Cliftonlarsonallen Wealth Advisors, Llc Portfolio Stock Holdings
Cliftonlarsonallen Wealth Advisors, Llc disclosed 222 stock positions valued at approximately $6.8 billion in its latest SEC 13F filing. The largest holdings include VANGUARDINDEXFDS, VANGUARDTAX-MANAGEDFDS, and INVESCOEXCHANGETRADEDFDT. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 222
- Portfolio Value
- $6.8B
Holdings by Sector
Cliftonlarsonallen Wealth Advisors, Llc Portfolio Holdings in Q1 2026
214 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARDINDEXFDS | VOO | Other | 20.10% | 2,297,214 | +200,839 | +9.58% | $1,372,700,187 |
| VANGUARDTAX-MANAGEDFDS | VEA | Other | 10.20% | 10,869,572 | +2,911,826 | +36.59% | $696,522,144 |
| INVESCOEXCHANGETRADEDFDT | SPHQ | Other | 8.09% | 7,350,884 | -1,559,463 | -17.50% | $552,712,994 |
| VANGUARDMUNBDFDS | VTEB | Other | 4.62% | 6,316,714 | +717,204 | +12.81% | $315,140,839 |
| SPDRSERIESTRUST | SPAB | Other | 3.50% | 9,329,661 | -5,881,647 | -38.67% | $239,025,927 |
| SPDRSERIESTRUST | SPSM | Other | 3.48% | 4,910,917 | +1,430,204 | +41.09% | $237,295,517 |
| VANGUARDSCOTTSDALEFDS | VGIT | Other | 3.43% | 3,935,163 | +1,393,666 | +54.84% | $234,338,963 |
| VANGUARDINTLEQUITYINDEXF | VWO | Other | 3.27% | 4,125,180 | +1,253,915 | +43.67% | $222,965,978 |
| ISHARESTR | MBB | Other | 2.66% | 1,912,114 | +847,510 | +79.61% | $181,555,205 |
| PROSHARESTR | NOBL | Other | 2.12% | 1,367,917 | +51,064 | +3.88% | $145,012,919 |
| SPDRSERIESTRUST | SPIB | Other | 2.10% | 4,277,029 | -2,236,623 | -34.34% | $143,451,554 |
| FRANKLINTEMPLETONETFTR | FLMI | Other | 1.90% | 5,231,166 | +2,865,141 | +121.10% | $129,680,612 |
| BLACKROCKETFTRUSTII | BINC | Other | 1.62% | 2,123,686 | +2,123,686 | +100.00% | $110,283,014 |
| INVESCOEXCHTRADEDFDTRII | PZA | Other | 1.47% | 4,364,629 | +43,003 | +1.00% | $100,299,180 |
| ISHARESTR | IEFA | Other | 1.44% | 1,088,243 | -28,031 | -2.51% | $98,518,643 |
| ISHARESTR | IVW | Other | 1.40% | 845,298 | -54,845 | -6.09% | $95,611,624 |
| SPDRSERIESTRUST | SPYG | Other | 1.40% | 974,697 | -9,009 | -0.92% | $95,432,583 |
| ISHARESTR | IVE | Other | 1.29% | 418,113 | -34,565 | -7.64% | $88,284,553 |
| DIMENSIONALETFTRUST | DFAC | Other | 0.98% | 1,718,842 | -80,763 | -4.49% | $66,794,199 |
| SCHWABSTRATEGICTR | SCHB | Other | 0.94% | 2,568,121 | +205,766 | +8.71% | $64,459,838 |
| ISHARESTR | PFF | Other | 0.86% | 1,945,954 | +51,680 | +2.73% | $59,001,319 |
| ISHARESTR | MUB | Other | 0.83% | 535,118 | -46,890 | -8.06% | $56,802,779 |
| VANGUARDINDEXFDS | VTI | Other | 0.82% | 174,787 | +11,065 | +6.76% | $56,073,359 |
| JPMORGANEXCHANGETRADEDF | JIRE | Other | 0.79% | 713,966 | +84,890 | +13.49% | $54,075,807 |
| ISHARESTR | QUAL | Other | 0.75% | 268,182 | -48,297 | -15.26% | $51,439,990 |
| VANECKETFTRUST | ITM | Other | 0.72% | 1,053,510 | +1,038,766 | +7045.35% | $48,914,470 |
| ISHARESTR | IGLB | Other | 0.67% | 924,345 | +924,345 | +100.00% | $45,875,243 |
| APPLEINC | AAPL | Technology | 0.63% | 169,804 | -7,626 | -4.30% | $43,094,580 |
