Clark Wealth Partners
Net buyer this quarter
$177M
481
+$1.78M
12.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PULS | $11.3M | 6.39% | 1.30% | +8.0% | Q4 2024 |
 AVGO | $1.37M | 0.77% | 0.00% | -1.6% | Q4 2024 |
 AAPL | $1.35M | 0.76% | 0.00% | +4.0% | Q4 2024 |
 MSFT | $1.31M | 0.74% | 0.00% | +128.1% | Q4 2024 |
 BRK.B | $1.26M | 0.71% | Not reported | +2.9% | Q4 2024 |
 IBM | $1.24M | 0.70% | 0.00% | -4.3% | Q4 2024 |
 GLD | $1.21M | 0.68% | 0.00% | -0.3% | Q4 2024 |
 BAC | $1.16M | 0.66% | 0.00% | -0.9% | Q4 2024 |
 MCD | $1.12M | 0.63% | 0.00% | -0.2% | Q4 2024 |
 AMZN | $1.06M | 0.60% | 0.00% | +67.0% | Q4 2024 |
 ABBV | $1.02M | 0.58% | 0.00% | -1.2% | Q4 2024 |
 SNA | $972K | 0.55% | 0.00% | -1.8% | Q4 2024 |
 GD | $861K | 0.49% | 0.00% | -1.6% | Q4 2024 |
 LMT | $825K | 0.47% | 0.00% | -1.3% | Q4 2024 |
 FBTC | $817K | 0.46% | 0.01% | +106606.7% | Q4 2024 |
 ETN | $811K | 0.46% | 0.00% | -2.9% | Q4 2024 |
 AIQ | $805K | 0.45% | 0.11% | Not reported | Q4 2025 |
 NVDA | $768K | 0.43% | 0.00% | +3.2% | Q4 2024 |
 AEE | $751K | 0.42% | 0.00% | -1.2% | Q4 2024 |
 LIN | $739K | 0.42% | 0.00% | -1.4% | Q4 2024 |
 MDT | $674K | 0.38% | 0.00% | -2.2% | Q4 2024 |
 META | $672K | 0.38% | Not reported | +0.9% | Q4 2024 |
 MRK | $662K | 0.37% | 0.00% | -3.2% | Q4 2024 |
 COP | $616K | 0.35% | 0.00% | -1.6% | Q4 2024 |
 QQQ | $553K | 0.31% | Not reported | Not reported | Q4 2024 |
 KO | $460K | 0.26% | 0.00% | -2.0% | Q4 2024 |
 LLY | $423K | 0.24% | 0.00% | +2.9% | Q4 2024 |
 ASML | $398K | 0.22% | 0.00% | Not reported | Q4 2024 |
 CAT | $355K | 0.20% | 0.00% | +0.3% | Q4 2024 |
 GOOGL | $325K | 0.18% | 0.00% | +28.5% | Q4 2024 |
| SPY | $186K | 0.11% | Not reported | Not reported | Q4 2024 |
 COST | $178K | 0.10% | 0.00% | Not reported | Q4 2024 |
 XOM | $178K | 0.10% | 0.00% | -0.1% | Q4 2024 |
 PLTR | $154K | 0.09% | 0.00% | -1.0% | Q4 2024 |
 WMT | $131K | 0.07% | 0.00% | +109.4% | Q4 2024 |
 DE | $124K | 0.07% | 0.00% | +0.5% | Q4 2024 |
 PSX | $123K | 0.07% | 0.00% | +0.7% | Q4 2024 |
 JPM | $120K | 0.07% | 0.00% | +27.9% | Q4 2024 |
 ATO | $113K | 0.06% | 0.00% | +461.5% | Q4 2024 |
 JNJ | $113K | 0.06% | 0.00% | +1.1% | Q4 2024 |
 NEE | $110K | 0.06% | 0.00% | +605.1% | Q4 2024 |
 V | $109K | 0.06% | 0.00% | -1.9% | Q4 2024 |
| GOOG | $104K | 0.06% | Not reported | Not reported | Q4 2024 |
 GS | $92.9K | 0.05% | 0.00% | +2.2% | Q4 2024 |
 SNOW | $87.3K | 0.05% | 0.00% | Not reported | Q4 2024 |
 MU | $86.6K | 0.05% | 0.00% | +15.4% | Q4 2024 |
 TSLA | $83.7K | 0.05% | 0.00% | -2.0% | Q4 2024 |
 VZ | $79.8K | 0.05% | 0.00% | -1.9% | Q4 2024 |
 BITB | $79.7K | 0.05% | 0.00% | Not reported | Q4 2024 |
 PGR | $72.4K | 0.04% | 0.00% | -1.8% | Q4 2024 |
| Q1 2026 | |||||
