← Every investor
Cliftonlarsonallen Wealth Advisors, LLC Portfolio
$7.7B across 241 positions as of 2026-09-30, with 64% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $1.7B | 22.4% | 2,447,239 |
| VEAVanguard FTSE Developed Markets ETF | $816.6M | 10.7% | 11,564,903 |
| SPHQInvesco S&P 500 Quality ETF | $649.5M | 8.5% | 7,724,643 |
| VTEBVanguard Tax-Exempt Bond ETF | $325.3M | 4.2% | 6,867,973 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $275.4M | 3.6% | 5,209,244 |
| VWOVanguard FTSE Emerging Markets ETF | $265.7M | 3.5% | 4,480,430 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $257.4M | 3.4% | 10,567,608 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $254.1M | 3.3% | 4,484,719 |
| MBBiShares MBS ETF | $184.6M | 2.4% | 2,059,309 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $153.8M | 2.0% | 4,764,034 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $145.9M | 1.9% | 2,696,373 |
| FLMIFranklin Dynamic Municipal Bond ETF | $127.2M | 1.7% | 5,453,864 |
| BINCiShares Flexible Income Active ETF | $118.9M | 1.6% | 2,340,870 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $111M | 1.4% | 901,915 |
| IVWiShares S&P 500 Growth ETF | $101.6M | 1.3% | 713,836 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $94.8M | 1.2% | 4,430,218 |
| IEFAiShares Core MSCI EAFE ETF | $91M | 1.2% | 939,180 |
| IVEiShares S&P 500 Value ETF | $78.2M | 1.0% | 342,504 |
| VTIVanguard Total Stock Market ETF | $77M | 1.0% | 205,764 |
| SCHBSchwab U.S. Broad Market ETF | $72.5M | 0.9% | 2,473,871 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $72.4M | 0.9% | 1,628,789 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $62.1M | 0.8% | 755,700 |
| PFFiShares Preferred and Income Securities ETF | $60.7M | 0.8% | 2,056,012 |
| MUBiShares National Muni Bond ETF | $59.8M | 0.8% | 591,044 |
| QUALiShares MSCI USA Quality Factor ETF | $56.9M | 0.7% | 256,011 |
| AAPLApple Inc | $47.7M | 0.6% | 143,324 |
| ITMVanEck ETF Trust VanEck Intermediate Muni ETF | $47.5M | 0.6% | 1,080,675 |
| ISHARES TR | $45.8M | 0.6% | 1,003,958 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $42.7M | 0.6% | 1,821,246 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $39.8M | 0.5% | 1,074,931 |
| IVViShares Core S&P 500 ETF | $39.3M | 0.5% | 51,303 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $38.5M | 0.5% | 826,147 |
| IEMGiShares Core MSCI Emerging Markets ETF | $38.3M | 0.5% | 472,221 |
| IWYiShares Russell Top 200 Growth ETF | $36.6M | 0.5% | 123,951 |
| MSFTMicrosoft Corp | $36.5M | 0.5% | 71,144 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $34.1M | 0.4% | 843,691 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $32.6M | 0.4% | 908,375 |
| SCHASchwab U.S. Small-Cap ETF | $29.5M | 0.4% | 904,879 |
| VEUVanguard FTSE All World Ex US ETF | $28M | 0.4% | 336,941 |
| IJRiShares Core S&P Small-Cap ETF | $23.4M | 0.3% | 171,995 |
