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CliftonLarsonAllen Wealth Advisors

Latest statistics and disclosures from Cliftonlarsonallen Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPHQ, VEA, SPAB, VTEB, and represent 47.67% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$48M), SPHQ (+$37M), SPAB (+$27M), SPIB (+$17M), VEA (+$15M), VTEB (+$12M), VGIT (+$12M), VIGI (+$9.6M), SPSM (+$9.3M), JIRE (+$5.8M).
Started 19 new stock positions in MPC, PDBC, IBIT, BITF, F, XLU, WMB, KHC, NYF, MO. SHYG, DFAT, C, BP, ARCC, BTI, AKRE, MOAT, RDVY.
Reduced shares in these 10 stocks: QUAL (-$7.6M), IVW (-$6.3M), IEFA (-$5.9M), IVE (-$5.7M), VTI, IWY, SCHB, , IGEB, IEMG.
Sold out of its positions in AGI, BTT, IBMN, IBTP, PML, PTY, XLF, SERA, VCSH, WM. WPM.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $179M.
Cliftonlarsonallen Wealth Advisors has $6.6B in assets under management (AUM), dropping by 4.41%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 209 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	19.9	$1.3B	+3%	2.1M	627.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	10.1	$669M	+5%	8.9M	75.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.5	$497M	+2%	8.0M	62.47	View chart
Spdr Series Trust State Street Spd (SPAB)	5.9	$392M	+7%	15M	25.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$282M	+4%	5.6M	50.29	View chart
Spdr Series Trust State Street Spd (SPIB)	3.3	$220M	+8%	6.5M	33.81	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.8	$186M	+5%	2.0M	91.45	View chart
Spdr Series Trust State Street Spd (SPSM)	2.5	$163M	+6%	3.5M	46.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.3	$154M	+3%	2.9M	53.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.3	$152M	+8%	2.5M	59.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.1	$137M		1.3M	104.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$111M	-5%	900k	123.26	View chart
Spdr Series Trust State Street Spd (SPYG)	1.6	$105M		984k	106.70	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$101M	+4%	1.1M	95.22	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.5	$100M	+4%	4.3M	23.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$100M	-5%	1.1M	89.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$96M	-5%	453k	212.07	View chart
Spdr Series Trust State Street Spd (SHM)	1.2	$82M	+4%	1.7M	47.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$71M	-2%	1.8M	39.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$63M	-10%	317k	198.62	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$62M	-3%	582k	107.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$62M	-4%	2.4M	26.23	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.9	$59M	+4%	2.4M	24.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.9	$59M	-4%	1.9M	30.96	View chart
Spdr Series Trust State Street Spd (HYMB)	0.9	$57M	+4%	2.3M	24.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$55M	-6%	164k	335.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$51M		1.6M	32.62	View chart
Apple (AAPL)	0.7	$48M	+5%	177k	271.86	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.7	$47M	+13%	629k	74.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$46M	-4%	67k	684.94	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$45M	-6%	161k	276.94	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$41M	-5%	610k	67.22	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$41M	-3%	1.2M	32.73	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.6	$39M	-4%	1.1M	35.92	View chart
EOG Resources (EOG)	0.5	$33M	-2%	316k	105.01	View chart
Microsoft Corporation (MSFT)	0.5	$31M	+6%	64k	483.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$27M	-7%	595k	45.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$25M	-3%	353k	71.42	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.4	$24M	+3%	1.1M	22.88	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$24M	+19%	462k	50.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$22M	+8%	443k	50.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$22M	-6%	936k	23.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$22M	-7%	763k	28.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$21M	-3%	698k	29.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$20M		163k	120.18	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$19M	-12%	415k	45.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$18M		251k	73.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$18M		26k	681.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$17M	-6%	204k	84.64	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$16M	+11%	691k	22.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$16M		643k	24.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$14M	-12%	118k	119.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$14M	+21%	30k	473.31	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$14M	-9%	228k	60.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$14M	-6%	92k	148.69	View chart
Rockwell Automation (ROK)	0.2	$13M		34k	389.07	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$13M	-2%	278k	45.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$13M	-3%	125k	99.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$12M	+7%	59k	210.34	View chart
NVIDIA Corporation (NVDA)	0.2	$12M	-5%	65k	186.50	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$10M	+2%	83k	121.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$9.9M	-9%	123k	80.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$9.9M	+22%	32k	313.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$9.6M	-18%	100k	96.16	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$9.5M	+12%	166k	57.46	View chart
Amazon (AMZN)	0.1	$9.4M	+6%	41k	230.82	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$9.2M	+4%	527k	17.53	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$9.2M		66k	139.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$9.0M	+8%	188k	47.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$8.6M		194k	44.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$8.0M	-4%	75k	106.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.2M		109k	66.00	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$6.9M	+11%	310k	22.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$6.8M	+3%	28k	246.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$6.8M		14k	487.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$6.5M		30k	219.78	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$6.4M	+8%	264k	24.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.2M		44k	141.06	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$6.0M	+2%	236k	25.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$6.0M	+15%	19k	322.21	View chart
Constellation Energy (CEG)	0.1	$5.8M		17k	353.27	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$5.7M	-4%	214k	26.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.7M	-7%	246k	23.02	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$5.6M	+3%	107k	51.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$5.4M	+39%	45k	120.34	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$5.3M	+19%	104k	51.12	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$5.3M	+7%	209k	25.39	View chart
Abbvie (ABBV)	0.1	$5.0M	-12%	22k	228.49	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$5.0M	+6%	196k	25.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.0M	-5%	152k	32.75	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$5.0M	+4%	52k	95.09	View chart
Procter & Gamble Company (PG)	0.1	$4.7M	+11%	33k	143.31	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$4.7M	-2%	210k	22.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.4M	-4%	23k	190.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.3M	-6%	14k	313.80	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$3.9M	+15%	154k	25.43	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$3.9M	+8%	177k	21.95	View chart
