StockDriftsStockDriftsTop 50 Clifford Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.11% | 61.3K | $42.1M | -8.80%(-5.91K) | $403.57(+76.60%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 8.05% | 132.4K | $11.6M | -9.20%(-13.41K) | $57.77(+56.65%) | 2026-06-30 | |
| LSGR | NATIXIS ETF TRUST II | 4.45% | 152.9K | $6.4M | -9.98%(-16.94K) | $42.07(+8.00%) | 2026-06-30 | |
| EFV | ISHARES TR | 4.26% | 80.4K | $6.2M | -6.40%(-5.50K) | $47.04(+73.87%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 3.76% | 45.5K | $5.4M | -13.89%(-7.34K) | $54.19(+126.19%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.75% | 22.0K | $5.4M | -6.67%(-1.57K) | $158.09(+56.77%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.68% | 42.7K | $5.3M | new | $116.51(+9.99%) | 2026-06-30 | |
| MUB | ISHARES TR | 3% | 40.4K | $4.3M | +42.09%(+11.96K) | $105.69(+0.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 20.4K | $4.1M | +1.67%(+335) | $35.96(+528.58%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.35% | 9.5K | $3.4M | -0.80%(-77) | $123.76(+178.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.22% | +61.07% | — | — | +76.55% |
| Top 20 Holdings Unweighted | +19.36% | +70.04% | — | — | +88.93% |
Clifford Group LLC reports $144.61M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are VOO (29.1%), MGK (8.1%) and LSGR (4.5%). The top 20 holdings account for 79.74% of reported assets. Its disclosed equity book has returned +61.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clifford Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965522). View Clifford Group LLC’s 13F filings on SEC