Clark Wealth Partners - Portfolio overview

Clark Wealth Partners has 604 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. QQQM - INVESCO EXCH TRADED FD TR II, 11.41%
2. SCHG - SCHWAB STRATEGIC TR, 11.36%
3. FDVV - FIDELITY COVINGTON TRUST, 9.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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