Clark Asset Management, LLC: 13F holdings

CIK 20620262026Q2

Positions294
Reported value$1.3bn
Filed2026-07-07

Top 10 holdings

SecuritySharesValueWeight
VEA VANGUARD TAX-MANAGED FDS2,720,053$193.8m15.2%
VUG VANGUARD INDEX FDS1,409,521$121.4m9.5%
VTV VANGUARD INDEX FDS554,604$120.9m9.5%
VWO VANGUARD INTL EQUITY INDEX F1,124,283$67.1m5.3%
VB VANGUARD INDEX FDS179,533$54.4m4.3%
BNDX VANGUARD CHARLOTTE FDS981,214$47.5m3.7%
BSV VANGUARD BD INDEX FDS584,361$45.5m3.6%
VTI VANGUARD INDEX FDS109,284$40.4m3.2%
AAPL APPLE INC118,130$34.2m2.7%
INVESCO EXCH TRD SLF IDX FD1,407,457$26.1m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2062026")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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