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LEILA SHAVER

Clark Wealth Partners

Assets Managed
$148.874M
Holdings
604
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-9.31%(2Q avg: -4.65%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clark Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 604 positions.

Assets under management

The assets under management (AUM) of Clark Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.874M in assets, with a quarterly growth rate of -9.31% and a 2-quarter average growth rate of -4.65%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -9.49%
11.42%
$16.992M
71,510 shares@ $237.62 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -5.31%
11.36%
$16.907M
580,399 shares@ $29.14 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Decreased -10.87%
9.88%
$14.7M
266,114 shares@ $55.24 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Decreased -15.03%
9.59%
$14.263M
187,619 shares@ $76.02 avg price
IDMO
Invesco S&p International De
Recent Activity
Decreased -12.67%
8.7%
$12.938M
235,919 shares@ $54.84 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 16.71%
7.04%
$10.472M
210,803 shares@ $49.68 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 28.21%
5.84%
$8.686M
102,382 shares@ $84.85 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Decreased -6.57%
5.18%
$7.701M
74,499 shares@ $103.37 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 4.73%
3.16%
$4.701M
82,938 shares@ $56.69 avg price
MMIT
Nyli Mackay Muni Int Etf-usd
Recent Activity
Increased 0.93%
1.55%
$2.304M
95,304 shares@ $24.18 avg price

1-10 of 604