13F Insight
DOSSIER · 13F-HR · Q2 2026

Clifford Group, LLC

$145M in tracked AUM across 86 positions as of Q2 2026.

CG
CIK 0001965522 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
86
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Clifford Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$42M61K29.1%02
MGK
VANGUARD WORLD FD
$12M132K8.0%03
LSGR
NATIXIS ETF TRUST II
$6M153K4.5%04
EFV
ISHARES TR
$6M80K4.3%05
VGT
VANGUARD WORLD FD
$5M45K3.8%06
VXF
VANGUARD INDEX FDS
$5M22K3.7%07
AVUV
AMERICAN CENTY ETF TR
$5M43K3.7%08
MUB
ISHARES TR
$4M40K3.0%09
NVDA
NVIDIA CORPORATION
$4M20K2.8%10
GOOGL
ALPHABET INC
$3M10K2.3%

Filing history

2026Q2Jun 30
$145M▲ 11.4%
86 positionsView →2026Q1Mar 31
$130M▲ 0.3%
80 positionsView →2025Q4Dec 31
$129M▲ 0.9%
76 positionsView →2025Q3Sep 30
$128M▲ 5.5%
81 positionsView →2025Q2Jun 30
$122M▲ 13.7%
83 positionsLocked2025Q1Mar 31
$107M▼ 18.4%
76 positionsLocked2024Q4Dec 31
$131M▲ 2.0%
75 positionsLocked2024Q3Sep 30
$129M▲ 3.8%
74 positionsLocked2024Q2Jun 30
$124M▲ 2.3%
73 positionsLocked2024Q1Mar 31
$121M▲ 12.2%
71 positionsLocked2023Q4Dec 31
$108M▲ 17.0%
74 positionsLocked2023Q3Sep 30
$92M▼ 1.0%
70 positionsLocked
Showing 12 of 15