§ 13F · FUND PROFILE
Clifford Group, LLC.
AUM · $145M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 61K | $42M | 29.1% | −9% |
| 2 | MGK | VANGUARD WORLD FD | 132K | $12M | 8.0% | +354% |
| 3 | LSGR | NATIXIS ETF TRUST II | 153K | $6M | 4.5% | −10% |
| 4 | EFV | ISHARES TR | 80K | $6M | 4.3% | −6% |
| 5 | VGT | VANGUARD WORLD FD | 45K | $5M | 3.8% | +589% |
| 6 | VXF | VANGUARD INDEX FDS | 22K | $5M | 3.7% | −7% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 43K | $5M | 3.7% | NEW |
| 8 | MUB | ISHARES TR | 40K | $4M | 3.0% | +42% |
| 9 | NVDA | NVIDIA CORPORATION | 20K | $4M | 2.8% | +2% |
| 10 | GOOGL | ALPHABET INC | 10K | $3M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIFFORD SIGNAL
AC read
Clifford Group, LLC is a Other fund managing $145 million in assets. The fund runs a portfolio of 86 positions.
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