C
CLARK FINANCIAL SERVICES GROUP INC /BD
RIA/Wealth
CLARK FINANCIAL SERVICES GROUP INC /BD is a RIA/Wealth based in Chesterfield, MO led by Christopher William Schulenburg, reporting $456.1M in AUM as of Q3 2025 with 63% ETF concentration and 62% concentrated in top 10 holdings.
ChairmanChristopher William Schulenburg
- Portfolio Value
- $188.2M
- Positions
- 101
- Top Holding
- VOO at 13.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio (62.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.1M | 13.34% | -$296.4K Sold | — 41.0K shares | |
ETF ETF | $21.0M | 11.14% | -$6.7K Sold | — 31.5K shares | |
ETF ETF | $13.8M | 7.31% | -$69.4K Sold | — 73.8K shares | |
ETF ETF | $13.2M | 6.99% | +$3.7M Bought | — 109.0K shares | |
ETF ETF | $12.9M | 6.88% | -$19.7K Sold | — 27.0K shares | |
Consumer Electronics Technology | $8.3M | 4.39% | +$81.2K Bought | 0.00% 32.4K shares | |
Aerospace & Defense Industrials | $6.6M | 3.49% | +$6.6M New | 0.00% 39.3K shares | |
ETF ETF | $6.6M | 3.48% | +$2.2M Bought | — 27.1K shares | |
Software - Infrastructure Technology | $5.1M | 2.72% | +$89.6K Bought | 0.00% 9.9K shares | |
ETF ETF | $4.5M | 2.37% | +$22.3K Bought | — 37.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CLARK FINANCIAL SERVICES GROUP INC /BD's latest filing
GthenC
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-57.37% |
Analytics
Portfolio insights and performance metrics for CLARK FINANCIAL SERVICES GROUP INC /BD
GthenA