Filed: 11/14/2025ACC: 0001965522-25-000007
📋 What this filing means
CLIFFORD GROUP, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $128.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$128.39M
Total AUM (reported)
628.63K
Total Shares
Allocation by class
S&P 500 ETF SHS$39.04M30.4%
COM$29.38M22.9%
EXTEND MKT ETF$11.17M8.7%
MEGA GRWTH IND$11.13M8.7%
EAFE VALUE ETF$5.74M4.5%
INF TECH ETF$4.72M3.7%
NATIONAL MUN ETF$3.19M2.5%
Portfolio Concentration
Top 3$61.35M47.8%
4–10$25.89M20.2%
11–25$19.73M15.4%
Rest$21.42M16.7%
Top 3 weight
47.8%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 628.63K
Sole
Full voting authority
1.08K
shares
% of voting shares0.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
627.55K
shares
% of voting shares99.8%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 99.8% of voting shares
Institutional Holdings81
Rows:
VANGUARD INDEX FDS
SOLEShares63.75K
TypeSH
Market value$39.04M
30.41%
Sole
172.00
Shared
0.00
None
63.58K
VANGUARD INDEX FDS
SOLEShares53.38K
TypeSH
Market value$11.17M
8.70%
Sole
118.00
Shared
0.00
None
53.26K
VANGUARD WORLD FD
SOLEShares27.66K
TypeSH
Market value$11.13M
8.67%
Sole
101.00
Shared
0.00
None
27.56K
ISHARES TR
SOLEShares84.58K
TypeSH
Market value$5.74M
4.47%
Sole
206.00
Shared
0.00
None
84.38K
VANGUARD WORLD FD
SOLEShares6.33K
TypeSH
Market value$4.72M
3.68%
Sole
20.00
Shared
0.00
None
6.31K
NVIDIA CORPORATION
SOLEShares19.69K
TypeSH
Market value$3.67M
2.86%
Sole
0.00
Shared
0.00
None
19.69K
ISHARES TR
SOLEShares29.98K
TypeSH
Market value$3.19M
2.49%
Sole
41.00
Shared
0.00
None
29.94K
AMAZON COM INC
SOLEShares13.44K
TypeSH
Market value$2.95M
2.30%
Sole
0.00
Shared
0.00
None
13.44K
MICROSOFT CORP
SOLEShares5.59K
TypeSH
Market value$2.89M
2.25%
Sole
0.00
Shared
0.00
None
5.59K
ISHARES TR
SOLEShares5.81K
TypeSH
Market value$2.72M
2.12%
Sole
51.00
Shared
0.00
None
5.76K
APPLE INC
SOLEShares9.68K
TypeSH
Market value$2.46M
1.92%
Sole
0.00
Shared
0.00
None
9.68K
SPDR SERIES TRUST
SOLEShares45.98K
TypeSH
Market value$2.22M
1.73%
Sole
71.00
Shared
0.00
None
45.91K
ALPHABET INC
SOLEShares8.76K
TypeSH
Market value$2.13M
1.66%
Sole
0.00
Shared
0.00
None
8.76K
META PLATFORMS INC
SOLEShares2.37K
TypeSH
Market value$1.74M
1.36%
Sole
0.00
Shared
0.00
None
2.37K
JPMORGAN CHASE & CO.
