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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, VEA, SPHQ, VTEB, SPSM, and represent 48.38% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NOBL (+$74M), VOO (+$39M), VGIT (+$15M), VEA (+$13M), SPAB (+$12M), IWF (+$11M), NVDA (+$8.7M), TPL (+$7.9M), VUG (+$7.1M), VOOV (+$6.8M).
Started 43 new stock positions in ARCC, VTEC, DMX, DIS, AAL, XLE, CSX, FNDX, PWZ, VGSH.
Reduced shares in these 10 stocks: IVW (-$11M), SCHG (-$11M), IVE (-$11M), MUB (-$11M), IEFA (-$9.1M), SPYG (-$7.5M), IVV (-$6.8M), IEMG (-$6.6M), IWD (-$6.1M), VT (-$6.1M).
Sold out of its positions in AFL, BTI, EPD, IAU, EFV, AOR, IEUR, KHC, VXUS, VT. VBR, VV.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $199M.
Cliftonlarsonallen Wealth Advisors has $7.6B in assets under management (AUM), dropping by 11.41%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 253 positions in its portfolio as reported in the June 2026 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)	21.2	$1.6B	+2%	2.4M	686.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.4	$788M		11M	71.25	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	8.7	$664M		7.4M	90.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$323M		6.4M	50.58	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	3.8	$290M	+2%	5.0M	57.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$252M	+2%	4.2M	59.69	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	3.3	$250M	+4%	9.8M	25.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.3	$248M	+6%	4.2M	58.98	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$185M	+2%	2.0M	94.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.0	$151M	+96%	2.7M	56.16	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.0	$149M	+4%	4.5M	33.46	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.7	$131M		5.2M	25.17	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.5	$116M	+3%	2.2M	52.34	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.4	$109M	-6%	912k	118.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$105M	-9%	762k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.3	$101M		4.3M	23.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$96M	-8%	994k	96.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$84M	-11%	370k	227.06	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.0	$75M	-2%	1.7M	44.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$73M		2.5M	28.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$71M	+9%	191k	370.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$63M	+5%	2.1M	30.49	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.8	$62M	+4%	745k	82.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$56M	-5%	254k	219.43	View chart
Apple (AAPL)	0.7	$51M	+3%	176k	289.36	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$50M		1.1M	46.99	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.6	$48M	+3%	960k	50.04	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$47M	-18%	436k	107.62	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.6	$43M		1.7M	25.44	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$42M	-13%	505k	82.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$41M	-5%	1.1M	36.84	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$39M	-10%	135k	290.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$38M	-15%	51k	748.88	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$36M		749k	47.97	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.5	$35M	-2%	861k	40.67	View chart
Microsoft Corporation (MSFT)	0.4	$32M	+16%	87k	373.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$32M	-26%	931k	33.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$31M	-11%	858k	36.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$29M	+19%	347k	83.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$26M		177k	148.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$25M	-5%	332k	74.90	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$23M	-10%	1.0M	22.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$23M	-2%	662k	34.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$23M	-13%	443k	51.00	View chart
NVIDIA Corporation (NVDA)	0.3	$23M	+62%	112k	200.09	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$22M	+4%	981k	22.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$20M	-3%	872k	23.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$19M	-21%	385k	49.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$19M	+2%	671k	27.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$18M	-2%	24k	746.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$18M		357k	50.57	View chart
Rockwell Automation (ROK)	0.2	$17M		34k	495.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$14M	+338%	115k	124.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$14M	+92%	59k	236.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$14M	-22%	142k	95.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$13M	-7%	78k	164.27	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.2	$13M		272k	45.80	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$12M		246k	50.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$12M	+17%	124k	98.98	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.2	$12M	-21%	256k	45.11	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$12M	+5%	87k	132.76	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$11M	+149%	52k	219.21	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$11M		195k	57.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$11M	+7%	30k	357.37	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$10M	+20%	467k	22.14	View chart
Amazon (AMZN)	0.1	$10M		43k	238.34	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$10M		66k	152.18	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$9.9M	+9%	209k	47.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$9.6M	-23%	141k	68.01	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$9.0M	+9%	509k	17.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$8.6M		112k	77.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$8.5M	-21%	72k	117.45	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$8.3M	+10%	341k	24.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$8.3M	+593%	96k	86.14	View chart
