Clifford Group, LLC

Q3 2025 13F-HR Holdings

Location
Wayland, MA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
81
Total value ($000)
$128,392
Net value change ($000)
+6,667 (5.5%)
New positions
2
Sold out positions
4
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 3,711 10.5%
VXF 1,156 11.5%
MGK 907 8.9%
GOOGL 589 38.3%
NVDA 526 16.7%
AAPL 440 21.7%
VGT 375 8.6%
GLDM 344 NEW
EFV 327 6.0%
IWF 219 8.8%
Top Reduces (Value $000, Stocks/ETFs)
VMBS -1,835 -100.0%
MUB -1,311 -29.1%
GLD -246 -100.0%
PINS -236 -100.0%
TDG -216 -100.0%
KVYO -114 -23.9%
CRM -109 -33.4%
PAYX -109 -20.0%
MSFT -98 -3.3%
PG -76 -12.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type