Clark Wealth Partners
All 13F Filings
- Location
- O'fallon, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 177,116
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 571 | 177,116 | 13F-HR | Clark Wealth Partners |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.37 K | 17.2% | 1.443 K | 0 | 1.443 K |
| ETFs | 146.6 K | 82.8% | 26.8 K | 0 | 26.8 K |
| Debt | 28 | 0.0% | 0 | 9 | -9 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
177,116
Holdings
571
QoQ value change ($000)
28,242
(19.0%)
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.