Clayton Financial Group LLC - Portfolio overview

Clayton Financial Group LLC has 691 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 16.87%
2. SMBC - SOUTHERN MO BANCORP INC, 12.30%
3. VOE - VANGUARD INDEX FDS, 10.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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