Clark Wealth Partners
Follow13F filer, CIK 2107657, O'FALLON, IL
Clark Wealth Partners reported $134,862,413 across 532 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 73.97% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002107657-26-000002
- Period
- 2025-03-31
- Reported value
- $135M
- Holdings
- 532
- Top 10 weight
- 73.97%
- New
- 90
- Sold out
- 94
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PULSadded | +301,585 | $15M |
| BUFRnew | +62,110 | $1.84M |
| JEPIadded | +14,064 | $804K |
| GOOGLadded | +3,221 | $498K |
| IVVnew | +666 | $374K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XMHQreduced | -77,770 | -$7.12M |
| COWZreduced | -66,305 | -$3.63M |
| TPRreduced | -15,254 | -$1.07M |
| IDMOreduced | -20,714 | -$915K |
| SCHDreduced | -21,489 | -$601K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0002107657-26-000002, largest first. % of portfolio is the value over $134,862,413, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SNDKSANDISK CORP | 6 | $286 | <0.01% | new | Timeline | ||
| CECELANESE CORP DEL | 5 | $284 | <0.01% | -1 | Timeline | ||
| DKNGDRAFTKINGS INC NEW | 8 | $266 | <0.01% | 0 | Timeline | ||
| NOKNOKIA CORP | 50 | $264 | <0.01% | 0 | Timeline | ||
| TREELENDINGTREE INC | 5 | $251 | <0.01% | 0 | Timeline | ||
| SNAPSNAP INC | 25 | $218 | <0.01% | 0 | Timeline | ||
| FBTCFIDELITY WISE ORIGIN BITCOIN | 3 | $216 | <0.01% | -187 | Timeline | ||
| ALBALBEMARLE CORP | 3 | $216 | <0.01% | -4 | Timeline | ||
| STXSSTEREOTAXIS INC | 100 | $176 | <0.01% | 0 | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 1 | $132 | <0.01% | 0 | Timeline | ||
| JDJD.COM INC | 3 | $123 | <0.01% | 0 | Timeline | ||
| MATMATTEL INC | 6 | $117 | <0.01% | 0 | Timeline | ||
| SBUXSTARBUCKS CORP | 1 | $104 | <0.01% | 0 | Timeline | ||
| WWAYFAIR INC | 3 | $96 | <0.01% | 0 | Timeline | ||
| CALYCALLAWAY GOLF CO | 13 | $86 | <0.01% | 0 | Timeline | ||
| FOURSHIFT4 PMTS INC | 1 | $82 | <0.01% | 0 | Timeline | ||
| ZMZOOM COMMUNICATIONS INC | 1 | $74 | <0.01% | 0 | Timeline | ||
| REALTHE REALREAL INC | 6 | $32 | <0.01% | 0 | Timeline | ||
| CANCANAAN INC | 31 | $27 | <0.01% | 0 | Timeline | ||
| URAGLOBAL X FDS | 1 | $23 | <0.01% | 0 | Timeline | ||
| ACICAMERICAN COASTAL INS CORP | 2 | $23 | <0.01% | 0 | Timeline | ||
| JBLUJETBLUE AIRWAYS CORP | 4 | $19 | <0.01% | 0 | Timeline | ||
| CHRSCOHERUS ONCOLOGY INC | 23 | $19 | <0.01% | 0 | Timeline | ||
| MPTMEDICAL PROPERTIES TRUST INC | 3 | $16 | <0.01% | 0 | Timeline | ||
| OLPXOLAPLEX HLDGS INC | 9 | $11 | <0.01% | 0 | Timeline | ||
| KSSKOHLS CORP | 1 | $10 | <0.01% | 0 | Timeline | ||
| ONLORION PROPERTIES INC | 1 | $3 | <0.01% | 0 | Timeline | ||
| LQDISHARES TR | 0 | $0 | 0% | 0 | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. | Timeline | |
| IHIISHARES TR | 0 | $0 | 0% | 0 | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. | Timeline | |
| FDXFEDEX CORP | 0 | $0 | 0% | -15 | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. | Timeline | |
| JPCNUVEEN PFD & INCOME OPPORTUN | 0 | $0 | 0% | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. | Timeline | |
| SCHFSCHWAB STRATEGIC TR | 0 | $0 | 0% | 0 | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SCHMSCHWAB STRATEGIC TR | 5,080 | $141K | shares |
| TFIITFI INTERNATIONAL INC | 280 | $37.8K | shares |
| AFGAMERICAN FINANCIAL GROUP INC | 255 | $34.9K | shares |
| MOHMOLINA HEALTHCARE INC | 75 | $21.8K | shares |
| EXPOEXPONENT INC | 155 | $13.8K | shares |
| NOWSERVICENOW INC | 11 | $11.7K | shares |
| AMDADVANCED MICRO DEVICES INC | 92 | $11.1K | shares |
| ANETARISTA NETWORKS INC | 96 | $10.6K | shares |
| VYMVANGUARD WHITEHALL FDS | 65 | $8.29K | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 361 | $7.71K | shares |
| DHRDANAHER CORP DEL | 32 | $7.35K | shares |
| ETNEATON CORP PLC | 22 | $7.3K | shares |
| LOWLOWES COS INC | 29 | $7.16K | shares |
| SJMSMUCKER J M CO | 64 | $7.05K | shares |
| BXBLACKSTONE INC | 40 | $6.9K | shares |
| AMATAPPLIED MATLS INC | 42 | $6.83K | shares |
| HDVISHARES TR | 54 | $6.06K | shares |
| VVVANGUARD INDEX FDS | 22 | $5.93K | shares |
| LDOSLEIDOS HOLDINGS INC | 38 | $5.47K | shares |
| KKRKKR & CO INC | 37 | $5.47K | shares |
| DHSWISDOMTREE TR | 52 | $4.86K | shares |
| FITBFIFTH THIRD BANCORP | 114 | $4.82K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 71 | $4.28K | shares |
| COPCONOCOPHILLIPS | 43 | $4.26K | shares |
| MCOMOODYS CORP | 9 | $4.26K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 14 | $4.21K | shares |
| VXUSVANGUARD STAR FDS | 71 | $4.18K | shares |
| ULTAULTA BEAUTY INC | 9 | $3.91K | shares |
| SNPSSYNOPSYS INC | 8 | $3.88K | shares |
| LWLAMB WESTON HLDGS INC | 57 | $3.81K | shares |
| WSTWEST PHARMACEUTICAL SVSC INC | 10 | $3.28K | shares |
| SRESEMPRA | 36 | $3.16K | shares |
| MUBISHARES TR | 25 | $2.66K | shares |
| ROSTROSS STORES INC | 17 | $2.57K | shares |
| PWRQUANTA SVCS INC | 8 | $2.53K | shares |
| PCGPG&E CORP | 118 | $2.38K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 28 | $2.37K | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 12 | $2.35K | shares |
| EAELECTRONIC ARTS INC | 16 | $2.34K | shares |
| XYZBLOCK INC | 26 | $2.21K | shares |
| PRUPRUDENTIAL FINL INC | 18 | $2.13K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 12 | $2.12K | shares |
| IRINGERSOLL RAND INC | 23 | $2.08K | shares |
| SYYSYSCO CORP | 25 | $1.91K | shares |
| ALGNALIGN TECHNOLOGY INC | 9 | $1.88K | shares |
| VGTVANGUARD WORLD FD | 3 | $1.86K | shares |
| VOVANGUARD INDEX FDS | 7 | $1.85K | shares |
| TROWPRICE T ROWE GROUP INC | 16 | $1.81K | shares |
| HUBBHUBBELL INC | 4 | $1.68K | shares |
| ELLAUDER ESTEE COS INC | 22 | $1.65K | shares |
| CNCCENTENE CORP DEL | 27 | $1.64K | shares |
| DECKDECKERS OUTDOOR CORP | 8 | $1.62K | shares |
| DELLDELL TECHNOLOGIES INC | 14 | $1.61K | shares |
| HPQHP INC | 49 | $1.6K | shares |
| CINFCINCINNATI FINL CORP | 11 | $1.58K | shares |
| EFXEQUIFAX INC | 6 | $1.53K | shares |
| VTVVANGUARD INDEX FDS | 9 | $1.52K | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 4 | $1.46K | shares |
| GPNGLOBAL PMTS INC | 13 | $1.46K | shares |
| BNDVANGUARD BD INDEX FDS | 19 | $1.37K | shares |
| SYFSYNCHRONY FINANCIAL | 20 | $1.3K | shares |
| VOEVANGUARD INDEX FDS | 8 | $1.29K | shares |
| NTAPNETAPP INC | 11 | $1.28K | shares |
| VLTOVERALTO CORP | 12 | $1.22K | shares |
| HBANHUNTINGTON BANCSHARES INC | 73 | $1.19K | shares |
| PKGPACKAGING CORP AMER | 5 | $1.13K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 9 | $1.12K | shares |
| PTCPTC INC | 6 | $1.1K | shares |
| CMSCMS ENERGY CORP | 16 | $1.07K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 10 | $1.06K | shares |
| VONGVANGUARD SCOTTSDALE FDS | 10 | $1.03K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 21 | $1.01K | shares |
| CFGCITIZENS FINL GROUP INC | 23 | $1.01K | shares |
| SPYMSPDR SERIES TRUST | 14 | $965 | shares |
| ESGVVANGUARD WORLD FD | 9 | $944 | shares |
| TRMBTRIMBLE INC | 12 | $848 | shares |
| VYMIVANGUARD WHITEHALL FDS | 12 | $815 | shares |
| VBRVANGUARD INDEX FDS | 4 | $793 | shares |
| SPYDSPDR SERIES TRUST | 18 | $778 | shares |
| CFCF INDUSTRIES HOLD | 9 | $768 | shares |
| VIGIVANGUARD WHITEHALL FDS | 5 | $400 | shares |
| REAXTHE REAL BROKERAGE INC | 80 | $368 | shares |
| SCHYSCHWAB STRATEGIC TR | 15 | $347 | shares |
| AGGISHARES TR | 3 | $291 | shares |
| STIPISHARES TR | 1 | $101 | shares |
| VTIPVANGUARD MALVERN FDS | 2 | $97 | shares |
| NANCTIDAL TRUST I | 2 | $77 | shares |
| SPSMSPDR SERIES TRUST | 1 | $45 | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 1 | $34 | shares |
| SCHBSCHWAB STRATEGIC TR | 1 | $32 | shares |
| BENSON HILL INCBENSON HILL INC | 8 | $16 | shares |
| 23ANDME HOLDING CO23ANDME HOLDING CO | 1 | $3 | shares |
| NXPINXP SEMICONDUCTORS N V | 0 | $0 | shares |
| TXTTEXTRON INC | 0 | $0 | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002107657-26-000002 | base | 2026-02-04 | acceptance time not in the bulk data set |