Clark Asset Management, LLC - Portfolio overview

Clark Asset Management, LLC has 281 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 15.07%
2. VTV - VANGUARD INDEX FDS, 9.24%
3. VUG - VANGUARD INDEX FDS, 8.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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