Q3 2026 13F · SEC CIK 1001011

Clark Financial Services Group Inc /bd

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $214.2M
Reported positions: 94
Top holdings a year, 3 yrs: +20.5%
Average holding period: 4.0 yrs

Clark Financial Services Group Inc /bd is a wealth manager that reported 94 positions worth $214.2M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Index Fds (VOO, 11.6%), State Str Spdr S&p 500 ETF T (SPY, 10.5%), Vanguard Index Fds (VUG, 8.6%). A portfolio copying its top holdings returned 20.5% a year over the last 3 years, against 20.4% for the S&P 500.

Clark Financial Services Group Inc /bd holdings largest 50 of 94 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clark Financial Services Group Inc /bd 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	11.6%	11.3%	35,417	+1.9%	$24.8M
SPYState Str Spdr S&p 500 ETF T	10.5%	10.3%	29,405	+0.4%	$22.4M
VUGVanguard Index Fds	8.6%	8.3%	204,475	-0.1%	$18.4M
VTVVanguard Index Fds	7.0%	7.2%	69,637	-0.4%	$15.0M
IVWIshares Tr	6.9%	6.7%	104,082	+0.7%	$14.8M
AAPLApple Inc	4.2%	3.7%	27,189	+1.1%	$9.1M
IWMIshares Tr	3.1%	3.4%	23,823	-0.0%	$6.6M
MUMicron Technology Inc	2.9%	3.2%	5,857	+0.7%	$6.2M
MSFTMicrosoft Corp	2.6%	1.9%	10,773	+0.0%	$5.5M
RTXRtx Corporation	2.4%	3.3%	28,152	-23.4%	$5.2M
QQQInvesco Qqq Tr	2.4%	2.4%	7,020	+1.0%	$5.2M
IVOGVanguard Admiral Fds Inc	2.3%	2.4%	35,698	+0.8%	$4.9M
VOTVanguard Index Fds	1.9%	2.0%	13,779	-0.2%	$4.0M
XLFSelect Sector Spdr Tr	1.8%	—	73,021	—	$3.9M
XLBSelect Sector Spdr Tr	1.8%	—	77,156	—	$3.8M
XLVSelect Sector Spdr Tr	1.6%	1.5%	20,985	+2.3%	$3.5M
XLISelect Sector Spdr Tr	1.5%	1.7%	19,484	+2.7%	$3.3M
NVDANvidia Corporation	1.3%	1.2%	12,342	+1.2%	$2.8M
DELLDell Technologies Inc	1.2%	0.9%	4,717	+2.9%	$2.5M
LRCXLam Research Corp	1.1%	1.4%	7,065	+2.6%	$2.3M
VVisa Inc	1.0%	0.9%	5,899	+3.1%	$2.1M
IBMInternational Business Machs	0.8%	1.1%	7,926	-0.3%	$1.7M
AMATApplied Matls Inc	0.8%	1.1%	3,395	+1.0%	$1.7M
AVGOBroadcom Inc	0.7%	0.8%	4,544	+3.8%	$1.6M
MAMastercard Incorporated	0.7%	0.7%	2,797	-0.2%	$1.5M
ECGEverus Constr Group	0.7%	1.0%	13,067	+0.0%	$1.5M
ABBVAbbvie Inc	0.7%	0.6%	5,407	+6.6%	$1.4M
PANWPalo Alto Networks Inc	0.7%	0.5%	3,537	+5.9%	$1.4M
GOOGLAlphabet Inc	0.6%	0.7%	4,043	+3.6%	$1.4M
METAMeta Platforms Inc	0.6%	0.5%	1,835	+6.1%	$1.3M
CRWDCrowdstrike Hldgs Inc	0.5%	0.4%	4,346	+338.5%	$1.2M
CAHCardinal Health Inc	0.5%	0.5%	4,941	+7.8%	$1.1M
AEEAmeren Corp	0.5%	0.6%	10,574	+0.3%	$1.1M
ANETArista Networks Inc	0.5%	0.4%	5,118	+9.0%	$1.0M
MDUMDU Resources Group	0.5%	0.5%	52,269	+0.0%	$969K
AMZNAmazon Com Inc	0.5%	0.3%	3,882	+44.5%	$967K
MPCMarathon Petroleum	0.4%	0.3%	2,368	+0.9%	$936K
MOAltria Group Inc	0.4%	0.4%	12,347	+10.1%	$831K
TAt&t Inc	0.3%	—	30,736	—	$750K
ORCLOracle Corp	0.3%	0.3%	5,267	+11.5%	$723K
MRKMerck & Co Inc	0.3%	—	4,970	—	$722K
SNOWSnowflake Inc	0.3%	—	2,105	—	$715K
GOOGAlphabet Inc	0.3%	0.3%	2,086	+1.5%	$711K
GILDGilead Sciences Inc	0.3%	—	4,732	—	$705K
VRTVertiv Holdings Co	0.3%	0.4%	2,903	+9.5%	$701K
CRDOCredo Technology Group Holdi	0.3%	0.4%	3,483	+12.4%	$678K
CDNSCadence Design System Inc	0.3%	0.3%	2,049	+14.5%	$677K
PLTRPalantir Technologies Inc	0.3%	—	3,555	—	$665K
LHXL3harris Technologies Inc	0.3%	0.3%	2,786	+13.2%	$660K
KNFKnife River Corp	0.3%	0.5%	13,067	+0.0%	$659K

