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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13F holdings

Filed 2026-07-15 · CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · 253 positions · $7.6B

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS2.4M$1.6B21.2%
VEAVANGUARD TAX-MANAGED FDS11.1M$787.6M10.4%
SPHQINVESCO EXCHANGE TRADED FD T7.4M$663.6M8.7%
VTEBVANGUARD MUN BD FDS6.4M$323.4M4.3%
SPSMSPDR SERIES TRUST5.0M$289.6M3.8%
VWOVANGUARD INTL EQUITY INDEX F4.2M$252.2M3.3%
SPABSPDR SERIES TRUST9.8M$249.8M3.3%
VGITVANGUARD SCOTTSDALE FDS4.2M$247.5M3.3%
MBBISHARES TR2.0M$185.0M2.4%
NOBLPROSHARES TR2.7M$150.9M2.0%
SPIBSPDR SERIES TRUST4.5M$148.9M2.0%
FLMIFRANKLIN TEMPLETON ETF TR5.2M$131.4M1.7%
BINCBLACKROCK ETF TRUST II2.2M$115.6M1.5%
SPYGSPDR SERIES TRUST912.0K$108.5M1.4%
IVWISHARES TR762.3K$104.8M1.4%
PZAINVESCO EXCH TRADED FD TR II4.3M$100.8M1.3%
IEFAISHARES TR993.5K$96.0M1.3%
IVEISHARES TR369.8K$84.0M1.1%
DFACDIMENSIONAL ETF TRUST1.7M$74.5M1.0%
SCHBSCHWAB STRATEGIC TR2.5M$73.2M1.0%
VTIVANGUARD INDEX FDS190.7K$70.6M0.9%
PFFISHARES TR2.1M$62.6M0.8%
JIREJ P MORGAN EXCHANGE TRADED F745.3K$61.5M0.8%
QUALISHARES TR253.9K$55.7M0.7%
AAPLAPPLE INC175.7K$50.8M0.7%
ITMVANECK ETF TRUST1.1M$49.6M0.7%
IGLBISHARES TR959.8K$48.0M0.6%
MUBISHARES TR436.4K$47.0M0.6%
HYMBSPDR SERIES TRUST1.7M$42.7M0.6%
ACWIISHARES INC505.0K$41.8M0.5%
DFAXDIMENSIONAL ETF TRUST1.1M$41.3M0.5%
IWYISHARES TR134.6K$39.1M0.5%
IVVISHARES TR51.0K$38.2M0.5%
SHMSPDR SERIES TRUST749.2K$35.9M0.5%
CWISPDR INDEX SHS FDS861.4K$35.0M0.5%
MSFTMICROSOFT CORP86.5K$32.3M0.4%
SCHGSCHWAB STRATEGIC TR931.4K$31.5M0.4%
SCHASCHWAB STRATEGIC TR858.3K$31.0M0.4%
VEUVANGUARD INTL EQUITY INDEX F346.9K$29.1M0.4%
IJRISHARES TR176.8K$26.2M0.3%
SPLVINVESCO EXCH TRADED FD TR II331.8K$24.9M0.3%
IBTGISHARES TR1.0M$23.4M0.3%
SCHVSCHWAB STRATEGIC TR661.5K$23.0M0.3%
JMSTJ P MORGAN EXCHANGE TRADED F442.8K$22.6M0.3%
NVDANVIDIA CORPORATION112.3K$22.5M0.3%
IBTHISHARES TR980.9K$21.9M0.3%
SCHZSCHWAB STRATEGIC TR872.4K$20.2M0.3%
IQLTISHARES TR385.4K$19.1M0.3%
SCHFSCHWAB STRATEGIC TR671.3K$18.6M0.2%
SPYSTATE STR SPDR S&P 500 ETF T24.4K$18.2M0.2%
JPSTJ P MORGAN EXCHANGE TRADED F356.8K$18.0M0.2%
ROKROCKWELL AUTOMATION INC33.5K$16.6M0.2%
IWFISHARES TR114.9K$14.3M0.2%
VIGVANGUARD SPECIALIZED FUNDS58.5K$13.8M0.2%
IXUSISHARES TR141.6K$13.5M0.2%
ITOTISHARES TR78.0K$12.8M0.2%
TFISPDR SERIES TRUST272.0K$12.5M0.2%
SPDWSPDR INDEX SHS FDS245.5K$12.4M0.2%
AGGISHARES TR123.5K$12.2M0.2%
IGEBISHARES TR255.7K$11.5M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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