Clayton Financial Group LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$194.7M
Holdings
613
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
12.9%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (1.8k shares)
12.7%
03
$SMBC
SOUTHERN MO BANCORP INC
Held since at least Q1 2024
9.2%
04
$VOE
VANGUARD INDEX FDS
Held since at least Q1 2024
8.1%
05
$VOT
VANGUARD INDEX FDS
Held since at least Q1 2024
6.9%
06
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
4.9%
07
$IJT
ISHARES TR
Held since at least Q1 2024
3.5%
08
$VBK
VANGUARD INDEX FDS
Held since at least Q1 2024
3.3%
09
$IEFA
ISHARES TR
Q1 2026: New position (7.4k shares)
3.2%
10
$IJS
ISHARES TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:46 UTC.