Holdings
Clark Wealth Partners
As of Jun 30, 2026, Clark Wealth Partners reported 429 positions worth US$24.5M. Largest: Broadcom Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 3,630 | US$1.37M | −60 | Jun 30, 2026 |
| Apple Inc | 4,664 | US$1.35M | +178 | Jun 30, 2026 |
| Microsoft Corp. | 3,504 | US$1.31M | +1,968 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,524 | US$1.26M | +70 | Jun 30, 2026 |
| International Business Machines Corporation | 4,399 | US$1.24M | −199 | Jun 30, 2026 |
| Bank Of America Corporation | 20,441 | US$1.16M | −187 | Jun 30, 2026 |
| Mcdonald's Corporation | 4,140 | US$1.12M | −9 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,428 | US$1.06M | +1,777 | Jun 30, 2026 |
| Abbvie Inc. | 4,056 | US$1.02M | −47 | Jun 30, 2026 |
| Snap-on Incorporated | 2,416 | US$972K | −45 | Jun 30, 2026 |