| PULS | $10.5M | 7.03% | 1.20% | +16.7% | Q4 2024 |
| GLD | $1.41M | 0.95% | 0.00% | -1.1% | Q4 2024 |
| MCD | $1.29M | 0.87% | 0.00% | -7.8% | Q4 2024 |
| BRK.B | $1.18M | 0.79% | Not reported | -0.7% | Q4 2024 |
| AVGO | $1.14M | 0.77% | 0.00% | +2.2% | Q4 2024 |
| AAPL | $1.14M | 0.76% | 0.00% | -0.3% | Q4 2024 |
| IBM | $1.11M | 0.75% | 0.00% | +0.5% | Q4 2024 |
| BAC | $1.01M | 0.68% | 0.00% | +2.5% | Q4 2024 |
| LMT | $992K | 0.67% | 0.00% | -0.5% | Q4 2024 |
| SNA | $894K | 0.60% | 0.00% | +2.0% | Q4 2024 |
| ABBV | $892K | 0.60% | 0.00% | +3.5% | Q4 2024 |
| GD | $848K | 0.57% | 0.00% | +2.5% | Q4 2024 |
| COP | $795K | 0.53% | 0.00% | +9616.1% | Q4 2024 |
| MDT | $762K | 0.51% | 0.00% | +3.5% | Q4 2024 |
| AEE | $739K | 0.50% | 0.00% | +1.7% | Q4 2024 |
| LIN | $715K | 0.48% | 0.00% | +13018.2% | Q4 2024 |
| ETN | $701K | 0.47% | 0.00% | +27.3% | Q4 2024 |
| META | $676K | 0.45% | Not reported | +14.1% | Q4 2024 |
| NVDA | $649K | 0.44% | 0.00% | -4.1% | Q4 2024 |
| MRK | $641K | 0.43% | 0.00% | +10.2% | Q4 2024 |
| AIQ | $572K | 0.38% | 0.11% | Not reported | Q4 2025 |
| MSFT | $569K | 0.38% | 0.00% | -7.1% | Q4 2024 |
| AMZN | $552K | 0.37% | 0.00% | -5.6% | Q4 2024 |
 HPQ | $542K | 0.36% | 0.00% | +51.5% | Q4 2024 |
| KO | $440K | 0.30% | 0.00% | -47.5% | Q4 2024 |
| QQQ | $433K | 0.29% | Not reported | +0.7% | Q4 2024 |
| LLY | $315K | 0.21% | 0.00% | -2.8% | Q4 2024 |
| ASML | $264K | 0.18% | 0.00% | Not reported | Q4 2024 |
| CAT | $236K | 0.16% | 0.00% | +6.7% | Q4 2024 |
| XOM | $221K | 0.15% | 0.00% | -8.6% | Q4 2024 |
| GOOGL | $204K | 0.14% | 0.00% | -82.7% | Q4 2024 |
| PLTR | $195K | 0.13% | 0.00% | +6.3% | Q4 2024 |
| COST | $190K | 0.13% | 0.00% | +5.0% | Q4 2024 |
| SPY | $162K | 0.11% | Not reported | +0.4% | Q4 2024 |
| PSX | $132K | 0.09% | 0.00% | +0.7% | Q4 2024 |
| DE | $110K | 0.07% | 0.00% | +1.6% | Q4 2024 |
| JNJ | $107K | 0.07% | 0.00% | Not reported | Q4 2024 |
| V | $98K | 0.07% | 0.00% | -17.1% | Q4 2024 |
| VZ | $96.4K | 0.06% | 0.00% | +4.0% | Q4 2024 |
| BITB | $92.1K | 0.06% | 0.00% | Not reported | Q4 2024 |
| GOOG | $84.6K | 0.06% | Not reported | -1.0% | Q4 2024 |
| JPM | $84.5K | 0.06% | 0.00% | -89.5% | Q4 2024 |
 T | $77.6K | 0.05% | 0.00% | -9.1% | Q4 2024 |
| GS | $76K | 0.05% | 0.00% | Not reported | Q4 2024 |
| TSLA | $75.5K | 0.05% | 0.00% | +7.4% | Q4 2024 |
| WMT | $68.7K | 0.05% | 0.00% | +0.2% | Q4 2024 |
| PGR | $66.9K | 0.04% | 0.00% | +12.7% | Q4 2024 |
 ROP | $56.2K | 0.04% | 0.00% | +50.0% | Q4 2024 |
 LADR | $56.1K | 0.04% | Not reported | New | Q1 2026 |
 INTU | $55.7K | 0.04% | 0.00% | -7.9% | Q4 2024 |
| Q4 2025 | |||||
| PULS | $8.96M | 5.46% | 1.03% | Not reported | Q4 2024 |