| SPDRSERIESTRUST | HYMB | Other | 0.61% | 1,673,925 | -627,585 | -27.27% | $41,513,329 |
| ISHARESINC | IEMG | Other | 0.60% | 584,263 | -26,057 | -4.27% | $40,752,345 |
| DIMENSIONALETFTRUST | DFAX | Other | 0.59% | 1,184,794 | -56,932 | -4.58% | $40,247,457 |
| ISHARESTR | IVV | Other | 0.58% | 60,105 | -7,263 | -10.78% | $39,261,472 |
| ISHARESTR | IWY | Other | 0.55% | 150,522 | -10,531 | -6.54% | $37,455,895 |
| SCHWABSTRATEGICTR | SCHG | Other | 0.54% | 1,261,695 | -303,485 | -19.39% | $36,753,180 |
| SPDRSERIESTRUST | SHM | Other | 0.52% | 744,272 | -971,811 | -56.63% | $35,598,550 |
| SPDRINDEXSHSFDS | CWI | Other | 0.47% | 879,999 | -193,904 | -18.06% | $32,199,170 |
| SCHWABSTRATEGICTR | SCHA | Other | 0.41% | 966,196 | +203,286 | +26.65% | $28,096,974 |
| MICROSOFTCORP | MSFT | Technology | 0.40% | 74,048 | +10,071 | +15.74% | $27,410,495 |
| ISHARESTR | IBTG | Other | 0.38% | 1,140,456 | +81,236 | +7.67% | $26,133,555 |
| JPMORGANEXCHANGETRADEDF | JMST | Other | 0.38% | 511,534 | +49,144 | +10.63% | $26,078,015 |
| INVESCOEXCHTRADEDFDTRII | SPLV | Other | 0.38% | 351,128 | -1,385 | -0.39% | $25,681,481 |
| ISHARESTR | IQLT | Other | 0.33% | 490,423 | -104,642 | -17.58% | $22,672,256 |
| ISHARESTR | IJR | Other | 0.32% | 178,068 | +15,389 | +9.46% | $22,135,664 |
| VANGUARDINTLEQUITYINDEXF | VEU | Other | 0.32% | 291,331 | +40,725 | +16.25% | $21,878,959 |
| ISHARESTR | IBTH | Other | 0.31% | 941,755 | +250,932 | +36.32% | $21,123,565 |
| SCHWABSTRATEGICTR | SCHZ | Other | 0.31% | 905,026 | -30,888 | -3.30% | $21,014,694 |
| SCHWABSTRATEGICTR | SCHV | Other | 0.30% | 681,403 | -16,250 | -2.33% | $20,782,807 |
| JPMORGANEXCHANGETRADEDF | JPST | Other | 0.27% | 362,063 | -80,858 | -18.26% | $18,324,005 |
| STATESTRSPDRS&P500ETFT | SPY | Other | 0.24% | 25,086 | -1,297 | -4.92% | $16,314,452 |
| SCHWABSTRATEGICTR | SCHF | Other | 0.24% | 657,658 | +14,849 | +2.31% | $16,277,038 |
| ISHARESTR | IXUS | Other | 0.23% | 181,603 | -22,577 | -11.06% | $15,734,117 |
| ISHARESTR | IGEB | Other | 0.22% | 327,825 | -86,914 | -20.96% | $14,771,795 |
| SPDRSERIESTRUST | TFI | Other | 0.18% | 267,577 | -10,682 | -3.84% | $12,131,935 |
| ISHARESTR | ITOT | Other | 0.18% | 84,641 | -6,868 | -7.51% | $12,055,368 |
| NVIDIACORPORATION | NVDA | Technology | 0.18% | 69,072 | +3,769 | +5.77% | $12,046,138 |
| ROCKWELLAUTOMATIONINC | ROK | Industrials | 0.18% | 33,501 | - | - | $12,022,839 |
| ISHARESTR | IWD | Other | 0.17% | 52,828 | -6,240 | -10.56% | $11,287,838 |
| ISHARESTR | IWF | Other | 0.16% | 26,205 | -3,464 | -11.68% | $11,173,725 |
| SPDRINDEXSHSFDS | SPDW | Other | 0.16% | 242,675 | +48,706 | +25.11% | $11,078,114 |
| ISHARESTR | IEI | Other | 0.16% | 92,800 | -25,310 | -21.43% | $11,006,080 |
| ISHARESTR | CMF | Other | 0.16% | 192,029 | +26,512 | +16.02% | $10,918,769 |
| BLACKROCKETFTRUST | DYNF | Other | 0.16% | 184,327 | -43,349 | -19.04% | $10,724,145 |
| ISHARESTR | AGG | Other | 0.15% | 104,972 | -20,188 | -16.13% | $10,420,577 |
| SPDRSERIESTRUST | SDY | Other | 0.14% | 65,729 | -362 | -0.55% | $9,592,558 |
