Clifford Group, LLC — 13F Holdings & Portfolio

CIK 1965522 · latest 13F-HR filed 2026-08-14

Clifford Group, LLC manages $144.6M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (29.11%), MGK (8.05%), LSGR (4.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 5; 39 existing positions rose in reported value and 12 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$144.6M

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+11 / −5 / ↑39 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

VOO29.1% · -9%MGK8.1% · +354%LSGR4.5% · -10%EFV4.3% · -6%VGT3.8% · +589%VXF3.7% · -7%AVUV3.7% · new MUB3.0% · +42%NVDA2.8% · +2%GOOGL2.3% · -1%AMZN2.3% · -4%AAPL2.2% · +1%IWF1.6% · +245%MSFT1.6% · -2%TSM1.4% · -4%IWD1.2% · -7%JPM1.2% · +0%AVGO1.2% · +10%META1.0% · +1%MS0.8% · -6%GOOG0.7% · +0%CSCO0.7% · -5%GOVT0.7% · -3%ADP0.6% · 0%VNQ0.6% · -10%WMT0.5% · +4%GS0.5% · 0%COR0.5% · +4%IFRA0.5% · -12%HYMB0.5% · -6%HD0.5% · +4%TEL0.5% · +9%V0.4% · -0%UNP0.4% · -5%LLY0.4% · +3%NEE0.4% · -3%PG0.4% · +4%BRK.B0.4% · -1%PSX0.4% · -8%LIN0.4% · +10%TOST0.4% · new HLI0.4% · +10%PLD0.3% · -4%ETN0.3% · 0%AJG0.3% · +5%KVYO0.3% · -9%UNH0.3% · +3%LRCX0.3% · 0%KLAC0.3% · +900%COST0.3% · -2%TSLA0.3% · -2%ABT0.3% · +16%VB0.3% · 0%AXP0.3% · +1%PEP0.3% · +0%DE0.3% · +3%SHE0.2% · -2%IUSV0.2% · -3%ORCL0.2% · +0%NSP0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 65.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 21, 2026.

Assets Under Management

$248.3M

Discretionary

$248.3M

Employees

Accounts

921

Address

321 COMMONWEALTH ROAD
SUITE 103
WAYLAND, MA 01778

Phone

(617) 600-2083

Website

www.thecliffordgrp.com
www.linkedin.com/company/the-clifford-group

Name	Title / Status	Ownership	Type
CLIFFORD, GREGORY Control	MANAGING MEMBER / FOUNDER / CHIEF EXECUTIVE OFFICER since Feb 2022	75% or more	Individual
Ludden, Sarah, E Control	DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER since Feb 2022	Less than 5%	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

ISHARES TR$1.3M +44.1%
VANGUARD WORLD FD$924.2K +8.6%
VANGUARD WORLD FD$829.2K +18.0%
ALPHABET INC$641.5K +23.3%
NVIDIA CORPORATION$583.1K +16.6%

Show all 39 →

Top Trims

KLAVIYO INC-$198.3K -29.3%
PHILLIPS 66-$98.7K -14.6%
PEPSICO INC-$55.3K -12.4%
NEXTERA ENERGY INC-$52.8K -8.1%
CENCORA INC-$43.5K -5.9%

Show all 12 →

New Positions

Show all 11 →

Exited Positions

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Clifford Group, LLC Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	VANGUARD INDEX FDS	VOO	922908363	$42.1M	29.11%	61,299	SH
2	VANGUARD WORLD FD	MGK	921910816	$11.6M	8.05%	132,415	SH
3	NATIXIS ETF TRUST II	LSGR	63875W406	$6.4M	4.45%	152,854	SH
4	ISHARES TR	EFV	464288877	$6.2M	4.26%	80,425	SH
5	VANGUARD WORLD FD	VGT	92204A702	$5.4M	3.76%	45,472	SH
6	VANGUARD INDEX FDS	VXF	922908652	$5.4M	3.75%	22,006	SH
7	AMERICAN CENTY ETF TR	AVUV	025072877	$5.3M	3.68%	42,687	SH
8	ISHARES TR	MUB	464288414	$4.3M	3.00%	40,360	SH
9	NVIDIA CORPORATION	NVDA	67066G104	$4.1M	2.83%	20,424	SH
10	ALPHABET INC	GOOGL	02079K305	$3.4M	2.35%	9,507	SH
11	AMAZON COM INC	AMZN	023135106	$3.4M	2.34%	14,187	SH
12	APPLE INC	AAPL	037833100	$3.2M	2.20%	11,003	SH
13	ISHARES TR	IWF	464287614	$2.3M	1.59%	18,497	SH
14	MICROSOFT CORP	MSFT	594918104	$2.3M	1.58%	6,123	SH
15	TAIWAN SEMICONDUCTOR MANUFAC	TSM	874039100	$2.0M	1.39%	4,198	SH
16	ISHARES TR	IWD	464287598	$1.8M	1.23%	7,358	SH
17	JPMORGAN CHASE & CO	JPM	46625H100	$1.8M	1.21%	5,361	SH
18	BROADCOM INC	AVGO	11135F101	$1.7M	1.18%	4,512	SH
19	META PLATFORMS INC	META	30303M102	$1.5M	1.02%	2,618	SH
20	MORGAN STANLEY	MS	617446448	$1.1M	0.76%	5,257	SH
21	ALPHABET INC	GOOG	02079K107	$1.1M	0.75%	3,051	SH
22	CISCO SYS INC	CSCO	17275R102	$988.0K	0.68%	8,411	SH
23	ISHARES TR	GOVT	46429B267	$947.5K	0.66%	41,592	SH
24	AUTOMATIC DATA PROCESSING IN	ADP	053015103	$907.7K	0.63%	4,053	SH
25	VANGUARD INDEX FDS	VNQ	922908553	$796.0K	0.55%	8,254	SH
26	WALMART INC	WMT	931142103	$782.6K	0.54%	6,910	SH
27	GOLDMAN SACHS GROUP INC	GS	38141G104	$698.9K	0.48%	691	SH
28	CENCORA INC	COR	03073E105	$694.1K	0.48%	2,453	SH
29	ISHARES TR	IFRA	46435U713	$672.6K	0.47%	10,670	SH
30	SPDR SERIES TRUST	HYMB	78464A284	$668.0K	0.46%	26,256	SH
31	HOME DEPOT INC	HD	437076102	$656.6K	0.45%	1,862	SH
32	TE CONNECTIVITY PLC	TEL	G87052109	$656.5K	0.45%	3,256	SH
33	VISA INC	V	92826C839	$644.2K	0.45%	1,878	SH
34	UNION PAC CORP	UNP	907818108	$613.0K	0.42%	2,254	SH
35	ELI LILLY & CO	LLY	532457108	$604.5K	0.42%	504	SH
36	NEXTERA ENERGY INC	NEE	65339F101	$602.9K	0.42%	6,869	SH
37	PROCTER & GAMBLE CO	PG	742718109	$585.8K	0.41%	3,995	SH
38	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$583.5K	0.40%	1,166	SH
39	PHILLIPS 66	PSX	718546104	$579.4K	0.40%	3,427	SH
40	LINDE PLC	LIN	G54950103	$546.4K	0.38%	1,053	SH
41	TOAST INC	TOST	888787108	$528.2K	0.37%	18,986	SH
42	HOULIHAN LOKEY INC	HLI	441593100	$512.6K	0.35%	3,822	SH
43	PROLOGIS INC.	PLD	74340W103	$501.8K	0.35%	3,704	SH
44	EATON CORP PLC	ETN	G29183103	$481.5K	0.33%	1,130	SH
45	GALLAGHER ARTHUR J & CO	AJG	363576109	$481.3K	0.33%	2,096	SH
46	KLAVIYO INC	KVYO	49845K101	$477.7K	0.33%	31,634	SH
47	UNITEDHEALTH GROUP INC	UNH	91324P102	$465.5K	0.32%	1,120	SH
48	LAM RESEARCH CORP	LRCX	512807306	$465.0K	0.32%	1,073	SH
49	KLA CORP	KLAC	482480100	$452.6K	0.31%	1,500	SH
50	COSTCO WHOLESALE CORPORATION	COST	22160K105	$440.1K	0.30%	470	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-14	$144.6M	86	0001965522-26-000004
2026-03-31	2026-05-15	$129.8M	80	0001965522-26-000003
2025-12-31	2026-02-13	$129.5M	76	0001965522-26-000002
2025-09-30	2025-11-14	$128.4M	81	0001965522-25-000007

Filer Information

Address

321 COMMONWEALTH ROAD
SUITE 103
WAYLAND, MA 01778

Phone

(617) 600-2083

Filing Manager

Clifford Group, LLC

WAYLAND, MA

Signatory

Sarah Ludden

Chief Compliance Officer