Clifford SWAN Investment Counsel LLC ETF holdings
Pasadena, CA
Reported $157.1M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$157.1M
ETFs held
72
Change from prior quarter
+5.4%
With price moves
ETFs as a share of its 13F
5.1%
of $3.1B
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GLD | SPDR Gold Shares | $24.7M | 67,082 | −1,429 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $17.9M | 23,929 | −455 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $15.1M | 303,619 | +11,798 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $12.6M | 66,256 | No change |
| VOO | Vanguard S&P 500 ETF | $11.7M | 17,014 | −230 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.5M | 77,729 | −7,886 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.2M | 14,031 | −639 shares |
| IYW | iShares U.S. Technology ETF | $5.0M | 20,000 | −33 shares |
| IVV | iShares Core S&P 500 ETF | $3.4M | 4,534 | −1,545 shares |
| VGT | Vanguard Information Technology ETF | $3.2M | 26,568 | +23,247 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001034642. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clifford SWAN Investment Counsel LLC own?
Clifford SWAN Investment Counsel LLC reported 72 ETF positions worth $157.1M in its Form 13F for June 30, 2026. The largest was GLD, at $24.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.