CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361 · MINNEAPOLIS, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 253 positions worth $7.61B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VOO (21.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.61B
2026 Q2
Positions
253
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.7%
Est. Net Flow (Q)
2026 Q2
10 / 253 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$1.62B21.25%2,353,485
2VEAVANGUARD TAX-MANAGED FDSSH$787.6M10.35%11,054,365
3SPHQINVESCO EXCHANGE TRADED FD TSH$663.6M8.72%7,364,726
4VTEBVANGUARD MUN BD FDSSH$323.4M4.25%6,394,230
5SPSMSPDR SERIES TRUSTSH$289.6M3.81%5,022,048
6VWOVANGUARD INTL EQUITY INDEX FSH$252.2M3.31%4,224,614
7SPABSPDR SERIES TRUSTSH$249.8M3.28%9,787,519
8VGITVANGUARD SCOTTSDALE FDSSH$247.5M3.25%4,196,999
9MBBISHARES TRSH$185.0M2.43%1,957,539
10NOBLPROSHARES TRSH$150.9M1.98%2,687,604

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CLIFTONLARSONALLEN WEALTH ADVISORS, LLC hold as of Q2 2026?

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 253 positions worth $7.61B in its Q2 2026 13F filing. Largest positions: VOO (21.2%), VEA (10.4%), SPHQ (8.7%), VTEB (4.3%) and SPSM (3.8%).

What did CLIFTONLARSONALLEN WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CLIFTONLARSONALLEN WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.