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Clark Wealth Partners

Portfolio Manager
Clark Wealth Partners
Performance
-2.36% (2026 Q1)
AUM (13F)
$148.87M
# of Holdings
604
Performance Rank
Allocation (Top 20)
81.9%

Clark Wealth Partners Holdings Map

Top 50 Clark Wealth Partners Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQM
INVESCO EXCH TRADED FD TR II
11.41%71.5K$17.0M
-9.50%(-7.50K)
2025-Q1: 0 shares2025-Q2: 77.9K shares2025-Q3: 79.0K shares2025-Q4: 79.0K shares2026-Q1: 71.5K shares
$208.33(+40.84%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
11.36%580.4K$16.9M
-5.32%(-32.60K)
2025-Q1: 0 shares2025-Q2: 321.1K shares2025-Q3: 613.0K shares2025-Q4: 613.0K shares2026-Q1: 580.4K shares
$28.68(+18.98%)
2026-03-31
FDVV
FIDELITY COVINGTON TRUST
9.87%266.1K$14.7M
-10.87%(-32.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 298.6K shares2025-Q4: 298.6K shares2026-Q1: 266.1K shares
$53.86(+13.77%)
2026-03-31
XSMO
INVESCO EXCHANGE TRADED FD T
9.58%187.6K$14.3M
-15.03%(-33.19K)
2025-Q1: 0 shares2025-Q2: 253.0K shares2025-Q3: 220.8K shares2025-Q4: 220.8K shares2026-Q1: 187.6K shares
$64.45(+40.34%)
2026-03-31
IDMO
INVESCO EXCH TRADED FD TR II
8.69%235.9K$12.9M
-12.67%(-34.23K)
2025-Q1: 0 shares2025-Q2: 300.5K shares2025-Q3: 270.2K shares2025-Q4: 270.2K shares2026-Q1: 235.9K shares
$41.36(+45.48%)
2026-03-31
PULS
PGIM ETF TR
7.03%210.8K$10.5M
+16.70%(+30.17K)
2025-Q1: 0 shares2025-Q2: 178.7K shares2025-Q3: 180.6K shares2025-Q4: 180.6K shares2026-Q1: 210.8K shares
$49.67(-0.21%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
5.83%102.4K$8.7M
+28.20%(+22.52K)
2025-Q1: 0 shares2025-Q2: 548 shares2025-Q3: 79.9K shares2025-Q4: 79.9K shares2026-Q1: 102.4K shares
$77.96(+15.34%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
5.17%74.5K$7.7M
-6.58%(-5.25K)
2025-Q1: 0 shares2025-Q2: 43.0K shares2025-Q3: 79.7K shares2025-Q4: 79.7K shares2026-Q1: 74.5K shares
$101.02(+12.19%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
3.16%82.9K$4.7M
+4.72%(+3.74K)
2025-Q1: 0 shares2025-Q2: 82.0K shares2025-Q3: 79.2K shares2025-Q4: 79.2K shares2026-Q1: 82.9K shares
$58.10(-2.39%)
2026-03-31
MMIT
NEW YORK LIFE INVTS ACTIVE E
1.55%95.3K$2.3M
+0.93%(+878)
2025-Q1: 0 shares2025-Q2: 87.4K shares2025-Q3: 94.4K shares2025-Q4: 94.4K shares2026-Q1: 95.3K shares
$24.28(+0.35%)
2026-03-31

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