Q2 2026 13F · SEC CIK 944361

Cliftonlarsonallen Wealth Advisors, LLC

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.6B
Reported positions: 253
Top holdings a year, 3 yrs: +12.5%
Assets under management: $14.4B

Cliftonlarsonallen Wealth Advisors, LLC is a wealth manager that reported 253 positions worth $7.6B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Vanguard S&p 500 ETF (VOO, 21.2%), Vanguard Tax-Managed Fds (VEA, 10.4%), Invesco Exchange Traded Fd T (SPHQ, 8.7%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Cliftonlarsonallen Wealth Advisors, LLC holdings largest 50 of 253 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cliftonlarsonallen Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	21.2%	20.1%	2,353,485	+2.4%	$1.6B
VEAVanguard Tax-Managed Fds	10.4%	10.2%	11,054,365	+1.7%	$787.6M
SPHQInvesco Exchange Traded Fd T	8.7%	8.1%	7,364,726	+0.2%	$663.6M
VTEBVanguard Tx Ex Bd	4.3%	4.6%	6,394,230	+1.2%	$323.4M
SPSMSpdr Series Trust	3.8%	3.5%	5,022,048	+2.3%	$289.6M
VWOVanguard Intl Equity Index F	3.3%	3.3%	4,224,614	+2.4%	$252.2M
SPABSpdr Series Trust	3.3%	3.5%	9,787,519	+4.9%	$249.8M
VGITVanguard Intermediate Treasury ETF	3.3%	3.4%	4,196,999	+6.7%	$247.5M
MBBIshares Tr	2.4%	2.7%	1,957,539	+2.4%	$185.0M
NOBLProshares Tr	2.0%	2.1%	2,687,604	+96.5%	$150.9M
SPIBSpdr Series Trust	2.0%	2.1%	4,450,915	+4.1%	$148.9M
FLMIFranklin Templeton ETF Tr	1.7%	1.9%	5,218,892	-0.2%	$131.4M
BINCIshares Flexible Income Active ETF	1.5%	1.6%	2,207,918	+4.0%	$115.6M
SPYGSpdr Series Trust	1.4%	1.4%	911,956	-6.4%	$108.5M
IVWIshares	1.4%	1.4%	762,341	-9.8%	$104.8M
PZAInvesco Exch Traded Fd Tr II	1.3%	1.5%	4,286,823	-1.8%	$100.8M
IEFAIshares Core Msci Eafe ETF	1.3%	1.4%	993,547	-8.7%	$96.0M
IVEIshares S&p 500 Value ETF	1.1%	1.3%	369,816	-11.6%	$84.0M
DFACDimensional U.s. Core Equity 2	1.0%	1.0%	1,679,450	-2.3%	$74.5M
SCHBSchwb US Broad	1.0%	0.9%	2,527,684	-1.6%	$73.2M
VTIVanguard Index Fds	0.9%	0.8%	190,730	+9.1%	$70.6M
PFFIshares Tr	0.8%	0.9%	2,053,250	+5.5%	$62.6M
JIREJ P Morgan Exchange Traded F	0.8%	0.8%	745,277	+4.4%	$61.5M
QUALIshares Msci USA Quality Factor ETF	0.7%	0.8%	253,901	-5.3%	$55.7M
AAPLApple Inc	0.7%	0.6%	175,697	+3.5%	$50.8M
ITMVanEck ETFs/USA	0.7%	0.7%	1,055,190	+0.2%	$49.6M
IGLBIshares Tr	0.6%	0.7%	959,773	+3.8%	$48.0M
MUBIshares National Muni Bond ETF	0.6%	0.8%	436,441	-18.4%	$47.0M
HYMBSpdr Series Trust	0.6%	0.6%	1,678,899	+0.3%	$42.7M
IEMGIshares	0.6%	0.6%	504,998	-13.6%	$41.8M
DFAXDimensional World Ex U.s. Core	0.5%	0.6%	1,120,817	-5.4%	$41.3M
IWYIshares Russell Top 200 Growth ETF	0.5%	0.5%	134,581	-10.6%	$39.1M
IVVIshares Core S&p 500 ETF	0.5%	0.6%	50,970	-15.2%	$38.2M
SHMState Street ETF/USA	0.5%	0.5%	749,168	+0.7%	$35.9M
CWISpdr Index Shs Fds	0.5%	0.5%	861,432	-2.1%	$35.0M
MSFTMicrosoft Corp	0.4%	0.4%	86,519	+16.8%	$32.3M
SCHGSchwab U.s. Large-Cap Growth ETF	0.4%	0.5%	931,425	-26.2%	$31.5M
SCHASchwab U.s. Small-Cap ETF	0.4%	0.4%	858,257	-11.2%	$31.0M
VEUVanguard FTSE All	0.4%	0.3%	346,950	+19.1%	$29.1M
IJRIshares Core S&p Small Cap ETF	0.3%	0.3%	176,843	-0.7%	$26.2M
SPLVInvesco Exch Traded Fd Tr II	0.3%	0.4%	331,823	-5.5%	$24.9M
IBTGIshares Tr	0.3%	0.4%	1,020,698	-10.5%	$23.4M
SCHVSchwab Strategic Tr	0.3%	0.3%	661,485	-2.9%	$23.0M
JMSTJ P Morgan Exchange Traded F	0.3%	0.4%	442,803	-13.4%	$22.6M
NVDANvidia Corporation Com	0.3%	—	112,309	—	$22.5M
IBTHIshares Tr	0.3%	0.3%	980,870	+4.2%	$21.9M
SCHZSchwab Strategic Tr	0.3%	0.3%	872,446	-3.6%	$20.2M
IQLTIshares Tr	0.3%	0.3%	385,398	-21.4%	$19.1M
SCHFSchwab Intl Equity	0.2%	0.2%	671,323	+2.1%	$18.6M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	24,402	-2.7%	$18.2M

