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 $180.9M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($29.9M, 16.55%), VTV ($28.6M, 15.82%), VOE ($17.2M, 9.53%), VOT ($16.6M, 9.17%), VBR ($11.4M, 6.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $29.9M | 16.55% | 347,445 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $28.6M | 15.82% | 131,275 | Added |
| 3 | VOE | VANGUARD INDEX FDS | $17.2M | 9.53% | 87,231 | Added |
| 4 | VOT | VANGUARD INDEX FDS | $16.6M | 9.17% | 54,129 | Added |
| 5 | VBR | VANGUARD INDEX FDS | $11.4M | 6.32% | 47,019 | Added |
| 6 | IJT | ISHARES TR | $8.6M | 4.73% | 47,914 | Added |
| 7 | VBK | VANGUARD INDEX FDS | $8.2M | 4.52% | 22,375 | Added |
| 8 | IEFA | ISHARES TR | $6.4M | 3.51% | 65,826 | Trimmed |
| 9 | IJS | ISHARES TR | $5.3M | 2.96% | 39,132 | Added |
| 10 | QQQ | INVESCO QQQ TR | $5.2M | 2.87% | 7,051 | Hold |
| 11 | VTI | VANGUARD INDEX FDS | $3.3M | 1.83% | 8,937 | Trimmed |
| 12 | VNQ | VANGUARD INDEX FDS | $2.7M | 1.49% | 27,953 | Trimmed |
| 13 | IEMG | ISHARES INC | $2.4M | 1.32% | 28,827 | Added |
| 14 | EFG | ISHARES TR | $2.3M | 1.25% | 18,122 | Trimmed |
| 15 | EFV | ISHARES TR | $2.0M | 1.10% | 26,007 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.99% | 3,574 | Hold |
| 17 | ITOT | ISHARES TR | $1.7M | 0.96% | 10,547 | Added |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.83% | 2 | Hold |
| 19 | ABBV | ABBVIE INC | $1.4M | 0.80% | 5,762 | Trimmed |
| 20 | IVW | ISHARES TR | $1.3M | 0.73% | 9,580 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $1.3M | 0.73% | 44,595 | Trimmed |
| 22 | AAPL | APPLE INC | $1.3M | 0.70% | 4,380 | Trimmed |
| 23 | VO | VANGUARD INDEX FDS | $1.3M | 0.70% | 15,602 | Added |
| 24 | AXP | AMERICAN EXPRESS CO | $1.2M | 0.69% | 3,683 | Trimmed |
| 25 | BA | BOEING CO | $1.2M | 0.64% | 5,372 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30