SOLEShares5.35K
TypeSH
Market value$1.69M
1.32%
Sole
0.00
Shared
0.00
None
5.35K
ISHARES TR
SOLEShares8.03K
TypeSH
Market value$1.64M
1.27%
Sole
0.00
Shared
0.00
None
8.03K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares4.40K
TypeSH
Market value$1.23M
0.96%
Sole
0.00
Shared
0.00
None
4.40K
AUTOMATIC DATA PROCESSING IN
SOLEShares4.04K
TypeSH
Market value$1.19M
0.92%
Sole
0.00
Shared
0.00
None
4.04K
MORGAN STANLEY
SOLEShares5.47K
TypeSH
Market value$870.4K
0.68%
Sole
0.00
Shared
0.00
None
5.47K
ISHARES TR
SOLEShares37.47K
TypeSH
Market value$866.2K
0.67%
Sole
144.00
Shared
0.00
None
37.32K
BROADCOM INC
SOLEShares2.34K
TypeSH
Market value$772.9K
0.60%
Sole
0.00
Shared
0.00
None
2.34K
HOULIHAN LOKEY INC
SOLEShares3.76K
TypeSH
Market value$772.7K
0.60%
Sole
0.00
Shared
0.00
None
3.76K
VANGUARD INDEX FDS
SOLEShares8.09K
TypeSH
Market value$739.3K
0.58%
Sole
29.00
Shared
0.00
None
8.06K
CENCORA INC
SOLEShares2.30K
TypeSH
Market value$718.8K
0.56%
Sole
0.00
Shared
0.00
None
2.30K
VISA INC
SOLEShares2.05K
TypeSH
Market value$701.2K
0.55%
Sole
0.00
Shared
0.00
None
2.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 63.75K | SH | $39.04M 30.41% | 172.00 | 0.00 | 63.58K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 53.38K | SH | $11.17M 8.70% | 118.00 | 0.00 | 53.26K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 27.66K | SH | $11.13M 8.67% | 101.00 | 0.00 | 27.56K |
ISHARES TRSOLE | EAFE VALUE ETF | 84.58K | SH | $5.74M 4.47% | 206.00 | 0.00 | 84.38K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.33K | SH | $4.72M 3.68% | 20.00 | 0.00 | 6.31K |
NVIDIA CORPORATIONSOLE | COM | 19.69K | SH | $3.67M 2.86% | 0.00 | 0.00 | 19.69K |
ISHARES TRSOLE | NATIONAL MUN ETF | 29.98K | SH | $3.19M 2.49% | 41.00 | 0.00 | 29.94K |
AMAZON COM INCSOLE | COM | 13.44K | SH | $2.95M 2.30% | 0.00 | 0.00 | 13.44K |
MICROSOFT CORPSOLE | COM | 5.59K | SH | $2.89M 2.25% | 0.00 | 0.00 | 5.59K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.81K | SH | $2.72M 2.12% | 51.00 | 0.00 | 5.76K |
APPLE INCSOLE | COM | 9.68K | SH | $2.46M 1.92% | 0.00 | 0.00 | 9.68K |
SPDR SERIES TRUSTSOLE | NUVEEN ICE SHORT | 45.98K | SH | $2.22M 1.73% | 71.00 | 0.00 | 45.91K |
ALPHABET INCSOLE | CAP STK CL A | 8.76K | SH | $2.13M 1.66% | 0.00 | 0.00 | 8.76K |
META PLATFORMS INCSOLE | CL A | 2.37K | SH | $1.74M 1.36% | 0.00 | 0.00 | 2.37K |
JPMORGAN CHASE & CO.SOLE | COM | 5.35K | SH | $1.69M 1.32% | 0.00 | 0.00 | 5.35K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 8.03K | SH | $1.64M 1.27% | 0.00 | 0.00 | 8.03K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 4.40K | SH | $1.23M 0.96% | 0.00 | 0.00 | 4.40K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 4.04K | SH | $1.19M 0.92% | 0.00 | 0.00 | 4.04K |
MORGAN STANLEYSOLE | COM NEW | 5.47K | SH | $870.4K 0.68% | 0.00 | 0.00 | 5.47K |
ISHARES TRSOLE | US TREAS BD ETF | 37.47K | SH | $866.2K 0.67% | 144.00 | 0.00 | 37.32K |
BROADCOM INCSOLE | COM | 2.34K | SH | $772.9K 0.60% | 0.00 | 0.00 | 2.34K |
HOULIHAN LOKEY INCSOLE | CL A | 3.76K | SH | $772.7K 0.60% | 0.00 | 0.00 | 3.76K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.09K | SH | $739.3K 0.58% | 29.00 | 0.00 | 8.06K |
CENCORA INCSOLE | COM | 2.30K | SH | $718.8K 0.56% | 0.00 | 0.00 | 2.30K |
VISA INCSOLE | COM CL A | 2.05K | SH | $701.2K 0.55% | 0.00 | 0.00 | 2.05K |
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