What Clark Financial Services Group Inc /bd bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+338.5% shares
AMZN Amazon Com Inc+44.5% shares
CDNS Cadence Design System Inc+14.5% shares
LHX L3harris Technologies Inc+13.2% shares
CRDO Credo Technology Group Holdi+12.4% shares
ORCL Oracle Corp+11.5% shares
MO Altria Group Inc+10.1% shares
VRT Vertiv Holdings Co+9.5% shares

Reduced

RTX Rtx Corporation-23.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +20.5% /yr; S&P 500 +20.4%
5 years: +9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$214.2M	94
Q2 2026	$211.8M	96
Q1 2026	$181.3M	110
Q4 2025	$188.0M	102
Q3 2025	$188.2M	101
Q2 2025	$162.7M	100
Q1 2025	$144.3M	95
Q4 2024	$130.8M	81
Q3 2024	$109.9M	77
Q2 2024	$94.8M	61
Q1 2024	$83.0M	61
Q4 2023	$78.0M	59

Questions about Clark Financial Services Group Inc /bd's portfolio

What stocks does Clark Financial Services Group Inc /bd own?

Clark Financial Services Group Inc /bd's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 94 positions worth $214.2M. The largest are Vanguard Index Fds (VOO) at 11.6%, State Str Spdr S&p 500 ETF T (SPY) at 10.5%, Vanguard Index Fds (VUG) at 8.6%, Vanguard Index Fds (VTV) at 7.0% and Ishares Tr (IVW) at 6.9%.

What did Clark Financial Services Group Inc /bd buy last quarter?

In Q3 2026, Clark Financial Services Group Inc /bd added Crowdstrike Hldgs Inc (CRWD) (+338.5% shares), Amazon Com Inc (AMZN) (+44.5% shares) and Cadence Design System Inc (CDNS) (+14.5% shares), compared with its Q2 2026 filing.

What did Clark Financial Services Group Inc /bd sell last quarter?

In Q3 2026, Clark Financial Services Group Inc /bd cut from its top 50 Select Sector Spdr Tr (XLK), cut from its top 50 Select Sector Spdr Tr (XLC), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Commerce Bancshares Inc (CBSH), cut from its top 50 Netflix Inc. (NFLX) and Rtx Corporation (RTX) (-23.4% shares), compared with its Q2 2026 filing.

How has Clark Financial Services Group Inc /bd's portfolio performed?

A portfolio copying Clark Financial Services Group Inc /bd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +9.8% a year against +11.6%.

When is Clark Financial Services Group Inc /bd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clark Financial Services Group Inc /bd's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.