Clifford Group, LLC

CIK 0001965522 · WAYLAND, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Clifford Group, LLC reported 86 positions worth $144.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VOO (29.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$144.6M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.2%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$42.1M29.11%61,299
2MGKVANGUARD WORLD FDSH$11.6M8.05%132,415
3LSGRNATIXIS ETF TRUST IISH$6.4M4.45%152,854
4EFVISHARES TRSH$6.2M4.26%80,425
5VGTVANGUARD WORLD FDSH$5.4M3.76%45,472
6VXFVANGUARD INDEX FDSSH$5.4M3.75%22,006
7AVUVAMERICAN CENTY ETF TRSH$5.3M3.68%42,687
8MUBISHARES TRSH$4.3M3.00%40,360
9NVDANVIDIA CORPORATIONSH$4.1M2.83%20,424
10GOOGLALPHABET INCSH$3.4M2.35%9,507

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clifford Group, LLC hold as of Q2 2026?

Clifford Group, LLC reported 86 positions worth $144.6M in its Q2 2026 13F filing. Largest positions: VOO (29.1%), MGK (8.0%), LSGR (4.5%), EFV (4.3%) and VGT (3.8%).

What did Clifford Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clifford Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.