Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 81
- −2 vs. Q2 2025
- Portfolio value
- $128.4M
- +$6.67M (+5.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 63,751 | $39.0M | 30.4% | +1,555+2.5% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 53,382 | $11.2M | 8.7% | +1,394+2.7% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,662 | $11.1M | 8.7% | −263−0.9% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 84,584 | $5.74M | 4.5% | −634−0.7% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,326 | $4.72M | 3.7% | −229−3.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 19,691 | $3.67M | 2.9% | −232−1.2% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,983 | $3.19M | 2.5% | −13,125−30.4% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 13,437 | $2.95M | 2.3% | +21+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 5,589 | $2.89M | 2.3% | −429−7.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,808 | $2.72M | 2.1% | −85−1.4% | Reduced | – |
| AAPLApple Inc. | Stock | 9,678 | $2.46M | 1.9% | −189−1.9% | Reduced | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 45,984 | $2.22M | 1.7% | +3,225+7.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 8,755 | $2.13M | 1.7% | +24+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,369 | $1.74M | 1.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,353 | $1.69M | 1.3% | −159−2.9% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,034 | $1.64M | 1.3% | −20.0% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,399 | $1.23M | 1.0% | −940−17.6% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,043 | $1.19M | 0.9% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 5,475 | $870.4K | 0.7% | −527−8.8% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 37,466 | $866.2K | 0.7% | +1,603+4.5% | Added | – |
| AVGOBroadcom Inc. | Stock | 2,343 | $772.9K | 0.6% | 00.0% | Unchanged | History |
| HLIHoulihan Lokey, Inc. | CL A | 3,763 | $772.7K | 0.6% | −263−6.5% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 8,087 | $739.3K | 0.6% | +1,066+15.2% | Added | – |
| CORCencora, Inc. | Stock | 2,300 | $718.8K | 0.6% | −126−5.2% | Reduced | History |
| VVisa Inc. | Stock | 2,054 | $701.2K | 0.5% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 2,171 | $672.3K | 0.5% | −36−1.6% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 25,951 | $647.0K | 0.5% | +8,573+49.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 2,639 | $642.7K | 0.5% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | Stock | 2,843 | $624.0K | 0.5% | −140−4.7% | Reduced | History |
| ORCLOracle Corp | Stock | 2,187 | $615.1K | 0.5% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 1,518 | $615.0K | 0.5% | −115−7.0% | Reduced | History |
| iShares Tr46435U713 | US INFRASTRUC | 11,256 | $594.5K | 0.5% | +383+3.5% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 8,513 | $582.5K | 0.5% | −846−9.0% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,438 | $576.3K | 0.4% | +137+6.0% | Added | History |
| ABTAbbott Laboratories | Stock | 4,248 | $569.0K | 0.4% | +236+5.9% | Added | History |
| PGProcter & Gamble Co | Stock | 3,598 | $552.8K | 0.4% | −349−8.8% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 691 | $550.3K | 0.4% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 6,796 | $513.0K | 0.4% | +914+15.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 525 | $486.4K | 0.4% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 1,954 | $482.0K | 0.4% | +226+13.1% | Added | History |
| PSXPhillips 66 | Stock | 3,251 | $442.2K | 0.3% | +219+7.2% | Added | History |
| PAYXPaychex Inc | Stock | 3,445 | $436.7K | 0.3% | −309−8.2% | Reduced | History |
| LINLinde PLC | Stock | 910 | $432.3K | 0.3% | +164+22.0% | Added | History |
| ETNEaton Corp plc | Stock | 1,148 | $429.6K | 0.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,713 | $420.9K | 0.3% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 3,399 | $389.3K | 0.3% | +455+15.5% | Added | History |
| NSPInsperity, Inc. | COM | 7,879 | $387.6K | 0.3% | +1,935+32.6% | Added | History |
| iShares Core S&P US Value ETF464287663 | ETF | 3,819 | $381.7K | 0.3% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 1,100 | $379.9K | 0.3% | +102+10.2% | Added | History |
| AXPAmerican Express Co | Stock | 1,136 | $377.3K | 0.3% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 13,073 | $362.0K | 0.3% | −1,095−7.7% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $349.4K | 0.3% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 2,476 | $347.8K | 0.3% | +268+12.1% | Added | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,498 | $343.9K | 0.3% | +4,498 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 673 | $338.3K | 0.3% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 760 | $338.0K | 0.3% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 442 | $337.2K | 0.3% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 707 | $323.3K | 0.3% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 3,758 | $313.9K | 0.2% | +1,486+65.4% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 4,743 | $312.7K | 0.2% | +960+25.4% | Added | History |
| WMTWalmart Inc. | Stock | 2,870 | $295.8K | 0.2% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 241 | $281.2K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 421 | $280.5K | 0.2% | −28−6.2% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 400 | $279.2K | 0.2% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,997 | $272.9K | 0.2% | +1,139+12.9% | Added | – |
| HONHoneywell International Inc | COM | 1,293 | $272.2K | 0.2% | −24−1.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 2,702 | $264.7K | 0.2% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 329 | $254.2K | 0.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 710 | $253.3K | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 1,985 | $253.0K | 0.2% | +310+18.5% | Added | – |
| NFLXNetflix Inc | Stock | 207 | $248.2K | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 2,295 | $247.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $247.1K | 0.2% | 00.0% | Unchanged | – |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $243.9K | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 497 | $241.1K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $238.9K | 0.2% | 00.0% | Unchanged | – |
| DHRDanaher Corp | Stock | 1,204 | $238.7K | 0.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 917 | $217.3K | 0.2% | −279−23.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 497 | $209.7K | 0.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 367 | $208.8K | 0.2% | 00.0% | Unchanged | History |
| APPAppLovin Corp | COM CL A | 288 | $206.9K | 0.2% | +288 | New | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 39,604 | $1.84M | 1.5% | – |
| GLDSPDR Gold Trust | ETF | 807 | $246.0K | 0.2% | History |
| PINSPinterest, Inc. | CL A | 6,570 | $235.6K | 0.2% | History |
| TDGTransDigm Group INC | COM | 142 | $215.9K | 0.2% | History |