Clifford Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Clifford Group, Llc disclosed 85 stock positions valued at approximately $144.61M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD WORLD FD, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $144.61M
Holdings by Sector
Clifford Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 29.11% | 61,299 | -5,914 | -8.80% | $42,101,090 |
| VANGUARD WORLD FD | MGK | Other | 8.05% | 132,415 | +103,250 | +354.02% | $11,640,622 |
| ISHARES TR | EFV | Other | 4.26% | 80,425 | -5,499 | -6.40% | $6,156,539 |
| VANGUARD WORLD FD | VGT | Other | 3.76% | 45,472 | +38,871 | +588.87% | $5,434,812 |
| VANGUARD INDEX FDS | VXF | Other | 3.75% | 22,006 | -1,573 | -6.67% | $5,417,978 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.68% | 42,687 | +42,687 | +100.00% | $5,325,630 |
| ISHARES TR | MUB | Other | 3.00% | 40,360 | +11,955 | +42.09% | $4,343,593 |
| NVIDIA CORPORATION | NVDA | Technology | 2.83% | 20,424 | +335 | +1.67% | $4,086,639 |
| ALPHABET INC | GOOGL | Communication Services | 2.35% | 9,507 | -77 | -0.80% | $3,397,445 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.34% | 14,187 | -530 | -3.60% | $3,381,330 |
| APPLE INC | AAPL | Technology | 2.20% | 11,003 | +99 | +0.91% | $3,183,782 |
| ISHARES TR | IWF | Other | 1.59% | 18,497 | +13,132 | +244.77% | $2,296,772 |
| MICROSOFT CORP | MSFT | Technology | 1.58% | 6,123 | -148 | -2.36% | $2,284,141 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.39% | 4,198 | -151 | -3.47% | $2,004,835 |
| ISHARES TR | IWD | Other | 1.23% | 7,358 | -579 | -7.29% | $1,783,800 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.21% | 5,361 | +5 | +0.09% | $1,754,859 |
| BROADCOM INC | AVGO | Technology | 1.18% | 4,512 | +413 | +10.08% | $1,704,276 |
| META PLATFORMS INC | META | Communication Services | 1.02% | 2,618 | +19 | +0.73% | $1,474,445 |
| MORGAN STANLEY | MS | Financial Services | 0.76% | 5,257 | -335 | -5.99% | $1,098,848 |
| ALPHABET INC | GOOG | Communication Services | 0.75% | 3,051 | +12 | +0.39% | $1,078,010 |
| CISCO SYS INC | CSCO | Technology | 0.68% | 8,411 | -402 | -4.56% | $987,966 |
| ISHARES TR | GOVT | Other | 0.66% | 41,592 | -1,099 | -2.57% | $947,468 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.63% | 4,053 | - | - | $907,669 |
| VANGUARD INDEX FDS | VNQ | Other | 0.55% | 8,254 | -889 | -9.72% | $795,979 |
| WALMART INC | WMT | Consumer Defensive | 0.54% | 6,910 | +270 | +4.07% | $782,627 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.48% | 691 | - | - | $698,857 |
| CENCORA INC | COR | Healthcare | 0.48% | 2,453 | +105 | +4.47% | $694,077 |
| ISHARES TR | IFRA | Other | 0.47% | 10,670 | -1,455 | -12.00% | $672,619 |
| SPDR SERIES TRUST | HYMB | Other | 0.46% | 26,256 | -1,608 | -5.77% | $667,953 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.45% | 1,862 | +76 | +4.26% | $656,562 |
Showing 30 of 85 holdings in the latest reporting period.