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Filers›Asset Manager›Clifford Group, LLC
DOSSIER · 13F-HR · Q1 2026

Clifford Group, LLC

Clifford's asset manager based in Stamford, CT — $130M in tracked AUM across 80 positions as of Q1 2026.

C
Clifford·Stamford, CT·Asset Manager
CIK 0001965522 · last filed Mar 31, 2026
Total AUM
$130M
▲ 0.7%
vs prior
Holdings
80
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Clifford Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$40M67K30.9%
02
MGK
VANGUARD WORLD FD
$11M29K8.3%
03
LSGR
NATIXIS ETF TRUST II
$7M170K5.2%
04
EFV
ISHARES TR
$6M86K4.9%
05
VXF
VANGUARD INDEX FDS
$5M24K3.7%
06
VGT
VANGUARD WORLD FD
$5M7K3.5%
07
NVDA
NVIDIA CORPORATION
$4M20K2.7%
08
AMZN
AMAZON COM INC
$3M15K2.4%
09
MUB
ISHARES TR
$3M28K2.3%
10
AAPL
APPLE INC
$3M11K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Clifford
haiku-4-5 · 80 positions indexed
Sector mix
  • Tech7%
  • Health Care22%
  • Cons. Disc.5%
  • Communications9%
  • Energy36%
  • Other21%
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