Clark Wealth Partners
CIK: 0002107657SEC EDGAR →
Portfolio Value
$128.9M
Holdings
536
As of
Q4 2025
New Positions
558
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 590,137 | $16.1M | 12.51% |
| 2 | PACER FDS TR | 234,393 | $13.2M | 10.27% |
| 3 | INVESCO EXCHANGE TRADED FD T | 133,464 | $13.1M | 10.20% |
| 4 | INVESCO EXCH TRADED FD TR II | 319,290 | $13.0M | 10.07% |
| 5 | ISHARES TR | 346,455 | $12.0M | 9.34% |
| 6 | SCHWAB STRATEGIC TR | 305,735 | $8.5M | 6.61% |
| 7 | INVESCO EXCH TRADED FD TR II | 38,178 | $8.0M | 6.23% |
| 8 | PGIM ETF TR | 110,253 | $5.5M | 4.24% |
| 9 | SPDR GOLD TR | 15,554 | $3.8M | 2.92% |
| 10 | J P MORGAN EXCHANGE TRADED F | 64,592 | $3.7M | 2.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 132 | $102.4M | 79.6% |
| Unknown | 34 | $5.6M | 4.4% |
| Technology | 72 | $5.3M | 4.2% |
| Consumer Cyclical | 54 | $4.6M | 3.5% |
| Industrials | 64 | $3.2M | 2.5% |
| Healthcare | 38 | $2.6M | 2.0% |
| Energy | 20 | $1.9M | 1.5% |
| Consumer Defensive | 26 | $1.4M | 1.1% |
| Utilities | 24 | $1.1M | 0.9% |
| Communication Services | 18 | $386K | 0.3% |
| Real Estate | 33 | $102K | 0.1% |
| Basic Materials | 21 | $35K | 0.0% |