Clayton Financial Group LLC Portfolio Holdings

Clayton Financial Group LLC

  • $84.1 Billion
  • Q2 2025

Clayton Financial Group LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $84.1 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.4B, Vanguard Value ETF with a value of $16.3B, Vanguard Mid Cap Growth Index with a value of $8.57B, Vanguard Mid Cap Value Index F with a value of $8.19B, and Ishares S&P Small Cap 600 Grow with a value of $5.91B.

Examining the 13F form we can see an decrease of $189B in the current position value, from $273B to 84.1B.

Clayton Financial Group LLC is based out at St. Louis, MO

Below you can find more details about Clayton Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $84.1 Billion
ETFs: $80.6 Billion
Financial Services: $1.46 Billion
Industrials: $1.32 Billion
Technology: $368 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$1.46 Billion 1.73% of portfolio
2
Q1 2024 New
$3.35T
$368 Million 0.44% of portfolio
1,795
Q2 2025 Reduced 95.03%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $84.1 Billion
  • Prior Value $273 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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