Clark Wealth Partners reported 938 positions worth $34.98M for the quarter ended Sep 30, 2026, up 21.3% on the prior quarter. It opened 498 new positions, added to 336, trimmed 48 and exited 14. Its largest holding is Microsoft Corp at 5.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| V Visa Inc. | +1,538 | +483.6% | $552.67K | 1.91% |
| DHR Danaher Corp | +2,310 | +7,451.6% | $512.69K | 1.49% |
| WMT Walmart Inc. | +4,623 | +399.9% | $480.41K | 1.72% |
| MRSH Marsh & Mclennan Companies, Inc. | +2,324 | +9,683.3% | $396.83K | 1.15% |
| MCD Mcdonalds Corp | +914 | +22.1% | $211.09K | 3.34% |
| GPC Genuine Parts Co | +1,536 | – | $194.73K | 0.557% |
| PPG Ppg Industries Inc | +1,500 | +13,636.4% | $156.50K | 0.451% |
| AAPL Apple Inc. | +462 | +9.9% | $153.86K | 4.88% |
| NVDA Nvidia Corp | +656 | +17.1% | $149.99K | 2.94% |
| UPS United Parcel Service Inc | +1,508 | +266.0% | $140.91K | 0.554% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MDT Medtronic plc | -1,184 | -13.9% | $103.01K | 1.83% |
| LIN Linde Plc | -160 | -11.2% | $75.92K | 1.71% |
| PSX Phillips 66 | -217 | -29.7% | $55.39K | 0.374% |
| LMT Lockheed Martin Corp | -68 | -4.2% | $34.64K | 2.26% |
| URI United Rentals, Inc. | -29 | -82.9% | $29.02K | 0.017% |
| BRK-B Berkshire Hathaway Inc | -55 | -2.2% | $27.39K | 3.51% |
| GD General Dynamics Corp | -55 | -2.3% | $18.25K | 2.25% |
| META Meta Platforms, Inc. | -24 | -2.0% | $17.41K | 2.42% |
| COP Conocophillips | -57 | -1.0% | $7.13K | 2.1% |
| DELL Dell Technologies Inc. | -11 | -22.0% | $5.92K | 0.06% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GPC Genuine Parts Co | +1,536 | $194.73K | 0.557% |
| PLXS Plexus Corp | +49 | $12.79K | 0.037% |
| NWSA News Corp | +443 | $12.70K | 0.036% |
| DRS Leonardo DRS, Inc. | +329 | $12.05K | 0.034% |
| AVT Avnet Inc | +119 | $11.90K | 0.034% |
| EVTC EVERTEC, Inc. | +440 | $11.86K | 0.034% |
| AEHR Aehr Test Systems | +112 | $11.16K | 0.032% |
| STRA Strategic Education, Inc. | +129 | $10.02K | 0.029% |
| NGVT Ingevity Corp | +137 | $9.69K | 0.028% |
| AVY Avery Dennison Corp | +54 | $9.22K | 0.026% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| OKE Oneok Inc | -64 | $5.57K | 0.019% |
| SBAC Sba Communications Corp | -17 | $3.00K | 0.01% |
| EFX Equifax Inc | -6 | $953.00 | <0.01% |
| ROL Rollins Inc | -14 | $585.00 | <0.01% |
| PEG Public Service Enterprise Group Inc | -7 | $569.00 | <0.01% |
| OPEN Opendoor Technologies Inc. | -100 | $462.00 | <0.01% |
| EIX Edison International | -6 | $447.00 | <0.01% |
| ALB Albemarle Corp | -2 | $271.00 | <0.01% |
| GEN Gen Digital Inc. | -8 | $200.00 | <0.01% |
| DECK Deckers Outdoor Corp | -2 | $199.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 3,735 | $1.92M | 5.48% | +231 | +6.6% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 5,126 | $1.71M | 4.88% | +462 | +9.9% | Added | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 3,687 | $1.29M | 3.7% | +57 | +1.6% | Added | 0% |
| 4 | GLD Spdr Gold Trust | Others | 3,276 | $1.25M | 3.57% | 0 | 0.0% | Unchanged | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,469 | $1.23M | 3.51% | -55 | -2.2% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 4,729 | $1.18M | 3.37% | +301 | +6.8% | Added | 0% |
| 7 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 16.1K | $1.17M | 3.34% | +91 | +0.6% | Added | 0.01% |
| 8 | MCD Mcdonalds Corp | Consumer Discretionary | 5,054 | $1.17M | 3.34% | +914 | +22.1% | Added | 0% |
| 9 | BAC Bank Of America Corp | Financial Services | 20.4K | $1.11M | 3.17% | -55 | -0.3% | Reduced | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 4,110 | $1.08M | 3.07% | +54 | +1.3% | Added | 0% |
| 11 | NVDA Nvidia Corp | Technology | 4,492 | $1.03M | 2.94% | +656 | +17.1% | Added | 0% |
| 12 | IBM International Business Machines Corp | Technology | 4,385 | $964.31K | 2.76% | -14 | -0.3% | Reduced | 0% |
| 13 | SNA Snap-on Inc | Industrials | 2,408 | $874.92K | 2.5% | -8 | -0.3% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,168 | $847.33K | 2.42% | -24 | -2.0% | Reduced | 0% |
| 15 | ETN Eaton Corp plc | Industrials | 1,903 | $817.74K | 2.34% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Clark Wealth Partners.
As of its Q3 2026 13F filing, Clark Wealth Partners’s five largest positions were Microsoft Corp (MSFT) at 5.5%, Apple Inc. (AAPL) at 4.9%, Broadcom Inc. (AVGO) at 3.7%, Spdr Gold Trust (GLD) at 3.6%, Berkshire Hathaway Inc (BRK-B) at 3.5% of the reported portfolio.
Clark Wealth Partners reported a 13F portfolio worth $34.98M across 938 positions for Q3 2026. That is up 21.3% from the previous quarter.
Its largest purchases by value were Visa Inc. ($552.67K), Danaher Corp ($512.69K), Walmart Inc. ($480.41K). It opened 498 new positions.
Its largest sales by value were Medtronic plc ($103.01K), Linde Plc ($75.92K), Phillips 66 ($55.39K). It exited 14 positions entirely.
From the Form 13F-HR reports Clark Wealth Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.