Clark Wealth Partners

Clark Wealth Partners reported 571 holdings worth US$177M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Clark Wealth Partners reported 571 holdings worth US$177M as of Jun 30, 2026. Largest: Broadcom Inc., Apple Inc and Microsoft Corp. Filed Jul 28, 2026 (Form 13F).

Holdings
571
Value as reported
US$177M

The filing in full

CompanySharesValue as reported% of portfolio
Broadcom Inc.3,630US$1.37M0.77%
Apple Inc4,664US$1.35M0.76%
Microsoft Corp.3,504US$1.31M0.74%
Berkshire Hathaway Inc.2,524US$1.26M0.71%
International Business Machines Corporation4,399US$1.24M0.70%
Bank Of America Corporation20,441US$1.16M0.66%
Mcdonald's Corporation4,140US$1.12M0.63%
Amazon.com, Inc.4,428US$1.06M0.60%
Abbvie Inc.4,056US$1.02M0.58%
Snap-on Incorporated2,416US$972K0.55%
General Dynamics Corporation2,431US$861K0.49%
Lockheed Martin Corporation1,620US$825K0.47%
Nvidia Corporation3,836US$768K0.43%
Ameren Corporation6,642US$751K0.42%
Meta Platforms, Inc.1,192US$672K0.38%
Merck & Company, Inc.5,121US$662K0.37%
Conocophillips5,928US$616K0.35%
Coca-cola Company (the)5,626US$460K0.26%
Alphabet Inc (google) Class C1,203US$430K0.24%
Eli Lilly And Company353US$423K0.24%
Asml Holding Nv200US$398K0.22%
Caterpillar, Inc.334US$355K0.20%
Costco Wholesale Corporation190US$178K0.10%
Exxon Mobil Corporation1,302US$178K0.10%
Palantir Technologies Inc.1,320US$154K0.09%
Walmart Inc.1,156US$131K0.07%
Deere & Company195US$124K0.07%
Phillips 66730US$123K0.07%
Jp Morgan Chase & Co.367US$120K0.07%
Atmos Energy Corporation657US$113K0.06%
Johnson & Johnson444US$113K0.06%
Nextera Energy, Inc.1,248US$110K0.06%
Visa Inc.318US$109K0.06%
Goldman Sachs Group, Inc. (the)92US$92,9360.05%
Snowflake Inc.343US$87,2940.05%
Micron Technology, Inc.75US$86,5720.05%
Tesla, Inc.199US$83,7000.05%
Verizon Communications Inc.1,884US$79,7520.05%
Progressive Corporation (the)331US$72,3760.04%
Cisco Systems, Inc.576US$67,6040.04%
Crowdstrike Holdings, Inc.88US$67,1570.04%
Fortinet, Inc.403US$61,9090.03%
United Parcel Service, Inc.567US$60,9020.03%
Lam Research Corporation140US$60,7050.03%
Chevron Corporation363US$60,1030.03%
Advanced Micro Devices Inc102US$59,2530.03%
Ladder Capital Corp5,613US$57,1410.03%
Norfolk Southern Corporation176US$55,2320.03%
At&t Inc.2,632US$54,4910.03%
Realty Income Corporation849US$52,6050.03%
Prologis, Inc.387US$52,4130.03%
Roper Technologies, Inc.151US$51,1370.03%
Charles Schwab Corporation (the)552US$50,9210.03%
Boeing Company (the)234US$50,5800.03%
Procter & Gamble Company (the)321US$47,0260.03%
Csx Corporation959US$45,5740.03%
Mastercard Incorporated82US$42,1280.02%
Intel Corporation296US$41,3500.02%
Bristol-myers Squibb Company717US$41,3140.02%
Gladstone Commercial Corporation - Real Estate Investment Trust3,260US$40,0980.02%
United Rentals, Inc.35US$39,6520.02%
Victory Capital Holdings, Inc. Class A Common Stock468US$39,3410.02%
Morgan Stanley185US$38,7620.02%
Enbridge Inc.642US$34,8030.02%
Abbott Laboratories378US$34,3000.02%
Hca Healthcare, Inc.86US$33,5310.02%
Applied Materials, Inc.46US$33,2580.02%
Philip Morris International Inc181US$33,0680.02%
Home Depot, Inc. (the)92US$32,5680.02%
Rtx Corporation168US$31,8440.02%
Howmet Aerospace Inc.118US$31,8170.02%
Oracle Corporation201US$29,4360.02%
Intuit Inc.113US$29,4290.02%
Ge Vernova Inc.25US$29,3840.02%
Lpl Financial Holdings Inc.100US$28,1680.02%
Ametek, Inc.116US$28,0660.02%
Union Pacific Corporation99US$26,9980.02%
Southern Company (the)280US$26,7930.02%
Wells Fargo & Company322US$26,5720.02%
Palo Alto Networks, Inc.76US$25,9180.01%
Citigroup, Inc.182US$25,4480.01%
Qualcomm Incorporated137US$25,3680.01%
Ge Aerospace67US$25,0400.01%
Dte Energy Company160US$24,5660.01%
Unitedhealth Group Incorporated59US$24,5230.01%
Gsk Plc456US$24,1170.01%
Rivian Automotive, Inc.1,386US$24,0480.01%
Kla Corporation79US$23,8360.01%
Fabrinet39US$21,9220.01%
Waste Management, Inc.98US$21,8430.01%
Dell Technologies Inc.50US$21,5730.01%
Taiwan Semiconductor Manufacturing Co., Ltd.43US$20,5760.01%
Ford Mtr Co Del1,465US$20,3590.01%
Walt Disney Company (the)210US$20,3560.01%
Sandisk Corporation8US$18,1900.01%
Thermo Fisher Scientific Inc36US$18,0670.01%
Tractor Supply Company537US$16,977<0.01%
Netflix, Inc.233US$16,637<0.01%
Target Corporation124US$16,196<0.01%
O'reilly Automotive, Inc.165US$15,195<0.01%

Every holding of Clark Wealth Partners

Source

View original at SEC

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