Wal-Mart Stores (WMT)	0.1	$3.8M	+42%	34k	111.41	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$3.7M	+5%	154k	24.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$3.7M	-5%	153k	24.37	View chart
Merck & Co (MRK)	0.1	$3.7M	+3%	35k	105.26	View chart
Devon Energy Corporation (DVN)	0.1	$3.6M		99k	36.63	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$3.4M	+6%	135k	25.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.4M		128k	26.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.4M		25k	132.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$3.3M		10k	314.80	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$3.0M		101k	30.07	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$3.0M	-5%	36k	83.61	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$3.0M	+35%	63k	47.56	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$2.9M	+10%	148k	19.84	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$2.8M		31k	92.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.8M		29k	96.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.8M	-5%	40k	69.42	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.7M	+16%	15k	183.40	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$2.7M	+3%	104k	26.06	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$2.7M		52k	51.60	View chart
Nextera Energy (NEE)	0.0	$2.7M	+11%	33k	80.28	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$2.5M		20k	129.79	View chart
Johnson & Johnson (JNJ)	0.0	$2.5M	+11%	12k	206.95	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$2.5M		106k	23.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.4M		17k	141.14	View chart
Exelon Corporation (EXC)	0.0	$2.3M	+8%	53k	43.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$2.3M	-4%	49k	45.89	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$2.3M		12k	193.43	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$2.2M	+2%	44k	50.50	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$2.2M	+8%	47k	47.94	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$2.2M		50k	44.05	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$2.2M	-3%	25k	89.56	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$2.2M	NEW	21k	103.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.2M	+11%	40k	54.71	View chart
Chevron Corporation (CVX)	0.0	$2.2M	+17%	14k	152.41	View chart
Bank of America Corporation (BAC)	0.0	$2.2M	+24%	39k	55.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.2M		10k	211.79	View chart
Coca-Cola Company (KO)	0.0	$2.1M	+56%	30k	69.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.0M		17k	121.61	View chart
AFLAC Incorporated (AFL)	0.0	$2.0M		18k	110.27	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$2.0M	-12%	22k	90.40	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.8M	NEW	11k	162.63	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$1.8M		82k	22.07	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.8M	NEW	27k	65.51	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$1.6M		18k	90.67	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.6M		35k	46.67	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.6M	+4%	35k	45.98	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.5M		20k	77.61	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$1.5M	+23%	67k	22.91	View chart
Abbott Laboratories (ABT)	0.0	$1.5M	-4%	12k	125.29	View chart
Cisco Systems (CSCO)	0.0	$1.5M	+64%	19k	77.03	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.5M	+19%	15k	96.28	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$1.3M	+2%	23k	58.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.3M		17k	74.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.3M		15k	81.17	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.2M	-16%	103k	12.02	View chart
Walt Disney Company (DIS)	0.0	$1.2M	-5%	11k	113.77	View chart
Citigroup Com New (C)	0.0	$1.2M	NEW	10k	116.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.2M	-4%	16k	74.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.1M	-7%	15k	75.44	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$1.1M	-5%	52k	21.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.1M		15k	71.41	View chart
At&t (T)	0.0	$1.1M	+114%	43k	24.84	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$1.1M	-11%	42k	25.53	View chart
Enbridge (ENB)	0.0	$1.1M	+15%	22k	47.83	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.0M		11k	96.27	View chart
Intel Corporation (INTC)	0.0	$1.0M	+128%	28k	36.90	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$996k		38k	26.14	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$973k		15k	65.01	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$954k	-10%	50k	19.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$951k	-3%	20k	46.59	View chart
Williams Companies (WMB)	0.0	$884k	NEW	15k	60.11	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.0	$841k	+10%	32k	25.95	View chart
Altria (MO)	0.0	$816k	NEW	14k	57.66	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$802k		11k	70.98	View chart
Verizon Communications (VZ)	0.0	$800k	+54%	20k	40.73	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$751k	NEW	18k	42.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$743k	NEW	11k	69.47	View chart
Bristol Myers Squibb (BMY)	0.0	$724k	+3%	13k	53.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$714k	NEW	14k	49.65	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$700k		29k	24.37	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$695k	-5%	15k	47.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$674k	NEW	11k	59.54	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$662k	-19%	14k	48.68	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$636k	NEW	15k	42.87	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$630k	-44%	11k	58.73	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$618k	NEW	11k	56.62	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$607k	+10%	11k	53.83	View chart
Bitfarms (BITF)	0.0	$588k	NEW	250k	2.35	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$552k	NEW	10k	53.51	View chart
Pfizer (PFE)	0.0	$536k	+56%	22k	24.90	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$518k	-14%	45k	11.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$515k		31k	16.49	View chart
PG&E Corporation (PCG)	0.0	$504k		31k	16.07	View chart
Kraft Heinz (KHC)	0.0	$503k	NEW	21k	24.25	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$498k	-5%	20k	24.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$488k	-14%	11k	45.21	View chart
Comcast Corp Cl A (CMCSA)	0.0	$485k		16k	29.89	View chart
Enterprise Products Partners (EPD)	0.0	$451k		14k	32.06	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$444k	-3%	10k	44.37	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$431k		17k	25.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$418k		10k	41.36	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$407k		15k	26.37	View chart
BP Sponsored Adr (BP)	0.0	$400k	NEW	12k	34.73	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$392k	-34%	38k	10.19	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$334k		13k	26.12	View chart
V.F. Corporation (VFC)	0.0	$290k		16k	18.08	View chart
Ford Motor Company (F)	0.0	$284k	NEW	22k	13.12	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$265k		23k	11.42	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$236k		12k	20.52	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$236k		10k	23.08	View chart
Ares Capital Corporation (ARCC)	0.0	$222k	NEW	11k	20.23	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$213k	NEW	16k	13.25	View chart

