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Cliftonlarsonallen Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Cliftonlarsonallen Wealth Advisors, LLC

Investment Activity

  • Cliftonlarsonallen Wealth Advisors, LLC has $6.34 billion in total holdings as of September 30, 2025.
  • Cliftonlarsonallen Wealth Advisors, LLC owns shares of 201 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 3.70% of the portfolio was purchased this quarter.
  • About 2.33% of the portfolio was sold this quarter.
  • This quarter, Cliftonlarsonallen Wealth Advisors, LLC has purchased 202 new stocks and bought additional shares in 84 stocks.
  • Cliftonlarsonallen Wealth Advisors, LLC sold shares of 89 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

09174C104 - BITWISE BITCOIN ETF TR
$2,886,200 Holding
81369Y605 - Financial Select Sector SPDR Fund
$997,188 Holding
17275R102 - Cisco Systems
$803,046 Holding
46438G356 - ISHARES TR
$757,111 Holding
609207105 - Mondelez International
$637,070 Holding

Largest Purchases this Quarter

SPDR Portfolio Aggregate Bond ETF
1,530,403 shares (about $39.56M)
Invesco S&P 500 Quality ETF
370,859 shares (about $27.18M)
Vanguard S&P 500 ETF
33,801 shares (about $20.70M)
Vanguard Tax-Exempt Bond ETF
320,611 shares (about $16.05M)

