Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clifford Group, LLC (CIK 1965522) reported $129.8M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($40.2M, 30.93%), MGK ($10.7M, 8.25%), LSGR ($6.7M, 5.15%), EFV ($6.4M, 4.92%), VXF ($4.9M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $40.2M | 30.93% | 67,213 | Added |
| 2 | MGK | VANGUARD WORLD FD | $10.7M | 8.25% | 29,165 | Added |
| 3 | LSGR | NATIXIS ETF TRUST II | $6.7M | 5.15% | 169,796 | New |
| 4 | EFV | ISHARES TR | $6.4M | 4.92% | 85,924 | Added |
| 5 | VXF | VANGUARD INDEX FDS | $4.9M | 3.74% | 23,579 | Trimmed |
| 6 | VGT | VANGUARD WORLD FD | $4.6M | 3.55% | 6,601 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $3.5M | 2.70% | 20,089 | Added |
| 8 | AMZN | AMAZON COM INC | $3.1M | 2.36% | 14,717 | Added |
| 9 | MUB | ISHARES TR | $3.0M | 2.32% | 28,405 | Trimmed |
| 10 | AAPL | APPLE INC | $2.8M | 2.13% | 10,904 | Added |
| 11 | GOOGL | ALPHABET INC | $2.8M | 2.12% | 9,584 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.3M | 1.79% | 6,271 | Added |
| 13 | IWF | ISHARES TR | $2.3M | 1.76% | 5,365 | Trimmed |
| 14 | SHM | SPDR SERIES TRUST | $2.2M | 1.72% | 46,590 | Added |
| 15 | IWD | ISHARES TR | $1.7M | 1.31% | 7,937 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.21% | 5,356 | Added |
| 17 | META | META PLATFORMS INC | $1.5M | 1.15% | 2,599 | Added |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.5M | 1.13% | 4,349 | Added |
| 19 | AVGO | BROADCOM INC | $1.3M | 0.98% | 4,099 | Added |
| 20 | GOVT | ISHARES TR | $978,041 | 0.75% | 42,691 | Added |
| 21 | MS | MORGAN STANLEY | $920,205 | 0.71% | 5,592 | Added |
| 22 | GOOG | ALPHABET INC | $871,768 | 0.67% | 3,039 | Added |
| 23 | WMT | WALMART INC | $825,219 | 0.64% | 6,640 | Added |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $823,489 | 0.63% | 4,053 | Added |
| 25 | VNQ | VANGUARD INDEX FDS | $811,003 | 0.62% | 9,143 | Added |
Source: SEC Form 13F filings · as of 2026-03-31