| SPLVInvesco S&P 500 Low Volatility ETF | $22.7M | 0.3% | 321,510 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $21.9M | 0.3% | 432,556 |
| JPSTJPMorgan Ultra-Short Income ETF | $21.2M | 0.3% | 421,870 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $20.9M | 0.3% | 934,872 |
| SCHVSchwab U.S. Large-Cap Value ETF | $20.8M | 0.3% | 624,241 |
| SPYState Street SPDR S&P 500 ETF Trust | $18.7M | 0.2% | 24,557 |
| SCHZSchwab US Aggregate Bond ETF | $18.5M | 0.2% | 836,926 |
| SCHFSchwab International Equity ETF | $16.8M | 0.2% | 611,732 |
| NVDANVIDIA Corp | $16.6M | 0.2% | 72,865 |
| IQLTiShares MSCI Intl Quality Factor ETF | $15.9M | 0.2% | 321,091 |
| VANECK ETF TRUST | $15.8M | 0.2% | 969,982 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $15M | 0.2% | 298,183 |
| ROKRockwell Automation Inc | $14.7M | 0.2% | 33,801 |
| IWFiShares Russell 1000 Growth ETF | $14.4M | 0.2% | 115,341 |
| AGGiShares Core U.S. Aggregate Bond ETF | $13.3M | 0.2% | 140,225 |
| VIGVanguard Div Appreciation ETF | $13.1M | 0.2% | 55,954 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $12.8M | 0.2% | 583,324 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $11.9M | 0.2% | 71,736 |
| JMUBJPMorgan Municipal ETF | $11.8M | 0.2% | 247,459 |
| ISHARES TR | $11.7M | 0.2% | 86,122 |
| IXUSiShares Core MSCI Total International Stock ETF | $11.4M | 0.1% | 119,721 |
| JNJJohnson & Johnson | $10.5M | 0.1% | 39,674 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $10.2M | 0.1% | 239,311 |
| SDYState Street SPDR S&P Dividend ETF | $9.6M | 0.1% | 65,731 |
| ISHARES TR | $9.5M | 0.1% | 175,352 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $9.1M | 0.1% | 201,872 |
| ISHARES TR | $8.9M | 0.1% | 351,742 |
| VOOVVanguard S&P 500 Value ETF | $8.8M | 0.1% | 39,993 |
| AMZNAmazon.com Inc | $8.6M | 0.1% | 34,578 |
| GOOGLAlphabet Inc | $8.6M | 0.1% | 24,914 |
| ISHARES TR | $8.4M | 0.1% | 197,098 |
| ISHARES TR | $8.3M | 0.1% | 331,471 |
| ISHARES TR | $8.2M | 0.1% | 331,319 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $8M | 0.1% | 115,076 |
| VUGVanguard Growth ETF | $7.9M | 0.1% | 87,639 |
| IJHiShares Core S&P Mid-Cap ETF | $7.9M | 0.1% | 109,532 |
| VANGUARD CALIF TAX FREE FDS | $7.8M | 0.1% | 82,391 |
| ISHARES TR | $7.6M | 0.1% | 314,418 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $7.5M | 0.1% | 351,915 |
| ISHARES TR | $7.4M | 0.1% | 297,866 |
| SCHESchwab Emerging Markets Equity ETF | $7.2M | 0.1% | 197,935 |
| WMTWalmart Inc | $7M | 0.1% | 67,773 |
| ISHARES TR | $7M | 0.1% | 309,053 |
| IEIiShares 3-7 Year Treasury Bond ETF | $6.8M | 0.1% | 60,316 |
| IWDiShares Russell 1000 Value ETF | $6.7M | 0.1% | 26,919 |
| JPMJPMorgan Chase & Co | $6.7M | 0.1% | 20,144 |
| ADPAutomatic Data Processing Inc | $6.4M | 0.1% | 24,713 |
| ABBVAbbVie Inc | $6.4M | 0.1% | 24,277 |
| XOMExxonmobil Holdings Corp | $5.9M | 0.1% | 36,385 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $5.9M | 0.1% | 57,298 |
