Institutional Fund
Clifford Group, LLC
Wayland, MACIK 19655225 filings on record
Portfolio Value
$129.84M
Q1 2026
Holdings
80
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+0.3%
from $129.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds30.9%
- Vanguard World Fd8.3%
- Natixis ETF Trust II5.2%
- Ishares Tr4.9%
- Vanguard Index Fds3.7%
- Vanguard World Fd3.5%
- Other43.5%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 67.2K | $40.16M | 30.9% | +2.4K | Added |
| 2 | Vanguard World Fd | 29.2K | $10.72M | 8.3% | +1.3K | Added |
| 3 | Natixis ETF Trust II | 169.8K | $6.69M | 5.2% | +169.8K | New |
| 4 | Ishares Tr | 85.9K | $6.39M | 4.9% | +967 | Added |
| 5 | Vanguard Index Fds | 23.6K | $4.85M | 3.7% | −30.1K | Reduced |
| 6 | Vanguard World Fd | 6.6K | $4.61M | 3.5% | +197 | Added |
| 7 | Nvidia Corporation | 20.1K | $3.50M | 2.7% | +2.1K | Added |
| 8 | Amazon Com Inc | 14.7K | $3.07M | 2.4% | +1.4K | Added |
| 9 | Ishares Tr | 28.4K | $3.02M | 2.3% | −1.6K | Reduced |
| 10 | Apple Inc | 10.9K | $2.77M | 2.1% | +1.4K | Added |
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