Clifford Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Clifford Group, LLC reported 86 stock positions worth $144.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 29.1% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 8.0%) and Natixis Loomis Focused Grwth (LSGR, 4.5%). Compared with Q1 2026, it opened 11 new positions, sold out of 5, added to 26 and reduced 37. The biggest buy was a new position in Avantis US Small Cap Value (AVUV) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- WAYLAND, MA
- CIK
- 0001965522
- Portfolio Value
- $144.6M (Q2 2026)
- SEC Filing
- 0001965522-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 86 stocks · $144.6M
| VOO Vanguard S&P 500 ETF | 29.11% | 61,299 | $42.1M | Reduce -8.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 8.05% | 132,415 | $11.6M | Reduce -9.2% |
| LSGR Natixis Loomis Focused Grwth | 4.45% | 152,854 | $6.4M | Reduce -10.0% |
| EFV iShares MSCI Eafe Value ETF | 4.26% | 80,425 | $6.2M | Reduce -6.4% |
| VGT Vanguard Info Tech ETF | 3.76% | 45,472 | $5.4M | Reduce -13.9% |
| VXF Vanguard Extended Market ETF | 3.75% | 22,006 | $5.4M | Reduce -6.7% |
| AVUV Avantis US Small Cap Value | 3.68% | 42,687 | $5.3M | New |
| MUB iShares National Muni Bond E | 3.00% | 40,360 | $4.3M | Add +42.1% |
| NVDA Nvidia Corp. | 2.83% | 20,424 | $4.1M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 2.35% | 9,507 | $3.4M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 2.34% | 14,187 | $3.4M | Reduce -3.6% |
| AAPL Apple Inc. | 2.20% | 11,003 | $3.2M | Add +0.9% |
| IWF iShares Russell 1000 Growth | 1.59% | 18,497 | $2.3M | Reduce -13.8% |
| MSFT Microsoft Corp. | 1.58% | 6,123 | $2.3M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.39% | 4,198 | $2.0M | Reduce -3.5% |
| IWD iShares Russell 1000 Value E | 1.23% | 7,358 | $1.8M | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 1.21% | 5,361 | $1.8M | Add +0.1% |
| AVGO Broadcom Inc. | 1.18% | 4,512 | $1.7M | Add +10.1% |
| META Meta Platforms Inc. Class A | 1.02% | 2,618 | $1.5M | Add +0.7% |
| MS Morgan Stanley | 0.76% | 5,257 | $1.1M | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 0.75% | 3,051 | $1.1M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.68% | 8,411 | $988K | Reduce -4.6% |
| GOVT iShares US Treasury Bond ETF | 0.66% | 41,592 | $947K | Reduce -2.6% |
| ADP Automatic Data Processing | 0.63% | 4,053 | $908K | No change |
| VNQ Vanguard Real Estate ETF | 0.55% | 8,254 | $796K | Reduce -9.7% |
| WMT Walmart Inc. | 0.54% | 6,910 | $783K | Add +4.1% |
| GS Goldman Sachs Group Inc. | 0.48% | 691 | $699K | No change |
| COR Cencora Inc. | 0.48% | 2,453 | $694K | Add +4.5% |
| IFRA iShares US Infrastructure | 0.47% | 10,670 | $673K | Reduce -12.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.46% | 26,256 | $668K | Reduce -5.8% |
| HD Home Depot Inc. | 0.45% | 1,862 | $657K | Add +4.3% |
| TEL Te Connectivity PLC | 0.45% | 3,256 | $657K | Add +8.6% |
| V Visa Inc. Class A | 0.45% | 1,878 | $644K | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.42% | 2,254 | $613K | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.42% | 504 | $605K | Add +2.6% |
| NEE Nextera Energy Inc. | 0.42% | 6,869 | $603K | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.41% | 3,995 | $586K | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 1,166 | $583K | Reduce -0.6% |
| PSX Phillips 66 | 0.40% | 3,427 | $579K | Reduce -7.9% |
| LIN Linde PLC | 0.38% | 1,053 | $546K | Add +10.2% |
| TOST Toast Inc. Class A | 0.37% | 18,986 | $528K | New |
| HLI Houlihan Lokey Inc. | 0.35% | 3,822 | $513K | Add +9.9% |
| PLD Prologis Inc. | 0.35% | 3,704 | $502K | Reduce -4.4% |
| ETN Eaton Corp. PLC | 0.33% | 1,130 | $482K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.33% | 2,096 | $481K | Add +4.8% |
| KVYO Klaviyo Inc. Class A | 0.33% | 31,634 | $478K | Reduce -8.9% |
| UNH Unitedhealth Group Inc. | 0.32% | 1,120 | $466K | Add +2.6% |