| CSCOCisco Systems Inc | $5.9M | 0.1% | 54,771 |
| VGTVanguard Information Tech ETF | $5.9M | 0.1% | 46,788 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $5.4M | 0.1% | 225,754 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $5.2M | 0.1% | 108,716 |
| SCHPSCHWAB STRATEGIC TR | $5.2M | 0.1% | 207,431 |
| PGProcter & Gamble Co | $5.1M | 0.1% | 35,332 |
| ISHARES TR | $5.1M | 0.1% | 240,515 |
| MPCMarathon Petroleum Corp | $5.1M | 0.1% | 12,858 |
| KOCoca-Cola Co | $4.9M | 0.1% | 56,746 |
| VTVVanguard Value ETF | $4.9M | 0.1% | 22,601 |
| SUBiShares Short-Term National Muni Bond ETF | $4.9M | 0.1% | 46,623 |
| ISHARES TR | $4.8M | 0.1% | 190,607 |
| ISHARES TR | $4.7M | 0.1% | 235,352 |
| MRKMerck & Co Inc | $4.7M | 0.1% | 32,222 |
| DVNDevon Energy Corp | $4.7M | 0.1% | 101,201 |
| CEGConstellation Energy Corp | $4.3M | 0.1% | 16,981 |
| IEFiShares 7-10 Year Treasury Bond ETF | $4.3M | 0.1% | 47,877 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $4.2M | 0.1% | 54,415 |
| HARTFORD FDS EXCHANGE TRADED | $4.1M | 0.1% | 110,996 |
| SCHXSchwab U.S. Large-Cap ETF | $4M | 0.1% | 133,549 |
| ISHARES TR | $3.9M | 0.1% | 203,205 |
| BMOBank of Montreal | $3.7M | 0.0% | 22,055 |
| VIGIVanguard International Dividend Appreciation ETF | $3.6M | 0.0% | 38,632 |
| IWMiShares Russell 2000 Index Fund | $3.6M | 0.0% | 13,108 |
| ISHARES TR | $3.4M | 0.0% | 139,550 |
| BITBBITWISE BITCOIN ETF TR | $3.4M | 0.0% | 74,570 |
| DGROiShares Core Dividend Growth ETF | $3.3M | 0.0% | 43,851 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3.2M | 0.0% | 22,381 |
| IWRiShares Russell Mid-Cap ETF | $3.2M | 0.0% | 30,387 |
| FSSFederal Signal Corp | $3.1M | 0.0% | 28,311 |
| CVXChevron Corp | $3.1M | 0.0% | 15,330 |
| WMWaste Management Inc | $3.1M | 0.0% | 15,269 |
| BLACKROCK ETF TRUST II | $3.1M | 0.0% | 144,744 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $3.1M | 0.0% | 129,112 |
| BACBank of America Corp | $3.1M | 0.0% | 56,135 |
| PUTNAM ETF TRUST | $3M | 0.0% | 444,552 |
| VGKVanguard FTSEEuropean ETF | $3M | 0.0% | 34,150 |
| PRINCIPAL EXCHANGE TRADED FD | $2.9M | 0.0% | 160,637 |
| BETA TECHNOLOGIES INC | $2.9M | 0.0% | 131,452 |
| DVYISHARES TR | $2.8M | 0.0% | 18,246 |
| ISHARES TR | $2.6M | 0.0% | 109,362 |
| EEMiShares MSCI Emerging Index Fund | $2.6M | 0.0% | 39,392 |
| VMBSVanguard Mortgage Backed Security | $2.6M | 0.0% | 59,206 |
| DONWisdomTree U.S. MidCap Dividend Fund | $2.6M | 0.0% | 48,688 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $2.6M | 0.0% | 53,211 |
| ISHARES TR | $2.6M | 0.0% | 132,987 |
| VPLVanguard FTSE Pacific ETF | $2.5M | 0.0% | 21,574 |
| ISHARES TR | $2.4M | 0.0% | 99,997 |
| MOATVanEck Morningstar Wide Moat ETF | $2.4M | 0.0% | 23,131 |
| MGKVanguard Mega Cap Growth ETF | $2.4M | 0.0% | 26,335 |
| RTXRTX Corp | $2.4M | 0.0% | 12,979 |
