account_balance
Investment manager · 13F filer · SEC CIK 2062026
Clark Asset Management, LLC
Reported value$1.36Bas of Sep 30, 2026
Positions299 25 new, 20 sold out
Top 10 weight58.3%VEA alone is 15%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
14.9%Added +6%
VUGVanguard Index FDS
9.7%Added +4%
VTVVanguard Index FDS
9.3%Added +6%
VWOVanguard Intl Equity Index F
5.2%Added +6%
VBVanguard Index FDS
4.0%Added +6%
BNDXVanguard Charlotte FDS
3.7%Added +10%
BSVVanguard Bd Index FDS
3.5%Added +7%
AAPLApple Inc.
2.9%
VTIVanguard Index FDS
2.9%
BSCRInvesco Exch TRD SLF Idx Fd
2.2%Added +17%
BSCSInvesco Exch TRD SLF Idx Fd
2.1%Added +15%
BSCT2.1%
VEAVanguard Tax-Managed FDS
14.9%Added +6%
VUGVanguard Index FDS
9.7%+4%
VTVVanguard Index FDS
9.3%+6%
VWOVanguard Intl Equity Index F
5.2%+6%
VBVanguard Index FDS
4.0%
BNDXVanguard Charlotte FDS
3.7%
BSVVanguard Bd Index FDS
3.5%
AAPLApple Inc.
2.9%
VTI2.9%
BSCR
BSCS
BSCT
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
VEA Vanguard Tax-Managed FDS 14.9% Added +6%
VUG Vanguard Index FDS 9.7% Added +4%
VTV Vanguard Index FDS 9.3% Added +6%
VWO Vanguard Intl Equity Index F 5.2% Added +6%
VB Vanguard Index FDS 4.0% Added +6%
BNDX Vanguard Charlotte FDS 3.7% Added +10%
BSV Vanguard Bd Index FDS 3.5% Added +7%
AAPL Apple Inc. 2.9% HeldVTI Vanguard Index FDS 2.9% Trimmed −4%
BSCR Invesco Exch TRD SLF Idx Fd 2.2% Added +17%
BSCS Invesco Exch TRD SLF Idx Fd 2.1% Added +15%
BSCT Invesco Exch TRD SLF Idx Fd 2.1% Added +13%
What changed
Biggest moves since Jun 30, 2026
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