Cliftonlarsonallen Wealth Advisors Q2 2026 Portfolio Changes
This report details observable purchases and sales by Cliftonlarsonallen Wealth Advisors in their portfolio during the second quarter of 2026.
As part of its investment strategy, Cliftonlarsonallen Wealth Advisors, Llc monitored and adjusted its portfolio holdings throughout the second quarter ending June 30th, 2026.
Purchases This Quarter
The firm engaged in several notable purchases during Q2. A significant increase was observed in shares of PROSHARES TR (NOBL), with a 96.47% jump in holdings, indicating either a strong new investment or substantial strengthening of an existing position.
Other noteworthy additions included VANGUARD SCOTTSDALE FDS (VGIT), which saw its share count rise by 6.65%. Similarly, there were increases in positions for SPDR SERIES TRUST (SPIB) (+4.91%), strengthening of the existing position in SPDR SERIES TRUST (SPSM), and increases for VANGUARD MUN BD FDS (VTEB) (+1.23%) and ISHARES TR (IWF).
The firm also bolstered its position in the broadly diversified VANGUARD TAX-MANAGED FDS (VEA) (+1.7%) and made incremental increases across other holdings, reflecting ongoing adjustments to various parts of the portfolio.
Sales This Quarter
In contrast, Cliftonlarsonallen Wealth Advisors also recorded several sales during Q2 2026. The position in SCHWAB STRATEGIC TR (SCHM) was significantly reduced, with a -26.18% change in shares.
Other exits or reductions were noted for ISHARES STRATEGIC TR (IBTG), which decreased by 10.5%, and ISHARES STRATEGIC TR (IQLT) (-21.42%). The position in ISHARES STRATEGIC TR (MUB) was also reduced by -18.44%, while a decrease of 11.17% occurred for SCHWAB STRATEGIC TR (SCHA).
The firm divested its position in ISHARES STRATEGIC TR (PFF) entirely, as the change percentage was 5.51% but it's noted separately under sales/sells.
Overall Portfolio Activity
The portfolio contained a total of 242 holdings during this period, with its largest allocation remaining in VOO (VANGUARD INDEX FDS), holding approximately 21.25%.
The top five holdings by weight accounted for a combined total of about 48.38% of the portfolio, suggesting concentration in these large funds despite numerous changes elsewhere.
Strategic Insights
The substantial increase in PROSHARES TR (NOBL), a leveraged product, warrants attention. This could indicate a strategic tilt towards specific sectors or volatility within the market.
Conversely, the significant reduction in SCHWAB STRATEGIC TR (SCHM), which is part of the SCHWAB STRATEGIC TR family, suggests a departure from that particular investment approach or fund.
The overall pattern shows active management and rebalancing throughout Q2 2026. The firm simultaneously strengthened positions in some funds while reducing others significantly, indicating ongoing adjustments to capture performance or manage risk according to its objectives.