Clark Wealth Partners
All 13F Filings
- Location
- O'fallon, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,874
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 604 | 148,874 | 13F-HR | Clark Wealth Partners |
| Q4 2025 | 2/4/2026 | 570 | 164,162 | 13F-HR | Clark Wealth Partners |
| Q3 2025 | 2/4/2026 | 570 | 164,162 | 13F-HR | Clark Wealth Partners |
| Q2 2025 | 2/4/2026 | 540 | 148,188 | 13F-HR | Clark Wealth Partners |
| Q1 2025 | 2/4/2026 | 532 | 134,862 | 13F-HR | Clark Wealth Partners |
| Q4 2024 | 2/4/2026 | 536 | 128,866 | 13F-HR | Clark Wealth Partners |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.93 K | 19.4% | 0 | 65.51 K | -65.51 K |
| ETFs | 119.8 K | 80.5% | 50.2 K | 0 | 50.2 K |
| Debt | 37 | 0.0% | 0 | 1 | -1 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
148,874
Holdings
604
QoQ value change ($000)
-15,288
(-9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.