Holders — by stockHoldings — by fund
Clifford Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965522
$144.6M
disclosed book value
86
positions
29.1%
largest position share
Positions, as of 2026-06-30
top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 61,299 | $42.1M | 29.1% |
| 2 | MGKVANGUARD WORLD FD | 132,415 | $11.6M | 8% |
| 3 | LSGRNATIXIS ETF TRUST II | 152,854 | $6.4M | 4.5% |
| 4 | EFVISHARES TR | 80,425 | $6.2M | 4.3% |
| 5 | VGTVANGUARD WORLD FD | 45,472 | $5.4M | 3.8% |
| 6 | VXFVANGUARD INDEX FDS | 22,006 | $5.4M | 3.7% |
| 7 | AVUVAMERICAN CENTY ETF TR | 42,687 | $5.3M | 3.7% |
| 8 | MUBISHARES TR | 40,360 | $4.3M | 3% |
| 9 | NVDANVIDIA CORPORATION | 20,424 | $4.1M | 2.8% |
| 10 | GOOGLALPHABET INC | 9,507 | $3.4M | 2.3% |
| 11 | AMZNAMAZON COM INC | 14,187 | $3.4M | 2.3% |
| 12 | AAPLAPPLE INC | 11,003 | $3.2M | 2.2% |
| 13 | IWFISHARES TR | 18,497 | $2.3M | 1.6% |
| 14 | MSFTMICROSOFT CORP | 6,123 | $2.3M | 1.6% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 4,198 | $2.0M | 1.4% |
| 16 | IWDISHARES TR | 7,358 | $1.8M | 1.2% |
| 17 | JPMJPMORGAN CHASE & CO | 5,361 | $1.8M | 1.2% |
| 18 | AVGOBROADCOM INC | 4,512 | $1.7M | 1.2% |
| 19 | METAMETA PLATFORMS INC | 2,618 | $1.5M | 1% |
| 20 | MSMORGAN STANLEY | 5,257 | $1.1M | 0.8% |
| 21 | GOOGALPHABET INC | 3,051 | $1.1M | 0.7% |
| 22 | CSCOCISCO SYS INC | 8,411 | $987,966 | 0.7% |
| 23 | GOVTISHARES TR | 41,592 | $947,468 | 0.7% |
| 24 | ADPAUTOMATIC DATA PROCESSING IN | 4,053 | $907,669 | 0.6% |
| 25 | VNQVANGUARD INDEX FDS | 8,254 | $795,979 | 0.6% |
| 26 | WMTWALMART INC | 6,910 | $782,627 | 0.5% |
| 27 | GSGOLDMAN SACHS GROUP INC | 691 | $698,857 | 0.5% |
| 28 | CORCENCORA INC | 2,453 | $694,077 | 0.5% |
| 29 | IFRAISHARES TR | 10,670 | $672,619 | 0.5% |
| 30 | HYMBSPDR SERIES TRUST | 26,256 | $667,953 | 0.5% |
| 31 | HDHOME DEPOT INC | 1,862 | $656,562 | 0.5% |
| 32 | TELTE CONNECTIVITY PLC | 3,256 | $656,502 | 0.5% |
| 33 | VVISA INC | 1,878 | $644,151 | 0.4% |
| 34 | UNPUNION PAC CORP | 2,254 | $612,998 | 0.4% |
| 35 | LLYELI LILLY & CO | 504 | $604,513 | 0.4% |
| 36 | NEENEXTERA ENERGY INC | 6,869 | $602,857 | 0.4% |
| 37 | PGPROCTER & GAMBLE CO | 3,995 | $585,759 | 0.4% |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,166 | $583,455 | 0.4% |
| 39 | PSXPHILLIPS 66 | 3,427 | $579,406 | 0.4% |
| 40 | LINLINDE PLC | 1,053 | $546,444 | 0.4% |
| 41 | TOSTTOAST INC | 18,986 | $528,191 | 0.4% |
| 42 | HLIHOULIHAN LOKEY INC | 3,822 | $512,644 | 0.4% |
