Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Clifford Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Clifford Group, LLC (CIK 1965522) reported $144.6M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($42.1M, 29.11%), MGK ($11.6M, 8.05%), LSGR ($6.4M, 4.45%), EFV ($6.2M, 4.26%), VGT ($5.4M, 3.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$42.1M29.11%61,299Trimmed
2MGKVANGUARD WORLD FD$11.6M8.05%132,415Added
3LSGRNATIXIS ETF TRUST II$6.4M4.45%152,854Trimmed
4EFVISHARES TR$6.2M4.26%80,425Trimmed
5VGTVANGUARD WORLD FD$5.4M3.76%45,472Added
6VXFVANGUARD INDEX FDS$5.4M3.75%22,006Trimmed
7AVUVAMERICAN CENTY ETF TR$5.3M3.68%42,687New
8MUBISHARES TR$4.3M3.00%40,360Added
9NVDANVIDIA CORPORATION$4.1M2.83%20,424Added
10GOOGLALPHABET INC$3.4M2.35%9,507Trimmed
11AMZNAMAZON COM INC$3.4M2.34%14,187Trimmed
12AAPLAPPLE INC$3.2M2.20%11,003Added
13IWFISHARES TR$2.3M1.59%18,497Added
14MSFTMICROSOFT CORP$2.3M1.58%6,123Trimmed
15TSMTAIWAN SEMICONDUCTOR MANUFAC$2.0M1.39%4,198Trimmed
16IWDISHARES TR$1.8M1.23%7,358Trimmed
17JPMJPMORGAN CHASE & CO$1.8M1.21%5,361Added
18AVGOBROADCOM INC$1.7M1.18%4,512Added
19METAMETA PLATFORMS INC$1.5M1.02%2,618Added
20MSMORGAN STANLEY$1.1M0.76%5,257Trimmed
21GOOGALPHABET INC$1.1M0.75%3,051Added
22CSCOCISCO SYS INC$987,9660.68%8,411Trimmed
23GOVTISHARES TR$947,4680.66%41,592Trimmed
24ADPAUTOMATIC DATA PROCESSING IN$907,6690.63%4,053Hold
25VNQVANGUARD INDEX FDS$795,9790.55%8,254Trimmed

Source: SEC Form 13F filings · as of 2026-06-30