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Disclosery

13F-HR filed by Clifford Group, LLC

Clifford Group, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 81 holding rows worth $128,392,400.

Accession
0001965522-25-000007
Filer
CIK 1965522
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 81 entries on the cover page, a total value of $128,392,400 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,392,400 with VALUE read as dollars as filed, 13F file number 028-22914. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM63,751$39,040,093dollars as filed
Vanguard Extended Market ETF922908652SHS53,382$11,174,977dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS27,662$11,131,841dollars as filed
iShares MSCI EAFE Value ETF464288877SHS84,584$5,737,310dollars as filed
VGT92204A702SHS6,326$4,723,075dollars as filed
NVIDIA Corp67066G104COM19,691$3,673,948dollars as filed
ISHARES TR464288414NATIONAL MUN ETF29,983$3,192,886dollars as filed
Amazon.com, Inc023135106COM13,437$2,950,262dollars as filed
Microsoft Corp594918104COM5,589$2,894,924dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK5,808$2,720,525dollars as filed
Apple Inc037833100COM9,678$2,464,206dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF45,984$2,217,355dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,755$2,128,341dollars as filed
META PLATFORMS INC CL A30303M102COM2,369$1,739,790dollars as filed
JPMorgan Chase & Co46625H100COM5,353$1,688,634dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,034$1,635,642dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,399$1,228,663dollars as filed
Automatic Data Processing,Inc.053015103COM4,043$1,186,621dollars as filed
Morgan Stanley617446448COM5,475$870,376dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS37,466$866,220dollars as filed
Broadcom Inc.11135F101COM2,343$772,864dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock3,763$772,683dollars as filed
Vanguard Real Estate922908553SHS8,087$739,335dollars as filed
CENCORA INC COM03073E105Stock2,300$718,768dollars as filed
Visa Inc92826C839COM2,054$701,195dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock2,171$672,320dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH25,951$646,958dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,639$642,728dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock2,843$624,038dollars as filed
Oracle Corporation68389X105COM2,187$615,072dollars as filed
Home Depot, Inc437076102COM1,518$615,018dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS11,256$594,537dollars as filed
Cisco Systems,Inc.17275R102COM8,513$582,474dollars as filed
Union Pacific Corporation907818108COM2,438$576,266dollars as filed
Abbott Laboratories002824100COM4,248$569,024dollars as filed
Procter & Gamble Co742718109COM3,598$552,801dollars as filed
Goldman Sachs Group,Inc.38141G104COM691$550,278dollars as filed
NextEra Energy,Inc.65339F101COM6,796$513,035dollars as filed
Costco Wholesale Corporation22160K105COM525$486,395dollars as filed
Accenture Plc Class AG1151C101COM1,954$481,964dollars as filed
PHILLIPS 66 COM718546104Stock3,251$442,200dollars as filed
PAYCHEX INC704326107COM3,445$436,656dollars as filed
Linde plcG54950103COM910$432,250dollars as filed
Eaton Corp. PlcG29183103COM1,148$429,639dollars as filed
Analog Devices,Inc.032654105COM1,713$420,884dollars as filed
Prologis,Inc.74340W103COM3,399$389,310dollars as filed
INSPERITY INC45778Q107COM7,879$387,647dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,819$381,709dollars as filed
UnitedHealth Group Inc91324P102COM1,100$379,903dollars as filed
American Express Company025816109COM1,136$377,334dollars as filed
KLAVIYO INC COM SER A49845K101Stock13,073$361,991dollars as filed
Vanguard Small-Cap ETF922908751SHS1,374$349,381dollars as filed
PepsiCo,Inc.713448108COM2,476$347,759dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS4,498$343,872dollars as filed
Berkshire Hathaway Inc084670702COM673$338,344dollars as filed
Tesla Motors, Inc88160R101COM760$337,987dollars as filed
Eli Lilly and Company532457108COM442$337,246dollars as filed
Deere & Company244199105COM707$323,283dollars as filed
United Parcel Service,Inc. Class B911312106COM3,758$313,913dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock4,743$312,739dollars as filed
Walmart Inc.931142103COM2,870$295,782dollars as filed
BlackRock,Inc.09290D101COM241$281,210dollars as filed
SPY78462F103SHS421$280,462dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK400$279,200dollars as filed
SCHD808524797COM9,997$272,904dollars as filed
Honeywell Technologies438516106COM1,293$272,177dollars as filed
Uber Technologies90353T100COM2,702$264,715dollars as filed
MCKESSON CORP COM58155Q103Stock329$254,166dollars as filed
AON PLC SHS CL AG0403H108Stock710$253,294dollars as filed
SPDR SERIES TRUST78468R747ST STR MSCI GEN1,985$253,004dollars as filed
Netflix, Inc64110L106COM207$248,176dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock2,295$247,424dollars as filed
Vanguard Total World Stock ETF922042742SHS1,793$247,075dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock940$243,874dollars as filed
Thermo Fisher Scientific Inc.883556102COM497$241,075dollars as filed
VTI922908769COM728$238,908dollars as filed
Danaher Corporation235851102COM1,204$238,729dollars as filed
Salesforce.com, Inc79466L302COM917$217,329dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock497$209,714dollars as filed
MasterCard, Inc57636Q104COM367$208,753dollars as filed
APPLOVIN CORP COM CL A03831W108Stock288$206,940dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965522-25-000007this filing2025-11-14acceptance time not in the bulk data set