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: $128.4M81 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$569K	0.4%	4,248 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$482K	0.4%	1,954 SH	New
ALPHABET INC	CAP STK CL A	$2.1M	1.7%Prev: 2.3%	8,755 SH	Decreased-752 SH
ALPHABET INC	CAP STK CL C	$643K	0.5%Prev: 0.7%	2,639 SH	Decreased-412 SH
AMAZON COM INC	COM	$3.0M	2.3%Prev: 2.3%	13,437 SH	Decreased-750 SH
AMERICAN EXPRESS CO	COM	$377K	0.3%Prev: 0.3%	1,136 SH	Decreased-42 SH
ANALOG DEVICES INC	COM	$421K	0.3%	1,713 SH	New
AON PLC	SHS CL A	$253K	0.2%Prev: 0.1%	710 SH	Increased+69 SH
APPLE INC	COM	$2.5M	1.9%Prev: 2.2%	9,678 SH	Decreased-1,325 SH
APPLOVIN CORP	COM CL A	$207K	0.2%	288 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.9%Prev: 0.6%	4,043 SH	Increased-10 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$338K	0.3%Prev: 0.4%	673 SH	Decreased-493 SH
BLACKROCK INC	COM	$281K	0.2%Prev: 0.1%	241 SH	Increased+30 SH
BROADCOM INC	COM	$773K	0.6%Prev: 1.2%	2,343 SH	Decreased-2,169 SH
CENCORA INC	COM	$719K	0.6%Prev: 0.5%	2,300 SH	Increased-153 SH
CISCO SYS INC	COM	$582K	0.5%Prev: 0.7%	8,513 SH	Decreased+102 SH
COSTCO WHSL CORP NEW	COM	$486K	0.4%	525 SH	New
DANAHER CORPORATION	COM	$239K	0.2%	1,204 SH	New
DEERE & CO	COM	$323K	0.3%Prev: 0.3%	707 SH	Decreased+125 SH
EATON CORP PLC	SHS	$430K	0.3%Prev: 0.3%	1,148 SH	Decreased+18 SH
ELI LILLY & CO	COM	$337K	0.3%Prev: 0.4%	442 SH	Decreased-62 SH
FIDELITY NATL INFORMATION SV	COM	$313K	0.2%Prev: 0.2%	4,743 SH	Increased-879 SH
GALLAGHER ARTHUR J & CO	COM	$672K	0.5%Prev: 0.3%	2,171 SH	Increased+75 SH
GOLDMAN SACHS GROUP INC	COM	$550K	0.4%Prev: 0.5%	691 SH	Decreased
HILTON WORLDWIDE HLDGS INC	COM	$244K	0.2%Prev: 0.2%	940 SH	Decreased+97 SH
HOME DEPOT INC	COM	$615K	0.5%Prev: 0.5%	1,518 SH	Decreased-344 SH
HONEYWELL INTL INC	COM	$272K	0.2%	1,293 SH	New
HOULIHAN LOKEY INC	CL A	$773K	0.6%Prev: 0.4%	3,763 SH	Increased-59 SH
INSPERITY INC	COM	$388K	0.3%Prev: 0.2%	7,879 SH	Increased
ISHARES TR	CORE S&P US VLU	$382K	0.3%Prev: 0.2%	3,819 SH	Increased+822 SH
ISHARES TR	EAFE VALUE ETF	$5.7M	4.5%Prev: 4.3%	84,584 SH	Decreased+4,159 SH
ISHARES TR	NATIONAL MUN ETF	$3.2M	2.5%Prev: 3.0%	29,983 SH	Decreased-10,377 SH
ISHARES TR	RUS 1000 GRW ETF	$2.7M	2.1%Prev: 1.6%	5,808 SH	Increased-12,689 SH
ISHARES TR	RUS 1000 VAL ETF	$1.6M	1.3%Prev: 1.2%	8,034 SH	Decreased+676 SH
ISHARES TR	US INFRASTRUC	$595K	0.5%Prev: 0.5%	11,256 SH	Decreased+586 SH
ISHARES TR	US TREAS BD ETF	$866K	0.7%Prev: 0.7%	37,466 SH	Decreased-4,126 SH
JPMORGAN CHASE & CO.	COM	$1.7M	1.3%	5,353 SH	New
KLAVIYO INC	COM SER A	$362K	0.3%Prev: 0.3%	13,073 SH	Decreased-18,561 SH
LINDE PLC	SHS	$432K	0.3%Prev: 0.4%	910 SH	Decreased-143 SH
MASTERCARD INCORPORATED	CL A	$209K	0.2%	367 SH	New
MCKESSON CORP	COM	$254K	0.2%Prev: 0.2%	329 SH	Increased-5 SH
META PLATFORMS INC	CL A	$1.7M	1.4%Prev: 1.0%	2,369 SH	Increased-249 SH
MICROSOFT CORP	COM	$2.9M	2.3%Prev: 1.6%	5,589 SH	Increased-534 SH
MORGAN STANLEY	COM NEW	$870K	0.7%Prev: 0.8%	5,475 SH	Decreased+218 SH
NETFLIX INC	COM	$248K	0.2%	207 SH	New
NEXTERA ENERGY INC	COM	$513K	0.4%Prev: 0.4%	6,796 SH	Decreased-73 SH
