Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 76 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 $30.7B, Vanguard Extended Market ETF with a value of $8.61B, Vanguard Mega Cap Growth ETF with a value of $8.36B, Msci Eafe Value ETF with a value of $5.12B, and Ishares National Muni Bond ETF with a value of $4.49B.

Examining the 13F form we can see an decrease of $24.1B in the current position value, from $131B to 107B.

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.