Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 83
- +7 vs. Q1 2025
- Portfolio value
- $121.7M
- +$14.7M (+13.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 62,196 | $35.3M | 29.0% | +2,520+4.2% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,925 | $10.2M | 8.4% | +858+3.2% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 51,988 | $10.0M | 8.2% | +1,979+4.0% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 85,218 | $5.41M | 4.4% | −1,709−2.0% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 43,108 | $4.50M | 3.7% | +520+1.2% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,555 | $4.35M | 3.6% | +449+7.4% | Added | – |
| NVDANVIDIA Corp | Stock | 19,923 | $3.15M | 2.6% | −10−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 6,018 | $2.99M | 2.5% | −23−0.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 13,416 | $2.94M | 2.4% | −189−1.4% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,893 | $2.50M | 2.1% | −176−2.9% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 42,759 | $2.05M | 1.7% | −3,327−7.2% | Reduced | – |
| AAPLApple Inc. | Stock | 9,867 | $2.02M | 1.7% | −723−6.8% | Reduced | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 39,604 | $1.84M | 1.5% | −2,509−6.0% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 2,369 | $1.75M | 1.4% | −2−0.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 5,512 | $1.60M | 1.3% | −225−3.9% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,036 | $1.56M | 1.3% | −211−2.6% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 8,731 | $1.54M | 1.3% | −125−1.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $1.25M | 1.0% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,339 | $1.21M | 1.0% | −69−1.3% | Reduced | History |
| MSMorgan Stanley | Stock | 6,002 | $845.4K | 0.7% | −61−1.0% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 35,863 | $824.1K | 0.7% | +1,130+3.3% | Added | – |
| VVisa Inc. | Stock | 2,054 | $729.3K | 0.6% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 2,426 | $727.4K | 0.6% | −33−1.3% | Reduced | History |
| HLIHoulihan Lokey, Inc. | CL A | 4,026 | $724.5K | 0.6% | −7−0.2% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 2,207 | $706.4K | 0.6% | +10+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 9,359 | $649.3K | 0.5% | +218+2.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,343 | $645.8K | 0.5% | −126−5.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 3,947 | $628.9K | 0.5% | +30+0.8% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,021 | $625.3K | 0.5% | +256+3.8% | Added | – |
| HDHome Depot, Inc. | Stock | 1,633 | $598.7K | 0.5% | +25+1.6% | Added | History |
| PAYXPaychex Inc | Stock | 3,754 | $546.1K | 0.4% | +70+1.9% | Added | History |
| ABTAbbott Laboratories | Stock | 4,012 | $545.7K | 0.4% | +34+0.9% | Added | History |
| iShares Tr46435U713 | US INFRASTRUC | 10,873 | $534.8K | 0.4% | +401+3.8% | Added | – |
| UNPUnion Pacific Corp | Stock | 2,301 | $529.4K | 0.4% | −575−20.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 525 | $520.2K | 0.4% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 1,728 | $516.6K | 0.4% | −21−1.2% | Reduced | History |
| TELTE Connectivity plc | Stock | 2,983 | $503.1K | 0.4% | +41+1.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 691 | $489.1K | 0.4% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 2,187 | $478.1K | 0.4% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 14,168 | $475.8K | 0.4% | +385+2.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,639 | $468.1K | 0.4% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 17,378 | $430.6K | 0.4% | +2,190+14.4% | Added | – |
| ETNEaton Corp plc | Stock | 1,148 | $409.8K | 0.3% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 5,882 | $408.3K | 0.3% | −809−12.1% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 1,713 | $407.7K | 0.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,136 | $362.4K | 0.3% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 3,032 | $361.7K | 0.3% | −363−10.7% | Reduced | History |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $361.4K | 0.3% | 00.0% | Unchanged | – |
| DEDeere & Co | Stock | 707 | $359.5K | 0.3% | +129+22.3% | Added | History |
| NSPInsperity, Inc. | COM | 5,944 | $357.4K | 0.3% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 746 | $350.0K | 0.3% | +746 | New | History |
| LLYEli Lilly & Co | Stock | 442 | $344.6K | 0.3% | −48−9.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 673 | $326.9K | 0.3% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,196 | $326.1K | 0.3% | +196+19.6% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $325.6K | 0.3% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 998 | $311.4K | 0.3% | −246−19.8% | Reduced | History |
| PLDPrologis, Inc. | REIT | 2,944 | $309.5K | 0.3% | +259+9.6% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 3,783 | $307.9K | 0.3% | +83+2.2% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 400 | $306.9K | 0.3% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 1,317 | $306.7K | 0.3% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 2,208 | $291.5K | 0.2% | −3−0.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 2,870 | $280.6K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 449 | $277.3K | 0.2% | −227−33.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 207 | $277.2K | 0.2% | +207 | New | History |
| AONAon plc | CL A | 710 | $253.4K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 241 | $253.1K | 0.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 2,702 | $252.1K | 0.2% | +2,702 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $250.4K | 0.2% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 807 | $246.0K | 0.2% | +807 | New | History |
| TSLATesla, Inc. | Stock | 760 | $241.4K | 0.2% | +760 | New | History |
| MCKMcKesson Corp | Stock | 329 | $241.1K | 0.2% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 1,204 | $237.9K | 0.2% | −7−0.6% | Reduced | History |
| PINSPinterest, Inc. | CL A | 6,570 | $235.6K | 0.2% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,858 | $234.7K | 0.2% | +1,500+20.4% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $230.4K | 0.2% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 2,272 | $229.4K | 0.2% | +254+12.6% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $221.3K | 0.2% | 00.0% | Unchanged | – |
| TTTrane Technologies plc | SHS | 497 | $217.4K | 0.2% | +497 | New | History |
| TDGTransDigm Group INC | COM | 142 | $215.9K | 0.2% | +142 | New | History |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,675 | $209.1K | 0.2% | +1,675 | New | – |
| ORLYO Reilly Automotive Inc | Stock | 2,295 | $206.8K | 0.2% | 00.0% | UnchangedConverted for a 15-for-1 split | History |
| MAMastercard Inc | Stock | 367 | $206.2K | 0.2% | +367 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 497 | $201.5K | 0.2% | −20−3.9% | Reduced | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.