Clifford Group, LLC
- SEC CIK
- 0001965522
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 76
- −5 vs. Q3 2025
- Portfolio value
- $129.5M
- +$1.09M (+0.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 64,811 | $40.6M | 31.4% | +1,060+1.7% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,913 | $11.5M | 8.9% | +251+0.9% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 53,670 | $11.2M | 8.7% | +288+0.5% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 84,957 | $6.07M | 4.7% | +373+0.4% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,404 | $4.83M | 3.7% | +78+1.2% | Added | – |
| NVDANVIDIA Corp | Stock | 18,005 | $3.36M | 2.6% | −1,686−8.6% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,967 | $3.21M | 2.5% | −16−0.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 13,267 | $3.06M | 2.4% | −170−1.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 5,502 | $2.66M | 2.1% | −87−1.6% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,490 | $2.60M | 2.0% | −318−5.5% | Reduced | – |
| AAPLApple Inc. | Stock | 9,539 | $2.59M | 2.0% | −139−1.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 8,251 | $2.58M | 2.0% | −504−5.8% | Reduced | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 45,806 | $2.20M | 1.7% | −178−0.4% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 5,310 | $1.71M | 1.3% | −43−0.8% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,011 | $1.69M | 1.3% | −23−0.3% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 2,369 | $1.56M | 1.2% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,248 | $1.29M | 1.0% | −151−3.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,029 | $1.04M | 0.8% | −14−0.3% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,494 | $955.4K | 0.7% | +4,028+10.8% | Added | – |
| MSMorgan Stanley | Stock | 5,292 | $939.4K | 0.7% | −183−3.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,628 | $824.7K | 0.6% | −11−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,343 | $810.8K | 0.6% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 8,558 | $757.3K | 0.6% | +471+5.8% | Added | – |
| CORCencora, Inc. | Stock | 2,230 | $753.1K | 0.6% | −70−3.0% | Reduced | History |
| VVisa Inc. | Stock | 2,013 | $706.0K | 0.5% | −41−2.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 5,990 | $667.3K | 0.5% | +3,120+108.7% | Added | History |
| HLIHoulihan Lokey, Inc. | CL A | 3,806 | $663.0K | 0.5% | +43+1.1% | Added | History |
| TELTE Connectivity plc | Stock | 2,825 | $642.6K | 0.5% | −18−0.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 8,236 | $634.4K | 0.5% | −277−3.3% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 25,094 | $625.8K | 0.5% | −857−3.3% | Reduced | – |
| iShares Tr46435U713 | US INFRASTRUC | 11,722 | $616.8K | 0.5% | +466+4.1% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 691 | $607.4K | 0.5% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 2,156 | $557.9K | 0.4% | −15−0.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,080 | $542.9K | 0.4% | +407+60.5% | Added | History |
| NEENextera Energy Inc | Stock | 6,482 | $520.4K | 0.4% | −314−4.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,246 | $519.6K | 0.4% | −192−7.9% | Reduced | History |
| ABTAbbott Laboratories | Stock | 4,113 | $515.4K | 0.4% | −135−3.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,484 | $510.6K | 0.4% | −34−2.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 3,342 | $478.9K | 0.4% | −256−7.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 442 | $475.0K | 0.4% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,713 | $464.6K | 0.4% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 3,487 | $445.1K | 0.3% | +88+2.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 505 | $435.9K | 0.3% | −20−3.8% | Reduced | History |
| PSXPhillips 66 | Stock | 3,315 | $427.8K | 0.3% | +64+2.0% | Added | History |
| ORCLOracle Corp | Stock | 2,187 | $426.3K | 0.3% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 13,073 | $424.5K | 0.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 1,136 | $420.3K | 0.3% | 00.0% | Unchanged | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,563 | $389.5K | 0.3% | +65+1.4% | Added | History |
| ACNAccenture plc | Stock | 1,383 | $371.2K | 0.3% | −571−29.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 1,148 | $365.6K | 0.3% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 844 | $359.9K | 0.3% | −66−7.3% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374 | $354.4K | 0.3% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 2,445 | $350.9K | 0.3% | −31−1.3% | Reduced | History |
| TSLATesla, Inc. | Stock | 760 | $341.8K | 0.3% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 3,043 | $341.3K | 0.3% | −402−11.7% | Reduced | History |
| iShares Core S&P US Value ETF464287663 | ETF | 3,178 | $325.9K | 0.3% | −641−16.8% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 958 | $316.3K | 0.2% | −142−12.9% | Reduced | History |
| NSPInsperity, Inc. | COM | 7,879 | $305.1K | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 488 | $282.8K | 0.2% | −9−1.8% | Reduced | History |
| DHRDanaher Corp | Stock | 1,190 | $272.4K | 0.2% | −14−1.2% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 940 | $270.0K | 0.2% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 329 | $269.9K | 0.2% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 578 | $269.1K | 0.2% | −129−18.2% | Reduced | History |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 2,021 | $266.9K | 0.2% | +36+1.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 383 | $261.2K | 0.2% | −38−9.0% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 241 | $258.2K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 1,793 | $252.9K | 0.2% | 00.0% | Unchanged | – |
| AONAon plc | CL A | 710 | $250.7K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 728 | $244.1K | 0.2% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,838 | $242.4K | 0.2% | −1,159−11.6% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 885 | $234.4K | 0.2% | −32−3.5% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 400 | $232.3K | 0.2% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 1,175 | $229.2K | 0.2% | −118−9.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 312 | $213.7K | 0.2% | +312 | New | – |
| ORLYO Reilly Automotive Inc | Stock | 2,295 | $209.3K | 0.2% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 643 | $200.7K | 0.2% | +643 | New | History |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 3,758 | $313.9K | 0.2% | History |
| FISFidelity National Information Services, Inc. | Stock | 4,743 | $312.7K | 0.2% | History |
| UBERUber Technologies, Inc | Stock | 2,702 | $264.7K | 0.2% | History |
| NFLXNetflix Inc | Stock | 207 | $248.2K | 0.2% | History |
| TTTrane Technologies plc | SHS | 497 | $209.7K | 0.2% | History |
| MAMastercard Inc | Stock | 367 | $208.8K | 0.2% | History |
| APPAppLovin Corp | COM CL A | 288 | $206.9K | 0.2% | History |