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 $200 Billions or more
