Clifford Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Clifford Group, LLC reported 80 stock positions worth $129.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 30.9% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 8.3%) and Natixis Loomis Focused Grwth (LSGR, 5.2%). Compared with Q4 2025, it opened 9 new positions, sold out of 5, added to 49 and reduced 16. The biggest buy was a new position in Natixis Loomis Focused Grwth (LSGR) and the biggest sale Vanguard Extended Market ETF (VXF, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- WAYLAND, MA
- CIK
- 0001965522
- Portfolio Value
- $129.8M (Q1 2026)
- SEC Filing
- 0001965522-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 80 stocks · $129.8M
| VOO Vanguard S&P 500 ETF | 30.93% | 67,213 | $40.2M | Add +3.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 8.25% | 29,165 | $10.7M | Add +4.5% |
| LSGR Natixis Loomis Focused Grwth | 5.15% | 169,796 | $6.7M | New |
| EFV iShares MSCI Eafe Value ETF | 4.92% | 85,924 | $6.4M | Add +1.1% |
| VXF Vanguard Extended Market ETF | 3.74% | 23,579 | $4.9M | Reduce -56.1% |
| VGT Vanguard Info Tech ETF | 3.55% | 6,601 | $4.6M | Add +3.1% |
| NVDA Nvidia Corp. | 2.70% | 20,089 | $3.5M | Add +11.6% |
| AMZN Amazon.com Inc. | 2.36% | 14,717 | $3.1M | Add +10.9% |
| MUB iShares National Muni Bond E | 2.32% | 28,405 | $3.0M | Reduce -5.2% |
| AAPL Apple Inc. | 2.13% | 10,904 | $2.8M | Add +14.3% |
| GOOGL Alphabet Inc. Class A | 2.12% | 9,584 | $2.8M | Add +16.2% |
| MSFT Microsoft Corp. | 1.79% | 6,271 | $2.3M | Add +14.0% |
| IWF iShares Russell 1000 Growth | 1.76% | 5,365 | $2.3M | Reduce -2.3% |
| SHM SS SPDR N Ice St Muni ETF | 1.72% | 46,590 | $2.2M | Add +1.7% |
| IWD iShares Russell 1000 Value E | 1.31% | 7,937 | $1.7M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.21% | 5,356 | $1.6M | Add +0.9% |
| META Meta Platforms Inc. Class A | 1.15% | 2,599 | $1.5M | Add +9.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.13% | 4,349 | $1.5M | Add +2.4% |
| AVGO Broadcom Inc. | 0.98% | 4,099 | $1.3M | Add +75.0% |
| GOVT iShares US Treasury Bond ETF | 0.75% | 42,691 | $978K | Add +2.9% |
| MS Morgan Stanley | 0.71% | 5,592 | $920K | Add +5.7% |
| GOOG Alphabet Inc. Class C | 0.67% | 3,039 | $872K | Add +15.6% |
| WMT Walmart Inc. | 0.64% | 6,640 | $825K | Add +10.8% |
| ADP Automatic Data Processing | 0.63% | 4,053 | $823K | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.62% | 9,143 | $811K | Add +6.8% |
| COR Cencora Inc. | 0.57% | 2,348 | $738K | Add +5.3% |
| IFRA iShares US Infrastructure | 0.53% | 12,125 | $694K | Add +3.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.53% | 27,864 | $691K | Add +11.0% |
| CSCO Cisco Systems Inc. | 0.53% | 8,813 | $684K | Add +7.0% |
| PSX Phillips 66 | 0.52% | 3,722 | $678K | Add +12.3% |
| KVYO Klaviyo Inc. Class A | 0.52% | 34,739 | $676K | Add +165.7% |
| NEE Nextera Energy Inc. | 0.51% | 7,059 | $656K | Add +8.9% |
| TEL Te Connectivity PLC | 0.48% | 2,997 | $626K | Add +6.1% |
| HD Home Depot Inc. | 0.45% | 1,786 | $587K | Add +20.4% |
| GS Goldman Sachs Group Inc. | 0.45% | 691 | $585K | No change |
| UNP Union Pacific Corp. | 0.44% | 2,374 | $576K | Add +5.7% |
| V Visa Inc. Class A | 0.44% | 1,883 | $569K | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,173 | $562K | Add +8.6% |
| PG The Procter & Gamble Co. | 0.43% | 3,830 | $553K | Add +14.6% |
| ADI Analog Devices Inc. | 0.42% | 1,713 | $545K | No change |