Johnson & Johnson (JNJ)	0.1	$8.2M	+16%	32k	253.97	View chart
Wal-Mart Stores (WMT)	0.1	$8.1M	-2%	71k	113.26	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$7.9M	+11%	310k	25.42	View chart
Texas Pacific Land Corp (TPL)	0.1	$7.9M	NEW	18k	437.64	View chart
JPMorgan Chase & Co. (JPM)	0.1	$7.7M	+13%	24k	327.33	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$7.6M	+9%	298k	25.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$7.2M	+2%	199k	36.26	View chart
Coca-Cola Company (KO)	0.1	$7.2M	+54%	89k	81.27	View chart
Automatic Data Processing (ADP)	0.1	$7.2M	-2%	32k	223.95	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$6.9M	+16%	270k	25.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.9M	+13%	51k	136.72	View chart
Abbvie (ABBV)	0.1	$6.7M	+19%	27k	251.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.7M	-47%	28k	242.43	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$6.4M	+13%	251k	25.39	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$6.3M	+30%	262k	24.22	View chart
Procter & Gamble Company (PG)	0.1	$6.2M	+23%	42k	146.64	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$6.2M	-20%	77k	79.97	View chart
Intel Corporation (INTC)	0.1	$6.2M	+43%	44k	139.63	View chart
Federal Signal Corporation (FSS)	0.1	$6.1M	NEW	47k	128.49	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$5.9M	+9%	57k	102.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.8M	-21%	61k	94.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.8M	NEW	48k	119.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$5.7M	-2%	216k	26.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.7M	-4%	235k	24.14	View chart
Merck & Co (MRK)	0.1	$5.6M	+28%	44k	128.50	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$5.6M	+32%	223k	25.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.2M	-8%	49k	106.47	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$5.1M	-2%	238k	21.65	View chart
Cisco Systems (CSCO)	0.1	$5.1M	+46%	43k	117.46	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$5.0M	+51%	214k	23.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.9M	-14%	23k	217.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.9M	+4%	14k	353.33	View chart
Broadcom (AVGO)	0.1	$4.6M	+6%	12k	377.75	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$4.6M	+7%	235k	19.54	View chart
Devon Energy Corporation (DVN)	0.1	$4.3M	+5%	105k	41.32	View chart
Constellation Energy (CEG)	0.1	$4.3M	+4%	17k	248.37	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$4.1M	-20%	44k	93.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.0M		136k	29.43	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$3.9M	+7%	151k	25.87	View chart
Waste Management (WM)	0.1	$3.9M	NEW	18k	222.88	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$3.9M	+12%	22k	176.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.8M	-34%	13k	300.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.8M	+4%	13k	303.13	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$3.8M	NEW	38k	100.60	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$3.8M	+54%	173k	21.80	View chart
Chevron Corporation (CVX)	0.0	$3.7M	+63%	23k	165.76	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$3.5M	-12%	154k	22.45	View chart
Marathon Petroleum Corp (MPC)	0.0	$3.4M	+20%	13k	255.67	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.4M	+23%	18k	189.73	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$3.4M		67k	50.66	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$3.4M		24k	141.89	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$3.3M	-14%	65k	51.29	View chart
Bank of America Corporation (BAC)	0.0	$3.3M	+10%	58k	56.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$3.2M	+5%	42k	75.79	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$3.2M	-26%	140k	22.78	View chart
International Business Machines (IBM)	0.0	$3.1M	NEW	11k	281.22	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$3.0M	-5%	34k	88.54	View chart
McDonald's Corporation (MCD)	0.0	$2.9M	NEW	11k	270.30	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$2.8M	-2%	49k	56.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.7M		39k	68.41	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$2.7M	-18%	52k	51.51	View chart
Nextera Energy (NEE)	0.0	$2.6M	-15%	30k	87.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.6M		17k	156.30	View chart
Exelon Corporation (EXC)	0.0	$2.5M	+3%	54k	46.62	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$2.5M	+2%	79k	31.86	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$2.5M		22k	115.69	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$2.4M	+9%	24k	103.96	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$2.4M	-14%	24k	98.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$2.4M	NEW	27k	87.91	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$2.3M	+3%	49k	47.47	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.3M	+400%	83k	27.41	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$2.2M		52k	43.48	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$2.2M	-12%	23k	97.60	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$2.1M	+8%	102k	20.84	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$2.1M	+7%	38k	55.93	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$2.1M	NEW	52k	40.64	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.1M	+9%	17k	126.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.1M	-34%	20k	103.88	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$2.1M		12k	176.46	View chart
Emerson Electric (EMR)	0.0	$2.0M	NEW	14k	143.15	View chart
Pepsi (PEP)	0.0	$2.0M	+15%	15k	135.40	View chart
Citigroup Com New (C)	0.0	$1.9M	NEW	14k	139.96	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$1.8M	NEW	21k	87.88	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.8M		20k	92.64	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$1.8M		19k	96.02	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$1.8M	+50%	34k	53.61	View chart
Bristol Myers Squibb (BMY)	0.0	$1.8M	+106%	31k	57.62	View chart
Southern Company (SO)	0.0	$1.7M	+53%	18k	95.71	View chart
Ubs Group SHS (UBS)	0.0	$1.7M	-3%	34k	49.56	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$1.7M	+5%	67k	25.19	View chart
3M Company (MMM)	0.0	$1.7M	NEW	10k	161.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$1.6M	+41%	29k	55.01	View chart
