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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, SPAB, and represent 46.52% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA (+$187M), VOO (+$120M), BINC (+$110M), VGIT (+$83M), MBB (+$81M), FLMI (+$71M), SPSM (+$69M), VWO (+$68M), ITM (+$48M), IGLB (+$46M).
Started 23 new stock positions in BINC, BJAN, IGLB, AVGO, DUK, ADP, WFC, USB, UBS, VB. FITB, SO, XLF, PJAN, PSTG, VOOV, SMBS, Bnymellonetftrusti.., PEP, COWZ, BNY Mellon Trust II Muni Opportunities ETF, CARR, IBCA.
Reduced shares in these 10 stocks: VIGI (-$175M), SPAB (-$151M), SPHQ (-$117M), SPIB (-$75M), SHM (-$47M), EOG (-$33M), HYMB (-$16M), QUAL (-$9.3M), SCHG (-$8.8M), IVE (-$7.3M).
Sold out of its positions in ARCC, BP, BITF, HIMU, C, DIS, EOG, RPG, SPIP, VGSH.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $312M.
Cliftonlarsonallen Wealth Advisors has $6.8B in assets under management (AUM), dropping by 3.20%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 222 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguardindexfds S&p500etfshs (VOO)	20.1	$1.4B	+9%	2.3M	597.55	View chart
Vanguardtax-managedfds Vanftsedevmkt (VEA)	10.2	$697M	+36%	11M	64.08	View chart
Invescoexchangetradedfdt S&p500quality (SPHQ)	8.1	$553M	-17%	7.4M	75.19	View chart
Vanguardmunbdfds Taxexemptbd (VTEB)	4.6	$315M	+12%	6.3M	49.89	View chart
Spdrseriestrust Statestreetspd (SPAB)	3.5	$239M	-38%	9.3M	25.62	View chart
Spdrseriestrust Statestreetspd (SPSM)	3.5	$237M	+41%	4.9M	48.32	View chart
Vanguardscottsdalefds Intertermtreas (VGIT)	3.4	$234M	+54%	3.9M	59.55	View chart
Vanguardintlequityindexf Ftseemrmktetf (VWO)	3.3	$223M	+43%	4.1M	54.05	View chart
Isharestr Mbsetf (MBB)	2.7	$182M	+79%	1.9M	94.95	View chart
Prosharestr S&p500dvarist (NOBL)	2.1	$145M	+3%	1.4M	106.01	View chart
Spdrseriestrust Statestreetspd (SPIB)	2.1	$144M	-34%	4.3M	33.54	View chart
Franklintempletonetftr Franklindynmun (FLMI)	1.9	$130M	+121%	5.2M	24.79	View chart
Blackrocketftrustii Isharesflexible (BINC)	1.6	$110M	NEW	2.1M	51.93	View chart
Invescoexchtradedfdtrii Natlamtmuni (PZA)	1.5	$100M		4.4M	22.98	View chart
Isharestr Coremscieafe (IEFA)	1.4	$99M	-2%	1.1M	90.53	View chart
Isharestr S&p500grwtetf (IVW)	1.4	$96M	-6%	845k	113.11	View chart
Spdrseriestrust Statestreetspd (SPYG)	1.4	$95M		975k	97.91	View chart
Isharestr S&p500valetf (IVE)	1.3	$88M	-7%	418k	211.15	View chart
Dimensionaletftrust Uscoreequity2 (DFAC)	1.0	$67M	-4%	1.7M	38.86	View chart
Schwabstrategictr Usbrdmktetf (SCHB)	0.9	$65M	+8%	2.6M	25.10	View chart
Isharestr Pfdandincmsec (PFF)	0.9	$59M	+2%	1.9M	30.32	View chart
Isharestr Nationalmunetf (MUB)	0.8	$57M	-8%	535k	106.15	View chart
Vanguardindexfds Totalstkmkt (VTI)	0.8	$56M	+6%	175k	320.81	View chart
