Clifford Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Clifford Group, LLC held in its portfolio 74 assets valued at $129,485,991 (i.e. $129.49M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($40.65M), VANGUARD WORLD FD ($11.52M), and VANGUARD INDEX FDS ($11.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clifford Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 64811 | 40645230 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 27913 | 11521557 | MEGA GRWTH IND |
| VANGUARD INDEX FDS | 53670 | 11223380 | EXTEND MKT ETF |
| ISHARES TR | 84957 | 6066799 | EAFE VALUE ETF |
| VANGUARD WORLD FD | 6404 | 4827145 | INF TECH ETF |
| NVIDIA CORPORATION | 18005 | 3357933 | COM |
| ISHARES TR | 29967 | 3209762 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 72921 | 3090999 | STATE STREET SPD |
| AMAZON COM INC | 13267 | 3062183 | COM |
| MICROSOFT CORP | 5502 | 2660974 | COM |
| ISHARES TR | 5490 | 2598417 | RUS 1000 GRW ETF |
| APPLE INC | 9539 | 2593162 | COM |
| ALPHABET INC | 8251 | 2582563 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 5310 | 1711136 | COM |
| ISHARES TR | 8011 | 1685034 | RUS 1000 VAL ETF |
| META PLATFORMS INC | 2369 | 1563793 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 4248 | 1291001 | SPONSORED ADS |
| AUTOMATIC DATA PROCESSING IN | 4029 | 1036380 | COM |
| ISHARES TR | 41494 | 955392 | US TREAS BD ETF |
| MORGAN STANLEY | 5292 | 939401 | COM NEW |
| ALPHABET INC | 2628 | 824666 | CAP STK CL C |
| BROADCOM INC | 2343 | 810791 | COM |
| VANGUARD INDEX FDS | 8558 | 757273 | REAL ESTATE ETF |
| CENCORA INC | 2230 | 753130 | COM |
| VISA INC | 2013 | 705979 | COM CL A |
| WALMART INC | 5990 | 667346 | COM |
| HOULIHAN LOKEY INC | 3806 | 663026 | CL A |
| TE CONNECTIVITY PLC | 2825 | 642637 | ORD SHS |
| CISCO SYS INC | 8236 | 634415 | COM |
| ISHARES TR | 11722 | 616813 | US INFRASTRUC |
| GOLDMAN SACHS GROUP INC | 691 | 607389 | COM |
| GALLAGHER ARTHUR J & CO | 2156 | 557850 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1080 | 542862 | CL B NEW |
| NEXTERA ENERGY INC | 6482 | 520393 | COM |
| UNION PAC CORP | 2246 | 519551 | COM |
| ABBOTT LABS | 4113 | 515369 | COM |
| HOME DEPOT INC | 1484 | 510601 | COM |
| PROCTER AND GAMBLE CO | 3342 | 478930 | COM |
| ELI LILLY & CO | 442 | 475009 | COM |
| ANALOG DEVICES INC | 1713 | 464566 | COM |
| PROLOGIS INC. | 3487 | 445100 | COM |
| COSTCO WHSL CORP NEW | 505 | 435890 | COM |
| PHILLIPS 66 | 3315 | 427794 | COM |
| ORACLE CORP | 2187 | 426268 | COM |
| KLAVIYO INC | 13073 | 424480 | COM SER A |
| AMERICAN EXPRESS CO | 1136 | 420263 | COM |
| WORLD GOLD TR | 4563 | 389543 | SPDR GLD MINIS |
| ACCENTURE PLC IRELAND | 1383 | 371187 | SHS CLASS A |
| EATON CORP PLC | 1148 | 365649 | SHS |
| LINDE PLC | 844 | 359873 | SHS |
| VANGUARD INDEX FDS | 1374 | 354423 | SMALL CP ETF |
| PEPSICO INC | 2445 | 350937 | COM |
| TESLA INC | 760 | 341787 | COM |
| PAYCHEX INC | 3043 | 341348 | COM |
| ISHARES TR | 3178 | 325872 | CORE S&P US VLU |
| UNITEDHEALTH GROUP INC | 958 | 316326 | COM |
| INSPERITY INC | 7879 | 305075 | COM |
| THERMO FISHER SCIENTIFIC INC | 488 | 282795 | COM |
| DANAHER CORPORATION | 1190 | 272442 | COM |
| HILTON WORLDWIDE HLDGS INC | 940 | 270015 | COM |
| MCKESSON CORP | 329 | 269875 | COM |
| DEERE & CO | 578 | 269099 | COM |
| SPDR S&P 500 ETF TR | 383 | 261175 | TR UNIT |
| BLACKROCK INC | 241 | 258168 | COM |
| VANGUARD INTL EQUITY INDEX F | 1793 | 252921 | TT WRLD ST ETF |
| AON PLC | 710 | 250665 | SHS CL A |
| VANGUARD INDEX FDS | 728 | 244077 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 8838 | 242426 | US DIVIDEND EQ |
| SALESFORCE INC | 885 | 234445 | COM |
| SPOTIFY TECHNOLOGY S A | 400 | 232284 | SHS |
| HONEYWELL INTL INC | 1175 | 229231 | COM |
| ISHARES TR | 312 | 213701 | CORE S&P500 ETF |
| OREILLY AUTOMOTIVE INC | 2295 | 209327 | COM |
| CHUBB LIMITED | 643 | 200693 | COM |
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