Xcel Energy (XEL)	0.0	$1.5M	NEW	19k	80.30	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.0	$1.5M	NEW	202k	7.42	View chart
Verizon Communications (VZ)	0.0	$1.5M	+60%	35k	42.34	View chart
Enbridge (ENB)	0.0	$1.5M	+22%	28k	54.21	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$1.5M	+7%	25k	60.32	View chart
Abbott Laboratories (ABT)	0.0	$1.5M	+42%	16k	90.74	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.5M		27k	53.19	View chart
Carrier Global Corporation (CARR)	0.0	$1.4M	+12%	20k	73.35	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$1.4M		17k	81.94	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$1.4M	NEW	14k	100.16	View chart
Walt Disney Company (DIS)	0.0	$1.3M	NEW	14k	96.25	View chart
Wells Fargo & Company (WFC)	0.0	$1.3M	+18%	16k	82.64	View chart
Altria (MO)	0.0	$1.3M	+24%	18k	71.95	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.3M		103k	12.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.2M	NEW	15k	80.57	View chart
Pfizer (PFE)	0.0	$1.2M	+196%	50k	24.08	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$1.2M	NEW	49k	24.51	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$1.2M	NEW	22k	54.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.2M		11k	110.32	View chart
CVS Caremark Corporation (CVS)	0.0	$1.1M	NEW	11k	103.45	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.0	$1.1M	NEW	29k	39.54	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.1M	-5%	12k	96.44	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$1.1M	+81%	59k	19.06	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$1.1M	-5%	48k	22.90	View chart
ConocoPhillips (COP)	0.0	$1.1M	NEW	11k	103.96	View chart
Everpure Cl A (P)	0.0	$1.0M		13k	78.79	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.0	$1.0M	-5%	40k	25.80	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$1.0M	+71%	18k	57.84	View chart
At&t (T)	0.0	$991k	+13%	48k	20.70	View chart
Us Bancorp Com New (USB)	0.0	$984k	-7%	16k	60.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$980k	-17%	13k	73.41	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$980k	NEW	12k	82.62	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$979k	+51%	39k	25.42	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.0	$965k	+200%	38k	25.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$958k	NEW	20k	48.43	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$903k	-50%	16k	55.77	View chart
Fifth Third Ban (FITB)	0.0	$898k	-68%	16k	56.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$867k		11k	81.06	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$864k	NEW	18k	46.94	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$863k	NEW	17k	50.83	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$855k	+35%	14k	62.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$850k	-61%	23k	36.87	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$837k	NEW	12k	67.56	View chart
Williams Companies (WMB)	0.0	$823k	-19%	11k	74.34	View chart
Doubleline Etf Trust Mult Sec Inc Etf (DMX)	0.0	$814k	NEW	16k	50.24	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$805k	+5%	18k	45.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$791k		11k	69.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$756k	-17%	23k	33.29	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$729k	-28%	28k	25.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$710k	+8%	14k	52.76	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$705k		12k	58.87	View chart
Ishares Tr Ibonds Dec 2036 (IBCB)	0.0	$699k	NEW	28k	25.16	View chart
Dominion Resources (D)	0.0	$697k	NEW	10k	68.29	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$672k	+10%	35k	19.12	View chart
CSX Corporation (CSX)	0.0	$655k	NEW	14k	47.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$655k		13k	49.49	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$645k	NEW	16k	41.73	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$630k	NEW	24k	26.52	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$629k		15k	42.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$601k	NEW	10k	58.20	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$586k	NEW	13k	46.81	View chart
Ford Motor Company (F)	0.0	$570k	+71%	41k	13.90	View chart
Comcast Corp Cl A (CMCSA)	0.0	$558k	+18%	23k	24.55	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$554k		10k	53.91	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$532k	NEW	10k	53.11	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$526k		45k	11.74	View chart
PG&E Corporation (PCG)	0.0	$523k		31k	16.82	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$507k		10k	50.61	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$474k		10k	46.93	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$472k	+6%	18k	26.05	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$436k		18k	24.13	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$406k		38k	10.57	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$366k		29k	12.76	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$344k		13k	26.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$322k	NEW	10k	31.10	View chart
Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP)	0.0	$311k		12k	25.21	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$277k		23k	12.31	View chart
Ares Capital Corporation (ARCC)	0.0	$273k	NEW	15k	18.53	View chart
Bny Mellon Etf Trust Ii Municipal Inter (BKMI)	0.0	$270k		10k	26.44	View chart
DNP Select Income Fund (DNP)	0.0	$268k	NEW	25k	10.79	View chart
V.F. Corporation (VFC)	0.0	$267k		16k	16.68	View chart
American Airls (AAL)	0.0	$250k	NEW	14k	18.07	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$231k		15k	15.88	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$229k		11k	20.19	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$229k		10k	22.70	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$211k	NEW	10k	21.11	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$200k	NEW	40k	4.99	View chart

Past Filings by Cliftonlarsonallen Wealth Advisors

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

Cliftonlarsonallen Wealth Advisors 2026 Q2 filed July 15, 2026
Cliftonlarsonallen Wealth Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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