Clifford Group, LLC holds a focused book of 86 reported positions worth $144.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Small Cap Value and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 29% of the reported non-option book. Cloning the disclosed picks since 2025 would be +18% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Clifford Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
33% mapped to company sectors
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clifford Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 10 / 80 | $167.8M |
| BlueSpruce Investments, LP | 9 / 80 | $639.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Swiss Re Ltd | 45 / 80 | $1.1B |
| Prospect Hill Management, LLC | 9 / 80 | $237.6M |
| Uhlmann Price Securities, LLC | 34 / 80 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Clifford Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $42.1M | 61.3K | 29.1% | ▼−8.8% Reduced · −6K sh | |
| 2 | Vanguard World FD MEGA GRWTH IND | $11.6M | 132.4K | 8.0% | ▲+354% Added · +103K sh | |
| 3 | Natixis ETF Trust II NATIXIS LOOMIS | $6.4M | 152.9K | 4.5% | ▼−10.0% Reduced · −17K sh | |
| 4 | Ishares TR EAFE VALUE ETF | $6.2M | 80.4K | 4.3% | ▼−6.4% Reduced · −5K sh | |
| 5 | Vanguard World FD INF TECH ETF | $5.4M | 45.5K | 3.8% | ▲+589% Added · +39K sh | |
| 6 | Vanguard Index FDS EXTEND MKT ETF | $5.4M | 22.0K | 3.7% | ▼−6.7% Reduced · −2K sh | |
| 7 | American Centy ETF TR US SML CP VALU | $5.3M | 42.7K | 3.7% | ▲New New position | |
| 8 | Ishares TR NATIONAL MUN ETF | $4.3M | 40.4K | 3.0% | ▲+42% Added · +12K sh | |
| 9 | Nvidia Corporation COM | $4.1M | 20.4K | 2.8% | ▲+1.7% Added · +335 sh | |
| 10 | Alphabet Inc CAP STK CL A | $3.4M | 9.5K | 2.3% | ▼−0.8% Reduced · −77 sh | |
| 11 | Amazon Com Inc COM | $3.4M | 14.2K | 2.3% | ▼−3.6% Reduced · −530 sh | |
| 12 | Apple Inc COM | $3.2M | 11.0K | 2.2% | ▲+0.9% Added · +99 sh | |
| 13 | Ishares TR RUS 1000 GRW ETF | $2.3M | 18.5K | 1.6% | ▲+245% Added · +13K sh | |
| 14 | Microsoft Corp COM | $2.3M | 6.1K | 1.6% | ▼−2.4% Reduced · −148 sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0M | 4.2K | 1.4% | ▼−3.5% Reduced · −151 sh | |
| 16 | Ishares TR RUS 1000 VAL ETF | $1.8M | 7.4K | 1.2% | ▼−7.3% Reduced · −579 sh | |
| 17 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 1.2% | ▲+0.1% Added · +5 sh | |
| 18 | Broadcom Inc COM | $1.7M | 4.5K | 1.2% | ▲+10% Added · +413 sh | |
| 19 | Meta Platforms Inc CL A | $1.5M | 2.6K | 1.0% | ▲+0.7% Added · +19 sh | |
| 20 | Morgan Stanley COM NEW | $1.1M | 5.3K | 0.8% | ▼−6.0% Reduced · −335 sh | |
| 21 | Alphabet Inc CAP STK CL C | $1.1M | 3.1K | 0.7% | ▲+0.4% Added · +12 sh | |
| 22 | Cisco Sys Inc COM | $988K | 8.4K | 0.7% | ▼−4.6% Reduced · −402 sh | |
| 23 | Ishares TR US TREAS BD ETF | $947K | 41.6K | 0.7% | ▼−2.6% Reduced · −1K sh | |
| 24 | Automatic Data Processing In COM | $908K | 4.1K | 0.6% | —Held | |
| 25 | Vanguard Index FDS REAL ESTATE ETF | $796K | 8.3K | 0.6% | ▼−9.7% Reduced · −889 sh | |
| 26 | Walmart Inc COM | $783K | 6.9K | 0.5% | ▲+4.1% Added · +270 sh | |
| 27 | Goldman Sachs Group Inc COM | $699K | 691 | 0.5% | —Held | |
| 28 | Cencora Inc COM | $694K | 2.5K | 0.5% | ▲+4.5% Added · +105 sh | |
| 29 | Ishares TR US INFRASTRUC | $673K | 10.7K | 0.5% | ▼−12% Reduced · −1K sh | |
| 30 | SPDR Series Trust ST NUVE HIGH ETF | $668K | 26.3K | 0.5% | ▼−5.8% Reduced · −2K sh | |
| 31 | Home Depot Inc COM | $657K | 1.9K | 0.5% | ▲+4.3% Added · +76 sh | |
| 32 | Te Connectivity PLC ORD SHS | $657K | 3.3K | 0.5% | ▲+8.6% Added · +259 sh | |
| 33 | Visa Inc COM CL A | $644K | 1.9K | 0.4% | ▼−0.3% Reduced · −5 sh | |
| 34 | Union Pac Corp COM | $613K | 2.3K | 0.4% | ▼−5.0% Reduced · −120 sh | |
| 35 | Eli Lilly & Co COM | $605K | 504 | 0.4% | ▲+2.6% Added · +13 sh | |
| 36 | NextEra Energy Inc COM | $603K | 6.9K | 0.4% | ▼−2.7% Reduced · −190 sh | |
| 37 | Procter & Gamble Co COM | $586K | 4.0K | 0.4% | ▲+4.3% Added · +165 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $583K | 1.2K | 0.4% | ▼−0.6% Reduced · −7 sh | |
| 39 | Phillips 66 COM | $579K | 3.4K | 0.4% | ▼−7.9% Reduced · −295 sh | |
| 40 | Linde PLC SHS | $546K | 1.1K | 0.4% | ▲+10% Added · +97 sh | |
| 41 | Toast Inc CL A | $528K | 19.0K | 0.4% | ▲New New position | |
| 42 | Houlihan Lokey Inc CL A | $513K | 3.8K | 0.4% | ▲+9.9% Added · +345 sh | |
| 43 | Prologis Inc. COM | $502K | 3.7K | 0.3% | ▼−4.4% Reduced · −171 sh | |
| 44 | Eaton Corp PLC SHS | $482K | 1.1K | 0.3% | —Held | |
| 45 | Gallagher Arthur J & Co COM | $481K | 2.1K | 0.3% | ▲+4.8% Added · +97 sh | |
| 46 | Klaviyo Inc COM SER A | $478K | 31.6K | 0.3% | ▼−8.9% Reduced · −3K sh | |
| 47 | Unitedhealth Group Inc COM | $466K | 1.1K | 0.3% | ▲+2.6% Added · +28 sh | |
| 48 | Lam Research Corp COM NEW | $465K | 1.1K | 0.3% | —Held | |
| 49 | Kla Corp COM NEW | $453K | 1.5K | 0.3% | ▲10× Added · +1K sh | |
| 50 | Costco Wholesale Corporation COM | $440K | 470 | 0.3% | ▼−2.5% Reduced · −12 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.