Clark Wealth Partners
- SEC CIK
- 0002107657
- Latest filing
- Jul 28, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 4, 2026. Long positions only.
- Positions
- 528
- No filing for Q3 2024
- Portfolio value
- $128.9M
- No filing for Q3 2024
Clark Wealth Partners did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 590,137 | $16.1M | 12.5% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 234,393 | $13.2M | 10.3% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 133,464 | $13.1M | 10.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 319,290 | $13.0M | 10.1% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 346,455 | $12.0M | 9.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 305,735 | $8.52M | 6.6% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 38,178 | $8.03M | 6.2% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 110,253 | $5.46M | 4.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 15,554 | $3.77M | 2.9% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 64,592 | $3.72M | 2.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 21,870 | $2.22M | 1.7% | – | – | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 86,696 | $2.08M | 1.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 4,419 | $1.28M | 1.0% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,449 | $1.11M | 0.9% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 4,798 | $1.05M | 0.8% | – | – | History |
| AEEAmeren Corp | COM | 11,661 | $1.04M | 0.8% | – | – | History |
| AAPLApple Inc. | Stock | 4,031 | $1.01M | 0.8% | – | – | History |
| TPRTapestry, Inc. | COM | 15,266 | $997.3K | 0.8% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 36,326 | $995.3K | 0.8% | – | – | History |
| BACBank of America Corp | Stock | 22,613 | $993.8K | 0.8% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,645 | $875.8K | 0.7% | – | – | – |
| SNASnap-on Inc | COM | 2,468 | $837.9K | 0.7% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,607 | $781.0K | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,841 | $716.1K | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,999 | $710.6K | 0.6% | – | – | History |
| TXNTexas Instruments Inc | Stock | 3,712 | $696.1K | 0.5% | – | – | History |
| BBYBest Buy Co Inc | Stock | 8,018 | $688.0K | 0.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,910 | $674.6K | 0.5% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,508 | $660.9K | 0.5% | – | – | History |
| KOCoca Cola Co | Stock | 10,124 | $630.4K | 0.5% | – | – | History |
| EOGEOG Resources Inc | Stock | 4,962 | $608.3K | 0.5% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,433 | $604.1K | 0.5% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,881 | $585.0K | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,644 | $580.1K | 0.5% | – | – | History |
| MDTMedtronic plc | Stock | 6,936 | $554.0K | 0.4% | – | – | History |
| HSYHershey Co | COM | 2,423 | $410.3K | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 2,828 | $379.7K | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 741 | $378.9K | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 13,828 | $366.9K | 0.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 616 | $332.0K | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,322 | $307.4K | 0.2% | – | – | – |
| iShares Tr46436E502 | US TECH BRKTHR | 5,325 | $283.2K | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,743 | $227.9K | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 166 | $152.5K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 1,373 | $147.7K | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 245 | $143.5K | 0.1% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 5,080 | $140.8K | 0.1% | – | – | – |
| ASMLASML Holding NV | ADR | 200 | $138.6K | 0.1% | – | – | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 2,500 | $127.1K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 333 | $120.8K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 460 | $110.3K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 179 | $104.9K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 538 | $101.8K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 301 | $95.1K | 0.1% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,021 | $93.3K | 0.1% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 603 | $87.7K | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 159 | $80.4K | 0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,581 | $80.2K | 0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 126 | $79.4K | 0.1% | – | – | History |
| PGRProgressive Corp | Stock | 321 | $76.8K | 0.1% | – | – | History |
| PSXPhillips 66 | Stock | 673 | $76.7K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 1,786 | $71.4K | 0.1% | – | – | History |
| Ea Series Trust02072L839 | ARGENT MID CAP | 1,992 | $68.0K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 156 | $63.0K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 148 | $62.7K | <0.1% | – | – | History |
| CPRTCopart Inc | COM | 1,026 | $58.9K | <0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 595 | $56.2K | <0.1% | – | – | History |
| FICOFair Isaac Corp | COM | 26 | $51.8K | <0.1% | – | – | History |
| iShares Tr46434V860 | TRS FLT RT BD | 1,014 | $51.2K | <0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 151 | $50.6K | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 273 | $49.9K | <0.1% | – | – | History |
| CBZCBIZ, Inc. | COM | 590 | $48.3K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 84 | $47.8K | <0.1% | – | – | History |
| HLIHoulihan Lokey, Inc. | CL A | 275 | $47.8K | <0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 248 | $47.2K | <0.1% | – | – | History |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 705 | $46.1K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 507 | $45.8K | <0.1% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 140 | $45.7K | <0.1% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 311 | $44.5K | <0.1% | – | – | History |
| ITGartner Inc | COM | 87 | $42.1K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 631 | $41.7K | <0.1% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 172 | $41.7K | <0.1% | – | – | – |
| MEDPMedpace Holdings, Inc. | COM | 125 | $41.5K | <0.1% | – | – | History |
| DSGXDescartes Systems Group Inc | COM | 365 | $41.5K | <0.1% | – | – | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 424 | $40.9K | <0.1% | – | – | – |
| GDDYGoDaddy Inc. | CL A | 207 | $40.9K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 243 | $40.7K | <0.1% | – | – | History |
| MUSAMurphy USA Inc. | COM | 80 | $40.1K | <0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 540 | $40.0K | <0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 170 | $39.9K | <0.1% | – | – | History |
| TFIITFI International Inc. | COM | 280 | $37.8K | <0.1% | – | – | History |
| Vanguard Energy ETF92204A306 | ETF | 310 | $37.6K | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 630 | $37.3K | <0.1% | – | – | History |
| BABoeing Co | Stock | 207 | $36.6K | <0.1% | – | – | History |
| OMFOneMain Holdings, Inc. | COM | 695 | $36.2K | <0.1% | – | – | History |
| ARCCAres Capital Corp | CEF | 1,624 | $35.5K | <0.1% | – | – | History |
| AFGAmerican Financial Group Inc | COM | 255 | $34.9K | <0.1% | – | – | History |
| FSVFirstService Corp | COM | 190 | $34.4K | <0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 66 | $34.3K | <0.1% | – | – | History |
| AAgilent Technologies, Inc. | COM | 255 | $34.3K | <0.1% | – | – | History |