Jpmorganexchangetradedf Intrnlreseqt (JIRE)	0.8	$54M	+13%	714k	75.74	View chart
Isharestr Msciusaqltfct (QUAL)	0.8	$51M	-15%	268k	191.81	View chart
Vanecketftrust Intrmdtmunietf (ITM)	0.7	$49M	+7045%	1.1M	46.43	View chart
Isharestr 10+yrinvstgrd (IGLB)	0.7	$46M	NEW	924k	49.63	View chart
Apple (AAPL)	0.6	$43M	-4%	170k	253.79	View chart
Spdrseriestrust Statestreetspd (HYMB)	0.6	$42M	-27%	1.7M	24.80	View chart
Ishares Coremsciemkt (IEMG)	0.6	$41M	-4%	584k	69.75	View chart
Dimensionaletftrust Worldexuscore (DFAX)	0.6	$40M	-4%	1.2M	33.97	View chart
Isharestr Cores&p500etf (IVV)	0.6	$39M	-10%	60k	653.21	View chart
Isharestr Rustp200gretf (IWY)	0.5	$38M	-6%	151k	248.84	View chart
Schwabstrategictr Uslcapgretf (SCHG)	0.5	$37M	-19%	1.3M	29.13	View chart
Spdrseriestrust Statestreetspd (SHM)	0.5	$36M	-56%	744k	47.83	View chart
Spdrindexshsfds Statestreetspd (CWI)	0.5	$32M	-18%	880k	36.59	View chart
Schwabstrategictr Ussmlcapetf (SCHA)	0.4	$28M	+26%	966k	29.08	View chart
Microsoft Corporation (MSFT)	0.4	$27M	+15%	74k	370.17	View chart
Isharestr Ibonds26trmts (IBTG)	0.4	$26M	+7%	1.1M	22.91	View chart
Jpmorganexchangetradedf Ultrashtmuncpl (JMST)	0.4	$26M	+10%	512k	50.98	View chart
Invescoexchtradedfdtrii S&p500lowvol (SPLV)	0.4	$26M		351k	73.14	View chart
Isharestr Msciintlqualty (IQLT)	0.3	$23M	-17%	490k	46.23	View chart
Isharestr Cores&pscpetf (IJR)	0.3	$22M	+9%	178k	124.31	View chart
Vanguardintlequityindexf Allwrldexus (VEU)	0.3	$22M	+16%	291k	75.10	View chart
Isharestr Ibonds27trmts (IBTH)	0.3	$21M	+36%	942k	22.43	View chart
Schwabstrategictr Usaggregateb (SCHZ)	0.3	$21M	-3%	905k	23.22	View chart
Schwabstrategictr Uslcapvaetf (SCHV)	0.3	$21M	-2%	681k	30.50	View chart
Jpmorganexchangetradedf Ultrashrtetf (JPST)	0.3	$18M	-18%	362k	50.61	View chart
Statestrspdrs&p500etft Trunit (SPY)	0.2	$16M	-4%	25k	650.34	View chart
Schwabstrategictr Intleqtyetf (SCHF)	0.2	$16M	+2%	658k	24.75	View chart
Isharestr Coremscitotal (IXUS)	0.2	$16M	-11%	182k	86.64	View chart
Isharestr Investmentgrade (IGEB)	0.2	$15M	-20%	328k	45.06	View chart
Spdrseriestrust Statestreetspd (TFI)	0.2	$12M	-3%	268k	45.34	View chart
Isharestr Cores&pttlstk (ITOT)	0.2	$12M	-7%	85k	142.43	View chart
NVIDIA Corporation (NVDA)	0.2	$12M	+5%	69k	174.40	View chart
Rockwell Automation (ROK)	0.2	$12M		34k	358.88	View chart
Isharestr Rus1000valetf (IWD)	0.2	$11M	-10%	53k	213.67	View chart
Isharestr Rus1000grwetf (IWF)	0.2	$11M	-11%	26k	426.40	View chart
Spdrindexshsfds Statestreetspd (SPDW)	0.2	$11M	+25%	243k	45.65	View chart
Isharestr 37yrtreasbd (IEI)	0.2	$11M	-21%	93k	118.60	View chart
Isharestr Califmunbdetf (CMF)	0.2	$11M	+16%	192k	56.86	View chart
