13F Filings History of Clifford Group, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$129,485,991
Signature - Title
Sarah E. Ludden - Chief Compliance Officer
Location
Wayland, MA
Summary
This page shows a list of all the recent 13F filings made by Clifford Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clifford Group, LLC reported 76 stock holdings with total value $129,485,991 as of Q4 2025. Top holdings included VOO, MGK, VXF, EFV, and VGT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 76 $129,485,991 +$2,076,824 -$3,363,257 -$1,286,433 VOO, MGK, VXF, EFV, VGT 13F-HR 13 Feb 2026, 15:04
Q3 2025 81 $128,392,400 +$3,103,959 -$5,453,247 -$2,349,288 VOO, VXF, MGK, EFV, VGT 13F-HR 14 Nov 2025, 17:14
Q2 2025 83 $121,724,886 +$5,295,652 -$1,794,789 +$3,500,863 VOO, MGK, VXF, EFV, MUB 13F-HR 14 Aug 2025, 15:59
Q1 2025 76 $107,046,750 +$7,782,315 -$27,152,070 -$19,369,755 VOO, VXF, MGK, EFV, MUB 13F-HR 15 May 2025, 15:49
Q4 2024 75 $131,192,153 +$17,948,239 -$3,798,906 +$14,149,333 VOO, SCHD, VXF, MGK, EFV 13F-HR 12 Feb 2025, 12:25
Q3 2024 74 $128,593,859 +$3,433,065 -$5,165,493 -$1,732,428 VOO, SCHD, VXF, MGK, EFV 13F-HR 12 Nov 2024, 16:37
Q2 2024 73 $123,864,197 +$8,834,348 -$5,767,513 +$3,066,835 VOO, SCHD, MGK, VXF, VGT 13F-HR 12 Aug 2024, 17:08
Q1 2024 71 $121,116,704 +$8,342,308 -$2,986,242 +$5,356,066 VOO, SCHD, VXF, EFV, MUB 13F-HR 15 May 2024, 10:51
Q4 2023 74 $107,899,148 +$13,075,507 -$6,192,866 +$6,882,641 VOO, SCHD, VXF, EFV, MUB 13F-HR 14 Feb 2024, 12:57
Q3 2023 70 $92,202,037 +$5,735,624 -$3,576,599 +$2,159,025 VOO, SCHD, EFV, MUB, EELV 13F-HR 14 Nov 2023, 16:03
Q2 2023 71 $93,108,940 +$8,698,212 -$1,869,333 +$6,828,879 VOO, SCHD, EFV, MUB, EELV 13F-HR 14 Aug 2023, 15:37
Q1 2023 66 $82,468,343 +$17,306,177 -$17,828,706 -$522,529 VOO, SCHD, EFV, MUB, EELV 13F-HR 15 May 2023, 14:53
Q4 2022 74 $80,077,344 $0 $0 $0 VOO, ESGU, EFV, SCHD, MUB 13F-HR 13 Feb 2023, 12:40