Q2 2026 13F · SEC CIK 1965522

Clifford Group, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $144.6M
Reported positions: 86
Top holdings a year, 3 yrs: +18.3%
Assets under management: $248.3M

Clifford Group, LLC is a wealth manager that reported 86 positions worth $144.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Index Fds (VOO, 29.1%), Vanguard World Fd (MGK, 8.1%), Natixis ETF Trust II (LSGR, 4.5%). A portfolio copying its top holdings returned 18.3% a year over the last 3 years, against 22.3% for the S&P 500.

Clifford Group, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clifford Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	29.1%	30.9%	61,299	-8.8%	$42.1M
MGKVanguard World Fd	8.1%	8.3%	132,415	+354.0%	$11.6M
LSGRNatixis ETF Trust II	4.5%	5.2%	152,854	-10.0%	$6.4M
EFVIshares Tr	4.3%	4.9%	80,425	-6.4%	$6.2M
VGTVanguard World Fd	3.8%	3.5%	45,472	+588.9%	$5.4M
VXFVanguard Index Fds	3.7%	3.7%	22,006	-6.7%	$5.4M
AVUVAmerican Centy ETF Tr	3.7%	—	42,687	—	$5.3M
MUBIshares Tr	3.0%	2.3%	40,360	+42.1%	$4.3M
NVDANvidia Corporation	2.8%	2.7%	20,424	+1.7%	$4.1M
GOOGLAlphabet Inc	2.3%	2.1%	9,507	-0.8%	$3.4M
AMZNAmazon Com Inc	2.3%	2.4%	14,187	-3.6%	$3.4M
AAPLApple Inc	2.2%	2.1%	11,003	+0.9%	$3.2M
IWFIshares Tr	1.6%	1.8%	18,497	+244.8%	$2.3M
MSFTMicrosoft Corp	1.6%	1.8%	6,123	-2.4%	$2.3M
TSMTaiwan Semiconductor Manufac	1.4%	1.1%	4,198	-3.5%	$2.0M
IWDIshares Tr	1.2%	1.3%	7,358	-7.3%	$1.8M
JPMJpmorgan Chase & Co	1.2%	1.2%	5,361	+0.1%	$1.8M
AVGOBroadcom Inc	1.2%	1.0%	4,512	+10.1%	$1.7M
METAMeta Platforms Inc	1.0%	1.1%	2,618	+0.7%	$1.5M
MSMorgan Stanley	0.8%	0.7%	5,257	-6.0%	$1.1M
GOOGAlphabet Inc	0.7%	0.7%	3,051	+0.4%	$1.1M
CSCOCisco Sys Inc	0.7%	0.5%	8,411	-4.6%	$988K
GOVTIshares Tr	0.7%	0.8%	41,592	-2.6%	$947K
ADPAutomatic Data Processing in	0.6%	0.6%	4,053	+0.0%	$908K
VNQVanguard Index Fds	0.6%	0.6%	8,254	-9.7%	$796K
WMTWalmart Inc	0.5%	0.6%	6,910	+4.1%	$783K
GSGoldman Sachs Group Inc	0.5%	0.5%	691	+0.0%	$699K
CORCencora Inc	0.5%	0.6%	2,453	+4.5%	$694K
IFRAIshares Tr	0.5%	0.5%	10,670	-12.0%	$673K
HYMBSpdr Series Trust	0.5%	0.5%	26,256	-5.8%	$668K
HDHome Depot Inc	0.5%	0.5%	1,862	+4.3%	$657K
TELTe Connectivity PLC	0.5%	0.5%	3,256	+8.6%	$657K
VVisa Inc	0.4%	0.4%	1,878	-0.3%	$644K
UNPUnion Pac Corp	0.4%	0.4%	2,254	-5.1%	$613K
LLYEli Lilly & Co	0.4%	0.3%	504	+2.6%	$605K
NEENextera Energy Inc	0.4%	0.5%	6,869	-2.7%	$603K
PGProcter & Gamble Co	0.4%	0.4%	3,995	+4.3%	$586K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,166	-0.6%	$583K
PSXPhillips 66	0.4%	0.5%	3,427	-7.9%	$579K
LINLinde PLC	0.4%	0.4%	1,053	+10.1%	$546K
TOSTToast Inc	0.4%	—	18,986	—	$528K
HLIHoulihan Lokey Inc	0.4%	0.4%	3,822	+9.9%	$513K
PLDPrologis Inc	0.3%	0.4%	3,704	-4.4%	$502K
ETNEaton Corp PLC	0.3%	0.3%	1,130	+0.0%	$482K
AJGGallagher Arthur J & Co	0.3%	0.3%	2,096	+4.9%	$481K
KVYOKlaviyo Inc	0.3%	0.5%	31,634	-8.9%	$478K
UNHUnitedhealth Group Inc	0.3%	—	1,120	—	$466K
LRCXLam Research Corp	0.3%	—	1,073	—	$465K
KLACKla Corp	0.3%	—	1,500	—	$453K
COSTCostco Wholesale Corporation	0.3%	0.4%	470	-2.5%	$440K

