million in assets. The fund runs a broad portfolio of 570 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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