Cliftonlarsonallen Wealth Advisors
$7.6B 13F equity value
265 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cliftonlarsonallen Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 2,353,485 | $1.6B | 21.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 11,054,365 | $788M | 10.4% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7,364,726 | $664M | 8.7% |
| VTEB | VANGUARD MUN BD FDS | 6,394,230 | $323M | 4.3% |
| SPSM | SPDR SERIES TRUST | 5,022,048 | $290M | 3.8% |
| VWO | VANGUARD INTL EQUITY INDEX F | 4,224,614 | $252M | 3.3% |
| SPAB | SPDR SERIES TRUST | 9,787,519 | $250M | 3.3% |
| VGIT | VANGUARD SCOTTSDALE FDS | 4,196,999 | $248M | 3.3% |
| MBB | ISHARES TR | 1,957,539 | $185M | 2.4% |
| NOBL | PROSHARES TR | 2,687,604 | $151M | 2.0% |
Track Cliftonlarsonallen Wealth Advisors's 13F portfolio: $7.6B in reported holdings, 265 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}