Clark Wealth Partners
606 holdingsFiling period: 2026-03-31Current AUM: $165.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | 71.5K | $17.0M | $20.3M | 12.24% | -7,503 | 2026-03-31 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 580.4K | $16.9M | $19.8M | 11.98% | -32,602 | 2026-03-31 |
| 3 | FDVV | FIDELITY COVINGTON TRUST | 266.1K | $14.7M | $16.6M | 10.06% | -32,470 | 2026-03-31 |
| 4 | XSMO | INVESCO EXCHANGE TRADED FD T | 187.6K | $14.3M | $16.3M | 9.83% | -33,191 | 2026-03-31 |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | 235.9K | $12.9M | $14.3M | 8.65% | -34,232 | 2026-03-31 |
| 6 | PULS | PGIM ETF TR | 210.8K | $10.5M | $10.5M | 6.33% | +30.2K | 2026-03-31 |
| 7 | AVDE | AMERICAN CENTY ETF TR | 102.4K | $8.7M | $9.3M | 5.64% | +22.5K | 2026-03-31 |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 74.5K | $7.7M | $8.6M | 5.17% | -5,245 | 2026-03-31 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 82.9K | $4.7M | $4.8M | 2.88% | +3.7K | 2026-03-31 |
| 10 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 95.3K | $2.3M | $2.3M | 1.38% | +878 | 2026-03-31 |
| 11 | SCHD | SCHWAB STRATEGIC TR | 52.2K | $1.6M | $1.7M | 1.06% | -1,221 | 2026-03-31 |
| 12 | GLD | SPDR GOLD TR | 3.3K | $1.4M | $1.2M | 0.74% | -37 | 2026-03-31 |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | 41.1K | $1.4M | $1.5M | 0.91% | -14,879 | 2026-03-31 |
| 14 | MCD | MCDONALDS CORP | 4.1K | $1.3M | $1.1M | 0.68% | -351 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.5K | $1.2M | $1.2M | 0.71% | -16 | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 3.7K | $1.1M | $1.4M | 0.87% | +79 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 4.5K | $1.1M | $1.4M | 0.84% | -12 | 2026-03-31 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | 4.6K | $1.1M | $1.0M | 0.62% | +22 | 2026-03-31 |
| 19 | BAC | BANK AMERICA CORP | 20.6K | $1.0M | $1.3M | 0.77% | +496 | 2026-03-31 |
| 20 | LMT | LOCKHEED MARTIN CORP | 1.6K | $991K | $956K | 0.58% | -8 | 2026-03-31 |
| 21 | SNA | SNAP ON INC | 2.5K | $894K | $1.0M | 0.61% | +47 | 2026-03-31 |
| 22 | ABBV | ABBVIE INC | 4.1K | $892K | $1.0M | 0.62% | +139 | 2026-03-31 |
| 23 | GD | GENERAL DYNAMICS CORP | 2.5K | $847K | $946K | 0.57% | +61 | 2026-03-31 |
| 24 | COP | CONOCOPHILLIPS | 6.0K | $795K | $726K | 0.44% | +6.0K | 2026-03-31 |
| 25 | VB | VANGUARD INDEX FDS | 3.0K | $783K | $882K | 0.53% | -- | 2026-03-31 |
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