Clifford Group, LLC
CIK: 0001965522SEC EDGAR →
Portfolio Value
$129.5M
Holdings
76
As of
Q4 2025
New Positions
2
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 64,811 | $40.6M | 31.39% |
| 2 | VANGUARD WORLD FD | 27,913 | $11.5M | 8.90% |
| 3 | VANGUARD INDEX FDS | 53,670 | $11.2M | 8.67% |
| 4 | ISHARES TR | 84,957 | $6.1M | 4.68% |
| 5 | VANGUARD WORLD FD | 6,404 | $4.8M | 3.73% |
| 6 | NVIDIA CORPORATION | 18,005 | $3.4M | 2.59% |
| 7 | ISHARES TR | 29,967 | $3.2M | 2.48% |
| 8 | AMAZON COM INC | 13,267 | $3.1M | 2.36% |
| 9 | MICROSOFT CORP | 5,502 | $2.7M | 2.05% |
| 10 | ISHARES TR | 5,490 | $2.6M | 2.01% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $93.5M | 72.2% |
| Technology | 13 | $14.3M | 11.0% |
| Communication Services | 4 | $5.2M | 4.0% |
| Consumer Cyclical | 6 | $5.1M | 4.0% |
| Industrials | 7 | $3.1M | 2.4% |
| Unknown | 3 | $2.4M | 1.9% |
| Healthcare | 6 | $2.1M | 1.6% |
| Consumer Defensive | 4 | $1.9M | 1.5% |
| Utilities | 1 | $520K | 0.4% |
| Real Estate | 1 | $445K | 0.3% |
| Energy | 1 | $427K | 0.3% |
| Basic Materials | 1 | $359K | 0.3% |