| GOVTiShares U.S. Treasury Bond ETF | $2.4M | 0.0% | 109,939 |
| INVESCO EXCH TRADED FD TR II | $2.4M | 0.0% | 106,985 |
| HDViShares Core High Dividend ETF | $2.3M | 0.0% | 82,875 |
| INTCIntel Corp | $2.3M | 0.0% | 19,270 |
| DUKDuke Energy Corp | $2.3M | 0.0% | 20,276 |
| UNITED STS COMMODITY INDEX F | $2.2M | 0.0% | 19,923 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $2.1M | 0.0% | 22,252 |
| BGRNiShares USD Green Bond ETF | $2.1M | 0.0% | 46,757 |
| AGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $2.1M | 0.0% | 51,741 |
| AOAiShares Core Aggressive Allocation Fund | $2.1M | 0.0% | 21,767 |
| EFAiShares MSCI EAFE ETF | $2.1M | 0.0% | 19,949 |
| DIMENSIONAL ETF TRUST | $2.1M | 0.0% | 51,852 |
| EMREmerson Electric Co | $2M | 0.0% | 13,100 |
| NEENextera Energy Inc | $2M | 0.0% | 26,437 |
| VANECK ETF TRUST | $2M | 0.0% | 90,951 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $2M | 0.0% | 21,993 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $1.9M | 0.0% | 37,368 |
| SBACSBA Communications Corp | $1.9M | 0.0% | 11,564 |
| SPDR INDEX SHS FDS | $1.9M | 0.0% | 18,984 |
| EXCExelon Corp | $1.8M | 0.0% | 44,985 |
| PEPPepsiCo Inc | $1.8M | 0.0% | 14,324 |
| BMYBristol-Myers Squibb Co | $1.8M | 0.0% | 28,965 |
| EVERPURE INC | $1.7M | 0.0% | 13,142 |
| CCitigroup Inc | $1.7M | 0.0% | 13,131 |
| VOOGVanguard S&P 500 Growth ETF | $1.7M | 0.0% | 19,374 |
| UBS GROUP AG | $1.6M | 0.0% | 34,177 |
| VZVerizon Communications Inc | $1.6M | 0.0% | 35,806 |
| DIMENSIONAL ETF TRUST | $1.6M | 0.0% | 29,023 |
| ABTAbbott Laboratories | $1.5M | 0.0% | 15,489 |
| MOAltria Group Inc | $1.5M | 0.0% | 22,087 |
| AKREAkre Focus ETF | $1.4M | 0.0% | 27,425 |
| XLFState Street Financial Select Sector SPDR ETF | $1.4M | 0.0% | 26,957 |
| DIMENSIONAL ETF TRUST | $1.4M | 0.0% | 17,250 |
| GBILGOLDMAN SACHS ETF TR | $1.4M | 0.0% | 13,922 |
| ISHARES TR | $1.4M | 0.0% | 22,445 |
| SMBSSchwab Mortgage-Backed Securities ETF | $1.3M | 0.0% | 53,009 |
| IBITiShares Bitcoin Trust ETF | $1.2M | 0.0% | 26,298 |
| DFIVDimensional International Value ETF | $1.2M | 0.0% | 22,000 |
| VCLTVanguard Long-Term Corporate Bond ETF | $1.2M | 0.0% | 17,106 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $1.2M | 0.0% | 28,881 |
| VOVanguard Mid-Cap ETF | $1.1M | 0.0% | 14,591 |
| ENBEnbridge Inc | $1.1M | 0.0% | 24,126 |
| SOSouthern Co | $1.1M | 0.0% | 13,330 |
| MORGAN STANLEY ETF TRUST | $1.1M | 0.0% | 22,721 |
| WFCWells Fargo & Co | $1.1M | 0.0% | 13,527 |
| COWZPacer US Cash Cows 100 ETF | $1.1M | 0.0% | 16,075 |
| CVSCVS Health Corp | $1M | 0.0% | 12,130 |
| TAT&T Inc | $987.9K | 0.0% | 40,489 |
| BNDXVanguard Total International Bond ETF | $978K | 0.0% | 20,867 |
| ISHARES TR | $968.7K | 0.0% | 40,994 |
| NUVEEN QUALITY MUNCP INCOME | $950K | 0.0% | 93,871 |
| ISHARES TR | $908.8K | 0.0% | 37,755 |
| VANGUARD SCOTTSDALE FDS | $901.7K | 0.0% | 12,389 |