NVIDIA CORPORATION	COM	$3.7M	2.9%Prev: 2.8%	19,691 SH	Decreased-733 SH
ORACLE CORP	COM	$615K	0.5%Prev: 0.2%	2,187 SH	Increased-48 SH
OREILLY AUTOMOTIVE INC	COM	$247K	0.2%Prev: 0.2%	2,295 SH	Increased-82 SH
PAYCHEX INC	COM	$437K	0.3%	3,445 SH	New
PEPSICO INC	COM	$348K	0.3%Prev: 0.3%	2,476 SH	Decreased-415 SH
PHILLIPS 66	COM	$442K	0.3%Prev: 0.4%	3,251 SH	Decreased-176 SH
PROCTER AND GAMBLE CO	COM	$553K	0.4%	3,598 SH	New
PROLOGIS INC.	COM	$389K	0.3%Prev: 0.3%	3,399 SH	Decreased-305 SH
SALESFORCE INC	COM	$217K	0.2%	917 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$273K	0.2%	9,997 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$280K	0.2%	421 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$647K	0.5%	25,951 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$2.2M	1.7%	45,984 SH	New
SPDR SERIES TRUST	SPDR MSCI USA GE	$253K	0.2%	1,985 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$279K	0.2%	400 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.2M	1.0%	4,399 SH	New
TE CONNECTIVITY PLC	ORD SHS	$624K	0.5%Prev: 0.5%	2,843 SH	Decreased-413 SH
TESLA INC	COM	$338K	0.3%Prev: 0.3%	760 SH	Decreased-237 SH
THERMO FISHER SCIENTIFIC INC	COM	$241K	0.2%Prev: 0.1%	497 SH	Increased+72 SH
TRANE TECHNOLOGIES PLC	SHS	$210K	0.2%Prev: 0.2%	497 SH	Decreased-10 SH
UBER TECHNOLOGIES INC	COM	$265K	0.2%	2,702 SH	New
UNION PAC CORP	COM	$576K	0.4%Prev: 0.4%	2,438 SH	Decreased+184 SH
UNITED PARCEL SERVICE INC	CL B	$314K	0.2%	3,758 SH	New
UNITEDHEALTH GROUP INC	COM	$380K	0.3%Prev: 0.3%	1,100 SH	Decreased-20 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$11.2M	8.7%Prev: 3.7%	53,382 SH	Increased+31,376 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$739K	0.6%Prev: 0.6%	8,087 SH	Decreased-167 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$39.0M	30.4%Prev: 29.1%	63,751 SH	Decreased+2,452 SH
VANGUARD INDEX FDS	SMALL CP ETF	$349K	0.3%Prev: 0.3%	1,374 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$239K	0.2%Prev: 0.2%	728 SH	Decreased-141 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$247K	0.2%Prev: 0.2%	1,793 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$4.7M	3.7%Prev: 3.8%	6,326 SH	Decreased-39,146 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$11.1M	8.7%Prev: 8.0%	27,662 SH	Decreased-104,753 SH
VISA INC	COM CL A	$701K	0.5%Prev: 0.4%	2,054 SH	Increased+176 SH
WALMART INC	COM	$296K	0.2%Prev: 0.5%	2,870 SH	Decreased-4,040 SH
WORLD GOLD TR	SPDR GLD MINIS	$344K	0.3%Prev: 0.2%	4,498 SH	Increased+613 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $419K
ADVANCED MICRO DEVICES INC — $279K
AMERICAN CENTY ETF TR — $5.3M
CATERPILLAR INC — $266K
CHUBB LIMITED — $247K
COSTCO WHOLESALE CORPORATION — $440K
DANAHER CORP DEL — $247K
INVESCO EXCH TRADED FD TR II — $210K
INVESCO EXCHANGE TRADED FD T — $207K
INVESCO QQQ TR — $275K
ISHARES TR — $292K
ISHARES TR — $207K
JOHNSON & JOHNSON — $258K
JPMORGAN CHASE & CO — $1.8M
KLA CORP — $453K
LAM RESEARCH CORP — $465K
MICRON TECHNOLOGY INC — $292K
MONSTER BEVERAGE CORP NEW — $240K
NATIXIS ETF TRUST II — $6.4M
POWELL INDS INC — $204K
… and 7 more

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