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: $129.8M78 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$410K	0.3%	3,989 SH	New
ALPHABET INC	CAP STK CL A	$2.8M	2.1%Prev: 1.3%	9,584 SH	Increased+728 SH
ALPHABET INC	CAP STK CL C	$872K	0.7%Prev: 0.4%	3,039 SH	Increased+400 SH
AMAZON COM INC	COM	$3.1M	2.4%Prev: 2.4%	14,717 SH	Increased+1,112 SH
AMERICAN EXPRESS CO	COM	$353K	0.3%Prev: 0.3%	1,166 SH	Increased+30 SH
ANALOG DEVICES INC	COM	$545K	0.4%Prev: 0.3%	1,713 SH	Increased
AON PLC	SHS CL A	$229K	0.2%Prev: 0.3%	710 SH	Decreased
APPLE INC	COM	$2.8M	2.1%Prev: 2.2%	10,904 SH	Increased+314 SH
AUTOMATIC DATA PROCESSING IN	COM	$823K	0.6%Prev: 1.2%	4,053 SH	Decreased+10 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$562K	0.4%Prev: 0.3%	1,173 SH	Increased+500 SH
BLACKROCK INC	COM	$206K	0.2%Prev: 0.2%	214 SH	Decreased-27 SH
BROADCOM INC	COM	$1.3M	1.0%Prev: 0.4%	4,099 SH	Increased+1,630 SH
CENCORA INC	COM	$738K	0.6%Prev: 0.6%	2,348 SH	Increased-111 SH
CHUBB LTD SWITZ	COM	$236K	0.2%	725 SH	New
CISCO SYS INC	COM	$684K	0.5%Prev: 0.5%	8,813 SH	Increased-328 SH
COSTCO WHOLESALE CORPORATION	COM	$481K	0.4%	482 SH	New
DANAHER CORP DEL	COM	$253K	0.2%	1,332 SH	New
DEERE & CO	COM	$319K	0.2%Prev: 0.3%	566 SH	Increased-12 SH
EATON CORP PLC	SHS	$404K	0.3%Prev: 0.3%	1,130 SH	Increased-18 SH
ELI LILLY & CO	COM	$452K	0.3%Prev: 0.4%	491 SH	Increased+1 SH
EXXON MOBIL CORP	COM	$212K	0.2%	1,251 SH	New
FIDELITY NATL INFORMATION SV	COM	$249K	0.2%Prev: 0.3%	5,315 SH	Decreased+1,615 SH
GALLAGHER ARTHUR J & CO	COM	$433K	0.3%Prev: 0.7%	1,999 SH	Decreased-198 SH
GOLDMAN SACHS GROUP INC	COM	$585K	0.5%Prev: 0.4%	691 SH	Increased
HILTON WORLDWIDE HLDGS INC	COM	$266K	0.2%Prev: 0.2%	874 SH	Increased-66 SH
HOME DEPOT INC	COM	$587K	0.5%Prev: 0.6%	1,786 SH	Decreased+178 SH
HOULIHAN LOKEY INC	CL A	$499K	0.4%Prev: 0.6%	3,477 SH	Decreased-556 SH
INSPERITY INC	COM	$213K	0.2%Prev: 0.5%	7,879 SH	Decreased+1,935 SH
INVESCO QQQ TR	UNIT SER 1	$225K	0.2%	390 SH	New
ISHARES TR	CORE S&P US VLU	$315K	0.2%Prev: 0.3%	3,081 SH	Decreased-738 SH
ISHARES TR	CORE S&P500 ETF	$316K	0.2%	484 SH	New
ISHARES TR	EAFE VALUE ETF	$6.4M	4.9%Prev: 4.8%	85,924 SH	Increased-1,003 SH
ISHARES TR	NATIONAL MUN ETF	$3.0M	2.3%Prev: 4.2%	28,405 SH	Decreased-14,183 SH
ISHARES TR	RUS 1000 GRW ETF	$2.3M	1.8%Prev: 2.0%	5,365 SH	Increased-704 SH
ISHARES TR	RUS 1000 VAL ETF	$1.7M	1.3%Prev: 1.4%	7,937 SH	Increased-310 SH
ISHARES TR	US INFRASTRUC	$694K	0.5%Prev: 0.4%	12,125 SH	Increased+1,653 SH
ISHARES TR	US TREAS BD ETF	$978K	0.8%Prev: 0.7%	42,691 SH	Increased+7,958 SH
JOHNSON & JOHNSON	COM	$239K	0.2%	980 SH	New
JPMORGAN CHASE & CO	COM	$1.6M	1.2%	5,356 SH	New
KLA CORP	COM NEW	$221K	0.2%	150 SH	New
KLAVIYO INC	COM SER A	$676K	0.5%Prev: 0.4%	34,739 SH	Increased+20,956 SH
LAM RESEARCH CORP	COM NEW	$229K	0.2%	1,073 SH	New
LINDE PLC	SHS	$474K	0.4%	956 SH	New
MCKESSON CORP	COM	$289K	0.2%Prev: 0.2%	334 SH	Increased+5 SH
META PLATFORMS INC	CL A	$1.5M	1.1%Prev: 1.3%	2,599 SH	Increased+228 SH
