CliftonLarsonAllen Wealth Advisors

Cliftonlarsonallen Wealth Advisors as of March 31, 2026

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