Clark Wealth Partners
575 holdingsFiling period: 2026-06-30Current AUM: $176.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | 71.9K | $21.8M | $20.8M | 11.79% | +362 | 2026-06-30 |
| 2 | SCHG | SCHWAB STRATEGIC TR | 594.3K | $20.1M | $20.8M | 11.76% | +13.9K | 2026-06-30 |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | 179.4K | $16.8M | $14.6M | 8.26% | -8,174 | 2026-06-30 |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | 239.2K | $14.4M | $14.7M | 8.33% | +3.2K | 2026-06-30 |
| 5 | FDVV | FIDELITY COVINGTON TRUST | 239.2K | $14.4M | $15.0M | 8.46% | -26,954 | 2026-06-30 |
| 6 | PULS | PGIM ETF TR | 227.7K | $11.3M | $11.3M | 6.40% | +16.9K | 2026-06-30 |
| 7 | AVDE | AMERICAN CENTY ETF TR | 92.8K | $8.3M | $8.5M | 4.82% | -9,564 | 2026-06-30 |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 66.6K | $7.5M | $7.6M | 4.32% | -7,885 | 2026-06-30 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 90.8K | $5.1M | $5.1M | 2.88% | +7.9K | 2026-06-30 |
| 10 | GRNY | TIDAL TRUST I | 176.7K | $4.9M | $4.8M | 2.72% | +166.9K | 2026-06-30 |
| 11 | XLK | SELECT SECTOR SPDR TR | 16.1K | $3.1M | $3.0M | 1.68% | +13.1K | 2026-06-30 |
| 12 | PVAL | PUTNAM ETF TRUST | 52.7K | $2.7M | $2.8M | 1.60% | +47.2K | 2026-06-30 |
| 13 | MMIT | NEW YORK LIFE INVTS ACTIVE E | 105.6K | $2.6M | $2.5M | 1.40% | +10.3K | 2026-06-30 |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | 45.6K | $1.7M | $1.7M | 0.96% | +4.5K | 2026-06-30 |
| 15 | SCHD | SCHWAB STRATEGIC TR | 52.1K | $1.7M | $1.8M | 1.01% | -82 | 2026-06-30 |
| 16 | AVGO | BROADCOM INC | 3.6K | $1.4M | $1.2M | 0.70% | -60 | 2026-06-30 |
| 17 | AAPL | APPLE INC | 4.7K | $1.3M | $1.5M | 0.87% | +178 | 2026-06-30 |
| 18 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.7M | 0.98% | +2.0K | 2026-06-30 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.5K | $1.3M | $1.3M | 0.71% | +70 | 2026-06-30 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | 4.4K | $1.2M | $1.1M | 0.62% | -199 | 2026-06-30 |
| 21 | AVUV | AMERICAN CENTY ETF TR | 9.7K | $1.2M | $1.2M | 0.68% | +8.7K | 2026-06-30 |
| 22 | GLD | SPDR GOLD TR | 3.3K | $1.2M | $1.3M | 0.73% | -11 | 2026-06-30 |
| 23 | BAC | BANK OF AMER CORP | 20.4K | $1.2M | $1.2M | 0.69% | -187 | 2026-06-30 |
| 24 | MCD | MCDONALDS CORP | 4.1K | $1.1M | $1.0M | 0.59% | -9 | 2026-06-30 |
| 25 | AMZN | AMAZON COM INC | 4.4K | $1.1M | $1.1M | 0.62% | +1.8K | 2026-06-30 |
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