account_balance

Investment manager · 13F filer · SEC CIK 1001011

Clark Financial Services Group Inc

Reported value$214Mas of Sep 30, 2026
Positions94 5 new, 7 sold out
Top 10 weight59.8%VOO alone is 12%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 11.6% Held
SPY SPDR S&P 500 ETF Trust 10.5% Held
VUG Vanguard Index FDS 8.6% Held
VTV Vanguard Index FDS 7.0% Held
IVW iShares Tr 6.9% Held
AAPL Apple Inc. 4.2% Held
IWM iShares Tr 3.1% Held
MU Micron Technology Inc 2.9% HeldMSFT Microsoft Corp 2.6% HeldRTX RTX Corp 2.4% Trimmed −23%
QQQ Invesco QQQ Tr 2.4% Held
IVOG Vanguard Admiral FDS Inc 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • XLF $3.9M
  • XLB $3.76M
  • PSX $264K
  • XOM $233K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • XLK $4.75M
  • XLC $3.17M
  • UNH $580K
  • NPO $236K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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