Clark Wealth Partners holds a focused book of 568 stocks worth $177.1M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P S&P 500 Growth ETF and trimmed Invesco S&P Smallcap Momentu. Their largest long position is Invesco Nasdaq 100 ETF at 12% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107657/holdings"
Use Arkolith to show Clark Wealth Partners's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +21.7%, a 14.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Clark Wealth Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clark Wealth Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $610.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $175.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $119.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $109.2B |
| LPL Financial LLC | 80 / 80 | $105.5B |
| Creative Planning | 80 / 80 | $54.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $51.2B |
| Cetera Investment Advisers | 80 / 80 | $28.1B |
Ranked by how many of Clark Wealth Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $21.8M | 71.9K | 12.3% | ▲+0.5% Added · +362 sh | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $20.1M | 594.3K | 11.4% | ▲+2.4% Added · +14K sh | |
| 3 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $16.8M | 179.4K | 9.5% | ▼−4.3% Reduced · −8K sh | |
| 4 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $14.4M | 239.2K | 8.1% | ▲+1.4% Added · +3K sh | |
| 5 | Fidelity Covington Trust HIGH DIVID ETF | $14.4M | 239.2K | 8.1% | ▼−10% Reduced · −27K sh | |
| 6 | Pgim ETF TR PGIM ULTRA SH BD | $11.3M | 227.7K | 6.4% | ▲+8.0% Added · +17K sh | |
| 7 | American Centy ETF TR INTL EQT ETF | $8.3M | 92.8K | 4.7% | ▼−9.3% Reduced · −10K sh | |
| 8 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $7.5M | 66.6K | 4.2% | ▼−11% Reduced · −8K sh | |
| 9 | J P Morgan Exchange Traded F EQUITY PREMIUM | $5.1M | 90.8K | 2.9% | ▲+9.5% Added · +8K sh | |
| 10 | Tidal Trust I FUND GRAN US ETF | $4.9M | 176.7K | 2.8% | ▲18× Added · +167K sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $3.1M | 16.1K | 1.7% | ▲+439% Added · +13K sh | |
| 12 | Putnam ETF Trust FOCUSED LAR CAP | $2.7M | 52.7K | 1.5% | ▲+849% Added · +47K sh | |
| 13 | New York Life Invts Active E MACKAY MUN INTER | $2.6M | 105.6K | 1.5% | ▲+11% Added · +10K sh | |
| 14 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.7M | 45.6K | 0.9% | ▲+11% Added · +4K sh | |
| 15 | Schwab Strategic TR US DIVIDEND EQ | $1.7M | 52.1K | 0.9% | ▼−0.1% Reduced · −82 sh | |
| 16 | Broadcom Inc COM | $1.4M | 3.6K | 0.8% | ▼−1.6% Reduced · −60 sh | |
| 17 | Apple Inc COM | $1.3M | 4.7K | 0.8% | ▲+4.0% Added · +178 sh | |
| 18 | Microsoft Corp COM | $1.3M | 3.5K | 0.7% | ▲+128% Added · +2K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.5K | 0.7% | ▲+2.9% Added · +70 sh | |
| 20 | International Business Machs COM | $1.2M | 4.4K | 0.7% | ▼−4.3% Reduced · −199 sh | |
| 21 | American Centy ETF TR US SML CP VALU | $1.2M | 9.7K | 0.7% | ▲10× Added · +9K sh | |
| 22 | SPDR Gold TR GOLD SHS | $1.2M | 3.3K | 0.7% | ▼−0.3% Reduced · −11 sh | |
| 23 | Bank Of Amer Corp COM | $1.2M | 20.4K | 0.7% | ▼−0.9% Reduced · −187 sh | |
| 24 | McDonalds Corp COM | $1.1M | 4.1K | 0.6% | ▼−0.2% Reduced · −9 sh | |
| 25 | Amazon Com Inc COM | $1.1M | 4.4K | 0.6% | ▲+67% Added · +2K sh | |
| 26 | First TR Exchange Traded FD RBA INDL ETF | $1.0M | 7.7K | 0.6% | ▲+700% Added · +7K sh | |
| 27 | Abbvie Inc COM | $1.0M | 4.1K | 0.6% | ▼−1.1% Reduced · −47 sh | |
| 28 | Snap On Inc COM | $972K | 2.4K | 0.5% | ▼−1.8% Reduced · −45 sh | |
| 29 | Vanguard Index FDS SMALL CP ETF | $907K | 3.0K | 0.5% | —Held | |
| 30 | General Dynamics Corp COM | $861K | 2.4K | 0.5% | ▼−1.6% Reduced · −39 sh | |
| 31 | Ishares TR S&P 500 GRWT ETF | $845K | 6.1K | 0.5% | ▼−0.6% Reduced · −40 sh | |
| 32 | Lockheed Martin Corp COM | $825K | 1.6K | 0.5% | ▼−1.3% Reduced · −21 sh | |
| 33 | Fidelity Wise Origin Bitcoin SHS | $817K | 16.0K | 0.5% | ▲1k× Added · +16K sh | |
| 34 | Eaton Corp PLC SHS | $811K | 1.9K | 0.5% | ▼−2.9% Reduced · −56 sh | |
| 35 | Global X FDS ARTIFICIAL ETF | $805K | 12.3K | 0.5% | —Held | |
| 36 | Profesionally Managed Portfo AKRE FOCUS ETF | $769K | 14.5K | 0.4% | —Held | |
| 37 | Nvidia Corporation COM | $768K | 3.8K | 0.4% | ▲+3.1% Added · +117 sh | |
| 38 | Ameren Corp COM | $751K | 6.6K | 0.4% | ▼−1.2% Reduced · −78 sh | |
| 39 | Linde PLC SHS | $739K | 1.4K | 0.4% | ▼−1.4% Reduced · −20 sh | |
| 40 | Vanguard Index FDS S&P 500 ETF SHS | $696K | 1.0K | 0.4% | ▼−0.8% Reduced · −8 sh | |
| 41 | Medtronic PLC SHS | $674K | 8.5K | 0.4% | ▼−2.2% Reduced · −195 sh | |
| 42 | Meta Platforms Inc CL A | $672K | 1.2K | 0.4% | ▲+0.8% Added · +10 sh | |
| 43 | Merck & Co Inc COM | $662K | 5.1K | 0.4% | ▼−3.2% Reduced · −168 sh | |
| 44 | ConocoPhillips COM | $616K | 5.9K | 0.3% | ▼−1.6% Reduced · −96 sh | |
| 45 | Invesco QQQ TR UNIT SER 1 | $553K | 750 | 0.3% | —Held | |
| 46 | Coca Cola Co COM | $460K | 5.6K | 0.3% | ▼−2.0% Reduced · −115 sh | |
| 47 | Eli Lilly & Co COM | $423K | 353 | 0.2% | ▲+2.9% Added · +10 sh | |
| 48 | ASML Hldg NV N Y REGISTRY SHS | $398K | 200 | 0.2% | —Held | |
| 49 | Caterpillar Inc COM | $355K | 334 | 0.2% | ▲+0.3% Added · +1 sh | |
| 50 | Alphabet Inc CAP STK CL A | $325K | 911 | 0.2% | ▲+28% Added · +202 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 571 | $177.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 604 | $148.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 570 | $164.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Feb 4, 2026 | 570 | $164.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Feb 4, 2026 | 540 | $148.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Feb 4, 2026 | 532 | $134.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2026 | 536 | $128.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.