§ 13F · FUND PROFILE
Clifford Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128M (13F)Positions · 81Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 67K | $40M | 30.9% | +4% |
| 2 | MGK | VANGUARD WORLD FD | 29K | $11M | 8.3% | +4% |
| 3 | LSGR | NATIXIS ETF TRUST II | 170K | $7M | 5.2% | NEW |
| 4 | EFV | ISHARES TR | 86K | $6M | 4.9% | +1% |
| 5 | VXF | VANGUARD INDEX FDS | 24K | $5M | 3.7% | −56% |
| 6 | VGT | VANGUARD WORLD FD | 7K | $5M | 3.5% | +3% |
| 7 | NVDA | NVIDIA CORPORATION | 20K | $4M | 2.7% | +12% |
| 8 | AMZN | AMAZON COM INC | 15K | $3M | 2.4% | +11% |
| 9 | MUB | ISHARES TR | 28K | $3M | 2.3% | −5% |
| 10 | AAPL | APPLE INC | 11K | $3M | 2.1% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIFFORD SIGNAL
AC read
Clifford Group, LLC is a Other fund managing $128 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed