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Portfolio (Quarterly) Guide ↗

Clark Asset Management, LLC

· CIK 0002062026
13F Portfolio $1.1B AUM 267 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 120 Added 30 Reduced 12 Exited
Page 4 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHF SCHWAB STRATEGIC TR 62,122.0 $1.5M 0.14% +519.0 +0.8% $24.75 +11.7%
62 AVGO BROADCOM INC Technology 4,830.0 $1.5M 0.14% +2K +82.4% $309.52 +36.3%
63 NFLX NETFLIX INC. Communication Services 15,292.0 $1.5M 0.14% +7K +92.7% $96.15 -9.2%
64 DFEV DIMENSIONAL ETF TRUST 39,563.0 $1.4M 0.13% $35.78 +19.4%
65 GLD SPDR GOLD TR Financial Services 3,108.0 $1.3M 0.13% +516.0 +19.9% $430.29 -5.1%
66 GLDM WORLD GOLD TR Financial Services 14,350.0 $1.3M 0.12% +288.0 +2.0% $92.69 -5.0%
67 IXUS ISHARES TR 15,022.0 $1.3M 0.12% -3K -17.9% $86.64 +11.4%
68 DFAS DIMENSIONAL ETF TRUST 17,027.0 $1.2M 0.11% $71.13 +10.6%
69 DFIC DIMENSIONAL ETF TRUST 31,571.0 $1.1M 0.10% +5K +20.3% $35.53 +7.5%
70 BSMR INVESCO EXCH TRD SLF IDX FD 47,081.0 $1.1M 0.10% $23.65 -0.2%
71 XOM EXXON MOBIL CORP Energy 6,432.0 $1.1M 0.10% +83.0 +1.3% $169.66 -11.7%
72 TT TRANE TECHNOLOGIES PLC Industrials 2,593.0 $1.1M 0.10% $416.74 +9.8%
73 BND VANGUARD BD INDEX FDS 14,605.0 $1.1M 0.10% +4K +42.5% $73.64 -0.5%
74 WMT WALMART INC Consumer Defensive 8,649.0 $1.1M 0.10% +3K +41.7% $124.29 -4.6%
75 DFAX DIMENSIONAL ETF TRUST 31,138.0 $1.1M 0.10% $33.97 +10.7%
76 AMAT APPLIED MATLS INC Technology 3,059.0 $1.0M 0.10% +23.0 +0.8% $341.79 +31.1%
77 IEFA ISHARES TR 11,430.0 $1.0M 0.10% -2K -15.9% $90.53 +8.2%
78 CAT CATERPILLAR INC Industrials 1,414.0 $1.0M 0.09% $708.46 +28.4%
79 EFAV ISHARES TR 10,799.0 $987K 0.09% $91.37 -0.4%
80 VFMF VANGUARD WELLINGTON FD 6,344.0 $984K 0.09% $155.08 +11.0%
Page 4 of 14  ·  267 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Financial Services 17.5%
Consumer Cyclical 13.2%
Communication Services 10.1%
Industrials 7.1%
Healthcare 4.9%
Consumer Defensive 3.0%
Energy 2.1%
Utilities 0.4%
Basic Materials 0.2%