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: $144.6M86 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$419K	0.3%	4,621 SH	New
ADVANCED MICRO DEVICES INC	COM	$279K	0.2%	480 SH	New
ALPHABET INC	CAP STK CL A	$3.4M	2.3%Prev: 1.3%	9,507 SH	Increased+776 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.7%Prev: 0.4%	3,051 SH	Increased+412 SH
AMAZON COM INC	COM	$3.4M	2.3%Prev: 2.4%	14,187 SH	Increased+771 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$5.3M	3.7%	42,687 SH	New
AMERICAN EXPRESS CO	COM	$398K	0.3%Prev: 0.3%	1,178 SH	Increased+42 SH
AON PLC	SHS CL A	$213K	0.1%Prev: 0.2%	641 SH	Decreased-69 SH
APPLE INC	COM	$3.2M	2.2%Prev: 1.7%	11,003 SH	Increased+1,136 SH
AUTOMATIC DATA PROCESSING IN	COM	$908K	0.6%Prev: 1.0%	4,053 SH	Decreased+10 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$583K	0.4%Prev: 0.3%	1,166 SH	Increased+493 SH
BLACKROCK INC	COM	$203K	0.1%Prev: 0.2%	211 SH	Decreased-30 SH
BROADCOM INC	COM	$1.7M	1.2%Prev: 0.5%	4,512 SH	Increased+2,169 SH
CATERPILLAR INC	COM	$266K	0.2%	250 SH	New
CENCORA INC	COM	$694K	0.5%Prev: 0.6%	2,453 SH	Decreased+27 SH
CHUBB LIMITED	COM	$247K	0.2%	725 SH	New
CISCO SYS INC	COM	$988K	0.7%Prev: 0.5%	8,411 SH	Increased-948 SH
COSTCO WHOLESALE CORPORATION	COM	$440K	0.3%	470 SH	New
DANAHER CORP DEL	COM	$247K	0.2%	1,296 SH	New
DEERE & CO	COM	$369K	0.3%Prev: 0.3%	582 SH	Increased-125 SH
EATON CORP PLC	SHS	$482K	0.3%Prev: 0.3%	1,130 SH	Increased-18 SH
ELI LILLY & CO	COM	$605K	0.4%Prev: 0.3%	504 SH	Increased+62 SH
FIDELITY NATL INFORMATION SV	COM	$219K	0.2%Prev: 0.3%	5,622 SH	Decreased+1,839 SH
GALLAGHER ARTHUR J & CO	COM	$481K	0.3%Prev: 0.6%	2,096 SH	Decreased-111 SH
GOLDMAN SACHS GROUP INC	COM	$699K	0.5%Prev: 0.4%	691 SH	Increased
HILTON WORLDWIDE HLDGS INC	COM	$279K	0.2%Prev: 0.2%	843 SH	Increased-97 SH
HOME DEPOT INC	COM	$657K	0.5%Prev: 0.5%	1,862 SH	Increased+229 SH
HOULIHAN LOKEY INC	CL A	$513K	0.4%Prev: 0.6%	3,822 SH	Decreased-204 SH
INSPERITY INC	COM	$325K	0.2%Prev: 0.3%	7,879 SH	Decreased+1,935 SH
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$210K	0.1%	3,188 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$207K	0.1%	972 SH	New
INVESCO QQQ TR	UNIT SER 1	$275K	0.2%	374 SH	New
ISHARES TR	CORE S&P US VLU	$330K	0.2%Prev: 0.3%	2,997 SH	Decreased-822 SH
ISHARES TR	CORE S&P500 ETF	$292K	0.2%	390 SH	New
ISHARES TR	EAFE VALUE ETF	$6.2M	4.3%Prev: 4.4%	80,425 SH	Increased-4,793 SH
ISHARES TR	NATIONAL MUN ETF	$4.3M	3.0%Prev: 3.7%	40,360 SH	Decreased-2,748 SH
ISHARES TR	RUS 1000 ETF	$207K	0.1%	506 SH	New
ISHARES TR	RUS 1000 GRW ETF	$2.3M	1.6%Prev: 2.1%	18,497 SH	Decreased+12,604 SH
ISHARES TR	RUS 1000 VAL ETF	$1.8M	1.2%Prev: 1.3%	7,358 SH	Increased-678 SH
ISHARES TR	US INFRASTRUC	$673K	0.5%Prev: 0.4%	10,670 SH	Increased-203 SH
ISHARES TR	US TREAS BD ETF	$947K	0.7%Prev: 0.7%	41,592 SH	Increased+5,729 SH
JOHNSON & JOHNSON	COM	$258K	0.2%	1,015 SH	New
JPMORGAN CHASE & CO	COM	$1.8M	1.2%	5,361 SH	New
KLA CORP	COM NEW	$453K	0.3%	1,500 SH	New
KLAVIYO INC	COM SER A	$478K	0.3%Prev: 0.4%	31,634 SH	Increased+17,466 SH
LAM RESEARCH CORP	COM NEW	$465K	0.3%	1,073 SH	New
LINDE PLC	SHS	$546K	0.4%Prev: 0.3%	1,053 SH	Increased+307 SH
MCKESSON CORP	COM	$252K	0.2%Prev: 0.2%	334 SH	Increased+5 SH
META PLATFORMS INC	CL A	$1.5M	1.0%Prev: 1.4%	2,618 SH	Decreased+249 SH
