Institutions / Clark Wealth Partners
Clark Wealth Partners
CIK 2107657 · Institution · as of Dec 31, 2025
Portfolio value
$164.16M
Positions
570
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$164.16M+0.0%Positions
570+0.0%Top holdings
Dec 31, 2025View all 570 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $20.00M | 12.2% |
| Invesco Exch Traded Fd Tr II | $19.98M | 12.2% |
| Fidelity Covington Trust | $16.93M | 10.3% |
| Invesco Exchange Traded Fd T | $15.90M | 9.7% |
| Invesco Exch Traded Fd Tr II | $15.01M | 9.1% |
| PGIM ETF Tr | $8.96M | 5.5% |
| Invesco Exchange Traded Fd T | $8.17M | 5.0% |
| American Centy ETF Tr | $6.57M | 4.0% |
| J P Morgan Exchange Traded F | $4.53M | 2.8% |
| iShares Tr | $2.94M | 1.8% |
| New York Life Invts Active E | $2.30M | 1.4% |
| First Tr Exchng Traded Fd VI | $1.92M | 1.2% |
| Schwab Strategic Tr | $1.47M | 0.9% |
| Mcdonald'S Corp | $1.38M | 0.8% |
| International Business Machines Corp | $1.36M | 0.8% |
| SPDR Gold Tr | $1.32M | 0.8% |
| Alphabet Inc. | $1.28M | 0.8% |
| Broadcom Inc. | $1.25M | 0.8% |
| Warren E. Buffett | $1.24M | 0.8% |
| Apple Inc. | $1.22M | 0.7% |
| Bank of America Corp /De | $1.11M | 0.7% |
| Profesionally Managed Portfo | $946.8K | 0.6% |
| AbbVie Inc. | $905.6K | 0.6% |
| JPMORGAN CHASE & CO | $883.1K | 0.5% |
| Morgan Stanley | $846.0K | 0.5% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | Add | 46137V498 | $17.17M | +252K +39006.80% | 253,021 10.48% of portfolio | medium |
| Q3 2025 as of | New | 316092840 | $16.93M | +299K | 298,584 10.31% of portfolio | medium |
| Q3 2025 as of | Trim | 808524797 | $-15.24M | -555K -91.22% | 53,443 0.89% of portfolio | medium |
| Q1 2025 as of | Add | 69344A107 | $15.00M | +302K +273.54% | 411,838 12.48% of portfolio | medium |
| Q2 2025 as of | Trim | 69344A107 | $-11.60M | -233K -56.62% | 178,675 5.42% of portfolio | medium |
| Q3 2025 as of | Trim | 69374H881 | $-10.87M | -182K -99.95% | 87 <0.01% of portfolio | medium |
| Q3 2025 as of | Add | 808524300 | $9.52M | +292K +90.91% | 613,001 12.18% of portfolio | medium |
| Q2 2025 as of | Add | 46138G649 | $8.72M | +38K +97.31% | 77,890 10.78% of portfolio | medium |
| Q1 2025 as of | Trim | 46137V472 | $-7.12M | -78K -58.27% | 55,694 3.11% of portfolio | medium |
| Q3 2025 as of | New | 025072703 | $6.57M | +80K | 79,860 4.00% of portfolio | medium |