| 43 | PLDPROLOGIS INC. | 3,704 | $501,842 | 0.3% |
| 44 | ETNEATON CORP PLC | 1,130 | $481,516 | 0.3% |
| 45 | AJGGALLAGHER ARTHUR J & CO | 2,096 | $481,293 | 0.3% |
| 46 | KVYOKLAVIYO INC | 31,634 | $477,673 | 0.3% |
| 47 | UNHUNITEDHEALTH GROUP INC | 1,120 | $465,536 | 0.3% |
| 48 | LRCXLAM RESEARCH CORP | 1,073 | $464,963 | 0.3% |
| 49 | KLACKLA CORP | 1,500 | $452,565 | 0.3% |
| 50 | COSTCOSTCO WHOLESALE CORPORATION | 470 | $440,114 | 0.3% |
| 51 | TSLATESLA INC | 997 | $419,338 | 0.3% |
| 52 | ABTABBOTT LABORATORIES | 4,621 | $419,294 | 0.3% |
| 53 | VBVANGUARD INDEX FDS | 1,374 | $416,487 | 0.3% |
| 54 | AXPAMERICAN EXPRESS CO | 1,178 | $398,459 | 0.3% |
| 55 | PEPPEPSICO INC | 2,891 | $391,402 | 0.3% |
| 56 | DEDEERE & CO | 582 | $369,180 | 0.3% |
| 57 | SHESPDR SERIES TRUST | 2,205 | $340,540 | 0.2% |
| 58 | IUSVISHARES TR | 2,997 | $330,120 | 0.2% |
| 59 | ORCLORACLE CORP | 2,235 | $327,539 | 0.2% |
| 60 | NSPINSPERITY INC | 7,879 | $325,481 | 0.2% |
| 61 | VTIVANGUARD INDEX FDS | 869 | $321,580 | 0.2% |
| 62 | GLDMWORLD GOLD TR | 3,885 | $308,547 | 0.2% |
| 63 | IVVISHARES TR | 390 | $292,067 | 0.2% |
| 64 | MUMICRON TECHNOLOGY INC | 253 | $292,035 | 0.2% |
| 65 | VTVANGUARD INTL EQUITY INDEX F | 1,793 | $281,411 | 0.2% |
| 66 | AMDADVANCED MICRO DEVICES INC | 480 | $278,837 | 0.2% |
| 67 | HLTHILTON WORLDWIDE HLDGS INC | 843 | $278,578 | 0.2% |
| 68 | QQQINVESCO QQQ TR | 374 | $275,414 | 0.2% |
| 69 | CATCATERPILLAR INC | 250 | $266,225 | 0.2% |
| 70 | JNJJOHNSON & JOHNSON | 1,015 | $257,653 | 0.2% |
| 71 | MCKMCKESSON CORP | 334 | $252,370 | 0.2% |
| 72 | TTTRANE TECHNOLOGIES PLC | 507 | $249,018 | 0.2% |
| 73 | SPYSTATE STR SPDR S&P 500 ETF T | 333 | $248,674 | 0.2% |
| 74 | CBCHUBB LIMITED | 725 | $247,037 | 0.2% |
| 75 | DHRDANAHER CORP DEL | 1,296 | $246,885 | 0.2% |
| 76 | MNSTMONSTER BEVERAGE CORP NEW | 2,494 | $239,723 | 0.2% |
| 77 | TXNTEXAS INSTRS INC | 741 | $220,870 | 0.2% |
| 78 | ORLYOREILLY AUTOMOTIVE INC | 2,377 | $218,898 | 0.2% |
| 79 | FISFIDELITY NATL INFORMATION SV | 5,622 | $218,591 | 0.2% |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 425 | $213,099 | 0.1% |
| 81 | AONAON PLC | 641 | $212,727 | 0.1% |
| 82 | CGWINVESCO EXCH TRADED FD TR II | 3,188 | $209,547 | 0.1% |
| 83 | IWBISHARES TR | 506 | $207,207 | 0.1% |
| 84 | RSPINVESCO EXCHANGE TRADED FD T | 972 | $206,812 | 0.1% |
| 85 | POWLPOWELL INDS INC | 711 | $203,602 | 0.1% |
| 86 | BLKBLACKROCK INC | 211 | $203,083 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.