Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cliffwater LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Cliffwater LLC (CIK 1659851) reported $377.4M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($103.2M, 27.34%), OTF ($73.2M, 19.40%), VTHR ($59.1M, 15.66%), VEA ($49.4M, 13.08%), VGIT ($46.0M, 12.18%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$103.2M27.34%321,612Trimmed
2OTFBLUE OWL TECHNOLOGY FIN CORP$73.2M19.40%5.9MHold
3VTHRVANGUARD SCOTTSDALE FDS$59.1M15.66%205,503Hold
4VEAVANGUARD TAX-MANAGED FDS$49.4M13.08%770,181Hold
5VGITVANGUARD SCOTTSDALE FDS$46.0M12.18%772,030Hold
6VWOVANGUARD INTL EQUITY INDEX F$11.3M2.98%208,320Hold
7CVBFCVB FINL CORP$8.0M2.12%412,247Hold
8VCSHVANGUARD SCOTTSDALE FDS$7.1M1.88%89,515Trimmed
9SPYSPDR S&P 500 ETF TR$7.0M1.85%10,752Trimmed
10VNQVANGUARD INDEX FDS$6.2M1.64%69,923Hold
11EEMISHARES TR$2.3M0.61%40,400Hold
12CGBDCARLYLE SECURED LENDING INC$2.3M0.60%207,319Hold
13BBDCBARINGS BDC INC$1.0M0.28%126,753Hold
14CVNACARVANA CO$586,3190.16%1,865Hold
15TOSTTOAST INC$254,2570.07%9,591Hold
16RBRKRUBRIK INC.$155,9200.04%3,184Hold
17NUNU HLDGS LTD$136,2990.04%9,485Hold
18BKLNINVESCO EXCH TRADED FD TR II$120,4600.03%5,902Hold
19IEFAISHARES TR$93,7890.02%1,036Hold
20OSCROSCAR HEALTH INC$50,8240.01%4,431Hold
21IWMISHARES TR$00.00%0Exited
22ACWXISHARES TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31