Clifford Group, LLC
CIK 0001965522 · WAYLAND, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
VOO
VANGUARD INDEX FDS
29.1%
MGK
VANGUARD WORLD FD
8.0%
LSGR
NATIXIS ETF TRUST II
4.5%
EFV
ISHARES TR
4.3%
VGT
VANGUARD WORLD FD
3.8%
VXF
VANGUARD INDEX FDS
3.7%
AVUV
AMERICAN CENTY ETF TR
3.7%
MUB
ISHARES TR
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.