Clark Wealth Partners
Top Portfolio Positions
481 positions ·
$26,966,179 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
3,287 | $1,414,363 | 5.24% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
4,149 | $1,289,467 | 4.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,454 | $1,175,956 | 4.36% | |
| AVGO |
Broadcom Inc.
Technology
|
3,690 | $1,142,091 | 4.24% | |
| AAPL |
Apple Inc.
Technology
|
4,486 | $1,138,501 | 4.22% | |
| IBM |
International Business Machines Corp
Technology
|
4,598 | $1,114,509 | 4.13% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
20,628 | $1,005,615 | 3.73% | |
| LMT |
Lockheed Martin Corp
Industrials
|
1,641 | $991,803 | 3.68% | |
| SNA |
Snap-on Inc
Industrials
|
2,461 | $893,884 | 3.31% | |
| ABBV |
AbbVie Inc.
Healthcare
|
4,103 | $892,361 | 3.31% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DASH
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450 | 3 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,944 | 13 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,535 | 13 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $3,204 | 13 | Shares | Sole | 2026-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||