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CIK: 0000944361
Total reported value
$7.7B
$7.7B
253 檔
48.1%
The Q2 2026 SEC filing reveals that Cliftonlarsonallen Wealth Advisors, LLC held a total portfolio value of $7.7B, covering 253 public equity positions.
In Q2 2026, Cliftonlarsonallen Wealth Advisors, LLC displayed an active expansion posture, initiating 39 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.25% | +1.15% | +2.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.35% | +0.32% | +1.70% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 8.72% | -0.24% | +0.19% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.25% | — | +1.23% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.81% | -0.21% | +2.26% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.31% | +0.16% | +2.41% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.28% | +0.08% | +4.91% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.25% | +0.07% | +6.65% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.43% | -0.02% | +2.38% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.98% | -0.07% | +96.47% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.96% | +0.05% | +4.07% | |
| 12 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.73% | -0.07% | -0.23% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.52% | +0.03% | +3.97% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.43% | +0.02% | -6.44% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | -0.05% | -9.81% | |
| 16 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.33% | -0.09% | -1.78% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | -0.07% | -8.70% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.08% | -11.55% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.03% | -2.29% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.96% | -0.01% | -1.57% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.08% | +9.12% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.82% | -0.03% | +5.51% | |
| 23 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.81% | — | +4.39% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.73% | +0.01% | -5.33% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.05% | +3.47% | |
| 26 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.65% | -0.03% | +0.16% | |
| 27 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.63% | -0.03% | +3.83% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.62% | +0.16% | -18.44% | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.56% | — | +0.30% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | -0.05% | -13.57% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.54% | -0.02% | -5.40% | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.51% | -0.03% | -10.59% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | -15.20% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.47% | +0.03% | +0.66% | |
| 35 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.46% | -0.01% | -2.11% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.06% | +16.84% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.41% | +0.02% | -26.18% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | -0.02% | -11.17% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | -0.01% | +19.09% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | -0.03% | -0.69% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.33% | -0.03% | -5.50% | |
| 42 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.31% | -0.31% | -10.50% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | -0.03% | -2.92% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.30% | -0.01% | -13.44% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | -0.08% | +62.60% | |
| 46 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.29% | -0.02% | +4.15% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.27% | -0.03% | -3.60% | |
| 48 | IQLT | Ishares Msci International Q | ETF-Other | 0.25% | -0.04% | -21.42% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.24% | -0.02% | +2.08% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | -2.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.2% | +2.45% | Add |
| 2 | SPHQ | Invesco S&p 500 Quality ETF | +0.6% | +0.19% | Add |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +2.26% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.70% | Add |
| 5 | NVDA | Nvidia CORP | +0.1% | +62.60% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +9.12% | Add |
| 7 | TPL | Texas Pacific Land CORP | +0.1% | NEW | New buy |
| 8 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +149.87% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +92.51% | Add |
| 10 | FSS | Federal Signal CORP | +0.1% | NEW | New buy |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +19.09% | Add |
| 13 | INTC | Intel CORP | +0.1% | +43.25% | Add |
| 14 | WM | Waste Management Inc | +0.1% | NEW | New buy |
| 15 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | NEW | New buy |
| 16 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.41% | Add |
| 17 | AAPL | Apple Inc | 0% | +3.47% | Add |
| 18 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 19 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 20 | MCD | Mcdonald's CORP | 0% | NEW | New buy |
| 21 | CSCO | Cisco Systems Inc | 0% | +46.80% | Add |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -6.44% | Trim |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | +338.42% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +54.29% | Add |
| 25 | MGK | Vanguard Mega Cap Growth ETF | 0% | NEW | New buy |
| 26 | DFEM | Dimensional Emrg Mrkt Core | 0% | NEW | New buy |
| 27 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 28 | C | Citigroup Inc | 0% | NEW | New buy |
| 29 | SCHB | Schwab US Broad Market ETF | 0% | -1.57% | Trim |
| 30 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +4.39% | Add |
| 31 | MSFT | Microsoft CORP | 0% | +16.84% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | -0.69% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +7.61% | Add |
| 34 | VUG | Vanguard Growth ETF | 0% | +593.31% | Add |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | NEW | New buy |
| 36 | ABBV | Abbvie Inc | 0% | +19.00% | Add |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +51.99% | Add |
| 38 | MMM | 3m Co | 0% | NEW | New buy |
| 39 | XEL | Xcel Energy Inc | 0% | NEW | New buy |
| 40 | FTCA | Franklin Ca Muni Inc ETF | 0% | NEW | New buy |
| 41 | GBIL | Goldman Sachs Access Treasur | 0% | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 43 | VO | Vanguard Mid-cap ETF | 0% | NEW | New buy |
| 44 | PWZ | Invesco California Amt-free | 0% | NEW | New buy |
| 45 | DFIV | Dimensional International Va | 0% | NEW | New buy |
| 46 | CVS | Cvs Health CORP | 0% | NEW | New buy |
| 47 | DFLV | Dim US Large Cap Value ETF | 0% | NEW | New buy |
| 48 | SUSL | Ishares Esg Msci USA Leaders | 0% | +5.01% | Add |
| 49 | AGG | Ishares Core U.s. Aggregate | 0% | +17.67% | Add |
| 50 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +20.43% | Add |
According to official SEC Form 13F filings, Cliftonlarsonallen Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $7.7B across 253 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, SPHQ) accounted for 48.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
TPL
市值: $7.9M
Top Position Liquidated / Trimmed
VT
前期市值: $6.1M
During Q2 2026, Cliftonlarsonallen Wealth Advisors, LLC's top holdings by market value included VOO (21.3%)、VEA (10.3%)、SPHQ (8.7%). The largest single position, VOO, represented 21.3% of total portfolio value.
In Q2 2026, Cliftonlarsonallen Wealth Advisors, LLC made 198 total portfolio adjustments, initiating 39 new buys, adding to 91 positions, trimming 56 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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