MICROSOFT CORP	COM	$2.3M	1.8%Prev: 2.1%	6,271 SH	Increased+230 SH
MORGAN STANLEY	COM NEW	$920K	0.7%Prev: 0.7%	5,592 SH	Increased-471 SH
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$6.7M	5.2%	169,796 SH	New
NETFLIX INC.	COM	$240K	0.2%	2,497 SH	New
NEXTERA ENERGY INC	COM	$656K	0.5%Prev: 0.4%	7,059 SH	Increased+368 SH
NVIDIA CORPORATION	COM	$3.5M	2.7%Prev: 2.0%	20,089 SH	Increased+156 SH
ORACLE CORP	COM	$327K	0.3%Prev: 0.3%	2,223 SH	Increased+36 SH
OREILLY AUTOMOTIVE INC	COM	$217K	0.2%Prev: 0.2%	2,355 SH	Decreased+2,202 SH
PEPSICO INC	COM	$447K	0.3%Prev: 0.3%	2,877 SH	Increased+666 SH
PHILLIPS 66	COM	$678K	0.5%Prev: 0.4%	3,722 SH	Increased+327 SH
PROCTER & GAMBLE CO	COM	$553K	0.4%	3,830 SH	New
PROLOGIS INC.	COM	$512K	0.4%Prev: 0.3%	3,875 SH	Increased+1,190 SH
SALESFORCE INC	COM	$201K	0.2%Prev: 0.3%	1,075 SH	Decreased+75 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.2M	2.5%	76,694 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$253K	0.2%	389 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.5M	1.1%	4,349 SH	New
TE CONNECTIVITY PLC	ORD SHS	$626K	0.5%Prev: 0.4%	2,997 SH	Increased+55 SH
TESLA INC	COM	$378K	0.3%	1,017 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$217K	0.2%Prev: 0.2%	441 SH	Decreased-76 SH
TRANE TECHNOLOGIES PLC	SHS	$211K	0.2%	507 SH	New
UNION PAC CORP	COM	$576K	0.4%Prev: 0.6%	2,374 SH	Decreased-502 SH
UNITEDHEALTH GROUP INC	COM	$296K	0.2%Prev: 0.6%	1,092 SH	Decreased-152 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$4.9M	3.7%Prev: 8.0%	23,579 SH	Decreased-26,430 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$811K	0.6%Prev: 0.6%	9,143 SH	Increased+2,378 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$40.2M	30.9%Prev: 28.6%	67,213 SH	Increased+7,537 SH
VANGUARD INDEX FDS	SMALL CP ETF	$360K	0.3%Prev: 0.3%	1,374 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$279K	0.2%Prev: 0.2%	869 SH	Increased+141 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$248K	0.2%Prev: 0.2%	1,793 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$4.6M	3.5%Prev: 3.1%	6,601 SH	Increased+495 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$10.7M	8.3%Prev: 7.8%	29,165 SH	Increased+2,098 SH
VISA INC	COM CL A	$569K	0.4%Prev: 0.7%	1,883 SH	Decreased-171 SH
WALMART INC	COM	$825K	0.6%Prev: 0.2%	6,640 SH	Increased+3,770 SH
WORLD GOLD TR	SPDR GLD MINIS	$336K	0.3%	3,626 SH	New

Sold (vs prior filing)

ABBOTT LABS — $528K
ACCENTURE PLC IRELAND — $546K
COSTCO WHSL CORP NEW — $497K
DANAHER CORPORATION — $248K
HONEYWELL INTL INC — $279K
INTUITIVE SURGICAL INC — $202K
JPMORGAN CHASE & CO. — $1.4M
PAYCHEX INC — $568K
PINTEREST INC — $204K
PROCTER AND GAMBLE CO — $668K
SCHWAB STRATEGIC TR — $206K
SPDR S&P 500 ETF TR — $378K
SPDR SER TR — $2.2M
SPDR SER TR — $383K
SPOTIFY TECHNOLOGY S A — $220K
TAIWAN SEMICONDUCTOR MFG LTD — $898K
TARGET CORP — $230K
UNITED PARCEL SERVICE INC — $222K
VANGUARD SCOTTSDALE FDS — $2.0M

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