| PLD Prologis Inc. | 0.39% | 3,875 | $512K | Add +11.1% |
| HLI Houlihan Lokey Inc. | 0.38% | 3,477 | $499K | Reduce -8.6% |
| COST Costco Wholesale Corp. | 0.37% | 482 | $481K | Reduce -4.5% |
| LIN Linde PLC | 0.36% | 956 | $474K | Add +13.3% |
| LLY Eli Lilly & Co. | 0.35% | 491 | $452K | Add +11.1% |
| PEP Pepsico Inc. | 0.34% | 2,877 | $447K | Add +17.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.33% | 1,999 | $433K | Reduce -7.3% |
| ABT Abbott Laboratories | 0.32% | 3,989 | $410K | Reduce -3.0% |
| ETN Eaton Corp. PLC | 0.31% | 1,130 | $404K | Reduce -1.6% |
| TSLA Tesla Inc. | 0.29% | 1,017 | $378K | Add +33.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 1,374 | $360K | No change |
| AXP American Express Co. | 0.27% | 1,166 | $353K | Add +2.6% |
| GLDM SPDR Gold Minishares Trust | 0.26% | 3,626 | $336K | Reduce -20.5% |
| ORCL Oracle Corp. | 0.25% | 2,223 | $327K | Add +1.6% |
| DE Deere & Co. | 0.25% | 566 | $319K | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.24% | 484 | $316K | Add +55.1% |
| IUSV iShares Core S&P U.S. Value | 0.24% | 3,081 | $315K | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 0.23% | 1,092 | $296K | Add +14.0% |
| MCK McKesson Corp. | 0.22% | 334 | $289K | Add +1.5% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.22% | 2,240 | $286K | Add +10.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 869 | $279K | Add +19.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.20% | 874 | $266K | Reduce -7.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 389 | $253K | Add +1.6% |
| DHR Danaher Corp. | 0.19% | 1,332 | $253K | Add +11.9% |
| FIS Fidelity National Info Serv | 0.19% | 5,315 | $249K | New |
| VT Vanguard Tot World STK ETF | 0.19% | 1,793 | $248K | No change |
| NFLX Netflix Inc. | 0.18% | 2,497 | $240K | New |
| JNJ Johnson & Johnson | 0.18% | 980 | $239K | New |
| CB Chubb Ltd. | 0.18% | 725 | $236K | Add +12.8% |
| AON Aon PLC Class A | 0.18% | 710 | $229K | No change |
| LRCX Lam Research Corp. | 0.18% | 1,073 | $229K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 390 | $225K | New |
| KLAC KLA Corp. | 0.17% | 150 | $221K | New |
| ORLY O'reilly Automotive Inc. | 0.17% | 2,355 | $217K | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 441 | $217K | Reduce -9.6% |
| NSP Insperity Inc. | 0.16% | 7,879 | $213K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 1,251 | $212K | New |
| TT Trane Technologies PLC | 0.16% | 507 | $211K | New |
| BLK BlackRock Inc. | 0.16% | 214 | $206K | Reduce -11.2% |
| CRM Salesforce Inc. | 0.15% | 1,075 | $201K | Add +21.5% |
Portfolio Sells Q4 2025 → Q1 2026
| VXF Vanguard Extended Market ETF | Reduce -56.1% | 3.74% | −4.93 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.29 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.26 |
| IWF iShares Russell 1000 Growth | Reduce -2.3% | 1.76% | −0.24 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.19 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.18 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.18 |
| MUB iShares National Muni Bond E | Reduce -5.2% | 2.32% | −0.16 |
| HLI Houlihan Lokey Inc. | Reduce -8.6% | 0.38% | −0.13 |
| V Visa Inc. Class A | Reduce -6.5% | 0.44% | −0.11 |
| AJG Arthur J Gallagher & Co. | Reduce -7.3% | 0.33% | −0.10 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.32% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.6% | 0.17% | −0.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -20.5% | 0.26% | −0.04 |
