Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clayton Financial Group LLC (CIK 2011212) reported $194.7M across 609 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($25.1M, 12.91%), VUG ($24.8M, 12.73%), SMBC ($17.9M, 9.21%), VOE ($15.8M, 8.12%), VOT ($13.5M, 6.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $25.1M | 12.91% | 128,111 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $24.8M | 12.73% | 56,721 | Added |
| 3 | SMBC | SOUTHERN MO BANCORP INC | $17.9M | 9.21% | 280,424 | Hold |
| 4 | VOE | VANGUARD INDEX FDS | $15.8M | 8.12% | 85,754 | Added |
| 5 | VOT | VANGUARD INDEX FDS | $13.5M | 6.95% | 52,570 | Added |
| 6 | VBR | VANGUARD INDEX FDS | $9.6M | 4.95% | 44,336 | Added |
| 7 | IJT | ISHARES TR | $6.9M | 3.53% | 47,500 | Added |
| 8 | VBK | VANGUARD INDEX FDS | $6.5M | 3.34% | 21,523 | Added |
| 9 | IEFA | ISHARES TR | $6.1M | 3.16% | 67,898 | Trimmed |
| 10 | IJS | ISHARES TR | $4.5M | 2.33% | 38,336 | Added |
| 11 | QQQ | INVESCO QQQ TR | $4.1M | 2.09% | 7,051 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $3.6M | 1.83% | 11,102 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $2.5M | 1.28% | 28,141 | Added |
| 14 | AAPL | APPLE INC | $2.4M | 1.24% | 9,480 | Trimmed |
| 15 | EFG | ISHARES TR | $2.1M | 1.06% | 18,595 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $2.0M | 1.02% | 11,330 | Hold |
| 17 | IEMG | ISHARES INC | $2.0M | 1.01% | 28,293 | Trimmed |
| 18 | EFV | ISHARES TR | $2.0M | 1.01% | 26,415 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.88% | 3,574 | Hold |
| 20 | ABBV | ABBVIE INC | $1.5M | 0.78% | 6,966 | Hold |
| 21 | ITOT | ISHARES TR | $1.5M | 0.77% | 10,529 | Added |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.74% | 2 | Hold |
| 23 | QDF | FLEXSHARES TR | $1.3M | 0.69% | 17,000 | Hold |
| 24 | SCHX | SCHWAB STRATEGIC TR | $1.3M | 0.65% | 49,694 | Added |
| 25 | AXP | AMERICAN EXPRESS CO | $1.2M | 0.62% | 3,963 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31