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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 49.39% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$66M), VEA (+$36M), SPHQ (+$30M), VTEB (+$22M), SPAB (+$19M), VGIT (+$16M), MUB (+$16M), VWO (+$15M), SPIB (+$10M), SPSM (+$9.9M).
Started 10 new stock positions in VTC, XOM, RAAX, IBMU, SCHR, HMOP, BETA, VCLT, XLRE, XAGG.
Reduced shares in these 10 stocks: IBTG (-$23M), AAPL (-$11M), NVDA (-$9.0M), IBDR (-$8.3M), MSFT (-$7.9M), TPL (-$7.9M), , IVW (-$6.9M), IBMO (-$6.4M), IVE (-$6.2M).
Sold out of its positions in GOOG, AAL, AVGO, CSX, COP, Dimensional Etf Trust, DIS, D, Exxon Mobil Corporation, FITB. IBM, EMB, SHYG, IBDR, MCD, MDLZ, XLE, TPL, MMM, VB, XEL, NCLH.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $175M.
Cliftonlarsonallen Wealth Advisors has $7.7B in assets under management (AUM), dropping by 0.65%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 241 positions in its portfolio as reported in the September 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)	22.4	$1.7B	+3%	2.4M	700.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.7	$817M	+4%	12M	70.61	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	8.5	$650M	+4%	7.7M	84.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.2	$325M	+7%	6.9M	47.36	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	3.6	$275M	+3%	5.2M	52.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$266M	+6%	4.5M	59.31	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	3.4	$257M	+7%	11M	24.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.3	$254M	+6%	4.5M	56.66	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$185M	+5%	2.1M	89.62	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.0	$154M	+7%	4.8M	32.28	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.9	$146M		2.7M	54.10	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.7	$127M	+4%	5.5M	23.32	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.6	$119M	+6%	2.3M	50.79	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.4	$111M		902k	123.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$102M	-6%	714k	142.26	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.2	$95M	+3%	4.4M	21.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$91M	-5%	939k	96.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$78M	-7%	343k	228.28	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.0	$77M	+7%	206k	374.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$73M	-2%	2.5M	29.31	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.9	$72M	-3%	1.6M	44.45	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.8	$62M		756k	82.16	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$61M		2.1M	29.50	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$60M	+35%	591k	101.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$57M		256k	222.24	View chart
Apple (AAPL)	0.6	$48M	-18%	143k	333.02	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$48M	+2%	1.1M	44.00	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.6	$46M	+4%	1.0M	45.66	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.6	$43M	+8%	1.8M	23.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$40M	-4%	1.1M	37.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$39M		51k	765.85	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$39M	+10%	826k	46.65	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$38M	-6%	472k	81.16	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$37M	-7%	124k	294.91	View chart
Microsoft Corporation (MSFT)	0.5	$37M	-17%	71k	512.90	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.4	$34M	-2%	844k	40.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$33M	-2%	908k	35.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$30M	+5%	905k	32.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$28M	-2%	337k	82.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$23M	-2%	172k	136.04	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$23M	-3%	322k	70.51	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$22M	-2%	433k	50.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$21M	+18%	422k	50.37	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$21M	-4%	935k	22.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$21M	-5%	624k	33.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$19M		25k	762.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$19M	-4%	837k	22.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$17M	-8%	612k	27.47	View chart
NVIDIA Corporation (NVDA)	0.2	$17M	-35%	73k	228.38	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$16M	-16%	321k	49.47	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$16M	+90%	970k	16.32	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$15M	+21%	298k	50.21	View chart
Rockwell Automation (ROK)	0.2	$15M		34k	435.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$14M		115k	125.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$13M	+13%	140k	94.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$13M	-4%	56k	233.31	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$13M	+24%	583k	21.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$12M	-8%	72k	166.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$12M	+271%	248k	47.58	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$12M		86k	136.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$11M	-15%	120k	94.99	View chart
Johnson & Johnson (JNJ)	0.1	$11M	+23%	40k	264.74	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$10M	-12%	239k	42.77	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$9.6M		66k	146.48	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$9.5M	-10%	175k	54.12	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$9.1M	-3%	202k	45.25	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$8.9M	+13%	352k	25.24	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$8.8M	-22%	40k	220.34	View chart
