CliftonLarsonAllen Wealth Advisors

Cliftonlarsonallen Wealth Advisors as of June 30, 2026

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