Cliftonlarsonallen Wealth Advisors
$6.8B Assets Reported
232 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARDINDEXFDS | 2,297,214 | $1.4B | 20.1% |
| VEA | VANGUARDTAX-MANAGEDFDS | 10,869,572 | $697M | 10.2% |
| SPHQ | INVESCOEXCHANGETRADEDFDT | 7,350,884 | $553M | 8.1% |
| VTEB | VANGUARDMUNBDFDS | 6,316,714 | $315M | 4.6% |
| SPAB | SPDRSERIESTRUST | 9,329,661 | $239M | 3.5% |
| SPSM | SPDRSERIESTRUST | 4,910,917 | $237M | 3.5% |
| VGIT | VANGUARDSCOTTSDALEFDS | 3,935,163 | $234M | 3.4% |
| VWO | VANGUARDINTLEQUITYINDEXF | 4,125,180 | $223M | 3.3% |
| MBB | ISHARESTR | 1,912,114 | $182M | 2.7% |
| NOBL | PROSHARESTR | 1,367,917 | $145M | 2.1% |
Track Cliftonlarsonallen Wealth Advisors's 13F portfolio: $6.8B in reported holdings, 232 positions. Top holdings, AUM, and quarterly changes on SentiSense.