Cliftonlarsonallen Wealth Advisors, LLC 13F Holdings · Q2 2026
Cliftonlarsonallen Wealth Advisors, LLC reported 253 securities worth $7.61B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (21.25%), VEA (10.35%), SPHQ (8.72%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $1.62B | 21.25% | 2.4M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $787.6M | 10.35% | 11.1M | Added |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $663.6M | 8.72% | 7.4M | Added |
| 4 | VTEB | VANGUARD MUN BD FDS | $323.4M | 4.25% | 6.4M | Added |
| 5 | SPSM | SPDR SERIES TRUST | $289.6M | 3.81% | 5.0M | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $252.2M | 3.31% | 4.2M | Added |
| 7 | SPAB | SPDR SERIES TRUST | $249.8M | 3.28% | 9.8M | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $247.5M | 3.25% | 4.2M | Added |
| 9 | MBB | ISHARES TR | $185.0M | 2.43% | 2.0M | Added |
| 10 | NOBL | PROSHARES TR | $150.9M | 1.98% | 2.7M | Added |
| 11 | SPIB | SPDR SERIES TRUST | $148.9M | 1.96% | 4.5M | Added |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | $131.4M | 1.73% | 5.2M | Trimmed |
| 13 | BINC | BLACKROCK ETF TRUST II | $115.6M | 1.52% | 2.2M | Added |
| 14 | SPYG | SPDR SERIES TRUST | $108.5M | 1.43% | 911,956 | Trimmed |
| 15 | IVW | ISHARES TR | $104.8M | 1.38% | 762,341 | Trimmed |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | $100.8M | 1.33% | 4.3M | Trimmed |
| 17 | IEFA | ISHARES TR | $96.0M | 1.26% | 993,547 | Trimmed |
| 18 | IVE | ISHARES TR | $84.0M | 1.10% | 369,816 | Trimmed |
| 19 | DFAC | DIMENSIONAL ETF TRUST | $74.5M | 0.98% | 1.7M | Trimmed |
| 20 | SCHB | SCHWAB STRATEGIC TR | $73.2M | 0.96% | 2.5M | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $70.6M | 0.93% | 190,730 | Added |
| 22 | PFF | ISHARES TR | $62.6M | 0.82% | 2.1M | Added |
| 23 | JIRE | J P MORGAN EXCHANGE TRADED F | $61.5M | 0.81% | 745,277 | Added |
| 24 | QUAL | ISHARES TR | $55.7M | 0.73% | 253,901 | Trimmed |
| 25 | AAPL | APPLE INC | $50.8M | 0.67% | 175,697 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR