Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $128 Billion
  • Q3 2025

Clifford Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 81 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 $39B, Vanguard Extended Market ETF with a value of $11.2B, Vanguard Mega Cap Growth ETF with a value of $11.1B, Msci Eafe Value ETF with a value of $5.74B, and Vanguard Information Technolog with a value of $4.72B.

Examining the 13F form we can see an increase of $6.67B in the current position value, from $122B to 128B.

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 $128 Billion
ETFs: $86.8 Billion
Technology: $14.1 Billion
Financial Services: $6.43 Billion
Communication Services: $5.04 Billion
Consumer Cyclical: $4.39 Billion
Industrials: $4.14 Billion
Healthcare: $2.74 Billion
Consumer Defensive: $1.68 Billion
Other: $1.34 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24B
$388 Million 0.3% of portfolio
7,879
Q3 2025 Added 32.55%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $128 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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