Clifford Group, LLC ETF holdings
Wayland, MA
Reported $97.5M in 26 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.5M
ETFs held
26
Change from prior quarter
+10.2%
With price moves
ETFs as a share of its 13F
67.4%
of $144.6M
Top 10 of 26 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $42.1M | 61,299 | −5,914 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $11.6M | 132,415 | +103,250 shares |
| LSGR | Natixis Loomis Sayles Focused Growth ETF | $6.4M | 152,854 | −16,942 shares |
| EFV | iShares MSCI EAFE Value ETF | $6.2M | 80,425 | −5,499 shares |
| VGT | Vanguard Information Technology ETF | $5.4M | 45,472 | +38,871 shares |
| VXF | Vanguard Extended Market ETF | $5.4M | 22,006 | −1,573 shares |
| AVUV | Avantis US Small Cap Value ETF | $5.3M | 42,687 | New position |
| MUB | iShares National Muni Bond ETF | $4.3M | 40,360 | +11,955 shares |
| IWF | iShares Russell 1000 Growth ETF | $2.3M | 18,497 | +13,132 shares |
| IWD | iShares Russell 1000 Value ETF | $1.8M | 7,358 | −579 shares |
16 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001965522. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clifford Group, LLC own?
Clifford Group, LLC reported 26 ETF positions worth $97.5M in its Form 13F for June 30, 2026. The largest was VOO, at $42.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.