Clark Wealth Partners
SEC Form 13F institutional filer · CIK 0002107657
13F-HR · 417 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
80.0%
Clark Wealth Partners — $98.6M AUM allocation strategy
Clark Wealth Partners files SEC Form 13F and reports $98.6M of long US equity value across 417 reported holdings for 2026-03-31.
Its largest sector bet is Financials 57.7%, followed by Industrials 3.5% and Information Technology 3.4%.
The top 10 holdings account for 80% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Clark Wealth Partners — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$98.6M
total across 417 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
80% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HPQ +9.46K sh · +$133K+$COP +5.96K sh · +$789K+$LIN +1.43K sh · +$711K
Biggest trims (shares)
−$IVZ −72.7K sh · −$4.18M−$SCHW −33.6K sh · −$2.95M−$QQQM −7.5K sh · −$2.99M
Exited to nil (held last quarter, gone now)
$BLDR ($14.9K last qtr)$DHR ($7.33K last qtr)$LVS ($6.53K last qtr)$AOS ($6.35K last qtr)$SWKS ($6.02K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks36.2%—
- Investment Banking & Brokerage19.4%—
- Aerospace & Defense1.8%—
- Restaurants1.3%—
- Multi-Sector Holdings1.2%—
- Semiconductors1.1%—
- Technology Hardware, Storage & Peripherals1.1%—
- IT Consulting & Other Services1.1%—
- Other holdings36.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 498K | $34.9M | -72.7K | 35.4% |
| $SCHW | Charles Schwab Corporation | 653K | $19.1M | -33.6K | 19.4% |
| $MCD | McDonald's Corporation | 4.15K | $1.29M | -351 | 1.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 2.45K | $1.18M | -16 | 1.2% |
| $AVGO | Broadcom Inc | 3.69K | $1.14M | +79 | 1.2% |
| $AAPL | Apple Inc | 4.49K | $1.14M | -12 | 1.2% |
| $IBM | International Business Machines Corporation | 4.6K | $1.11M | +22 | 1.1% |
| $BAC | Bank of America Corporation | 20.6K | $1.01M | +496 | 1.0% |
| $LMT | Lockheed Martin Corporation | 1.64K | $992K | -8 | 1.0% |
…and 408 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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