Clark Wealth Partners

CIK

2107657

Location

O'FALLON, IL

Portfolio Value

Small $118,711,727

Diversification

Diversified

Filing Date

Global Rank

#6,865 / 8,811 ▼ 261 · as of Jun 2026

Top Industry

Semiconductors 8.5%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.3% of the book (60%+)

Turnover

Medium turnover

33.1% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.4%; sector active share 65.2% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

1,059 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.2%

−0.9 pts

Top 5

61.2%

−2.3 pts

Top 10

70.0%

−8.3 pts

HHI

935

Diversified−66

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.5%	$86,073,837	101
Technology	7.7%	$9,176,900	170
Industrials	4.0%	$4,764,008	166
Financial Services	3.9%	$4,676,621	167
Healthcare	3.4%	$4,032,114	80
Consumer Cyclical	2.6%	$3,035,800	86
Communication Services	1.4%	$1,715,310	42
Consumer Defensive	1.3%	$1,533,440	45
Energy	1.2%	$1,441,771	55
Utilities	0.9%	$1,009,863	36
Basic Materials	0.8%	$928,510	55
Real Estate	0.3%	$323,553	56

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PULS	PGIM Ultra Short Bond ETF	+148,402	376,065	$18,600,174
SCHG	Schwab U.S. Large-Cap Growth ETF	+10,235	604,517	$21,720,295
FDVV	Fidelity High Dividend ETF	+6,088	245,248	$14,893,911
—		+4,944	181,692	$0
WMT	Walmart Inc.	+4,623	5,779	$600,553
IDMO	Invesco Ltd.	+4,614	243,781	$0
MMIT	NYLIM ETF Trust	+3,868	109,499	$0
JEPI	JPMorgan Equity Premium Income ETF	+3,527	94,336	$5,303,569
XSMO	Victory Portfolios II	+3,013	182,458	$0
AVDE	Avantis International Equity ETF	+2,964	95,782	$8,630,916
MRSH	Marsh & Mclennan Companies, Inc.	+2,324	2,348	$400,874
DHR	Danaher Corp	+2,310	2,341	$518,648
XMHQ	Victory Portfolios II	+2,207	68,821	$0
V	Visa Inc.	+1,538	1,856	$666,916
UPS	United Parcel Service Inc	+1,508	2,075	$193,888
PPG	Ppg Industries Inc	+1,500	1,511	$157,642
QQQM	Invesco Ltd.	+992	72,864	$0
MCD	Mcdonalds Corp	+914	5,054	$1,167,170
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+683	16,815	$3,291,536
NVDA	Nvidia Corp	+656	4,492	$1,025,882
AAPL	Apple Inc.	+462	5,126	$1,707,060
T	At&T Inc.	+460	3,092	$75,444
CMCSA	Comcast Corp	+438	439	$9,552
CPRT	Copart Inc	+412	456	$12,439
CRWD	CrowdStrike Holdings, Inc.	+308	396	$104,841
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDT	Medtronic plc	−1,184	7,349	$634,145
HEFA	iShares Currency Hedged MSCI EAFE ETF	−228	296	$0
PSX	Phillips 66	−217	513	$130,974
LIN	Linde PLC	−160	1,263	$599,482
PCG	PG&E Corp	−95	109	$1,335
LMT	Lockheed Martin Corp	−68	1,552	$790,356
NKE	NIKE, Inc.	−67	5	$177
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−58	2,214	$153,341
COP	Conocophillips	−57	5,871	$734,755
BRK-B	Berkshire Hathaway Inc	−55	2,469	$1,229,438
GD	General Dynamics Corp	−55	2,376	$788,428
BAC	Bank Of America Corp	−55	20,386	$1,109,609
AVUV	Avantis U.S. Small Cap Value ETF	−49	9,652	$1,136,716
VICI	Vici Properties Inc.	−43	10	$229
CGMU	Capital Group Municipal Income ETF	−41	596	$15,460