Amazon (AMZN)	0.1	$8.6M	-19%	35k	249.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$8.6M	-17%	25k	344.08	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$8.4M	-22%	197k	42.79	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$8.3M	+11%	332k	25.14	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$8.2M	+32%	331k	24.73	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$8.0M	-18%	115k	69.26	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$7.9M	-8%	88k	90.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.9M		110k	71.95	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$7.8M	+119%	82k	94.28	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$7.6M	+19%	314k	24.12	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$7.5M	+48%	352k	21.23	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$7.4M	+33%	298k	24.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$7.2M		198k	36.45	View chart
Wal-Mart Stores (WMT)	0.1	$7.0M	-4%	68k	103.92	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$7.0M	+44%	309k	22.69	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$6.8M	-16%	60k	113.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.7M	-2%	27k	247.93	View chart
JPMorgan Chase & Co. (JPM)	0.1	$6.7M	-14%	20k	330.83	View chart
Automatic Data Processing (ADP)	0.1	$6.4M	-22%	25k	258.06	View chart
Abbvie (ABBV)	0.1	$6.4M	-9%	24k	261.59	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$5.9M	NEW	36k	162.75	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$5.9M		57k	103.05	View chart
Cisco Systems (CSCO)	0.1	$5.9M	+26%	55k	107.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.9M	-3%	47k	125.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.4M	-3%	226k	23.86	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$5.2M	+110%	109k	48.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$5.2M	-3%	207k	25.13	View chart
Procter & Gamble Company (PG)	0.1	$5.1M	-16%	35k	145.28	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$5.1M	+38%	241k	21.14	View chart
Marathon Petroleum Corp (MPC)	0.1	$5.1M	-3%	13k	395.42	View chart
Coca-Cola Company (KO)	0.1	$4.9M	-36%	57k	86.08	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$4.9M		23k	216.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.9M	-3%	47k	104.54	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$4.8M	+25%	191k	25.00	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$4.7M	+131%	235k	20.06	View chart
Merck & Co (MRK)	0.1	$4.7M	-26%	32k	145.31	View chart
Devon Energy Corporation (DVN)	0.1	$4.7M	-3%	101k	46.04	View chart
Constellation Energy (CEG)	0.1	$4.3M		17k	254.02	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.3M	-21%	48k	89.31	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$4.2M	-29%	54k	77.21	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$4.1M	NEW	111k	36.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.0M		134k	30.00	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$3.9M	-13%	203k	18.99	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$3.7M		22k	167.25	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$3.6M	-11%	39k	94.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$3.6M	+2%	13k	277.89	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.0	$3.4M	+248%	140k	24.66	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$3.4M	-4%	75k	45.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$3.3M	+4%	44k	75.39	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$3.2M	-5%	22k	145.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$3.2M	+184%	30k	106.71	View chart
Federal Signal Corporation (FSS)	0.0	$3.1M	-40%	28k	110.79	View chart
Chevron Corporation (CVX)	0.0	$3.1M	-32%	15k	204.21	View chart
Waste Management (WM)	0.0	$3.1M	-12%	15k	203.92	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$3.1M	-6%	145k	21.38	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$3.1M	NEW	129k	23.70	View chart
Bank of America Corporation (BAC)	0.0	$3.1M	-2%	56k	54.43	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.0	$3.0M	+119%	445k	6.85	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$3.0M		34k	86.80	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$2.9M	+173%	161k	18.35	View chart
Beta Technologies Com Shs Cl A (BETA)	0.0	$2.9M	NEW	132k	22.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.8M	+10%	18k	152.07	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$2.6M	+64%	109k	24.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.6M		39k	66.79	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.6M	+373%	59k	44.41	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$2.6M		49k	53.95	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.6M	-18%	53k	48.71	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$2.6M	+1074%	133k	19.47	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$2.5M		22k	115.81	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$2.4M	+253%	100k	24.48	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$2.4M		23k	105.71	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$2.4M		26k	92.65	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.4M	-27%	13k	185.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$2.4M	-21%	110k	21.87	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$2.4M	+120%	107k	22.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$2.3M		83k	27.96	View chart
Intel Corporation (INTC)	0.0	$2.3M	-56%	19k	120.23	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.3M	+22%	20k	114.01	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$2.2M		20k	109.42	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$2.1M	-7%	22k	96.58	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$2.1M	-3%	47k	45.62	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$2.1M		52k	41.18	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$2.1M	-3%	22k	97.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.1M		20k	103.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$2.1M		52k	39.72	View chart
Emerson Electric (EMR)	0.0	$2.0M	-6%	13k	155.10	View chart
