Clifford Group, LLC holds a focused book of 80 stocks worth $129.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Natixis Loomis Focused GRWTH and trimmed Vanguard Extended Market ETF. Their largest long position is Vanguard S&P 500 ETF at 31% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965522/holdings"
Use Arkolith to show Clifford Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clifford Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $471.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $183.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $182.6B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $156.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $112.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $103.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $97.3B |
| LPL Financial LLC | 80 / 80 | $89.2B |
Ranked by how many of Clifford Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $40.2M | 67.2K | 30.9% | ▲+3.7% Added · +2K sh | |
| 2 | Vanguard World FD MEGA GRWTH IND | $10.7M | 29.2K | 8.3% | ▲+4.5% Added · +1K sh | |
| 3 | Natixis ETF Trust II NATIXIS LOOMIS | $6.7M | 169.8K | 5.2% | ▲New New position | |
| 4 | Ishares TR EAFE VALUE ETF | $6.4M | 85.9K | 4.9% | ▲+1.1% Added · +967 sh | |
| 5 | Vanguard Index FDS EXTEND MKT ETF | $4.9M | 23.6K | 3.7% | ▼−56% Reduced · −30K sh | |
| 6 | Vanguard World FD INF TECH ETF | $4.6M | 6.6K | 3.5% | ▲+3.1% Added · +197 sh | |
| 7 | Nvidia Corporation COM | $3.5M | 20.1K | 2.7% | ▲+12% Added · +2K sh | |
| 8 | Amazon Com Inc COM | $3.1M | 14.7K | 2.4% | ▲+11% Added · +1K sh | |
| 9 | Ishares TR NATIONAL MUN ETF | $3.0M | 28.4K | 2.3% | ▼−5.2% Reduced · −2K sh | |
| 10 | Apple Inc COM | $2.8M | 10.9K | 2.1% | ▲+14% Added · +1K sh | |
| 11 | Alphabet Inc CAP STK CL A | $2.8M | 9.6K | 2.1% | ▲+16% Added · +1K sh | |
| 12 | Microsoft Corp COM | $2.3M | 6.3K | 1.8% | ▲+14% Added · +769 sh | |
| 13 | Ishares TR RUS 1000 GRW ETF | $2.3M | 5.4K | 1.8% | ▼−2.3% Reduced · −125 sh | |
| 14 | SPDR Series Trust STATE STREET SPD | $2.2M | 46.6K | 1.7% | ▲+1.7% Added · +784 sh | |
| 15 | Ishares TR RUS 1000 VAL ETF | $1.7M | 7.9K | 1.3% | ▼−0.9% Reduced · −74 sh | |
| 16 | JPMorgan Chase & Co COM | $1.6M | 5.4K | 1.2% | ▲+0.9% Added · +46 sh | |
| 17 | Meta Platforms Inc CL A | $1.5M | 2.6K | 1.1% | ▲+9.7% Added · +230 sh | |
| 18 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.5M | 4.3K | 1.1% | ▲+2.4% Added · +101 sh | |
| 19 | Broadcom Inc COM | $1.3M | 4.1K | 1.0% | ▲+75% Added · +2K sh | |
| 20 | Ishares TR US TREAS BD ETF | $978K | 42.7K | 0.8% | ▲+2.9% Added · +1K sh | |
| 21 | Morgan Stanley COM NEW | $920K | 5.6K | 0.7% | ▲+5.7% Added · +300 sh | |
| 22 | Alphabet Inc CAP STK CL C | $872K | 3.0K | 0.7% | ▲+16% Added · +411 sh | |
| 23 | Walmart Inc COM | $825K | 6.6K | 0.6% | ▲+11% Added · +650 sh | |
| 24 | Automatic Data Processing In COM | $823K | 4.1K | 0.6% | ▲+0.6% Added · +24 sh | |
| 25 | Vanguard Index FDS REAL ESTATE ETF | $811K | 9.1K | 0.6% | ▲+6.8% Added · +585 sh | |
| 26 | Cencora Inc COM | $738K | 2.3K | 0.6% | ▲+5.3% Added · +118 sh | |
| 27 | Ishares TR US INFRASTRUC | $694K | 12.1K | 0.5% | ▲+3.4% Added · +403 sh | |
| 28 | SPDR Series Trust STATE STREET SPD | $691K | 27.9K | 0.5% | ▲+11% Added · +3K sh | |
| 29 | Cisco Sys Inc COM | $684K | 8.8K | 0.5% | ▲+7.0% Added · +577 sh | |
| 30 | Phillips 66 COM | $678K | 3.7K | 0.5% | ▲+12% Added · +407 sh | |
| 31 | Klaviyo Inc COM SER A | $676K | 34.7K | 0.5% | ▲+166% Added · +22K sh | |
| 32 | NextEra Energy Inc COM | $656K | 7.1K | 0.5% | ▲+8.9% Added · +577 sh | |
| 33 | Te Connectivity PLC ORD SHS | $626K | 3.0K | 0.5% | ▲+6.1% Added · +172 sh | |
| 34 | Home Depot Inc COM | $587K | 1.8K | 0.5% | ▲+20% Added · +302 sh | |
| 35 | Goldman Sachs Group Inc COM | $585K | 691 | 0.5% | —Held | |
| 36 | Union Pac Corp COM | $576K | 2.4K | 0.4% | ▲+5.7% Added · +128 sh | |
| 37 | Visa Inc COM CL A | $569K | 1.9K | 0.4% | ▼−6.5% Reduced · −130 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $562K | 1.2K | 0.4% | ▲+8.6% Added · +93 sh | |
| 39 | Procter & Gamble Co COM | $553K | 3.8K | 0.4% | ▲+15% Added · +488 sh | |
| 40 | Analog Devices Inc COM | $545K | 1.7K | 0.4% | —Held | |
| 41 | Prologis Inc. COM | $512K | 3.9K | 0.4% | ▲+11% Added · +388 sh | |
| 42 | Houlihan Lokey Inc CL A | $499K | 3.5K | 0.4% | ▼−8.6% Reduced · −329 sh | |
| 43 | Costco Wholesale Corporation COM | $481K | 482 | 0.4% | ▼−4.5% Reduced · −23 sh | |
| 44 | Linde PLC SHS | $474K | 956 | 0.4% | ▲+13% Added · +112 sh | |
| 45 | Eli Lilly & Co COM | $452K | 491 | 0.3% | ▲+11% Added · +49 sh | |
| 46 | Pepsico Inc COM | $447K | 2.9K | 0.3% | ▲+18% Added · +432 sh | |
| 47 | Gallagher Arthur J & Co COM | $433K | 2.0K | 0.3% | ▼−7.3% Reduced · −157 sh | |
| 48 | Abbott Laboratories COM | $410K | 4.0K | 0.3% | ▼−3.0% Reduced · −124 sh | |
| 49 | Eaton Corp PLC SHS | $404K | 1.1K | 0.3% | ▼−1.6% Reduced · −18 sh | |
| 50 | Tesla Inc COM | $378K | 1.0K | 0.3% | ▲+34% Added · +257 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.