13F-HR filed by Clifford Group, LLC
Clifford Group, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 86 holding rows worth $144,611,714.
- Accession
- 0001965522-26-000004
- Filer
- CIK 1965522
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 86 entries on the cover page, a total value of $144,611,714 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,611,714 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 61,299 | $42,101,090 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 132,415 | $11,640,622 | dollars as filed | |
| NATIXIS ETF TRUST II | 63875W406 | CMN | 152,854 | $6,439,739 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 80,425 | $6,156,539 | dollars as filed | |
| VGT | 92204A702 | SHS | 45,472 | $5,434,812 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 22,006 | $5,417,978 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 42,687 | $5,325,630 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 40,360 | $4,343,593 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 20,424 | $4,086,639 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 9,507 | $3,397,445 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,187 | $3,381,330 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,003 | $3,183,782 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 18,497 | $2,296,772 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,123 | $2,284,141 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,198 | $2,004,835 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 7,358 | $1,783,800 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,361 | $1,754,859 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,512 | $1,704,276 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,618 | $1,474,445 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 5,257 | $1,098,848 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,051 | $1,078,010 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,411 | $987,966 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 41,592 | $947,468 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,053 | $907,669 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 8,254 | $795,979 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,910 | $782,627 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 691 | $698,857 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 2,453 | $694,077 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 10,670 | $672,619 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 26,256 | $667,953 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,862 | $656,562 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 3,256 | $656,502 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,878 | $644,151 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,254 | $612,998 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 504 | $604,513 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 6,869 | $602,857 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,995 | $585,759 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,166 | $583,455 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 3,427 | $579,406 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,053 | $546,444 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 18,986 | $528,191 | dollars as filed | |
| HOULIHAN LOKEY INC CL A | 441593100 | Stock | 3,822 | $512,644 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 3,704 | $501,842 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,130 | $481,516 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 2,096 | $481,293 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 31,634 | $477,673 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,120 | $465,536 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,073 | $464,963 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,500 | $452,565 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 470 | $440,114 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 997 | $419,338 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,621 | $419,294 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,374 | $416,487 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,178 | $398,459 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,891 | $391,402 | dollars as filed | |
| Deere & Company | 244199105 | COM | 582 | $369,180 | dollars as filed | |
| SPDR SERIES TRUST | 78468R747 | ST STR MSCI GEN | 2,205 | $340,540 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 2,997 | $330,120 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,235 | $327,539 | dollars as filed | |
| INSPERITY INC | 45778Q107 | COM | 7,879 | $325,481 | dollars as filed | |
| VTI | 922908769 | COM | 869 | $321,580 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 3,885 | $308,547 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 390 | $292,067 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 253 | $292,035 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,793 | $281,411 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 480 | $278,837 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 843 | $278,578 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 374 | $275,414 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 250 | $266,225 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,015 | $257,653 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 334 | $252,370 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 507 | $249,018 | dollars as filed | |
| SPY | 78462F103 | SHS | 333 | $248,674 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 725 | $247,037 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,296 | $246,885 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 2,494 | $239,723 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 741 | $220,870 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2,377 | $218,898 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 5,622 | $218,591 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 425 | $213,099 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 641 | $212,727 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E263 | S&P GBL WATER | 3,188 | $209,547 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 506 | $207,207 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 972 | $206,812 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 711 | $203,602 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 211 | $203,083 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965522-26-000004 | this filing | 2026-08-14 | acceptance time not in the bulk data set |