Top 50 Clark Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 12.29% | 71.9K | $21.8M | +0.51%(+362) | $208.62(+42.20%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 11.35% | 594.3K | $20.1M | +2.39%(+13.88K) | $28.73(+24.52%) | 2026-06-30 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 9.49% | 179.4K | $16.8M | -4.36%(-8.17K) | $64.45(+38.31%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.14% | 239.2K | $14.4M | +1.38%(+3.25K) | $41.57(+51.08%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 8.14% | 239.2K | $14.4M | -10.13%(-26.95K) | $53.86(+18.46%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 6.39% | 227.7K | $11.3M | +8.00%(+16.86K) | $49.67(-0.14%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.67% | 92.8K | $8.3M | -9.34%(-9.56K) | $78.02(+20.38%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.25% | 66.6K | $7.5M | -10.58%(-7.88K) | $101.02(+17.89%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.9% | 90.8K | $5.1M | +9.49%(+7.87K) | $57.93(-0.23%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 2.76% | 176.7K | $4.9M | +1700.61%(+166.93K) | $25.33(+10.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +17.72% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +14.72% |
Clark Wealth Partners reports $177.12M in US-listed equity holdings across 571 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (12.3%), SCHG (11.3%) and XSMO (9.5%). The top 20 holdings account for 80.65% of reported assets. Its disclosed equity book has returned +17.72% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clark Wealth Partnersโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107657). View Clark Wealth Partnersโs 13F filings on SEC