| JCPBJPMorgan Core Plus Bond ETF | $850.2K | 0.0% | 18,987 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $836.9K | 0.0% | 10,690 |
| INVESCO EXCHANGE TRADED FD T | $810.8K | 0.0% | 15,494 |
| DOUBLELINE ETF TRUST | $794.2K | 0.0% | 16,195 |
| USBUS Bancorp | $791.9K | 0.0% | 13,710 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $787.4K | 0.0% | 12,490 |
| WMBWilliams Companies Inc | $775.3K | 0.0% | 11,406 |
| ISHARES TR | $758.9K | 0.0% | 31,504 |
| DFATDimensional U.S. Targeted Value ETF | $751.7K | 0.0% | 11,314 |
| VANECK ETF TRUST | $750.2K | 0.0% | 18,836 |
| SCHWAB STRATEGIC TR | $749.8K | 0.0% | 22,040 |
| BNDVanguard Total Bond Market ETF | $737.1K | 0.0% | 10,508 |
| INNOVATOR ETFS TRUST | $725K | 0.0% | 11,978 |
| FNDFSchwab Fundamental International Equity ETF | $723.2K | 0.0% | 13,455 |
| CARRCarrier Global Corp | $723.1K | 0.0% | 13,180 |
| ETEnergy Transfer LP | $685.7K | 0.0% | 34,686 |
| INNOVATOR ETFS TRUST | $671K | 0.0% | 13,229 |
| XLUState Street Utilities Select Sector SPDR ETF | $659.3K | 0.0% | 16,717 |
| PFEPfizer Inc | $631.2K | 0.0% | 22,133 |
| ETHEGrayscale Ethereum Trust ETF | $615.4K | 0.0% | 28,715 |
| VGSHVanguard Short-Term Treasury ETF | $614.2K | 0.0% | 10,671 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $600.1K | 0.0% | 23,637 |
| CALFPacer US Small Cap Cash Cows 100 ETF | $556.7K | 0.0% | 10,449 |
| ISHARES TR | $548.2K | 0.0% | 10,852 |
| ISHARES TR | $515.2K | 0.0% | 20,917 |
| IBMOiShares iBonds Dec 2026 Term Muni Bond ETF | $507.5K | 0.0% | 19,794 |
| XLBMaterials Select Sector SPDR | $498.2K | 0.0% | 10,230 |
| XLREReal Estate Select Sector SPDR Fund | $485.7K | 0.0% | 11,872 |
| CMCSAComcast Corp | $472.5K | 0.0% | 21,715 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $468.6K | 0.0% | 10,101 |
| NUVEEN AMT FREE QLTY MUN INC | $410.5K | 0.0% | 41,260 |
| PCGPG&E Corp | $381.2K | 0.0% | 31,117 |
| ISHARES TR | $376K | 0.0% | 16,354 |
| FFord Motor Co | $357.7K | 0.0% | 29,660 |
| NUVEEN MUN HIGH INCOME OPPOR | $344.2K | 0.0% | 38,418 |
| FNDXSchwab Fundamental US Large Company Index ETF | $325.6K | 0.0% | 10,346 |
| BNY MELLON ETF TRUST II | $290.6K | 0.0% | 12,344 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $280.1K | 0.0% | 14,515 |
| ARCCAres Capital Corp | $279.1K | 0.0% | 14,615 |
| BNY MELLON ETF TRUST II | $253.9K | 0.0% | 10,222 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $250.1K | 0.0% | 10,932 |
| RQICohen & Steers Quality Income Realty Fund Inc | $245.3K | 0.0% | 22,500 |
| MATTHEWS INTL CORP | $245.1K | 0.0% | 12,771 |
| VFCVF Corp | $225.4K | 0.0% | 16,028 |
| ISHARES TR | $218.9K | 0.0% | 10,073 |
| DNP SELECT INCOME FD INC | $213.8K | 0.0% | 22,340 |
| FS CREDIT OPPORTUNITIES CORP | $206.4K | 0.0% | 40,000 |
Quarter ending 2026-09-30.
Follow Cliftonlarsonallen Wealth Advisors, LLC by email
Cliftonlarsonallen Wealth Advisors, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.