13F Insight
DOSSIER · 13F-HR · Q1 2026

Clark Asset Management, LLC

Clark Asset's holding co. based in Stamford, CT — $1.1B in tracked AUM across 267 positions as of Q1 2026.

CA
Clark Asset·Stamford, CT·Holding Co.
CIK 0002062026 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 1.5%
vs prior
Holdings
267
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Clark Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$164M2.6M15.4%
02
VTV
VANGUARD INDEX FDS
$100M512K9.4%
03
VUG
VANGUARD INDEX FDS
$97M221K9.1%
04
VWO
VANGUARD INTL EQUITY INDEX F
$57M1.1M5.3%
05
VB
VANGUARD INDEX FDS
$43M165K4.1%
06
BNDX
VANGUARD CHARLOTTE FDS
$42M878K4.0%
07
BSV
VANGUARD BD INDEX FDS
$41M518K3.8%
08
VTI
VANGUARD INDEX FDS
$34M107K3.2%
09
AAPL
APPLE INC
$28M111K2.7%
10
BSCR
INVESCO EXCH TRD SLF IDX FD
$23M1.2M2.2%

Filing history

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