Cliftonlarsonallen Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Cliftonlarsonallen Wealth Advisors, Llc disclosed 242 stock positions valued at approximately $7.61B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- June 30, 2026
- No. of Stocks
- 242
- Portfolio Value
- $7.61B
Holdings by Sector
Cliftonlarsonallen Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 21.25% | 2,353,485 | +56,271 | +2.45% | $1,616,396,810 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.35% | 11,054,365 | +184,793 | +1.70% | $787,623,509 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 8.72% | 7,364,726 | +13,842 | +0.19% | $663,561,786 |
| VANGUARD MUN BD FDS | VTEB | Other | 4.25% | 6,394,230 | +77,516 | +1.23% | $323,420,130 |
| SPDR SERIES TRUST | SPSM | Other | 3.81% | 5,022,048 | +111,131 | +2.26% | $289,621,490 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.31% | 4,224,614 | +99,434 | +2.41% | $252,167,238 |
| SPDR SERIES TRUST | SPAB | Other | 3.28% | 9,787,519 | +457,858 | +4.91% | $249,777,474 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.25% | 4,196,999 | +261,836 | +6.65% | $247,539,026 |
| ISHARES TR | MBB | Other | 2.43% | 1,957,539 | +45,425 | +2.38% | $185,026,604 |
| PROSHARES TR | NOBL | Other | 1.98% | 2,687,604 | +1,319,687 | +96.47% | $150,935,868 |
| SPDR SERIES TRUST | SPIB | Other | 1.96% | 4,450,915 | +173,886 | +4.07% | $148,927,611 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 1.73% | 5,218,892 | -12,274 | -0.23% | $131,359,524 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.52% | 2,207,918 | +84,232 | +3.97% | $115,562,436 |
| SPDR SERIES TRUST | SPYG | Other | 1.43% | 911,956 | -62,741 | -6.44% | $108,513,631 |
| ISHARES TR | IVW | Other | 1.38% | 762,341 | -82,957 | -9.81% | $104,844,809 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 1.33% | 4,286,823 | -77,806 | -1.78% | $100,826,072 |
| ISHARES TR | IEFA | Other | 1.26% | 993,547 | -94,696 | -8.70% | $95,956,774 |
| ISHARES TR | IVE | Other | 1.10% | 369,816 | -48,297 | -11.55% | $83,970,333 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.98% | 1,679,450 | -39,392 | -2.29% | $74,500,408 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.96% | 2,527,684 | -40,437 | -1.57% | $73,201,730 |
| VANGUARD INDEX FDS | VTI | Other | 0.93% | 190,730 | +15,943 | +9.12% | $70,577,849 |
| ISHARES TR | PFF | Other | 0.82% | 2,053,250 | +107,296 | +5.51% | $62,603,600 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.81% | 745,277 | +31,311 | +4.39% | $61,477,924 |
| ISHARES TR | QUAL | Other | 0.73% | 253,901 | -14,281 | -5.33% | $55,713,522 |
| APPLE INC | AAPL | Technology | 0.67% | 175,697 | +5,893 | +3.47% | $50,839,788 |
| VANECK ETF TRUST | ITM | Other | 0.65% | 1,055,190 | +1,680 | +0.16% | $49,583,356 |
| ISHARES TR | IGLB | Other | 0.63% | 959,773 | +35,428 | +3.83% | $48,027,044 |
| ISHARES TR | MUB | Other | 0.62% | 436,441 | -98,677 | -18.44% | $46,969,784 |
| SPDR SERIES TRUST | HYMB | Other | 0.56% | 1,678,899 | +4,974 | +0.30% | $42,711,196 |
| ISHARES INC | IEMG | Other | 0.55% | 504,998 | -79,265 | -13.57% | $41,834,035 |
Showing 30 of 242 holdings in the latest reporting period.