Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Clark Asset Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Clark Asset Management, LLC (CIK 2062026) reported $1.06B across 267 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($163.9M, 15.39%), VTV ($100.5M, 9.43%), VUG ($96.6M, 9.07%), VWO ($56.9M, 5.35%), VB ($43.2M, 4.06%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEAVANGUARD TAX-MANAGED FDS$163.9M15.39%2.6MAdded
2VTVVANGUARD INDEX FDS$100.5M9.43%512,049Added
3VUGVANGUARD INDEX FDS$96.6M9.07%221,095Added
4VWOVANGUARD INTL EQUITY INDEX F$56.9M5.35%1.1MAdded
5VBVANGUARD INDEX FDS$43.2M4.06%165,053Added
6BNDXVANGUARD CHARLOTTE FDS$42.2M3.96%878,068Added
7BSVVANGUARD BD INDEX FDS$40.6M3.81%517,528Added
8VTIVANGUARD INDEX FDS$34.3M3.22%106,809Added
9AAPLAPPLE INC$28.3M2.66%111,416Added
10BSCRINVESCO EXCH TRD SLF IDX FD$23.3M2.19%1.2MAdded
11BSCTINVESCO EXCH TRD SLF IDX FD$23.2M2.18%1.2MAdded
12BSCSINVESCO EXCH TRD SLF IDX FD$22.7M2.13%1.1MAdded
13BSCQINVESCO EXCH TRD SLF IDX FD$20.5M1.93%1.1MAdded
14BIVVANGUARD BD INDEX FDS$19.7M1.85%255,556Added
15BSCUINVESCO EXCH TRD SLF IDX FD$19.4M1.82%1.2MAdded
16VMBSVANGUARD SCOTTSDALE FDS$18.2M1.71%387,238Added
17BLVVANGUARD BD INDEX FDS$17.9M1.68%260,533Added
18BSCVINVESCO EXCH TRD SLF IDX FD$16.0M1.51%974,950Added
19VTEBVANGUARD MUN BD FDS$15.6M1.46%311,945Added
20VOOVANGUARD INDEX FDS$11.7M1.10%19,605Added
21BSCWINVESCO EXCH TRD SLF IDX FD$11.4M1.07%551,621Added
22MSFTMICROSOFT CORP$9.2M0.86%24,742Added
23BSCXINVESCO EXCH TRD SLF IDX FD$8.9M0.84%423,028Added
24NVDANVIDIA CORPORATION$8.0M0.75%45,849Added
25AMZNAMAZON COM INC$8.0M0.75%38,238Added

Source: SEC Form 13F filings · as of 2026-03-31