Nextera Energy (NEE)	0.0	$2.0M	-10%	26k	75.74	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$2.0M	+88%	91k	21.92	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$2.0M	+4%	22k	89.76	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.9M		37k	52.00	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$1.9M		12k	160.12	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$1.9M		19k	97.53	View chart
Exelon Corporation (EXC)	0.0	$1.8M	-17%	45k	40.40	View chart
Pepsi (PEP)	0.0	$1.8M	-3%	14k	126.72	View chart
Bristol Myers Squibb (BMY)	0.0	$1.8M	-5%	29k	62.40	View chart
Everpure Cl A (P)	0.0	$1.7M		13k	130.78	View chart
Citigroup Com New (C)	0.0	$1.7M	-5%	13k	129.48	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$1.7M	+63%	19k	85.48	View chart
Ubs Group SHS (UBS)	0.0	$1.6M		34k	48.13	View chart
Verizon Communications (VZ)	0.0	$1.6M		36k	45.87	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$1.6M		29k	55.00	View chart
Abbott Laboratories (ABT)	0.0	$1.5M	-3%	16k	98.83	View chart
Altria (MO)	0.0	$1.5M	+25%	22k	67.34	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$1.4M		27k	52.67	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$1.4M	-19%	27k	53.40	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$1.4M		17k	83.03	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$1.4M		14k	100.11	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$1.4M	-9%	22k	60.50	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$1.3M	+37%	53k	24.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.2M	+15%	26k	47.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$1.2M		22k	55.86	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$1.2M	NEW	17k	68.50	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.0	$1.2M		29k	40.17	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$1.1M	-2%	15k	78.42	View chart
Enbridge (ENB)	0.0	$1.1M	-12%	24k	46.49	View chart
Southern Company (SO)	0.0	$1.1M	-25%	13k	82.89	View chart
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG)	0.0	$1.1M	NEW	23k	48.16	View chart
Wells Fargo & Company (WFC)	0.0	$1.1M	-12%	14k	80.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.1M	+16%	16k	66.76	View chart
CVS Caremark Corporation (CVS)	0.0	$1.0M	+9%	12k	85.69	View chart
At&t (T)	0.0	$988k	-15%	41k	24.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$978k	+5%	21k	46.87	View chart
Ishares Tr Ibonds Dec 2036 (IBCB)	0.0	$969k	+47%	41k	23.63	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$950k	-8%	94k	10.12	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.0	$909k		38k	24.07	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$902k	NEW	12k	72.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$850k	+3%	19k	44.78	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$837k		11k	78.29	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$811k	-4%	16k	52.33	View chart
Doubleline Etf Trust Mult Sec Inc Etf (DMX)	0.0	$794k		16k	49.04	View chart
Us Bancorp Com New (USB)	0.0	$792k	-15%	14k	57.76	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$787k		13k	63.04	View chart
Williams Companies (WMB)	0.0	$775k	+3%	11k	67.97	View chart
Ishares Tr Ibonds Dec 2032 (IBMU)	0.0	$759k	NEW	32k	24.09	View chart
Dimensional Etf Trust Us Targeted Vlu	0.0	$752k		11k	66.44	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.0	$750k	NEW	19k	39.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$750k	-4%	22k	34.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$737k	-21%	11k	70.15	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$725k		12k	60.53	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$723k		14k	53.75	View chart
Carrier Global Corporation (CARR)	0.0	$723k	-33%	13k	54.86	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$686k		35k	19.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$671k		13k	50.72	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$659k	-5%	17k	39.44	View chart
Pfizer (PFE)	0.0	$631k	-55%	22k	28.52	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$615k		29k	21.43	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$614k	+3%	11k	57.56	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$600k		24k	25.39	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$557k	+4%	10k	53.28	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$548k	+5%	11k	50.52	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$515k	+15%	21k	24.63	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$508k	-92%	20k	25.64	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$498k	-39%	10k	48.70	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$486k	NEW	12k	40.91	View chart
Comcast Corp Cl A (CMCSA)	0.0	$473k	-4%	22k	21.76	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$469k		10k	46.39	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$411k	-7%	41k	9.95	View chart
PG&E Corporation (PCG)	0.0	$381k		31k	12.25	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$376k	-9%	16k	22.99	View chart
Ford Motor Company (F)	0.0	$358k	-27%	30k	12.06	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$344k		38k	8.96	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$326k		10k	31.47	View chart
Bny Mellon Etf Trust Ii Mun Opptys Etf (BMOP)	0.0	$291k		12k	23.55	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$280k		15k	19.30	View chart
Ares Capital Corporation (ARCC)	0.0	$279k		15k	19.10	View chart
Bny Mellon Etf Trust Ii Municipal Inter (BKMI)	0.0	$254k		10k	24.84	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$250k	-98%	11k	22.88	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$245k		23k	10.90	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$245k		13k	19.19	View chart
V.F. Corporation (VFC)	0.0	$225k		16k	14.06	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$219k		10k	21.74	View chart
DNP Select Income Fund (DNP)	0.0	$214k	-10%	22k	9.57	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$206k		40k	5.16	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 Q3 filed Oct. 14, 2026
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

View all past filings

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