Blackrocketftrust Isharesusequit (DYNF)	0.2	$11M	-19%	184k	58.18	View chart
Isharestr Coreusaggbdet (AGG)	0.2	$10M	-16%	105k	99.27	View chart
Spdrseriestrust Statestreetspd (SDY)	0.1	$9.6M		66k	145.94	View chart
Isharestr Esgmscileadr (SUSL)	0.1	$9.4M		82k	113.60	View chart
Amazon (AMZN)	0.1	$9.1M	+7%	44k	208.27	View chart
Isharestr Esgawrusagrgt (EAGG)	0.1	$9.1M		191k	47.55	View chart
Wal-Mart Stores (WMT)	0.1	$9.1M	+116%	73k	124.28	View chart
Isharestr Ibonds28trmts (IBTI)	0.1	$8.6M	+25%	388k	22.28	View chart
Vanecketftrust Longmunietf (MLN)	0.1	$8.1M	-12%	463k	17.44	View chart
Alphabet Capstkcla (GOOGL)	0.1	$8.0M	-11%	28k	287.56	View chart
Isharestr Iboxxhiydetf (HYG)	0.1	$7.7M	-21%	97k	79.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$7.6M		45k	169.66	View chart
Isharestr Cores&pmcpetf (IJH)	0.1	$7.5M	+2%	112k	67.53	View chart
Isharestr Ibondsdec2026 (IBDR)	0.1	$7.5M	+17%	310k	24.24	View chart
Isharestr 7-10yrtrsybd (IEF)	0.1	$7.4M	-21%	78k	95.44	View chart
Isharestr Ibondsdec27 (IBMP)	0.1	$7.1M	+32%	278k	25.44	View chart
Isharestr Ibondsdec28 (IBMQ)	0.1	$6.9M	+15%	272k	25.53	View chart
Johnson & Johnson (JNJ)	0.1	$6.7M	+127%	28k	244.44	View chart
Automatic Data Processing (ADP)	0.1	$6.7M	NEW	33k	203.18	View chart
Vanguardspecializedfunds Divappetf (VIG)	0.1	$6.5M	+2%	30k	215.06	View chart
Schwabstrategictr Emrgmkteqetf (SCHE)	0.1	$6.4M	+28%	195k	32.95	View chart
JPMorgan Chase & Co. (JPM)	0.1	$6.1M	+11%	21k	294.16	View chart
Vanguardintlequityindexf Ttwrldstetf (VT)	0.1	$6.1M		44k	138.32	View chart
Vanguardindexfds Growthetf (VUG)	0.1	$6.0M		14k	436.79	View chart
Schwabstrategictr Shttmustres (SCHO)	0.1	$5.9M	+60%	245k	24.27	View chart
Isharestr Ibondsdec26 (IBMO)	0.1	$5.9M	+18%	232k	25.63	View chart
Schwabstrategictr Ustipsetf (SCHP)	0.1	$5.9M	+3%	220k	26.61	View chart
Isharestr Shrtnatmunetf (SUB)	0.1	$5.6M	-29%	53k	106.50	View chart
Isharestr Ibondsdec2029 (IBMR)	0.1	$5.6M	+43%	221k	25.35	View chart
Isharestr Ibonds29trmts (IBTJ)	0.1	$5.3M	+37%	243k	21.84	View chart
Vanguardindexfds Valueetf (VTV)	0.1	$5.1M	+13%	26k	196.20	View chart
Devon Energy Corporation (DVN)	0.1	$5.0M		100k	50.32	View chart
Isharestr Esgawmscieafe (ESGD)	0.1	$5.0M		52k	95.62	View chart
Procter & Gamble Company (PG)	0.1	$5.0M	+3%	34k	144.44	View chart
Abbvie (ABBV)	0.1	$4.9M		23k	217.49	View chart
Isharestr Ibonds27etf (IBDS)	0.1	$4.9M	+30%	201k	24.24	View chart
Vanguardwhitehallfds Intldvdetf (VIGI)	0.1	$4.9M	-97%	55k	88.46	View chart
Isharestr Russell2000etf (IWM)	0.1	$4.9M	-29%	20k	248.00	View chart
Constellation Energy (CEG)	0.1	$4.6M		17k	279.25	View chart
Coca-Cola Company (KO)	0.1	$4.4M	+91%	58k	76.05	View chart
Isharestr Ustreasbdetf (GOVT)	0.1	$4.3M	-23%	189k	22.91	View chart
