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Cliftonlarsonallen Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Cliftonlarsonallen Wealth Advisors, LLC

Investment Activity

  • Cliftonlarsonallen Wealth Advisors, LLC has $7.61 billion in total holdings as of June 30, 2026.
  • Cliftonlarsonallen Wealth Advisors, LLC owns shares of 253 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 4.84% of the portfolio was purchased this quarter.
  • About 2.23% of the portfolio was sold this quarter.
  • This quarter, Cliftonlarsonallen Wealth Advisors, LLC has purchased 222 new stocks and bought additional shares in 109 stocks.
  • Cliftonlarsonallen Wealth Advisors, LLC sold shares of 74 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

88262P102 - Texas Pacific Land
$7,877,520 Holding
313855108 - Federal Signal
$6,087,214 Holding
92204A702 - Vanguard Information Technology ETF
$5,770,671 Holding
94106L109 - Waste Management
$3,906,864 Holding
922021605 - VANGUARD CALIF TAX FREE FDS
$3,779,140 Holding

Largest Purchases this Quarter

ProShares S&P 500 Aristocrats ETF
1,319,687 shares (about $74.11M)
Vanguard S&P 500 ETF
56,271 shares (about $38.65M)
Vanguard Intermediate-Term Treasury ETF
261,836 shares (about $15.44M)
Vanguard FTSE Developed Markets ETF
184,793 shares (about $13.17M)
SPDR Portfolio Aggregate Bond ETF
457,858 shares (about $11.68M)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
82,957 shares (about $11.41M)
Schwab U.S. Large-Cap Growth ETF
330,270 shares (about $11.18M)
iShares S&P 500 Value ETF
48,297 shares (about $10.97M)
iShares National Muni Bond ETF
98,677 shares (about $10.62M)
iShares Core MSCI EAFE ETF
94,696 shares (about $9.15M)