Largest Sales this Quarter

Schwab U.S. Large-Cap Growth ETF
498,075 shares (about $15.89M)
iShares National Muni Bond ETF
93,441 shares (about $9.95M)
iShares Core MSCI EAFE ETF
89,424 shares (about $7.81M)
iShares S&P 500 Growth ETF
54,132 shares (about $6.53M)
iShares S&P 500 Value ETF
24,782 shares (about $5.12M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCliftonlarsonallen Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,236,618,992$20,699,061 1.7%2,019,36519.5%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$616,655,317$27,180,256 4.6%8,413,9089.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$462,951,848$8,983,026 2.0%7,726,1667.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$366,173,441$39,560,917 12.1%14,165,3175.8%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$268,719,165$16,052,992 6.4%5,366,8704.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$203,941,603$17,113,669 9.2%6,017,7523.2%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$172,929,612$8,490,432 5.2%1,930,6642.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$151,984,747$5,261,998 3.6%3,281,1912.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$150,285,437$4,124,235 2.8%2,773,8182.4%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$141,003,701$15,127,021 12.0%2,348,8872.2%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$134,807,633$1,590,679 1.2%1,307,9232.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$114,797,309$6,534,812 -5.4%950,9391.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$103,240,246$218,321 -0.2%987,8501.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$103,233,361$7,807,611 -7.0%1,182,3771.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$98,984,651$5,117,735 -4.9%479,3211.6%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$96,633,297$5,270,739 5.8%1,015,5891.5%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$95,781,876$5,807,921 6.5%4,148,1971.5%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$78,850,054$4,346,743 5.8%1,635,2151.2%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$71,119,725$2,956,815 -4.0%1,843,9131.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$69,038,748$1,668,810 -2.4%354,9551.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$64,332,210$9,950,533 -13.4%604,1151.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$63,429,196$1,036,267 -1.6%2,467,1021.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$62,393,628$774,785 1.3%1,973,2331.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$57,630,148$68,259 0.1%175,6110.9%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$56,282,683$2,628,617 4.9%2,272,2120.9%ETF
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$54,912,477$2,441,993 4.7%2,202,6670.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$50,963,658$15,893,575 -23.8%1,597,1060.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$47,294,068$2,524,599 -5.1%70,6620.7%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$46,965,182$4,386,336 -8.5%171,6250.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$42,785,501$2,904,105 -6.4%649,0520.7%ETF
Apple Inc. stock logo
AAPL
Apple
$42,776,549$1,304,978 -3.0%167,9950.7%Computer and Technology
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$40,587,621$4,853,568 13.6%551,9120.6%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$40,277,340$2,478,299 -5.8%1,283,5350.6%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$39,449,070$640,573 -1.6%1,129,6980.6%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$36,441,691$48,772 0.1%325,0240.6%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$31,029,868$820,951 -2.6%59,9090.5%Computer and Technology
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$28,420,269$2,887,640 -9.2%643,1380.4%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$26,980,963$500,546 -1.8%367,1880.4%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$23,565,800$315,531 1.4%1,004,0820.4%ETF
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$23,431,910$6,284,997 36.7%1,020,9980.4%Manufacturing
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$23,091,911$921 0.0%827,6670.4%ETF
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$21,775,925$2,130,686 -8.9%472,9270.3%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$20,955,081$1,223,640 -5.5%719,8580.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$20,631,131$1,173,334 6.0%406,6850.3%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$19,726,778$466,557 -2.3%386,4960.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$19,406,597$469,497 -2.4%163,3140.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$18,009,553$2,504,736 -12.2%218,0860.3%Manufacturing
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$17,794,397$297,756 -1.6%249,3260.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$17,637,966$1,931,276 -9.9%26,4760.3%Finance
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$16,088,317$1,678,877 -9.4%134,6190.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$15,149,579$69,840 -0.5%650,7550.2%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$14,852,570$1,852,486 -11.1%250,8880.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$14,300,641$2,212,568 -13.4%98,1850.2%ETF
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$13,913,419$3,853,848 38.3%617,8250.2%Manufacturing
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$13,014,812$3,885,486 -23.0%285,6000.2%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$12,967,937$637,891 -4.7%129,3560.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,894,765$1,162,956 9.9%69,1110.2%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$11,778,345$1,173,725 -9.1%122,1060.2%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$11,778,113$2,097 0.0%33,6970.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,392,686$474,968 -4.0%24,3220.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$11,198,732$601,001 -5.1%55,0060.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$11,007,254$1,146,809 -9.4%135,5740.2%ETF
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$9,481,041$115,991 1.2%81,0040.1%Manufacturing
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$9,255,794$19,747 -0.2%66,0890.1%ETF
MLN
VanEck Long Muni ETF
$8,819,430$1,476,973 20.1%504,5440.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$8,422,955$71,374 0.9%196,8440.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,409,531$173,460 2.1%38,3000.1%Retail/Wholesale
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$8,408,285$945,537 -10.1%78,7440.1%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$8,398,114$3,518,684 72.1%147,2320.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$8,319,709$716,512 9.4%173,2190.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,144,078$531,021 -6.9%109,4710.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,702,071$65,227 1.0%13,9740.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$6,492,513$40,891 -0.6%26,8330.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,366,021$9,711 -0.2%29,5010.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,269,536$140,268 -2.2%25,7900.1%Computer and Technology
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$6,249,803$1,643,574 35.7%279,1960.1%Manufacturing
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$6,178,053$519,206 -7.8%267,2170.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$6,082,079$9,370 0.2%44,1370.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$6,035,877$49,103 -0.8%223,9660.1%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$5,913,012$1,580,787 36.5%243,3340.1%ETF
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$5,873,330$1,229,669 26.5%229,0690.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$5,825,489$138,460 2.4%25,1600.1%Medical
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$5,417,809$126,363 -2.3%16,4640.1%Energy
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$5,389,690$906,280 -14.4%103,2110.1%Manufacturing
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,372,678$10,578 0.2%161,0030.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,098,316$1,002,125 -16.4%16,1630.1%Finance
iShares iBonds Dec 2027 Term Muni Bond ETF stock logo
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$4,941,157$205,456 -4.0%193,9610.1%ETF
iShares High Yield Muni Income Active ETF stock logo
HYMU
iShares High Yield Muni Income Active ETF
$4,838,822$1,022,547 -17.4%216,5990.1%ETF
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$4,714,692$55,374 1.2%183,7370.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$4,634,961$68,154 1.5%49,8490.1%Manufacturing
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,544,199$1,499,317 -24.8%29,5750.1%Consumer Staples
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$4,533,013$8,952 0.2%24,3070.1%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$4,447,286$2,482,240 126.3%87,3730.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$3,942,118$73 0.0%161,5620.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,658,344$287,395 -7.3%32,4470.1%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$3,599,426$232,590 6.9%14,7790.1%Computer and Technology
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$3,574,823$70,871 -1.9%162,8250.1%Manufacturing
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$3,542,079$196,132 5.9%145,5250.1%ETF
Devon Energy Corporation stock logo
DVN
Devon Energy
$3,479,039$20,230 -0.6%99,2310.1%Energy
iShares iBonds Dec 2029 Term Muni Bond ETF stock logo
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
$3,405,396$194,309 6.1%133,3880.1%ETF

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