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Disclosery

13F-HR filed by Clifford Group, LLC

Clifford Group, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 76 holding rows worth $129,485,991.

Accession
0001965522-26-000002
Filer
CIK 1965522
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 76 entries on the cover page, a total value of $129,485,991 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,485,991 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 ETF922908363COM64,811$40,645,230dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS27,913$11,521,557dollars as filed
Vanguard Extended Market ETF922908652SHS53,670$11,223,380dollars as filed
iShares MSCI EAFE Value ETF464288877SHS84,957$6,066,799dollars as filed
VGT92204A702SHS6,404$4,827,145dollars as filed
NVIDIA Corp67066G104COM18,005$3,357,933dollars as filed
ISHARES TR464288414NATIONAL MUN ETF29,967$3,209,762dollars as filed
Amazon.com, Inc023135106COM13,267$3,062,183dollars as filed
Microsoft Corp594918104COM5,502$2,660,974dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK5,490$2,598,417dollars as filed
Apple Inc037833100COM9,539$2,593,162dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,251$2,582,563dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF45,806$2,198,236dollars as filed
JPMorgan Chase & Co46625H100COM5,310$1,711,136dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,011$1,685,034dollars as filed
META PLATFORMS INC CL A30303M102COM2,369$1,563,793dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,248$1,291,001dollars as filed
Automatic Data Processing,Inc.053015103COM4,029$1,036,380dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS41,494$955,392dollars as filed
Morgan Stanley617446448COM5,292$939,401dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,628$824,666dollars as filed
Broadcom Inc.11135F101COM2,343$810,791dollars as filed
Vanguard Real Estate922908553SHS8,558$757,273dollars as filed
CENCORA INC COM03073E105Stock2,230$753,130dollars as filed
Visa Inc92826C839COM2,013$705,979dollars as filed
Walmart Inc.931142103COM5,990$667,346dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock3,806$663,026dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock2,825$642,637dollars as filed
Cisco Systems,Inc.17275R102COM8,236$634,415dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH25,094$625,844dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS11,722$616,813dollars as filed
Goldman Sachs Group,Inc.38141G104COM691$607,389dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock2,156$557,850dollars as filed
Berkshire Hathaway Inc084670702COM1,080$542,862dollars as filed
NextEra Energy,Inc.65339F101COM6,482$520,393dollars as filed
Union Pacific Corporation907818108COM2,246$519,551dollars as filed
Abbott Laboratories002824100COM4,113$515,369dollars as filed
Home Depot, Inc437076102COM1,484$510,601dollars as filed
Procter & Gamble Co742718109COM3,342$478,930dollars as filed
Eli Lilly and Company532457108COM442$475,009dollars as filed
Analog Devices,Inc.032654105COM1,713$464,566dollars as filed
Prologis,Inc.74340W103COM3,487$445,100dollars as filed
Costco Wholesale Corporation22160K105COM505$435,890dollars as filed
PHILLIPS 66 COM718546104Stock3,315$427,794dollars as filed
Oracle Corporation68389X105COM2,187$426,268dollars as filed
KLAVIYO INC COM SER A49845K101Stock13,073$424,480dollars as filed
American Express Company025816109COM1,136$420,263dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS4,563$389,543dollars as filed
Accenture Plc Class AG1151C101COM1,383$371,187dollars as filed
Eaton Corp. PlcG29183103COM1,148$365,649dollars as filed
Linde plcG54950103COM844$359,873dollars as filed
Vanguard Small-Cap ETF922908751SHS1,374$354,423dollars as filed
PepsiCo,Inc.713448108COM2,445$350,937dollars as filed
Tesla Motors, Inc88160R101COM760$341,787dollars as filed
PAYCHEX INC704326107COM3,043$341,348dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,178$325,872dollars as filed
UnitedHealth Group Inc91324P102COM958$316,326dollars as filed
INSPERITY INC45778Q107COM7,879$305,075dollars as filed
Thermo Fisher Scientific Inc.883556102COM488$282,795dollars as filed
Danaher Corporation235851102COM1,190$272,442dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock940$270,015dollars as filed
MCKESSON CORP COM58155Q103Stock329$269,875dollars as filed
Deere & Company244199105COM578$269,099dollars as filed
SPDR SERIES TRUST78468R747ST STR MSCI GEN2,021$266,919dollars as filed
SPY78462F103SHS383$261,175dollars as filed
BlackRock,Inc.09290D101COM241$258,168dollars as filed
Vanguard Total World Stock ETF922042742SHS1,793$252,921dollars as filed
AON PLC SHS CL AG0403H108Stock710$250,665dollars as filed
VTI922908769COM728$244,077dollars as filed
SCHD808524797COM8,838$242,426dollars as filed
Salesforce.com, Inc79466L302COM885$234,445dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK400$232,284dollars as filed
Honeywell Technologies438516106COM1,175$229,231dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS312$213,701dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock2,295$209,327dollars as filed
Chubb LimitedH1467J104COM643$200,693dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965522-26-000002this filing2026-02-13acceptance time not in the bulk data set