Clifford Group, LLC

CIK 0001965522 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Clifford Group, LLC, Chief Compliance Officer
Address: 321 COMMONWEALTH ROAD, SUITE 103, WAYLAND, MA, 01778
Phone: 6176002083
AUM: $129.5M

AUM over time

$144.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $121.7M83 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$546K	0.4%	4,012 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$517K	0.4%	1,728 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	1.3%Prev: 2.1%	8,731 SH	Decreased-853 SH
ALPHABET INC	CAP STK CL C	$468K	0.4%Prev: 0.7%	2,639 SH	Decreased-400 SH
AMAZON COM INC	COM	$2.9M	2.4%Prev: 2.4%	13,416 SH	Decreased-1,301 SH
AMERICAN EXPRESS CO	COM	$362K	0.3%Prev: 0.3%	1,136 SH	Increased-30 SH
ANALOG DEVICES INC	COM	$408K	0.3%Prev: 0.4%	1,713 SH	Decreased
AON PLC	SHS CL A	$253K	0.2%Prev: 0.2%	710 SH	Increased
APPLE INC	COM	$2.0M	1.7%Prev: 2.1%	9,867 SH	Decreased-1,037 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	1.0%Prev: 0.6%	4,043 SH	Increased-10 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$327K	0.3%Prev: 0.4%	673 SH	Decreased-500 SH
BLACKROCK INC	COM	$253K	0.2%Prev: 0.2%	241 SH	Increased+27 SH
BROADCOM INC	COM	$646K	0.5%Prev: 1.0%	2,343 SH	Decreased-1,756 SH
CENCORA INC	COM	$727K	0.6%Prev: 0.6%	2,426 SH	Decreased+78 SH
CISCO SYS INC	COM	$649K	0.5%Prev: 0.5%	9,359 SH	Decreased+546 SH
COSTCO WHSL CORP NEW	COM	$520K	0.4%	525 SH	New
DANAHER CORPORATION	COM	$238K	0.2%	1,204 SH	New
DEERE & CO	COM	$360K	0.3%Prev: 0.2%	707 SH	Increased+141 SH
EATON CORP PLC	SHS	$410K	0.3%Prev: 0.3%	1,148 SH	Increased+18 SH
ELI LILLY & CO	COM	$345K	0.3%Prev: 0.3%	442 SH	Decreased-49 SH
FIDELITY NATL INFORMATION SV	COM	$308K	0.3%Prev: 0.2%	3,783 SH	Increased-1,532 SH
GALLAGHER ARTHUR J & CO	COM	$706K	0.6%Prev: 0.3%	2,207 SH	Increased+208 SH
GOLDMAN SACHS GROUP INC	COM	$489K	0.4%Prev: 0.5%	691 SH	Decreased
HILTON WORLDWIDE HLDGS INC	COM	$250K	0.2%Prev: 0.2%	940 SH	Decreased+66 SH
HOME DEPOT INC	COM	$599K	0.5%Prev: 0.5%	1,633 SH	Increased-153 SH
HONEYWELL INTL INC	COM	$307K	0.3%	1,317 SH	New
HOULIHAN LOKEY INC	CL A	$725K	0.6%Prev: 0.4%	4,026 SH	Increased+549 SH
INSPERITY INC	COM	$357K	0.3%Prev: 0.2%	5,944 SH	Increased-1,935 SH
ISHARES TR	CORE S&P US VLU	$361K	0.3%Prev: 0.2%	3,819 SH	Increased+738 SH
ISHARES TR	EAFE VALUE ETF	$5.4M	4.4%Prev: 4.9%	85,218 SH	Decreased-706 SH
ISHARES TR	NATIONAL MUN ETF	$4.5M	3.7%Prev: 2.3%	43,108 SH	Increased+14,703 SH
ISHARES TR	RUS 1000 GRW ETF	$2.5M	2.1%Prev: 1.8%	5,893 SH	Increased+528 SH
ISHARES TR	RUS 1000 VAL ETF	$1.6M	1.3%Prev: 1.3%	8,036 SH	Decreased+99 SH
ISHARES TR	US INFRASTRUC	$535K	0.4%Prev: 0.5%	10,873 SH	Decreased-1,252 SH
ISHARES TR	US TREAS BD ETF	$824K	0.7%Prev: 0.8%	35,863 SH	Decreased-6,828 SH
JPMORGAN CHASE & CO.	COM	$1.6M	1.3%	5,512 SH	New
KLAVIYO INC	COM SER A	$476K	0.4%Prev: 0.5%	14,168 SH	Decreased-20,571 SH
LINDE PLC	SHS	$350K	0.3%Prev: 0.4%	746 SH	Decreased-210 SH
MASTERCARD INCORPORATED	CL A	$206K	0.2%	367 SH	New
MCKESSON CORP	COM	$241K	0.2%Prev: 0.2%	329 SH	Decreased-5 SH
META PLATFORMS INC	CL A	$1.7M	1.4%Prev: 1.1%	2,369 SH	Increased-230 SH
MICROSOFT CORP	COM	$3.0M	2.5%Prev: 1.8%	6,018 SH	Increased-253 SH
MORGAN STANLEY	COM NEW	$845K	0.7%Prev: 0.7%	6,002 SH	Decreased+410 SH
NETFLIX INC	COM	$277K	0.2%	207 SH	New
NEXTERA ENERGY INC	COM	$408K	0.3%Prev: 0.5%	5,882 SH	Decreased-1,177 SH