Isharestr Ibonddec2030 (IBTK)	0.1	$4.3M	+47%	218k	19.72	View chart
Isharestr Ibdsdec28etf (IBDT)	0.1	$4.3M	+24%	168k	25.33	View chart
Vanguardadmiralfds 500validxfd (VOOV)	0.1	$4.2M	NEW	21k	203.79	View chart
Merck & Co (MRK)	0.1	$4.1M	-2%	34k	120.29	View chart
Isharestr Usdinvgrdeetf (USIG)	0.1	$3.9M	-28%	77k	51.23	View chart
Blackrocketftrustii Shortdurationh (SHYM)	0.1	$3.9M	-15%	177k	22.02	View chart
Alphabet Capstkclc (GOOG)	0.1	$3.8M	-4%	13k	286.86	View chart
Isharestr Ibondsdec2030 (IBMS)	0.1	$3.6M	+35%	141k	25.83	View chart
Broadcom (AVGO)	0.1	$3.5M	NEW	12k	309.51	View chart
Schwabstrategictr Uslrgcapetf (SCHX)	0.1	$3.4M	+4%	134k	25.64	View chart
Jpmorganexchangetradedf Municipaletf (JMUB)	0.0	$3.3M	+50%	67k	49.99	View chart
Isharestr Ibondsdec29 (IBDU)	0.0	$3.3M	+32%	141k	23.26	View chart
Nextera Energy (NEE)	0.0	$3.2M	+4%	35k	92.88	View chart
Vanecketftrust Highyldmunietf (HYD)	0.0	$3.2M	-39%	63k	50.14	View chart
Vanguardindexfds Smallcpetf (VB)	0.0	$3.2M	NEW	12k	261.92	View chart
Vanguardindexfds Largecapetf (VV)	0.0	$3.1M		10k	298.85	View chart
Goldmansachsetftr Activebetauslg (GSLC)	0.0	$3.0M	-5%	24k	125.13	View chart
Vanguardintlequityindexf Ftseeuropeetf (VGK)	0.0	$3.0M		36k	82.43	View chart
Isharestr Mscieafeetf (EFA)	0.0	$3.0M	+6%	31k	97.13	View chart
Chevron Corporation (CVX)	0.0	$2.9M	-2%	14k	206.90	View chart
Bitwisebitcoinetftr Shsbenint (BITB)	0.0	$2.8M	+22%	77k	36.81	View chart
Isharestr Coredivgrwth (DGRO)	0.0	$2.8M		40k	70.18	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.8M	-2%	15k	192.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.7M		11k	244.18	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$2.7M		20k	135.34	View chart
Wisdomtreetr Usmidcapdivid (DON)	0.0	$2.6M	-4%	50k	52.54	View chart
Exelon Corporation (EXC)	0.0	$2.6M		52k	49.02	View chart
Bank of America Corporation (BAC)	0.0	$2.5M	+32%	52k	48.75	View chart
Isharestr Selectdividetf (DVY)	0.0	$2.5M		17k	151.41	View chart
Isharestr Ibondsdec2030 (IBDV)	0.0	$2.5M	+37%	112k	21.89	View chart
Jpmorganexchangetradedf Activegrowth (JGRO)	0.0	$2.4M	-6%	28k	84.52	View chart
Fifth Third Ban (FITB)	0.0	$2.3M	NEW	50k	46.46	View chart
Vanguardindexfds Smcpvaletf (VBR)	0.0	$2.3M	+4%	11k	217.25	View chart
Cisco Systems (CSCO)	0.0	$2.3M	+51%	29k	77.59	View chart
Isharestr Core80/20aggre (AOA)	0.0	$2.3M	+3%	26k	88.49	View chart
Isharestr Corehighdvetf (HDV)	0.0	$2.2M		17k	135.72	View chart
Isharestr Msciemgmktetf (EEM)	0.0	$2.2M		40k	56.79	View chart
Wisdomtreetr Yieldenhancdus (AGGY)	0.0	$2.2M	+2%	51k	43.45	View chart
Isharestr Usdgrnbondetf (BGRN)	0.0	$2.2M		47k	47.47	View chart
Vanguardintlequityindexf Ftsepacificetf (VPL)	0.0	$2.1M		22k	97.73	View chart
Vanecketftrust Mrngstrwdemoat (MOAT)	0.0	$2.1M		22k	96.70	View chart
