CliftonLarsonAllen Wealth Advisors

Cliftonlarsonallen Wealth Advisors as of Dec. 31, 2025

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