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Jim Cullen

Clark Asset Management, Llc

Assets Managed
$1.274B
Holdings
294
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
19.66%(2Q avg: 15.11%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Clark Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 294 positions.

Assets under management

The assets under management (AUM) of Clark Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.274B in assets, with a quarterly growth rate of 19.66% and a 2-quarter average growth rate of 15.11%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.37%
15.21%
$193.804M
2.72M shares@ $71.26 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 537.52%
9.53%
$121.416M
1.41M shares@ $86.14 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 8.32%
9.49%
$120.865M
554,604 shares@ $217.94 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 6.73%
5.27%
$67.108M
1.124M shares@ $59.7 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 8.78%
4.28%
$54.42M
179,533 shares@ $303.12 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 11.75%
3.73%
$47.52M
981,214 shares@ $48.44 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 12.92%
3.58%
$45.528M
584,361 shares@ $77.92 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.32%
3.18%
$40.439M
109,284 shares@ $370.04 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.03%
2.69%
$34.182M
118,130 shares@ $289.36 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 13.07%
2.06%
$26.144M
1.407M shares@ $18.58 avg price

1-10 of 294