Sbacommunicationscorp Cla (SBAC)	0.0	$2.0M		12k	172.11	View chart
Dukeenergycorp Comnew (DUK)	0.0	$2.0M	NEW	15k	130.94	View chart
Pepsi (PEP)	0.0	$2.0M	NEW	13k	155.29	View chart
AFLAC Incorporated (AFL)	0.0	$2.0M		18k	109.71	View chart
Isharestr Ibondsdec2031 (IBDW)	0.0	$2.0M	+80%	94k	20.93	View chart
Unitedstscommodityindexf Commidxfnd (USCI)	0.0	$1.9M		20k	95.32	View chart
Schwabstrategictr Usmid-capetf (SCHM)	0.0	$1.9M	-40%	60k	30.96	View chart
Spdrindexshsfds Statestreetspd (QEFA)	0.0	$1.8M	+5%	19k	93.27	View chart
Isharestr Esgawaremsci (ESML)	0.0	$1.7M		35k	47.02	View chart
Isharestr Ibondsdec2032 (IBDX)	0.0	$1.6M	+52%	63k	25.27	View chart
Invescoexchangetradedfdt Rafius1500 (PRFZ)	0.0	$1.5M	-33%	33k	45.87	View chart
Profesionallymanagedportfo Akrefocusetf (AKRE)	0.0	$1.4M		27k	52.85	View chart
Vanguardstarfds Vgtlintlstkf (VXUS)	0.0	$1.4M	+25%	19k	77.11	View chart
Ubsgroup SHS (UBS)	0.0	$1.4M	NEW	35k	39.07	View chart
Isharesgoldtr Isharesnew (IAU)	0.0	$1.4M		16k	88.16	View chart
Intel Corporation (INTC)	0.0	$1.4M	+12%	31k	44.13	View chart
Isharestr Esgmsciemldrs (LDEM)	0.0	$1.3M		23k	57.96	View chart
Dimensionaletftrust Usequitymarket (DFUS)	0.0	$1.2M		18k	70.91	View chart
Enbridge (ENB)	0.0	$1.2M	+2%	23k	54.14	View chart
At&t (T)	0.0	$1.2M		42k	28.99	View chart
Vanguardbdindexfds Totalbndmrkt (BND)	0.0	$1.2M	+2%	16k	73.64	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.2M		103k	11.50	View chart
Isharestr Jpmorganusdemg (EMB)	0.0	$1.2M	-18%	13k	93.93	View chart
Abbott Laboratories (ABT)	0.0	$1.2M	-5%	11k	102.67	View chart
Vanecketftrust Shrthghyldmun (SHYD)	0.0	$1.2M	-23%	51k	22.66	View chart
Isharestr Eafevalueetf (EFV)	0.0	$1.1M		15k	74.35	View chart
Southern Company (SO)	0.0	$1.1M	NEW	12k	96.52	View chart
Verizon Communications (VZ)	0.0	$1.1M	+12%	22k	50.20	View chart
Selectsectorspdrtr Statestreetfin (XLF)	0.0	$1.1M	NEW	22k	49.37	View chart
Isharestr Ibondsdec2031 (IBMT)	0.0	$1.1M	+30%	42k	25.67	View chart
Isharesbitcointrustetf Shsbenint (IBIT)	0.0	$1.1M	+92%	28k	38.42	View chart
Isharestr Rusmidcapetf (IWR)	0.0	$1.1M		11k	97.23	View chart
Wells Fargo & Company (WFC)	0.0	$1.0M	NEW	13k	79.61	View chart
Isharestr Ibondsdec2033 (IBDY)	0.0	$1.0M	+4%	40k	25.85	View chart
Williams Companies (WMB)	0.0	$1.0M	-6%	14k	72.78	View chart
Dimensionaletftrust Usmktwidevalue (DFUV)	0.0	$991k		20k	48.46	View chart
Carrier Global Corporation (CARR)	0.0	$986k	NEW	18k	56.31	View chart
Altria (MO)	0.0	$931k		14k	65.99	View chart
Usbancorp Comnew (USB)	0.0	$911k	NEW	18k	52.01	View chart
Bristol Myers Squibb (BMY)	0.0	$896k	+10%	15k	60.65	View chart
Isharestr Core60/40balan (AOR)	0.0	$866k	-10%	14k	64.35	View chart