NVIDIA CORPORATION	COM	$3.1M	2.6%Prev: 2.7%	19,923 SH	Decreased-166 SH
ORACLE CORP	COM	$478K	0.4%Prev: 0.3%	2,187 SH	Increased-36 SH
OREILLY AUTOMOTIVE INC	COM	$207K	0.2%Prev: 0.2%	2,295 SH	Decreased-60 SH
PAYCHEX INC	COM	$546K	0.4%	3,754 SH	New
PEPSICO INC	COM	$292K	0.2%Prev: 0.3%	2,208 SH	Decreased-669 SH
PHILLIPS 66	COM	$362K	0.3%Prev: 0.5%	3,032 SH	Decreased-690 SH
PINTEREST INC	CL A	$236K	0.2%	6,570 SH	New
PROCTER AND GAMBLE CO	COM	$629K	0.5%	3,947 SH	New
PROLOGIS INC.	COM	$309K	0.3%Prev: 0.4%	2,944 SH	Decreased-931 SH
SALESFORCE INC	COM	$326K	0.3%Prev: 0.2%	1,196 SH	Increased+121 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$235K	0.2%	8,858 SH	New
SPDR GOLD TR	GOLD SHS	$246K	0.2%	807 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$277K	0.2%	449 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$431K	0.4%	17,378 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$2.0M	1.7%	42,759 SH	New
SPDR SERIES TRUST	SPDR MSCI USA GE	$209K	0.2%	1,675 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$307K	0.3%	400 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.2M	1.0%	5,339 SH	New
TE CONNECTIVITY PLC	ORD SHS	$503K	0.4%Prev: 0.5%	2,983 SH	Decreased-14 SH
TESLA INC	COM	$241K	0.2%Prev: 0.3%	760 SH	Decreased-257 SH
THERMO FISHER SCIENTIFIC INC	COM	$202K	0.2%Prev: 0.2%	497 SH	Decreased+56 SH
TRANE TECHNOLOGIES PLC	SHS	$217K	0.2%Prev: 0.2%	497 SH	Increased-10 SH
TRANSDIGM GROUP INC	COM	$216K	0.2%	142 SH	New
UBER TECHNOLOGIES INC	COM	$252K	0.2%	2,702 SH	New
UNION PAC CORP	COM	$529K	0.4%Prev: 0.4%	2,301 SH	Decreased-73 SH
UNITED PARCEL SERVICE INC	CL B	$229K	0.2%	2,272 SH	New
UNITEDHEALTH GROUP INC	COM	$311K	0.3%Prev: 0.2%	998 SH	Increased-94 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$10.0M	8.2%Prev: 3.7%	51,988 SH	Increased+28,409 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$625K	0.5%Prev: 0.6%	7,021 SH	Decreased-2,122 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$35.3M	29.0%Prev: 30.9%	62,196 SH	Decreased-5,017 SH
VANGUARD INDEX FDS	SMALL CP ETF	$326K	0.3%Prev: 0.3%	1,374 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$221K	0.2%Prev: 0.2%	728 SH	Decreased-141 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$230K	0.2%Prev: 0.2%	1,793 SH	Decreased
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.8M	1.5%	39,604 SH	New
VANGUARD WORLD FD	INF TECH ETF	$4.3M	3.6%Prev: 3.5%	6,555 SH	Decreased-46 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$10.2M	8.4%Prev: 8.3%	27,925 SH	Decreased-1,240 SH
VISA INC	COM CL A	$729K	0.6%Prev: 0.4%	2,054 SH	Increased+171 SH
WALMART INC	COM	$281K	0.2%Prev: 0.6%	2,870 SH	Decreased-3,770 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $410K
CHUBB LTD SWITZ — $236K
COSTCO WHOLESALE CORPORATION — $481K
DANAHER CORP DEL — $253K
EXXON MOBIL CORP — $212K
INVESCO QQQ TR — $225K
ISHARES TR — $316K
JOHNSON & JOHNSON — $239K
JPMORGAN CHASE & CO — $1.6M
KLA CORP — $221K
LAM RESEARCH CORP — $229K
NATIXIS ETF TRUST II — $6.7M
NETFLIX INC. — $240K
PROCTER & GAMBLE CO — $553K
SPDR SERIES TRUST — $3.2M
STATE STR SPDR S&P 500 ETF T — $253K
TAIWAN SEMICONDUCTOR MANUFAC — $1.5M
WORLD GOLD TR — $336K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001965522-26-000002	$129.5M	View
Nov 14, 2025	Q3 2025	13F-HR	0001965522-25-000007	$128.4M	View
Aug 14, 2026	Q2 2026