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Disclosery

13F-HR filed by Clifford Group, LLC

Clifford Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 80 holding rows worth $129,835,294.

Accession
0001965522-26-000003
Filer
CIK 1965522
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 80 entries on the cover page, a total value of $129,835,294 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,835,294 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 ETF922908363COM67,213$40,163,009dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS29,165$10,716,408dollars as filed
NATIXIS ETF TRUST II63875W406CMN169,796$6,688,264dollars as filed
iShares MSCI EAFE Value ETF464288877SHS85,924$6,388,469dollars as filed
Vanguard Extended Market ETF922908652SHS23,579$4,852,459dollars as filed
VGT92204A702SHS6,601$4,605,634dollars as filed
NVIDIA Corp67066G104COM20,089$3,503,522dollars as filed
Amazon.com, Inc023135106COM14,717$3,065,014dollars as filed
ISHARES TR464288414NATIONAL MUN ETF28,405$3,015,187dollars as filed
Apple Inc037833100COM10,904$2,767,223dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM9,584$2,755,918dollars as filed
Microsoft Corp594918104COM6,271$2,321,321dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK5,365$2,287,636dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF46,590$2,228,406dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF7,937$1,695,899dollars as filed
JPMorgan Chase & Co46625H100COM5,356$1,575,664dollars as filed
META PLATFORMS INC CL A30303M102COM2,599$1,486,714dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,349$1,469,834dollars as filed
Broadcom Inc.11135F101COM4,099$1,268,573dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS42,691$978,041dollars as filed
Morgan Stanley617446448COM5,592$920,205dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,039$871,768dollars as filed
Walmart Inc.931142103COM6,640$825,219dollars as filed
Automatic Data Processing,Inc.053015103COM4,053$823,489dollars as filed
Vanguard Real Estate922908553SHS9,143$811,003dollars as filed
CENCORA INC COM03073E105Stock2,348$737,554dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS12,125$693,546dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH27,864$691,027dollars as filed
Cisco Systems,Inc.17275R102COM8,813$683,773dollars as filed
PHILLIPS 66 COM718546104Stock3,722$678,149dollars as filed
KLAVIYO INC COM SER A49845K101Stock34,739$676,021dollars as filed
NextEra Energy,Inc.65339F101COM7,059$655,675dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock2,997$626,372dollars as filed
Home Depot, Inc437076102COM1,786$587,370dollars as filed
Goldman Sachs Group,Inc.38141G104COM691$584,579dollars as filed
Union Pacific Corporation907818108COM2,374$575,996dollars as filed
Visa Inc92826C839COM1,883$568,967dollars as filed
Berkshire Hathaway Inc084670702COM1,173$562,102dollars as filed
Procter & Gamble Co742718109COM3,830$553,209dollars as filed
Analog Devices,Inc.032654105COM1,713$544,974dollars as filed
Prologis,Inc.74340W103COM3,875$512,163dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock3,477$499,421dollars as filed
Costco Wholesale Corporation22160K105COM482$480,752dollars as filed
Linde plcG54950103COM956$473,947dollars as filed
Eli Lilly and Company532457108COM491$451,607dollars as filed
PepsiCo,Inc.713448108COM2,877$446,706dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock1,999$432,866dollars as filed
Abbott Laboratories002824100COM3,989$409,600dollars as filed
Eaton Corp. PlcG29183103COM1,130$404,167dollars as filed
Tesla Motors, Inc88160R101COM1,017$378,070dollars as filed
Vanguard Small-Cap ETF922908751SHS1,374$359,878dollars as filed
American Express Company025816109COM1,166$352,692dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS3,626$336,094dollars as filed
Oracle Corporation68389X105COM2,223$327,026dollars as filed
Deere & Company244199105COM566$318,828dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS484$316,154dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,081$315,032dollars as filed
UnitedHealth Group Inc91324P102COM1,092$295,565dollars as filed
MCKESSON CORP COM58155Q103Stock334$289,030dollars as filed
SPDR SERIES TRUST78468R747ST STR MSCI GEN2,240$286,293dollars as filed
VTI922908769COM869$278,797dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock874$265,766dollars as filed
SPY78462F103SHS389$252,982dollars as filed
Danaher Corporation235851102COM1,332$252,570dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock5,315$249,344dollars as filed
Vanguard Total World Stock ETF922042742SHS1,793$248,008dollars as filed
Netflix, Inc64110L106COM2,497$240,087dollars as filed
Johnson & Johnson478160104COM980$239,429dollars as filed
Chubb LimitedH1467J104COM725$236,299dollars as filed
AON PLC SHS CL AG0403H108Stock710$229,284dollars as filed
Lam Research Corporation512807306COM1,073$229,257dollars as filed
INVESCO QQQ TR46090E103COM390$225,100dollars as filed
KLA CORP482480100COM150$220,862dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock2,355$217,390dollars as filed
Thermo Fisher Scientific Inc.883556102COM441$216,785dollars as filed
INSPERITY INC45778Q107COM7,879$213,048dollars as filed
EXXON MOBIL CORP30231G102COM1,251$212,245dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock507$211,287dollars as filed
BlackRock,Inc.09290D101COM214$206,000dollars as filed
Salesforce.com, Inc79466L302COM1,075$200,670dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965522-26-000003this filing2026-05-15acceptance time not in the bulk data set