Isharestr Coremscieuro (IEUR)	0.0	$794k		11k	70.27	View chart
Everpure Cla (PSTG)	0.0	$776k	NEW	13k	59.04	View chart
Selectsectorspdrtr Statestreetuti (XLU)	0.0	$769k	-4%	17k	45.89	View chart
Firsttrexchangetraded Risngdivdachiv (RDVY)	0.0	$730k		11k	68.28	View chart
Dimensionaletftrust Ustargetedvlu (DFAT)	0.0	$707k		11k	62.45	View chart
Schwabstrategictr Mortgagebacked (SMBS)	0.0	$649k	NEW	25k	25.55	View chart
Innovatoretfstrust Useqtybufrjan (BJAN)	0.0	$639k	NEW	12k	53.33	View chart
Pacerfdstr Uscashcows100 (COWZ)	0.0	$633k	NEW	10k	62.56	View chart
Britishamerntob Sponsoredadr (BTI)	0.0	$630k		11k	58.47	View chart
Isharestr 0-5yrhiylcp (SHYG)	0.0	$628k		15k	42.31	View chart
Energytransfer Comutltdptn (ET)	0.0	$614k		32k	19.30	View chart
Principalexchangetraded Spectrumpfd (PREF)	0.0	$611k	-35%	32k	18.82	View chart
Innovatoretfstrust Useqtypwrbuf (PJAN)	0.0	$610k	NEW	13k	46.13	View chart
Schwabstrategictr Fundamentalintl (FNDF)	0.0	$609k	+15%	13k	48.93	View chart
Mondelezintl Cla (MDLZ)	0.0	$595k	-8%	10k	57.64	View chart
Comcastcorp Cla (CMCSA)	0.0	$549k	+17%	19k	28.71	View chart
PG&E Corporation (PCG)	0.0	$547k		31k	17.57	View chart
Isharestr Newyorkmunetf (NYF)	0.0	$541k		10k	53.12	View chart
Enterprise Products Partners (EPD)	0.0	$530k		14k	37.84	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$507k		45k	11.23	View chart
Grayscaleethereumstakinge SHS (ETHE)	0.0	$490k		29k	17.07	View chart
Pfizer (PFE)	0.0	$472k	-21%	17k	28.08	View chart
Kraft Heinz (KHC)	0.0	$467k		21k	22.49	View chart
Pacerfdstr Ussmallcapcas (CALF)	0.0	$449k		10k	44.87	View chart
Isharestr Ibondsdec2034 (IBDZ)	0.0	$442k	+9%	17k	26.06	View chart
Isharestr Ibondsdec2033 (IBTO)	0.0	$441k	-10%	18k	24.39	View chart
Isharestr Hdgmscieafe (HEFA)	0.0	$429k		10k	42.49	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$399k		38k	10.38	View chart
Matthewsintlcorp Cla (MATW)	0.0	$330k		13k	25.82	View chart
Isharestr Ibondsdec2035 (IBCA)	0.0	$321k	NEW	13k	25.64	View chart
Bnymellonetftrustii Munopptysetf	0.0	$304k	NEW	12k	24.63	View chart
Ford Motor Company (F)	0.0	$276k	+10%	24k	11.54	View chart
V.F. Corporation (VFC)	0.0	$272k		16k	16.99	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$271k	-2%	23k	12.05	View chart
Bnymellonetftrustii Municipalinter	0.0	$267k	NEW	10k	26.10	View chart
Invescoactvelymngdetc Optimumyield (PDBC)	0.0	$251k	-9%	15k	17.32	View chart
Isharestr Ibondsdec2031 (IBTL)	0.0	$231k		11k	20.40	View chart
Isharestr Ibondsdec2032 (IBTM)	0.0	$231k		10k	22.93	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 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
Cliftonlarsonallen Wealth Advisors 2022 Q2 filed July 8, 2022

View all past filings

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