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
$1,616,396,810$38,647,480 â–²2.4%2,353,48521.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$787,623,509$13,166,501 â–²1.7%11,054,36510.4%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$663,561,786$1,247,164 â–²0.2%7,364,7268.7%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$323,420,130$3,920,759 â–²1.2%6,394,2304.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$289,621,490$6,408,924 â–²2.3%5,022,0483.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$252,167,238$5,935,216 â–²2.4%4,224,6143.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$249,777,474$11,684,536 â–²4.9%9,787,5193.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$247,539,026$15,443,089 â–²6.7%4,196,9993.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$185,026,604$4,293,571 â–²2.4%1,957,5392.4%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$150,935,868$74,113,635 â–²96.5%2,687,6042.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$148,927,611$5,818,225 â–²4.1%4,450,9152.0%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$131,359,524$308,937 â–¼-0.2%5,218,8921.7%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$115,562,436$4,408,703 â–²4.0%2,207,9181.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$108,513,631$7,465,551 â–¼-6.4%911,9561.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$104,844,809$11,409,082 â–¼-9.8%762,3411.4%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$100,826,072$1,829,997 â–¼-1.8%4,286,8231.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$95,956,774$9,145,740 â–¼-8.7%993,5471.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$83,970,333$10,966,305 â–¼-11.6%369,8161.1%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$74,500,408$1,747,429 â–¼-2.3%1,679,4501.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$73,201,730$1,171,056 â–¼-1.6%2,527,6841.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$70,577,849$5,899,558 â–²9.1%190,7300.9%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$62,603,600$3,271,455 â–²5.5%2,053,2500.8%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$61,477,924$2,582,845 â–²4.4%745,2770.8%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$55,713,522$3,133,681 â–¼-5.3%253,9010.7%ETF
Apple Inc. stock logo
AAPL
Apple
$50,839,788$1,705,202 â–²3.5%175,6970.7%Computer and Technology
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$49,583,356$78,943 â–²0.2%1,055,1900.7%ETF
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$48,027,044$1,772,817 â–²3.8%959,7730.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$46,969,784$10,619,620 â–¼-18.4%436,4410.6%ETF
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$42,711,196$126,539 â–²0.3%1,678,8990.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$41,834,035$6,566,313 â–¼-13.6%504,9980.5%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$41,290,903$2,356,913 â–¼-5.4%1,120,8170.5%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$39,111,931$4,632,774 â–¼-10.6%134,5810.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$38,170,555$6,841,044 â–¼-15.2%50,9700.5%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$35,933,849$234,837 â–²0.7%749,1680.5%Finance
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$35,034,440$755,120 â–¼-2.1%861,4320.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$32,273,428$4,651,948 â–²16.8%86,5190.4%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$31,519,409$11,176,332 â–¼-26.2%931,4250.4%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$31,008,820$3,899,835 â–¼-11.2%858,2570.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$29,057,087$4,658,095 â–²19.1%346,9500.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$26,227,640$181,680 â–¼-0.7%176,8430.3%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$24,853,517$1,445,943 â–¼-5.5%331,8230.3%ETF
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$23,363,783$2,741,261 â–¼-10.5%1,020,6980.3%Manufacturing
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$23,026,306$693,346 â–¼-2.9%661,4850.3%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$22,582,972$3,505,284 â–¼-13.4%442,8030.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$22,471,812$8,651,254 â–²62.6%112,3090.3%Computer and Technology
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$21,942,062$875,003 â–²4.2%980,8700.3%Manufacturing
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$20,179,668$753,575 â–¼-3.6%872,4460.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$19,096,471$5,203,989 â–¼-21.4%385,3980.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$18,595,657$378,521 â–²2.1%671,3230.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,222,335$510,781 â–¼-2.7%24,4020.2%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$18,044,885$264,633 â–¼-1.4%356,8300.2%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$16,585,6760.0%33,5010.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$14,265,665$11,011,785 â–²338.4%114,8880.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,836,355$6,649,022 â–²92.5%58,4750.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$13,514,993$3,817,224 â–¼-22.0%141,6070.2%Manufacturing
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$12,818,622$1,085,330 â–¼-7.8%78,0340.2%ETF
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$12,456,271$201,245 â–²1.6%271,9710.2%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,371,048$142,654 â–²1.2%245,5060.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$12,226,072$1,835,975 â–²17.7%123,5210.2%Finance
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$11,535,620$3,252,566 â–¼-22.0%255,7220.2%ETF
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$11,478,961$547,369 â–²5.0%86,4640.2%Manufacturing
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$11,340,973$6,802,260 â–²149.9%51,7360.1%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$11,259,660$191,134 â–²1.7%195,3450.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,745,848$760,132 â–²7.6%30,0690.1%Computer and Technology
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$10,340,753$1,754,396 â–²20.4%467,0620.1%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,222,403$182,330 â–¼-1.8%42,8900.1%Retail/Wholesale
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$10,002,953$304 â–²0.0%65,7310.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$9,907,268$854,328 â–²9.4%208,9700.1%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$9,562,275$2,973,806 â–¼-23.7%140,6010.1%ETF
MLN
VanEck Long Muni ETF
$9,045,593$808,723 â–²9.8%508,7510.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,605,168$12,029 â–¼-0.1%111,5960.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$8,505,729$2,393,631 â–¼-22.0%72,4200.1%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$8,270,729$764,676 â–²10.2%341,3420.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,269,710$7,076,928 â–²593.3%96,0030.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,159,353$1,161,413 â–²16.6%32,1270.1%Medical
WALMART INC
$8,056,977$203,302 â–¼-2.5%71,1370.1%COM
iShares iBonds Dec 2027 Term Muni Bond ETF stock logo
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$7,877,633$814,050 â–²11.5%309,8990.1%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$7,877,520$7,877,520 â–²New Holding18,0000.1%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,705,704$905,071 â–²13.3%23,5410.1%Finance
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$7,624,375$661,934 â–²9.5%298,0600.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$7,220,309$150,588 â–²2.1%199,1260.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$7,216,384$2,539,286 â–²54.3%88,7950.1%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,174,463$173,113 â–¼-2.4%32,0360.1%Computer and Technology
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$6,915,623$976,298 â–²16.4%269,7190.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$6,911,660$811,713 â–²13.3%50,5530.1%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$6,722,806$1,073,495 â–²19.0%26,7160.1%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6,689,489$6,117,829 â–¼-47.8%27,5930.1%ETF
ISHARES TR
$6,360,272$755,327 â–²13.5%250,5030.1%IBONDS DEC 2029
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$6,346,440$1,475,870 â–²30.3%262,0330.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,210,504$1,161,390 â–²23.0%42,3520.1%Consumer Staples
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$6,157,611$1,625,231 â–¼-20.9%76,9990.1%ETF
Intel Corporation stock logo
INTC
Intel
$6,153,412$1,857,934 â–²43.3%44,0690.1%Computer and Technology
Federal Signal Corporation stock logo
FSS
Federal Signal
$6,087,214$6,087,214 â–²New Holding47,3750.1%Multi-Sector Conglomerates
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$5,887,621$522,172 â–²9.7%57,2670.1%Manufacturing
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$5,780,497$1,598,044 â–¼-21.7%61,1240.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$5,770,671$5,770,671 â–²New Holding48,2820.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$5,711,890$129,956 â–¼-2.2%215,5430.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$5,662,820$252,215 â–¼-4.3%234,5820.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,631,886$1,235,782 â–²28.1%43,8280.1%Medical
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$5,623,605$1,380,291 â–²32.5%222,7170.1%ETF

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