MICRON TECHNOLOGY INC	COM	$292K	0.2%	253 SH	New
MICROSOFT CORP	COM	$2.3M	1.6%Prev: 2.5%	6,123 SH	Decreased+105 SH
MONSTER BEVERAGE CORP NEW	COM	$240K	0.2%	2,494 SH	New
MORGAN STANLEY	COM NEW	$1.1M	0.8%Prev: 0.7%	5,257 SH	Increased-745 SH
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$6.4M	4.5%	152,854 SH	New
NEXTERA ENERGY INC	COM	$603K	0.4%Prev: 0.3%	6,869 SH	Increased+987 SH
NVIDIA CORPORATION	COM	$4.1M	2.8%Prev: 2.6%	20,424 SH	Increased+501 SH
ORACLE CORP	COM	$328K	0.2%Prev: 0.4%	2,235 SH	Decreased+48 SH
OREILLY AUTOMOTIVE INC	COM	$219K	0.2%Prev: 0.2%	2,377 SH	Increased+82 SH
PEPSICO INC	COM	$391K	0.3%Prev: 0.2%	2,891 SH	Increased+683 SH
PHILLIPS 66	COM	$579K	0.4%Prev: 0.3%	3,427 SH	Increased+395 SH
POWELL INDS INC	COM	$204K	0.1%	711 SH	New
PROCTER & GAMBLE CO	COM	$586K	0.4%	3,995 SH	New
PROLOGIS INC.	COM	$502K	0.3%Prev: 0.3%	3,704 SH	Increased+760 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$668K	0.5%	26,256 SH	New
SPDR SERIES TRUST	ST STR MSCI GEN	$341K	0.2%	2,205 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$249K	0.2%	333 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.0M	1.4%	4,198 SH	New
TE CONNECTIVITY PLC	ORD SHS	$657K	0.5%Prev: 0.4%	3,256 SH	Increased+273 SH
TESLA INC	COM	$419K	0.3%Prev: 0.2%	997 SH	Increased+237 SH
TEXAS INSTRS INC	COM	$221K	0.2%	741 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$213K	0.1%Prev: 0.2%	425 SH	Increased-72 SH
TOAST INC	CL A	$528K	0.4%	18,986 SH	New
TRANE TECHNOLOGIES PLC	SHS	$249K	0.2%Prev: 0.2%	507 SH	Increased+10 SH
UNION PAC CORP	COM	$613K	0.4%Prev: 0.4%	2,254 SH	Increased-47 SH
UNITEDHEALTH GROUP INC	COM	$466K	0.3%Prev: 0.3%	1,120 SH	Increased+122 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$5.4M	3.7%Prev: 8.2%	22,006 SH	Decreased-29,982 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$796K	0.6%Prev: 0.5%	8,254 SH	Increased+1,233 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$42.1M	29.1%Prev: 29.0%	61,299 SH	Increased-897 SH
VANGUARD INDEX FDS	SMALL CP ETF	$416K	0.3%Prev: 0.3%	1,374 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$322K	0.2%Prev: 0.2%	869 SH	Increased+141 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$281K	0.2%Prev: 0.2%	1,793 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$5.4M	3.8%Prev: 3.6%	45,472 SH	Increased+38,917 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$11.6M	8.0%Prev: 8.4%	132,415 SH	Increased+104,490 SH
VISA INC	COM CL A	$644K	0.4%Prev: 0.6%	1,878 SH	Decreased-176 SH
WALMART INC	COM	$783K	0.5%Prev: 0.2%	6,910 SH	Increased+4,040 SH
WORLD GOLD TR	SPDR GLD MINIS	$309K	0.2%	3,885 SH	New

Sold (vs prior filing)

ABBOTT LABS — $546K
ACCENTURE PLC IRELAND — $517K
ANALOG DEVICES INC — $408K
COSTCO WHSL CORP NEW — $520K
DANAHER CORPORATION — $238K
HONEYWELL INTL INC — $307K
JPMORGAN CHASE & CO. — $1.6M
MASTERCARD INCORPORATED — $206K
NETFLIX INC — $277K
PAYCHEX INC — $546K
PINTEREST INC — $236K
PROCTER AND GAMBLE CO — $629K
SALESFORCE INC — $326K
SCHWAB STRATEGIC TR — $235K
SPDR GOLD TR — $246K
SPDR S&P 500 ETF TR — $277K
SPDR SERIES TRUST — $431K
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $209K
SPOTIFY TECHNOLOGY S A — $307K
… and 5 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