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Sarah Ludden

Clifford Group, Llc

Assets Managed
$129.835M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
0.27%(2Q avg: 0.57%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clifford Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Clifford Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.835M in assets, with a quarterly growth rate of 0.27% and a 2-quarter average growth rate of 0.57%. The portfolio is managed by Sarah Ludden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.71%
30.94%
$40.163M
67,213 shares@ $597.55 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 4.49%
8.26%
$10.716M
29,165 shares@ $367.45 avg price
LSGR
Natixis Loomis Focused Grwth
Recent Activity
New Position
5.16%
$6.688M
169,796 shares@ $39.39 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 1.14%
4.93%
$6.388M
85,924 shares@ $74.36 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -56.06%
3.74%
$4.852M
23,579 shares@ $205.8 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 3.08%
3.55%
$4.606M
6,601 shares@ $697.72 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 11.58%
2.7%
$3.504M
20,089 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 10.93%
2.37%
$3.065M
14,717 shares@ $208.27 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -5.21%
2.33%
$3.015M
28,405 shares@ $106.15 avg price
AAPL
Apple Inc
Recent Activity
Increased 14.31%
2.14%
$2.767M
10,904 shares@ $253.79 avg price

1-10 of 80