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 (2026-06-30)

Cliffwater LLC (CIK 1659851) reported $401.7M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($113.6M, 28.29%), VGIT ($70.8M, 17.63%), OTF ($61.2M, 15.23%), VEA ($54.8M, 13.64%), VTHR ($42.9M, 10.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$113.6M28.29%307,085Trimmed
2VGITVANGUARD SCOTTSDALE FDS$70.8M17.63%1.2MAdded
3OTFBLUE OWL TECHNOLOGY FIN CORP$61.2M15.23%5.9MHold
4VEAVANGUARD TAX-MANAGED FDS$54.8M13.64%768,881Trimmed
5VTHRVANGUARD SCOTTSDALE FDS$42.9M10.67%129,315Trimmed
6VWOVANGUARD INTL EQUITY INDEX F$12.4M3.10%208,320Hold
7CVBFCVB FINL CORP$9.3M2.31%412,247Hold
8SPYSPDR S&P 500 ETF TR$8.0M2.00%10,752Hold
9VCSHVANGUARD SCOTTSDALE FDS$7.1M1.76%89,515Hold
10VNQVANGUARD INDEX FDS$6.7M1.68%69,923Hold
11FRBTFORBRIGHT INC$5.1M1.28%280,309New
12EEMISHARES TR$2.8M0.69%40,400Hold
13CGBDCARLYLE SECURED LENDING INC$2.2M0.54%207,319Hold
14XERSXERIS BIOPHARMA HOLDINGS INC$2.1M0.52%263,158New
15BBDCBARINGS BDC INC$1.1M0.27%126,753Hold
16CVNACARVANA CO$613,7720.15%9,325Added
17TOSTTOAST INC$266,8220.07%9,591Hold
18RBRKRUBRIK INC.$255,6120.06%3,184Hold
19BKLNINVESCO EXCH TRADED FD TR II$120,2240.03%5,902Hold
20OSCROSCAR HEALTH INC$126,3720.03%4,431Hold
21NUNU HLDGS LTD$126,7200.03%9,485Hold
22IEFAISHARES TR$100,0570.02%1,036Hold

Source: SEC Form 13F filings · as of 2026-06-30