Data as of Q4 2025 (Dec 31, 2025)

Clark Wealth Partners

•CIK: 2107657•Filing: Q4 2025

**Clark Wealth Partners** manages $164M across a diversified portfolio of 559 positions. The strategy shows significant concentration in growth and technology sectors, highlighted by top holdings such as SCHG and QQQM, each representing $20.0M. Further notable allocations include $16.9M in FDVV and $15.9M in XSMO. This positioning suggests a tactical overweighting toward established, high-growth market segments.

Total AUM
$164.2M
QoQ Performance
N/A
Positions
497
Top 10 Concentration
73.2%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHG
QQQM
FDVV
XSMO
IDMO
PULS
SCHG12.2%
QQQM12.2%
FDVV10.3%
XSMO9.7%
IDMO9.1%
PULS5.5%
XMHQ5.0%
AVDE4.0%

📈 Biggest Buys

SCHG
SCHWAB STRATEGIC TR
NEW
12.2% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II
NEW
12.2% of portfolio
FDVV
FIDELITY COVINGTON TRUST
NEW
10.3% of portfolio
XSMO
INVESCO EXCHANGE TRADED FD T
NEW
9.7% of portfolio
IDMO
INVESCO EXCH TRADED FD TR II
NEW
9.1% of portfolio

📉 Biggest Sells

No reductions this quarter

Sector Breakdown

Other86.9%
Technology5.2%
Financial2.3%
Healthcare1.7%
Consumer1.5%
Industrial0.8%
ETF0.7%
Consumer Staples0.5%

📌 Top Holdings

SCHG12.2%
SCHWAB STRATEGIC TR
$20.0M
QQQM12.2%
INVESCO EXCH TRADED FD TR II
$20.0M
FDVV10.3%
FIDELITY COVINGTON TRUST
$16.9M
XSMO9.7%
INVESCO EXCHANGE TRADED FD T
$15.9M
IDMO9.1%
INVESCO EXCH TRADED FD TR II
$15.0M

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