Clark Wealth Partners 13F Holdings · Q2 2026
Clark Wealth Partners reported 568 securities worth $177.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQM (12.29%), SCHG (11.35%), XSMO (9.49%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $21.8M | 12.29% | 71,872 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $20.1M | 11.35% | 594,282 | Added |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | $16.8M | 9.49% | 179,445 | Trimmed |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $14.4M | 8.14% | 239,160 | Trimmed |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | $14.4M | 8.14% | 239,167 | Added |
| 6 | PULS | PGIM ETF TR | $11.3M | 6.39% | 227,663 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $8.3M | 4.67% | 92,818 | Trimmed |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.5M | 4.25% | 66,614 | Trimmed |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.90% | 90,809 | Added |
| 10 | GRNY | TIDAL TRUST I | $4.9M | 2.76% | 176,748 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $3.1M | 1.74% | 16,132 | Added |
| 12 | PVAL | PUTNAM ETF TRUST | $2.7M | 1.52% | 52,727 | Added |
| 13 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $2.6M | 1.46% | 105,631 | Added |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.7M | 0.94% | 45,560 | Added |
| 15 | SCHD | SCHWAB STRATEGIC TR | $1.7M | 0.93% | 52,140 | Trimmed |
| 16 | AVGO | BROADCOM INC | $1.4M | 0.77% | 3,630 | Trimmed |
| 17 | AAPL | APPLE INC | $1.3M | 0.76% | 4,664 | Added |
| 18 | MSFT | MICROSOFT CORP | $1.3M | 0.74% | 3,504 | Added |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.71% | 2,524 | Added |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $1.2M | 0.70% | 4,399 | Trimmed |
| 21 | AVUV | AMERICAN CENTY ETF TR | $1.2M | 0.68% | 9,701 | Added |
| 22 | GLD | SPDR GOLD TR | $1.2M | 0.68% | 3,276 | Trimmed |
| 23 | BAC | BANK OF AMER CORP | $1.2M | 0.66% | 20,441 | Trimmed |
| 24 | MCD | MCDONALDS CORP | $1.1M | 0.63% | 4,140 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $1.1M | 0.60% | 4,428 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR