Clifford Group, LLC 13F Holdings · Q2 2026
Clifford Group, LLC reported 86 securities worth $144.61M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (29.11%), MGK (8.05%), LSGR (4.45%). Among its top 25 positions this quarter: 1 new, 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $42.1M | 29.11% | 61,299 | Trimmed |
| 2 | MGK | VANGUARD WORLD FD | $11.6M | 8.05% | 132,415 | Added |
| 3 | LSGR | NATIXIS ETF TRUST II | $6.4M | 4.45% | 152,854 | Trimmed |
| 4 | EFV | ISHARES TR | $6.2M | 4.26% | 80,425 | Trimmed |
| 5 | VGT | VANGUARD WORLD FD | $5.4M | 3.76% | 45,472 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $5.4M | 3.75% | 22,006 | Trimmed |
| 7 | AVUV | AMERICAN CENTY ETF TR | $5.3M | 3.68% | 42,687 | New |
| 8 | MUB | ISHARES TR | $4.3M | 3.00% | 40,360 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $4.1M | 2.83% | 20,424 | Added |
| 10 | GOOGL | ALPHABET INC | $3.4M | 2.35% | 9,507 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $3.4M | 2.34% | 14,187 | Trimmed |
| 12 | AAPL | APPLE INC | $3.2M | 2.20% | 11,003 | Added |
| 13 | IWF | ISHARES TR | $2.3M | 1.59% | 18,497 | Added |
| 14 | MSFT | MICROSOFT CORP | $2.3M | 1.58% | 6,123 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.0M | 1.39% | 4,198 | Trimmed |
| 16 | IWD | ISHARES TR | $1.8M | 1.23% | 7,358 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $1.8M | 1.21% | 5,361 | Added |
| 18 | AVGO | BROADCOM INC | $1.7M | 1.18% | 4,512 | Added |
| 19 | META | META PLATFORMS INC | $1.5M | 1.02% | 2,618 | Added |
| 20 | MS | MORGAN STANLEY | $1.1M | 0.76% | 5,257 | Trimmed |
| 21 | GOOG | ALPHABET INC | $1.1M | 0.75% | 3,051 | Added |
| 22 | CSCO | CISCO SYS INC | $987,966 | 0.68% | 8,411 | Trimmed |
| 23 | GOVT | ISHARES TR | $947,468 | 0.66% | 41,592 | Trimmed |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $907,669 | 0.63% | 4,053 | Hold |
| 25 | VNQ | VANGUARD INDEX FDS | $795,979 | 0.55% | 8,254 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR