Arkolith/Funds/Clark Asset Management, LLC

Clark Asset Management, LLC

CIK 2062026
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Clark Asset Management, LLC holds a focused book of 294 stocks worth $1.3B as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core U.S. Aggregate and trimmed Microsoft Corp. Their largest long position is Vanguard Ftse Developed ETF at 15% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
35
new positions
Added to
154
existing
Trimmed
53
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
59%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
7%
Financials
2%
Consumer Discretionary
2%
Industrials
1%
Health Care
1%
Energy
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

294 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$193.8M2.72M
15.2%
+6.4%
Added · +163K sh
2Vanguard Index FDS
GROWTH ETF
$121.4M1.41M
9.5%
+538%
Added · +1.2M sh
3Vanguard Index FDS
VALUE ETF
$120.9M554.6K
9.5%
+8.3%
Added · +43K sh
4Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$67.1M1.12M
5.3%
+6.7%
Added · +71K sh
5Vanguard Index FDS
SMALL CP ETF
$54.4M179.5K
4.3%
+8.8%
Added · +14K sh
6Vanguard Charlotte FDS
TOTAL INT BD ETF
$47.5M981.2K
3.7%
+12%
Added · +103K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$45.5M584.4K
3.6%
+13%
Added · +67K sh
8Vanguard Index FDS
TOTAL STK MKT
$40.4M109.3K
3.2%
+2.3%
Added · +2K sh
9Apple Inc
COM
$34.2M118.1K
2.7%
+6.0%
Added · +7K sh
10Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$26.1M1.41M
2.1%
+13%
Added · +163K sh
11Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$25.7M1.26M
2.0%
+14%
Added · +150K sh
12Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$25.6M1.31M
2.0%
+10.0%
Added · +119K sh
13Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$23.3M1.40M
1.8%
+21%
Added · +241K sh
14Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$22.9M1.17M
1.8%
+11%
Added · +121K sh
15Vanguard BD Index FDS
INTERMED TERM
$21.5M280.1K
1.7%
+9.6%
Added · +25K sh
16Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$19.6M419.6K
1.5%
+8.3%
Added · +32K sh
17Vanguard BD Index FDS
LONG TERM BOND
$19.6M284.9K
1.5%
+9.4%
Added · +24K sh
18Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$18.8M1.15M
1.5%
+18%
Added · +175K sh
19Vanguard Index FDS
S&P 500 ETF SHS
$18.8M27.4K
1.5%
+40%
Added · +8K sh
20Vanguard Mun BD FDS
TAX EXEMPT BD
$16.0M316.4K
1.3%
+1.4%
Added · +4K sh
21Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$14.3M696.4K
1.1%
+26%
Added · +145K sh
22Invesco Exch TRD SLF Idx FD
INVESCO BULLETSH
$10.9M519.1K
0.9%
+23%
Added · +96K sh
23Amazon Com Inc
COM
$9.3M39.1K
0.7%
+2.2%
Added · +845 sh
24Microsoft Corp
COM
$9.1M24.5K
0.7%
−1.0%
Reduced · −257 sh
25Invesco QQQ TR
UNIT SER 1
$8.6M11.6K
0.7%
−8.7%
Reduced · −1K sh
26Nvidia Corporation
COM
$8.5M42.3K
0.7%
−7.7%
Reduced · −4K sh
27Invesco Exch TRD SLF Idx FD
BULLETSHARES 203
$8.4M405.0K
0.7%
+25%
Added · +82K sh
28Schwab Strategic TR
US BRD MKT ETF
$7.8M269.3K
0.6%
+11%
Added · +27K sh
29Dimensional ETF Trust
US CORE EQUITY 2
$6.2M139.3K
0.5%
+17%
Added · +21K sh
30Dimensional ETF Trust
US EQUITY MARKET
$4.8M58.6K
0.4%
+9.3%
Added · +5K sh
31Alphabet Inc
CAP STK CL C
$4.8M13.5K
0.4%
−3.8%
Reduced · −532 sh
32Vanguard Intl Equity Index F
ALLWRLD EX US
$4.5M54.1K
0.4%
+3.1%
Added · +2K sh
33Analog Devices Inc
COM
$4.4M11.2K
0.3%
+521%
Added · +9K sh
34Invesco Exch TRD SLF Idx FD
BULLETSHARES
$4.3M211.9K
0.3%
+53%
Added · +74K sh
35Alphabet Inc
CAP STK CL A
$4.3M12.0K
0.3%
−5.3%
Reduced · −668 sh
36JPMorgan Chase & Co
COM
$4.1M12.4K
0.3%
+9.1%
Added · +1K sh
37Meta Platforms Inc
CL A
$4.0M7.0K
0.3%
−7.5%
Reduced · −566 sh
38Vanguard Star FDS
VG TL INTL STK F
$3.7M43.2K
0.3%
+12%
Added · +5K sh
39Visa Inc
COM CL A
$3.6M10.6K
0.3%
−1.0%
Reduced · −112 sh
40Dimensional ETF Trust
US MKTWIDE VALUE
$3.4M61.5K
0.3%
+5.8%
Added · +3K sh
41Johnson & Johnson
COM
$3.4M13.2K
0.3%
+6.1%
Added · +762 sh
42Berkshire Hathaway Inc Del
CL A
$3.0M4
0.2%
Held
43Tesla Inc
COM
$3.0M7.1K
0.2%
−20%
Reduced · −2K sh
44Dimensional ETF Trust
INTERNATNAL VAL
$3.0M54.7K
0.2%
−0.1%
Reduced · −41 sh
45Ishares TR
CORE S&P500 ETF
$3.0M3.9K
0.2%
+1.3%
Added · +52 sh
46Mastercard Incorporated
CL A
$2.9M5.6K
0.2%
−0.5%
Reduced · −30 sh
47Berkshire Hathaway Inc Del
CL B NEW
$2.8M5.5K
0.2%
+1.2%
Added · +67 sh
48Deere & Co
COM
$2.6M4.1K
0.2%
+0.8%
Added · +32 sh
49Home Depot Inc
COM
$2.6M7.3K
0.2%
−10.0%
Reduced · −807 sh
50Ishares TR
CORE S&P TTL STK
$2.5M15.1K
0.2%
+15%
Added · +2K sh
Showing 50 of 294 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026294$1.3B13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026267$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026237$963.3M13F-HR
Q3 2025Sep 30, 2025Oct 20, 2025208$860.4M13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025197$733.7M13F-HR
Q1 2025Mar 31, 2025Apr 28, 2025157$596.3M13F-HR
Q3 2024Sep 30, 2024Apr 28, 2025122$465.6M13F-HR
Q2 2024Jun 30, 2024Apr 28, 202596$361.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.