Clayton Financial Group LLC - Portfolio Stock Holdings
Clayton Financial Group LLC disclosed 611 stock positions in a recent SEC 13F filing. $180,867,479 of stock holdings were filed, with the largest holdings including VUG, VTV, and VOE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $793,758,079 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
611Est. Stock Holding Value:
$180,867,479Top Stock Holdings By Sector
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Portfolio Stock Holdings - Clayton Financial Group LLC
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