Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 2062026) reported $1.27B across 294 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($193.8M, 15.21%), VUG ($121.4M, 9.53%), VTV ($120.9M, 9.48%), VWO ($67.1M, 5.27%), VB ($54.4M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $193.8M | 15.21% | 2.7M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $121.4M | 9.53% | 1.4M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $120.9M | 9.48% | 554,604 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $67.1M | 5.27% | 1.1M | Added |
| 5 | VB | VANGUARD INDEX FDS | $54.4M | 4.27% | 179,533 | Added |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $47.5M | 3.73% | 981,214 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $45.5M | 3.57% | 584,361 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $40.4M | 3.17% | 109,284 | Added |
| 9 | AAPL | APPLE INC | $34.2M | 2.68% | 118,130 | Added |
| 10 | BSCT | INVESCO EXCH TRD SLF IDX FD | $26.1M | 2.05% | 1.4M | Added |
| 11 | BSCR | INVESCO EXCH TRD SLF IDX FD | $25.6M | 2.01% | 1.3M | Added |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | $25.7M | 2.01% | 1.3M | Added |
| 13 | BSCU | INVESCO EXCH TRD SLF IDX FD | $23.3M | 1.83% | 1.4M | Added |
| 14 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $22.9M | 1.80% | 1.2M | Added |
| 15 | BIV | VANGUARD BD INDEX FDS | $21.5M | 1.69% | 280,084 | Added |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $19.6M | 1.54% | 419,593 | Added |
| 17 | BLV | VANGUARD BD INDEX FDS | $19.6M | 1.54% | 284,943 | Added |
| 18 | BSCV | INVESCO EXCH TRD SLF IDX FD | $18.8M | 1.48% | 1.1M | Added |
| 19 | VOO | VANGUARD INDEX FDS | $18.8M | 1.47% | 27,367 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $16.0M | 1.26% | 316,350 | Added |
| 21 | BSCW | INVESCO EXCH TRD SLF IDX FD | $14.3M | 1.12% | 696,425 | Added |
| 22 | BSCX | INVESCO EXCH TRD SLF IDX FD | $10.9M | 0.86% | 519,107 | Added |
| 23 | AMZN | AMAZON COM INC | $9.3M | 0.73% | 39,083 | Added |
| 24 | MSFT | MICROSOFT CORP | $9.1M | 0.72% | 24,485 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $8.6M | 0.67% | 11,620 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30