| BLK BlackRock Inc. | Reduce -11.2% | 0.16% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -3.0% | 0.24% | −0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -7.0% | 0.20% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.9% | 1.31% | +0.00 |
| ETN Eaton Corp. PLC | Reduce -1.6% | 0.31% | +0.03 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 0.37% | +0.03 |
| DE Deere & Co. | Reduce -2.1% | 0.25% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| LSGR Natixis Loomis Focused Grwth | New | 5.15% | +5.15 |
| AVGO Broadcom Inc. | Add +75.0% | 0.98% | +0.35 |
| EFV iShares MSCI Eafe Value ETF | Add +1.1% | 4.92% | +0.24 |
| KVYO Klaviyo Inc. Class A | Add +165.7% | 0.52% | +0.19 |
| FIS Fidelity National Info Serv | New | 0.19% | +0.19 |
| PSX Phillips 66 | Add +12.3% | 0.52% | +0.19 |
| NFLX Netflix Inc. | New | 0.18% | +0.18 |
| JNJ Johnson & Johnson | New | 0.18% | +0.18 |
| LRCX Lam Research Corp. | New | 0.18% | +0.18 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.17% | +0.17 |
| KLAC KLA Corp. | New | 0.17% | +0.17 |
| XOM Exxon Mobil Corp. | New | 0.16% | +0.16 |
| TT Trane Technologies PLC | New | 0.16% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 1.13% | +0.14 |
| AAPL Apple Inc. | Add +14.3% | 2.13% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +16.2% | 2.12% | +0.13 |
| WMT Walmart Inc. | Add +10.8% | 0.64% | +0.12 |
| NVDA Nvidia Corp. | Add +11.6% | 2.70% | +0.11 |
| NEE Nextera Energy Inc. | Add +8.9% | 0.51% | +0.10 |
| LIN Linde PLC | Add +13.3% | 0.36% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +55.1% | 0.24% | +0.08 |
| PEP Pepsico Inc. | Add +17.7% | 0.34% | +0.07 |
| HD Home Depot Inc. | Add +20.4% | 0.45% | +0.06 |
| IFRA iShares US Infrastructure | Add +3.4% | 0.53% | +0.06 |
| PG The Procter & Gamble Co. | Add +14.6% | 0.43% | +0.06 |
| PLD Prologis Inc. | Add +11.1% | 0.39% | +0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +11.0% | 0.53% | +0.05 |
| UNP Union Pacific Corp. | Add +5.7% | 0.44% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +6.8% | 0.62% | +0.04 |
| CSCO Cisco Systems Inc. | Add +7.0% | 0.53% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +15.6% | 0.67% | +0.03 |
| TSLA Tesla Inc. | Add +33.8% | 0.29% | +0.03 |
| CB Chubb Ltd. | Add +12.8% | 0.18% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.4% | 0.21% | +0.03 |
| SHM SS SPDR N Ice St Muni ETF | Add +1.7% | 1.72% | +0.02 |
| GOVT iShares US Treasury Bond ETF | Add +2.9% | 0.75% | +0.02 |
| SHE SS SPDR MSCI U Gend Div ETF | Add +10.8% | 0.22% | +0.01 |
| MCK McKesson Corp. | Add +1.5% | 0.22% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.6% | 0.43% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +2.6% | 0.17% | +0.01 |
| AMZN Amazon.com Inc. | Add +10.9% | 2.36% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 0.19% | −0.01 |
| COR Cencora Inc. | Add +5.3% | 0.57% | −0.01 |
| TEL Te Connectivity PLC | Add +6.1% | 0.48% | −0.01 |
| DHR Danaher Corp. | Add +11.9% | 0.19% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +14.0% | 0.23% | −0.02 |
| MS Morgan Stanley | Add +5.7% | 0.71% | −0.02 |
| LLY Eli Lilly & Co. | Add +11.1% | 0.35% | −0.02 |
| CRM Salesforce Inc. | Add +21.5% | 0.15% | −0.03 |
| AXP American Express Co. | Add +2.6% | 0.27% | −0.05 |
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 |