| LRCX Lam Research Corp. | 0.32% | 1,073 | $465K | No change |
| KLAC KLA Corp. | 0.31% | 1,500 | $453K | No change |
| COST Costco Wholesale Corp. | 0.30% | 470 | $440K | Reduce -2.5% |
| TSLA Tesla Inc. | 0.29% | 997 | $419K | Reduce -2.0% |
| ABT Abbott Laboratories | 0.29% | 4,621 | $419K | Add +15.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 1,374 | $416K | No change |
| AXP American Express Co. | 0.28% | 1,178 | $398K | Add +1.0% |
| PEP Pepsico Inc. | 0.27% | 2,891 | $391K | Add +0.5% |
| DE Deere & Co. | 0.26% | 582 | $369K | Add +2.8% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.24% | 2,205 | $341K | Reduce -1.6% |
| IUSV iShares Core S&P U.S. Value | 0.23% | 2,997 | $330K | Reduce -2.7% |
| ORCL Oracle Corp. | 0.23% | 2,235 | $328K | Add +0.5% |
| NSP Insperity Inc. | 0.23% | 7,879 | $325K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 869 | $322K | No change |
| GLDM SPDR Gold Minishares Trust | 0.21% | 3,885 | $309K | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 0.20% | 390 | $292K | Reduce -19.4% |
| MU Micron Technology Inc. | 0.20% | 253 | $292K | New |
| VT Vanguard Tot World STK ETF | 0.19% | 1,793 | $281K | No change |
| AMD Advanced Micro Devices | 0.19% | 480 | $279K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.19% | 843 | $279K | Reduce -3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 374 | $275K | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.18% | 250 | $266K | New |
| JNJ Johnson & Johnson | 0.18% | 1,015 | $258K | Add +3.6% |
| MCK McKesson Corp. | 0.17% | 334 | $252K | No change |
| TT Trane Technologies PLC | 0.17% | 507 | $249K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 333 | $249K | Reduce -14.4% |
| CB Chubb Ltd. | 0.17% | 725 | $247K | No change |
| DHR Danaher Corp. | 0.17% | 1,296 | $247K | Reduce -2.7% |
| MNST Monster Beverage Corp. | 0.17% | 2,494 | $240K | New |
| TXN Texas Instruments Inc. | 0.15% | 741 | $221K | New |
| ORLY O'reilly Automotive Inc. | 0.15% | 2,377 | $219K | Add +0.9% |
| FIS Fidelity National Info Serv | 0.15% | 5,622 | $219K | Add +5.8% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 425 | $213K | Reduce -3.6% |
| AON Aon PLC Class A | 0.15% | 641 | $213K | Reduce -9.7% |
| CGW Invesco S&P Global Water Ind | 0.14% | 3,188 | $210K | New |
| IWB iShares Russell 1000 ETF | 0.14% | 506 | $207K | New |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 972 | $207K | New |
| POWL Powell Industries Inc. | 0.14% | 711 | $204K | New |
| BLK BlackRock Inc. | 0.14% | 211 | $203K | Reduce -1.4% |
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -8.8% | 29.11% | −1.82 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −1.72 |
| LSGR Natixis Loomis Focused Grwth | Reduce -10.0% | 4.45% | −0.70 |
| EFV iShares MSCI Eafe Value ETF | Reduce -6.4% | 4.26% | −0.66 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.42 |
| MSFT Microsoft Corp. | Reduce -2.4% | 1.58% | −0.21 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -9.2% | 8.05% | −0.20 |
| KVYO Klaviyo Inc. Class A | Reduce -8.9% | 0.33% | −0.19 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.18 |
| IWF iShares Russell 1000 Growth | Reduce -13.8% | 1.59% | −0.17 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.16 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.15 |
| PSX Phillips 66 | Reduce -7.9% | 0.40% | −0.12 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.6% | 0.66% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -2.7% | 0.42% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -9.7% | 0.55% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -7.3% | 1.23% | −0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -5.8% | 0.46% | −0.07 |
| IFRA iShares US Infrastructure | Reduce -12.0% | 0.47% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.30% | −0.07 |
