Clark Asset Management, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $963 Billion distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $146B, Vanguard Growth ETF with a value of $96.9B, Vanguard Value ETF with a value of $87.4B, Vanguard Ftse Emerging Mkts Et with a value of $51.5B, and Vanguard Small Cap ETF with a value of $39.5B.

Examining the 13F form we can see an increase of $103B in the current position value, from $860B to 963B.

Clark Asset Management, LLC is based out at Stratham, NH

Below you can find more details about Clark Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $963 Billion
ETFs: $801 Billion
Technology: $53.3 Billion
Consumer Cyclical: $16.7 Billion
Financial Services: $16.7 Billion
Communication Services: $12.3 Billion
Industrials: $8.66 Billion
Healthcare: $6.45 Billion
Consumer Defensive: $3.29 Billion
Other: $1.82 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $963 Billion
  • Prior Value $860 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 41 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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