13F Filings History of Clark Wealth Partners
- Latest 13F filing
- Q2 2026 - 28 Jul 2026
- Latest reported 13F value
- $177,115,953
- Largest 13F holdings
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QQQM SCHG XSMO IDMO FDVV PULS AVDE XMHQ JEPI GRNY XLK PVAL
+8 more
MMIT BUFR SCHD AVGO AAPL MSFT BRKB IBM - Form 13F summary
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- Clark Wealth Partners Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Clark Wealth Partners reported 568 equity holdings with a total reported market value of $177,115,953 for Q2 2026. Top reported holdings included QQQM, SCHG, XSMO, IDMO, and FDVV.
- Manager signature
- Leila Shaver - COUNSEL
- Manager location
- O'fallon, IL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$177,115,953
Quarter delta
+$28,241,621
Accepted
28 Jul 2026, 17:07
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 568 | $177,115,953 | +$17,272,742 | -$6,714,218 | +$10,558,524 | QQQM, SCHG, XSMO, IDMO, FDVV | 13F-HR | 28 Jul 2026, 17:07 |
| Q1 2026 | 596 | $148,874,332 | +$6,966,903 | -$18,478,998 | -$11,512,095 | QQQM, SCHG, FDVV, XSMO, IDMO | 13F-HR | 11 May 2026, 20:18 |
| Q4 2025 | 559 | $164,161,656 | $0 | $0 | $0 | SCHG, QQQM, FDVV, XSMO, IDMO | 13F-HR | 03 Feb 2026, 20:51 |
| Q3 2025 | 559 | $164,048,298 | +$48,070,011 | -$43,053,431 | +$5,016,580 | SCHG, QQQM, FDVV, XSMO, IDMO | 13F-HR | 03 Feb 2026, 20:49 |
| Q2 2025 | 536 | $148,188,073 | +$30,678,557 | -$24,635,476 | +$6,043,081 | QQQM, XSMO, SCHD, IDMO, COWZ | 13F-HR | 03 Feb 2026, 20:42 |
| Q1 2025 | 527 | $134,862,413 | +$22,551,638 | -$16,124,182 | +$6,427,456 | PULS, SCHD, IDMO, HEFA, COWZ | 13F-HR | 03 Feb 2026, 20:37 |
| Q4 2024 | 528 | $128,865,764 | $0 | $0 | $0 | SCHD, COWZ, XMHQ, IDMO, HEFA | 13F-HR | 03 Feb 2026, 20:32 |