| PLD Prologis Inc. | Reduce -4.4% | 0.35% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -19.4% | 0.20% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.40% | −0.03 |
| AON Aon PLC Class A | Reduce -9.7% | 0.15% | −0.03 |
| DHR Danaher Corp. | Reduce -2.7% | 0.17% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.4% | 0.17% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 2.34% | −0.02 |
| UNP Union Pacific Corp. | Reduce -5.0% | 0.42% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.6% | 0.15% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.14% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.7% | 0.23% | −0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -3.5% | 0.19% | −0.01 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.29% | −0.00 |
| V Visa Inc. Class A | Reduce -0.3% | 0.45% | +0.01 |
| VXF Vanguard Extended Market ETF | Reduce -6.7% | 3.75% | +0.01 |
| SHE SS SPDR MSCI U Gend Div ETF | Reduce -1.6% | 0.24% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.1% | 0.19% | +0.02 |
| MS Morgan Stanley | Reduce -6.0% | 0.76% | +0.05 |
| CSCO Cisco Systems Inc. | Reduce -4.6% | 0.68% | +0.16 |
| VGT Vanguard Info Tech ETF | Reduce -13.9% | 3.76% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 2.35% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.5% | 1.39% | +0.25 |
Portfolio Buys Q1 2026 → Q2 2026
| AVUV Avantis US Small Cap Value | New | 3.68% | +3.68 |
| MUB iShares National Muni Bond E | Add +42.1% | 3.00% | +0.68 |
| TOST Toast Inc. Class A | New | 0.37% | +0.37 |
| MU Micron Technology Inc. | New | 0.20% | +0.20 |
| AVGO Broadcom Inc. | Add +10.1% | 1.18% | +0.20 |
| AMD Advanced Micro Devices | New | 0.19% | +0.19 |
| CAT Caterpillar Inc. | New | 0.18% | +0.18 |
| MNST Monster Beverage Corp. | New | 0.17% | +0.17 |
| TXN Texas Instruments Inc. | New | 0.15% | +0.15 |
| CGW Invesco S&P Global Water Ind | New | 0.14% | +0.14 |
| IWB iShares Russell 1000 ETF | New | 0.14% | +0.14 |
| RSP Invesco S&P 500 Equal Weight | New | 0.14% | +0.14 |
| POWL Powell Industries Inc. | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +1.7% | 2.83% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +2.6% | 0.32% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.75% | +0.07 |
| AAPL Apple Inc. | Add +0.9% | 2.20% | +0.07 |
| LLY Eli Lilly & Co. | Add +2.6% | 0.42% | +0.07 |
| LIN Linde PLC | Add +10.2% | 0.38% | +0.01 |
| DE Deere & Co. | Add +2.8% | 0.26% | +0.01 |
| AXP American Express Co. | Add +1.0% | 0.28% | +0.00 |
| HD Home Depot Inc. | Add +4.3% | 0.45% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 1.21% | −0.00 |
| AJG Arthur J Gallagher & Co. | Add +4.8% | 0.33% | −0.00 |
| JNJ Johnson & Johnson | Add +3.6% | 0.18% | −0.01 |
| ORLY O'reilly Automotive Inc. | Add +0.9% | 0.15% | −0.02 |
| PG The Procter & Gamble Co. | Add +4.3% | 0.41% | −0.02 |
| ORCL Oracle Corp. | Add +0.5% | 0.23% | −0.03 |
| ABT Abbott Laboratories | Add +15.8% | 0.29% | −0.03 |
| TEL Te Connectivity PLC | Add +8.6% | 0.45% | −0.03 |
| HLI Houlihan Lokey Inc. | Add +9.9% | 0.35% | −0.03 |
| FIS Fidelity National Info Serv | Add +5.8% | 0.15% | −0.04 |
| GLDM SPDR Gold Minishares Trust | Add +7.1% | 0.21% | −0.05 |
| PEP Pepsico Inc. | Add +0.5% | 0.27% | −0.07 |
| COR Cencora Inc. | Add +4.5% | 0.48% | −0.09 |
| WMT Walmart Inc. | Add +4.1% | 0.54% | −0.09 |
| META Meta Platforms Inc. Class A | Add +0.7% | 1.02% | −0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $144.6M | VOO, MGK, LSGR, EFV, VGT |
| Q1 2026 | 80 | $129.8M | VOO, MGK, LSGR, EFV, VXF |
| Q4 2025 | 76 | $129.5M | VOO, MGK, VXF, EFV, VGT |
| Q3 2025 | 81 | $128.4M | VOO, VXF, MGK, EFV, VGT |
| Q2 2025 | 83 | $121.7M | VOO, MGK, VXF, EFV, MUB |
| Q1 2025 | 76 | $107.0M | VOO, VXF, MGK, EFV, MUB |
| Q4 2024 | 75 | $131.2M | VOO, SCHD, VXF, MGK, EFV |
| Q3 2024 | 74 | $128.6M | VOO, SCHD, VXF, MGK, EFV |
| Q2 2024 | 73 | $123.9M | VOO, SCHD, MGK, VXF, VGT |
| Q1 2024 | 71 | $121.1M | VOO, SCHD, VXF, EFV, MUB |