Past Filings by Cliftonlarsonallen Wealth Advisors

SEC 13F filings are viewable for Cliftonlarsonallen Wealth Advisors going back to 2013

Cliftonlarsonallen Wealth Advisors 2025 Q4 filed Jan. 22, 2026
Cliftonlarsonallen Wealth Advisors 2025 Q3 filed Oct. 14, 2025
Cliftonlarsonallen Wealth Advisors 2025 Q2 filed July 21, 2025
Cliftonlarsonallen Wealth Advisors 2025 Q1 filed April 17, 2025
Cliftonlarsonallen Wealth Advisors 2024 Q4 filed Jan. 14, 2025
Cliftonlarsonallen Wealth Advisors 2024 Q3 filed Oct. 15, 2024
Cliftonlarsonallen Wealth Advisors 2024 Q2 filed July 12, 2024
Cliftonlarsonallen Wealth Advisors 2024 Q1 filed May 2, 2024
Cliftonlarsonallen Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Cliftonlarsonallen Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Cliftonlarsonallen Wealth Advisors 2023 Q2 filed July 14, 2023
Cliftonlarsonallen Wealth Advisors 2023 Q1 filed April 13, 2023
Cliftonlarsonallen Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Cliftonlarsonallen Wealth Advisors 2022 Q3 filed Oct. 12, 2022
Cliftonlarsonallen Wealth Advisors 2022 Q2 filed July 8, 2022
Cliftonlarsonallen Wealth Advisors 2022 Q1 filed April 27, 2022

View all past filings

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