| MCD | $1.38M | 0.84% | 0.00% | Not reported | Q4 2024 |
| IBM | $1.36M | 0.83% | 0.00% | Not reported | Q4 2024 |
| GLD | $1.32M | 0.80% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $1.28M | 0.78% | 0.00% | Not reported | Q4 2024 |
| AVGO | $1.25M | 0.76% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $1.24M | 0.76% | Not reported | Not reported | Q4 2024 |
| AAPL | $1.22M | 0.74% | 0.00% | Not reported | Q4 2024 |
| BAC | $1.11M | 0.67% | 0.00% | Not reported | Q4 2024 |
| ABBV | $906K | 0.55% | 0.00% | Not reported | Q4 2024 |
| JPM | $883K | 0.54% | 0.00% | Not reported | Q4 2024 |
 MS | $846K | 0.52% | 0.00% | Not reported | Q4 2024 |
| SNA | $832K | 0.51% | 0.00% | Not reported | Q4 2024 |
| GD | $811K | 0.49% | 0.00% | Not reported | Q4 2024 |
| MDT | $810K | 0.49% | 0.00% | Not reported | Q4 2024 |
| MSFT | $799K | 0.49% | 0.00% | Not reported | Q4 2024 |
| LMT | $797K | 0.49% | 0.00% | Not reported | Q4 2024 |
 QCOM | $770K | 0.47% | 0.00% | Not reported | Q4 2024 |
| KO | $765K | 0.47% | 0.00% | Not reported | Q4 2024 |
| NVDA | $723K | 0.44% | 0.00% | Not reported | Q4 2024 |
| META | $684K | 0.42% | Not reported | Not reported | Q4 2024 |
| AEE | $660K | 0.40% | 0.00% | Not reported | Q4 2024 |
| AMZN | $648K | 0.39% | 0.00% | Not reported | Q4 2024 |
| AIQ | $624K | 0.38% | 0.11% | New | Q4 2025 |
| MRK | $505K | 0.31% | 0.00% | Not reported | Q4 2024 |
| ETN | $490K | 0.30% | 0.00% | Not reported | Q4 2024 |
 EOG | $485K | 0.30% | 0.00% | Not reported | Q4 2024 |
| QQQ | $458K | 0.28% | Not reported | Not reported | Q4 2024 |
| HPQ | $409K | 0.25% | 0.00% | Not reported | Q4 2024 |
| LLY | $379K | 0.23% | 0.00% | Not reported | Q4 2024 |
| PLTR | $223K | 0.14% | 0.00% | Not reported | Q4 2024 |
| ASML | $214K | 0.13% | 0.00% | Not reported | Q4 2024 |
| CAT | $179K | 0.11% | 0.00% | Not reported | Q4 2024 |
| XOM | $172K | 0.10% | 0.00% | Not reported | Q4 2024 |
| SPY | $169K | 0.10% | Not reported | Not reported | Q4 2024 |
| COST | $156K | 0.10% | 0.00% | Not reported | Q4 2024 |
| V | $137K | 0.08% | 0.00% | Not reported | Q4 2024 |
| BITB | $119K | 0.07% | 0.00% | Not reported | Q4 2024 |
| GOOG | $93.5K | 0.06% | Not reported | Not reported | Q4 2024 |
| PSX | $92.9K | 0.06% | 0.00% | Not reported | Q4 2024 |
| INTU | $92.6K | 0.06% | 0.00% | Not reported | Q4 2024 |
| JNJ | $90.9K | 0.06% | 0.00% | Not reported | Q4 2024 |
| DE | $88.9K | 0.05% | 0.00% | Not reported | Q4 2024 |
| TSLA | $85K | 0.05% | 0.00% | Not reported | Q4 2024 |
 MA | $84.5K | 0.05% | 0.00% | Not reported | Q4 2024 |
| GS | $79K | 0.05% | 0.00% | Not reported | Q4 2024 |
| VZ | $75.3K | 0.05% | 0.00% | Not reported | Q4 2024 |
| T | $73.2K | 0.04% | 0.00% | Not reported | Q4 2024 |