What Cliftonlarsonallen Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.6B	253
Q1 2026	$6.8B	222
Q4 2025	$6.6B	209
Q3 2025	$6.3B	201
Q2 2025	$6.0B	202
Q1 2025	$5.4B	194
Q4 2024	$5.2B	190
Q3 2024	$4.3B	183
Q2 2024	$4.7B	180
Q1 2024	$4.4B	179
Q4 2023	$4.0B	184
Q3 2023	$3.6B	180

Questions about Cliftonlarsonallen Wealth Advisors, LLC's portfolio

What stocks does Cliftonlarsonallen Wealth Advisors, LLC own?

Cliftonlarsonallen Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 253 positions worth $7.6B. The largest are Vanguard S&p 500 ETF (VOO) at 21.2%, Vanguard Tax-Managed Fds (VEA) at 10.4%, Invesco Exchange Traded Fd T (SPHQ) at 8.7%, Vanguard Tx Ex Bd (VTEB) at 4.3% and Spdr Series Trust (SPSM) at 3.8%.

What did Cliftonlarsonallen Wealth Advisors, LLC buy last quarter?

In Q2 2026, Cliftonlarsonallen Wealth Advisors, LLC added Proshares Tr (NOBL) (+96.5% shares), Vanguard FTSE All (VEU) (+19.1% shares) and Microsoft Corp (MSFT) (+16.8% shares), compared with its Q1 2026 filing.

What did Cliftonlarsonallen Wealth Advisors, LLC sell last quarter?

In Q2 2026, Cliftonlarsonallen Wealth Advisors, LLC cut from its top 50 J P Morgan Exchange Traded Fd (JPST), Schwab U.s. Large-Cap Growth ETF (SCHG) (-26.2% shares), Ishares Tr (IQLT) (-21.4% shares) and Ishares National Muni Bond ETF (MUB) (-18.4% shares), compared with its Q1 2026 filing.

How has Cliftonlarsonallen Wealth Advisors, LLC's portfolio performed?

A portfolio copying Cliftonlarsonallen Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +5.3% a year against +11.6%.

When is Cliftonlarsonallen Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cliftonlarsonallen Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cliftonlarsonallen Wealth Advisors, LLC manage?

Cliftonlarsonallen Wealth Advisors, LLC reported $14.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.6B.