Clark Asset Management, LLC has filed its 13F form on April 02, 2025 for Q4 2024 where it was disclosed a total value porftolio of $535 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $77B, Vanguard Growth ETF with a value of $64.6B, Vanguard Value ETF with a value of $55B, Vanguard Ftse Emerging Mkts Et with a value of $29.1B, and Vanguard Total International B with a value of $25B.

Examining the 13F form we can see an increase of $535B in the current position value.

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 $535 Billion
ETFs: $472 Billion
Technology: $26.8 Billion
Financial Services: $8.17 Billion
Consumer Cyclical: $7.09 Billion
Communication Services: $4.06 Billion
Healthcare: $1.45 Billion
Consumer Defensive: $920 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $535 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 02, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 138 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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