| PGR | $68.1K | 0.04% | 0.00% | Not reported | Q4 2024 |
| WMT | $61.4K | 0.04% | 0.00% | Not reported | Q4 2024 |
| Q2 2025 | |||||
| PULS | $8.89M | 6.00% | 1.02% | -56.6% | Q4 2024 |
| IBM | $1.36M | 0.92% | 0.00% | +0.3% | Q4 2024 |
| MCD | $1.29M | 0.87% | 0.00% | +0.1% | Q4 2024 |
| BRK.B | $1.19M | 0.80% | Not reported | Not reported | Q4 2024 |
| AEE | $1.07M | 0.72% | 0.00% | -2.3% | Q4 2024 |
| AVGO | $1.07M | 0.72% | 0.00% | +1.7% | Q4 2024 |
| BAC | $1.05M | 0.71% | 0.00% | -1.8% | Q4 2024 |
 KMI | $1.04M | 0.70% | 0.00% | +0.6% | Q4 2024 |
| GLD | $999K | 0.67% | 0.00% | -76.6% | Q4 2024 |
| AAPL | $942K | 0.64% | 0.00% | -1.3% | Q4 2024 |
| MSFT | $849K | 0.57% | 0.00% | +13.1% | Q4 2024 |
| LMT | $788K | 0.53% | 0.00% | -0.5% | Q4 2024 |
| SNA | $771K | 0.52% | 0.00% | +1.8% | Q4 2024 |
| GD | $745K | 0.50% | 0.00% | -1.4% | Q4 2024 |
 MO | $718K | 0.48% | 0.00% | +486.7% | Q4 2024 |
| KO | $713K | 0.48% | 0.00% | -1.7% | Q4 2024 |
| EOG | $712K | 0.48% | 0.00% | +2.2% | Q4 2024 |
| ABBV | $712K | 0.48% | 0.00% | -2.8% | Q4 2024 |
| AMZN | $686K | 0.46% | 0.00% | +11.8% | Q4 2024 |
 HD | $677K | 0.46% | 0.00% | -1.0% | Q4 2024 |
| GOOGL | $671K | 0.45% | 0.00% | +1.3% | Q4 2024 |
| MDT | $631K | 0.43% | 0.00% | -4.6% | Q4 2024 |
| NVDA | $533K | 0.36% | 0.00% | +22.7% | Q4 2024 |
| MRK | $502K | 0.34% | 0.00% | +1.8% | Q4 2024 |
| QQQ | $409K | 0.28% | Not reported | +0.1% | Q4 2024 |
 PFE | $341K | 0.23% | 0.00% | -0.1% | Q4 2024 |
| COST | $182K | 0.12% | 0.00% | +10.2% | Q4 2024 |
| ASML | $160K | 0.11% | 0.00% | Not reported | Q4 2024 |
| META | $160K | 0.11% | Not reported | +24.1% | Q4 2024 |
| SPY | $152K | 0.10% | Not reported | Not reported | Q4 2024 |
| BITB | $146K | 0.10% | 0.00% | Not reported | Q4 2024 |
| XOM | $142K | 0.10% | 0.00% | -4.2% | Q4 2024 |
| JPM | $135K | 0.09% | 0.00% | +1.1% | Q4 2024 |
| INTU | $119K | 0.08% | 0.00% | +33.6% | Q4 2024 |
| CAT | $114K | 0.08% | 0.00% | -7.3% | Q4 2024 |
| V | $112K | 0.08% | 0.00% | +4.0% | Q4 2024 |
| DE | $95.1K | 0.06% | 0.00% | Not reported | Q4 2024 |
 AMID | $93.6K | 0.06% | 0.01% | +17.2% | Q4 2024 |
| PGR | $85.4K | 0.06% | 0.00% | Not reported | Q4 2024 |
| PSX | $84.4K | 0.06% | 0.00% | +1.1% | Q4 2024 |
| VZ | $78.6K | 0.05% | 0.00% | +0.9% | Q4 2024 |
 BSVN | $67.1K | 0.05% | 0.01% | -52.6% | Q1 2025 |
| GS | $66.5K | 0.04% | 0.00% | +11.9% | Q4 2024 |
 CPRT | $66K | 0.04% | 0.00% | +31.1% | Q4 2024 |
 FTNT | $62.9K | 0.04% | 0.00% | -0.2% | Q4 2024 |
| ROP | $61.9K | 0.04% | 0.00% | +3.8% | Q4 2024 |
 CRM | $61.6K | 0.04% | 0.00% | +7.6% | Q4 2024 |
| MA | $60.2K | 0.04% | 0.00% | +137.8% | Q4 2024 |
 HCA | $57.2K | 0.04% | 0.00% | +4.9% | Q1 2025 |
| T | $54.1K | 0.04% | 0.00% | +31.0% | Q4 2024 |