IVW	iShares S&P 500 Growth ETF	−38	6,105	$0
EFV	iShares MSCI EAFE Value ETF	−37	1,855	$0
PEP	Pepsico Inc	−34	61	$7,729
URI	United Rentals, Inc.	−29	6	$6,004
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	−27	1,168	$265,217
ORCL	Oracle Corp	−26	175	$24,027
META	Meta Platforms, Inc.	−24	1,168	$847,010
APO	Apollo Global Management, Inc.	−23	40	$4,642
QUAL	iShares MSCI USA Quality Factor ETF	−22	830	$0
IEMG	iShares Trust	−19	1,124	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GPC	Genuine Parts Co	1,536	$193,136
PLXS	Plexus Corp	49	$12,786
NWSA	News Corp	443	$12,691
DRS	Leonardo DRS, Inc.	329	$12,051
AVT	Avnet Inc	119	$11,894
EVTC	EVERTEC, Inc.	440	$11,858
AEHR	Aehr Test Systems	112	$11,157
STRA	Strategic Education, Inc.	129	$10,019
NGVT	Ingevity Corp	137	$9,692
AVY	Avery Dennison Corp	54	$9,216
ADT	ADT Inc.	1,458	$8,864
ICE	Intercontinental Exchange, Inc.	58	$8,817
CWEN	Clearway Energy, Inc.	293	$8,576
LOAR	Loar Holdings Inc.	137	$8,428
PAYO	Payoneer Global Inc.	1,142	$8,153
PHIN	Phinia Inc.	134	$7,963
RYN	Rayonier Inc	433	$7,949
ACN	Accenture plc	42	$7,701
MLI	Mueller Industries Inc	127	$7,697
JXN	Jackson Financial Inc.	58	$7,500
COKE	Coca-Cola Consolidated, Inc.	39	$7,381
WSM	Williams Sonoma Inc	32	$7,294
HTO	H2o America	117	$7,210
GFF	Griffon Corp	75	$6,978
AER	AerCap Holdings N.V.	48	$6,888
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
SBAC	Sba Communications Corp	17	$2,999
—		11	$2,255
—		7	$1,320
EFX	Equifax Inc	6	$952
ROL	Rollins Inc	14	$584
PEG	Public Service Enterprise Group Inc	7	$568
OPEN	Opendoor Technologies Inc.	100	$462
EIX	Edison International	6	$446
ALB	Albemarle Corp	2	$270
GEN	Gen Digital Inc.	8	$199
DECK	Deckers Outdoor Corp	2	$198
LEN	Lennar Corp	1	$90
OPENZ	Opendoor Technologies Inc.	3	$1
OPENL	Opendoor Technologies Inc.	3	$1
OPENW	Opendoor Technologies Inc.	3	$1
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,059 tracked positions · $118,711,727 total · filing declares 1,061 positions · $192,568,659 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,059 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	604,517	+10,235	$21,720,295	+8.0%	18.30%
PULS	PGIM Ultra Short Bond ETF	Added	376,065	+148,402	$18,600,174	+64.9%	15.67%
FDVV	Fidelity High Dividend ETF	Added	245,248	+6,088	$14,893,911	+3.3%	12.55%
AVDE	Avantis International Equity ETF	Added	95,782	+2,964	$8,630,916	+4.2%	7.27%
JEPI	JPMorgan Equity Premium Income ETF	Added	94,336	+3,527	$5,303,569	+3.4%	4.47%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	16,815	+683	$3,291,536	+7.1%	2.77%
MSFT	Microsoft Corp Technology	Added	3,735	+231	$1,915,681	+46.6%	1.61%
BUFR	FT Vest Laddered Buffer ETF	Added	45,742	+182	$1,713,952	+3.0%	1.44%
AAPL	Apple Inc. Technology	Added	5,126	+462	$1,707,060	+26.5%	1.44%
SCHD	Schwab U.S. Dividend Equity ETF	Added	52,328	+188	$1,702,229	+3.0%	1.43%
AVGO	Broadcom Inc. Technology	Added	3,687	+57	$1,294,837	−5.6%	1.09%
