Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $122 Billion
  • Q2 2025

Clifford Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $35.3B, Vanguard Mega Cap Growth ETF with a value of $10.2B, Vanguard Extended Market ETF with a value of $10B, Msci Eafe Value ETF with a value of $5.41B, and Ishares National Muni Bond ETF with a value of $4.5B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $107B to 122B.

Clifford Group, LLC is based out at Wayland, MA

Below you can find more details about Clifford Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $82.3 Billion
Technology: $13 Billion
Financial Services: $6.24 Billion
Communication Services: $4.58 Billion
Industrials: $4.42 Billion
Consumer Cyclical: $4.24 Billion
Healthcare: $2.61 Billion
Consumer Defensive: $1.72 Billion
Other: $1.08 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$1.25 Billion 1.02% of portfolio
4,043
Q4 2023 Added 0.1%
$38.4B
$727 Million 0.6% of portfolio
2,426
Q2 2025 Reduced 1.34%
$61.1B
$706 Million 0.58% of portfolio
2,207
Q2 2025 Added 0.46%
$127B
$646 Million 0.53% of portfolio
2,343
Q2 2025 Reduced 5.1%
$48.7B
$546 Million 0.45% of portfolio
3,754
Q2 2025 Added 1.9%
$135B
$529 Million 0.43% of portfolio
2,301
Q2 2025 Reduced 19.99%
$150B
$517 Million 0.42% of portfolio
1,728
Q2 2025 Reduced 1.2%
$141B
$408 Million 0.34% of portfolio
5,882
Q2 2025 Reduced 12.09%
$145B
$410 Million 0.34% of portfolio
1,148
Q1 2025 Added 1.59%
$119B
$408 Million 0.33% of portfolio
1,713
Q1 2023 Reduced 0.7%
$57.7B
$362 Million 0.3% of portfolio
3,032
Q2 2025 Reduced 10.69%
$153B
$360 Million 0.3% of portfolio
707
Q2 2025 Added 22.32%
$43.6B
$308 Million 0.25% of portfolio
3,783
Q2 2025 Added 2.24%
$146B
$307 Million 0.25% of portfolio
1,317
Q1 2025 Reduced 4.08%
$96.8B
$309 Million 0.25% of portfolio
2,944
Q2 2025 Added 9.65%
$133B
$307 Million 0.25% of portfolio
400
Q1 2025 New
$75.3B
$253 Million 0.21% of portfolio
710
Q4 2023 Reduced 2.87%
$182B
$252 Million 0.21% of portfolio
2,702
Q2 2025 New
$94.7B
$241 Million 0.2% of portfolio
329
Q1 2025 New
$150B
$238 Million 0.2% of portfolio
1,204
Q2 2025 Reduced 0.58%
$63.8B
$229 Million 0.19% of portfolio
2,272
Q2 2025 Added 12.59%
$20.5B
$236 Million 0.19% of portfolio
6,570
Q1 2025 Reduced 12.13%
$76.5B
$216 Million 0.18% of portfolio
142
Q2 2025 New
$102B
$217 Million 0.18% of portfolio
497
Q2 2025 New
$187B
$202 Million 0.17% of portfolio
497
Q2 2025 Reduced 3.87%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $122 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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