Clifford Group, LLC
CIK 1965522 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- VOO29.11%
- MGK8.05%
- LSGR4.45%
- EFV4.26%
- VGT3.76%
- VXF3.75%
- AVUV3.68%
- MUB3.00%
- NVDA2.83%
- GOOGL2.35%
Share classes counted separately65.24%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight decreased · -1.82 pp30.93% → 29.11%Shares -5.91K (-8.80%)
- LSGRWeight decreased · -0.70 pp5.15% → 4.45%Shares -16.94K (-9.98%)
- MUBWeight increased · +0.68 pp2.32% → 3.00%Shares +11.96K (+42.09%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $42.10M | 29.11% | 61.30K shares | 30.93% → 29.11%-1.82 pp -5.91K (-8.80%) | Reduced | ▾ |
| 02 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $11.64M | 8.05% | 132.41K shares | 8.25% → 8.05%-0.20 pp +103.25K (+354.02%) | Added | ▾ |
| 03 | LSGRNATIXIS LOOMIS FOCUSED GRWTHNATIXIS LOOMIS View history and evidence | $6.44M | 4.45% | 152.85K shares | 5.15% → 4.45%-0.70 pp -16.94K (-9.98%) | Reduced | ▾ |
| 04 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $6.16M | 4.26% | 80.42K shares | 4.92% → 4.26%-0.66 pp -5.50K (-6.40%) | Reduced | ▾ |
| 05 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $5.43M | 3.76% | 45.47K shares | 3.55% → 3.76%+0.21 pp +38.87K (+588.87%) | Added | ▾ |
| 06 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $5.42M | 3.75% | 22.01K shares | 3.74% → 3.75%+0.01 pp -1.57K (-6.67%) | Reduced | ▾ |
| 07 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $5.33M | 3.68% | 42.69K shares | Prior unavailable +42.69K | New | ▾ |
| 08 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $4.34M | 3.00% | 40.36K shares | 2.32% → 3.00%+0.68 pp +11.96K (+42.09%) | Added | ▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $4.09M | 2.83% | 20.42K shares | 2.70% → 2.83%+0.13 pp +335 (+1.67%) | Added | ▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.40M | 2.35% | 9.51K shares | 2.12% → 2.35%+0.23 pp -77 (-0.80%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHM SS SPDR N ICE ST MUNI ETF | Non-derivative | -46,590 | -$2.23M | SEC filing ↗ | SEC filing ↗ |
| ADI ANALOG DEVICES INC | Non-derivative | -1,713 | -$544.97K | SEC filing ↗ | SEC filing ↗ |
| NFLX NETFLIX INC | Non-derivative | -2,497 | -$240.09K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965522 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144611714
}Research all 86 reported holdings.
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