GLD	Spdr Gold Trust	Held	3,276	0	$1,247,631	+3.4%	1.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,469	-55	$1,229,438	−2.7%	1.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,729	+301	$1,178,230	+11.6%	0.99%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	16,097	+91	$1,169,286	+43.1%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,054	+914	$1,167,170	+4.3%	0.98%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	9,652	-49	$1,136,716	−6.1%	0.96%
BAC	Bank Of America Corp Financial Services	Reduced	20,386	-55	$1,109,609	−4.7%	0.93%
ABBV	AbbVie Inc. Healthcare	Added	4,110	+54	$1,075,134	+5.3%	0.91%
NVDA	Nvidia Corp Technology	Added	4,492	+656	$1,025,882	+33.7%	0.86%
IBM	International Business Machines Corp Technology	Reduced	4,385	-14	$964,393	−22.0%	0.81%
SNA	Snap-on Inc Industrials	Reduced	2,408	-8	$874,946	−10.0%	0.74%
VB	Vanguard Index Funds	Held	2,992	0	$851,194	−6.1%	0.72%
META	Meta Platforms, Inc. Communication Services	Reduced	1,168	-24	$847,010	+26.1%	0.71%
ETN	Eaton Corp plc Industrials	Held	1,903	0	$817,738	+0.8%	0.69%
AIRR	First Trust Exchange-Traded Fund VI	Added	7,805	+73	$805,788	−21.8%	0.68%
LMT	Lockheed Martin Corp Industrials	Reduced	1,552	-68	$790,356	−4.2%	0.67%
GD	General Dynamics Corp Industrials	Reduced	2,376	-55	$788,428	−8.4%	0.66%
AKRE	Professionally Managed Portfolios	Held	14,452	0	$761,186	−1.0%	0.64%
MRK	Merck & Co., Inc. Healthcare	Added	5,144	+23	$747,474	+13.6%	0.63%
COP	Conocophillips Energy	Reduced	5,871	-57	$734,755	+19.2%	0.62%
VOO	VANGUARD 500 INDEX FUND	Added	1,034	+21	$724,689	+4.2%	0.61%
V	Visa Inc. Financial Services	Added	1,856	+1,538	$666,916	+511.3%	0.56%
AEE	Ameren Corp Utilities	Added	6,650	+8	$660,877	−12.0%	0.56%
MDT	Medtronic plc Healthcare	Reduced	7,349	-1,184	$634,145	−5.0%	0.53%
WMT	Walmart Inc. Consumer Defensive	Added	5,779	+4,623	$600,553	+358.7%	0.51%
LIN	Linde PLC Basic Materials	Reduced	1,263	-160	$599,482	−18.8%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Added	765	+15	$565,924	+2.5%	0.48%
DHR	Danaher Corp Healthcare	Added	2,341	+2,310	$518,648	+8684.7%	0.44%
KO	Coca Cola Co Consumer Defensive	Added	5,687	+61	$489,536	+7.1%	0.41%
LLY	ELI LILLY & Co Healthcare	Added	374	+21	$432,747	+2.2%	0.36%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	2,348	+2,324	$400,874	+9921.9%	0.34%
GOOGL	Alphabet Inc. Communication Services	Added	1,132	+221	$389,498	+19.6%	0.33%
ASML	Asml Holding NV Technology	Added	202	+2	$365,957	−8.0%	0.31%
SCHV	Schwab U.S. Large-Cap Value ETF	Held	8,960	0	$298,457	−4.3%	0.25%
CAT	Caterpillar Inc Industrials	Added	342	+8	$277,290	−22.0%	0.23%
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	Reduced	1,168	-27	$265,217	−11.0%	0.22%
PLTR	Palantir Technologies Inc. Technology	Added	1,395	+75	$260,934	+69.4%	0.22%
XOM	ExxonMobil Holdings Corp Energy	Added	1,437	+135	$233,871	+31.4%	0.20%
SCHX	Schwab U.S. Large-Cap ETF	Held	7,401	0	$222,030	+1.9%	0.19%

Showing the top 50 of 1,059 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.