| ISHARESTR | SUSL | Other | 0.14% | 82,341 | -777 | -0.93% | $9,354,152 |
| AMAZONCOMINC | AMZN | Consumer Cyclical | 0.13% | 43,655 | +2,913 | +7.15% | $9,092,027 |
| ISHARESTR | EAGG | Other | 0.13% | 190,950 | +3,400 | +1.81% | $9,079,673 |
| WALMARTINC | WMT | Consumer Defensive | 0.13% | 72,932 | +39,239 | +116.46% | $9,063,937 |
| ISHARESTR | IBTI | Other | 0.13% | 387,821 | +77,602 | +25.02% | $8,641,816 |
| VANECKETFTRUST | MLN | Other | 0.12% | 463,266 | -63,940 | -12.13% | $8,079,360 |
| ALPHABETINC | GOOGL | Communication Services | 0.12% | 27,942 | -3,673 | -11.62% | $8,035,073 |
| ISHARESTR | HYG | Other | 0.11% | 97,322 | -25,964 | -21.06% | $7,742,939 |
| EXXONMOBILCORP | XOM | Energy | 0.11% | 44,616 | -649 | -1.43% | $7,569,487 |
| ISHARESTR | IJH | Other | 0.11% | 111,752 | +2,763 | +2.54% | $7,546,613 |
| ISHARESTR | IBDR | Other | 0.11% | 309,783 | +46,059 | +17.46% | $7,509,132 |
| ISHARESTR | IEF | Other | 0.11% | 78,022 | -21,520 | -21.62% | $7,446,420 |
| ISHARESTR | IBMP | Other | 0.10% | 277,875 | +68,618 | +32.79% | $7,069,140 |
| ISHARESTR | IBMQ | Other | 0.10% | 272,183 | +36,442 | +15.46% | $6,948,832 |
| JOHNSON&JOHNSON | JNJ | Healthcare | 0.10% | 27,554 | +15,438 | +127.42% | $6,735,336 |
| AUTOMATICDATAPROCESSINGIN | ADP | Technology | 0.10% | 32,809 | +32,809 | +100.00% | $6,666,133 |
| VANGUARDSPECIALIZEDFUNDS | VIG | Other | 0.10% | 30,375 | +850 | +2.88% | $6,532,448 |
| SCHWABSTRATEGICTR | SCHE | Other | 0.09% | 194,973 | +43,147 | +28.42% | $6,424,369 |
| JPMORGANCHASE&CO | JPM | Financial Services | 0.09% | 20,776 | +2,106 | +11.28% | $6,111,516 |
| VANGUARDINTLEQUITYINDEXF | VT | Other | 0.09% | 44,137 | - | - | $6,105,030 |
| VANGUARDINDEXFDS | VUG | Other | 0.09% | 13,847 | - | - | $6,048,232 |
| SCHWABSTRATEGICTR | SCHO | Other | 0.09% | 245,030 | +91,939 | +60.06% | $5,946,873 |
| ISHARESTR | IBMO | Other | 0.09% | 231,642 | +36,021 | +18.41% | $5,936,985 |
| SCHWABSTRATEGICTR | SCHP | Other | 0.09% | 220,447 | +6,554 | +3.06% | $5,866,098 |
| ISHARESTR | SUB | Other | 0.08% | 52,953 | -21,862 | -29.22% | $5,639,495 |
| ISHARESTR | IBMR | Other | 0.08% | 220,754 | +67,127 | +43.69% | $5,596,114 |
| ISHARESTR | IBTJ | Other | 0.08% | 243,010 | +66,303 | +37.52% | $5,308,059 |
| VANGUARDINDEXFDS | VTV | Other | 0.08% | 26,222 | +3,078 | +13.30% | $5,144,855 |
| DEVONENERGYCORPNEW | DVN | Energy | 0.07% | 99,702 | +471 | +0.47% | $5,017,005 |
| ISHARESTR | ESGD | Other | 0.07% | 52,188 | +93 | +0.18% | $4,990,217 |
| PROCTER&GAMBLECO | PG | Consumer Defensive | 0.07% | 34,432 | +1,324 | +4.00% | $4,973,359 |
| ABBVIEINC | ABBV | Healthcare | 0.07% | 22,450 | +438 | +1.99% | $4,882,665 |
| ISHARESTR | IBDS | Other | 0.07% | 201,097 | +47,209 | +30.68% | $4,874,592 |
| VANGUARDWHITEHALLFDS | VIGI | Other | 0.07% | 55,000 | -1,980,841 | -97.30% | $4,865,300 |
| ISHARESTR | IWM | Other | 0.07% | 19,599 | -8,102 | -29.25% | $4,860,552 |
| CONSTELLATIONENERGYCORP | CEG | Utilities | 0.07% | 16,521 | +31 | +0.19% | $4,613,490 |