What Clifford Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+588.9% shares
MGK Vanguard World Fd+354.0% shares
IWF Ishares Tr+244.8% shares
MUB Ishares Tr+42.1% shares
LIN Linde PLC+10.1% shares
AVGO Broadcom Inc+10.1% shares
HLI Houlihan Lokey Inc+9.9% shares
TEL Te Connectivity PLC+8.6% shares

Reduced

IFRA Ishares Tr-12.0% shares
LSGR Natixis ETF Trust II-10.0% shares
VNQ Vanguard Index Fds-9.7% shares
KVYO Klaviyo Inc-8.9% shares
VOO Vanguard Index Fds-8.8% shares
PSX Phillips 66-7.9% shares
IWD Ishares Tr-7.3% shares
VXF Vanguard Index Fds-6.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.7% /yr; S&P 500 +11.7%
3 years: +18.3% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$144.6M	86
Q1 2026	$129.8M	80
Q4 2025	$129.5M	76
Q3 2025	$128.4M	81
Q2 2025	$121.7M	83
Q1 2025	$107.0M	76
Q4 2024	$131.2M	75
Q3 2024	$128.6M	74
Q2 2024	$123.9M	73
Q1 2024	$121.1M	71
Q4 2023	$107.9M	74
Q3 2023	$92.2M	70

Questions about Clifford Group, LLC's portfolio

What stocks does Clifford Group, LLC own?

Clifford Group, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 86 positions worth $144.6M. The largest are Vanguard Index Fds (VOO) at 29.1%, Vanguard World Fd (MGK) at 8.1%, Natixis ETF Trust II (LSGR) at 4.5%, Ishares Tr (EFV) at 4.3% and Vanguard World Fd (VGT) at 3.8%.

What did Clifford Group, LLC buy last quarter?

In Q2 2026, Clifford Group, LLC added Vanguard World Fd (VGT) (+588.9% shares), Vanguard World Fd (MGK) (+354.0% shares) and Ishares Tr (IWF) (+244.8% shares), compared with its Q1 2026 filing.

What did Clifford Group, LLC sell last quarter?

In Q2 2026, Clifford Group, LLC cut from its top 50 Spdr Series Trust (SHM), cut from its top 50 Analog Devices Inc (ADI), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Tesla Inc (TSLA), Ishares Tr (IFRA) (-12.0% shares), Natixis ETF Trust II (LSGR) (-10.0% shares) and Vanguard Index Fds (VNQ) (-9.7% shares), compared with its Q1 2026 filing.

How has Clifford Group, LLC's portfolio performed?

A portfolio copying Clifford Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.3% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.7% against +11.7%.

When is Clifford Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clifford Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clifford Group, LLC manage?

Clifford Group, LLC reported $248.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $144.6M.