Cliftonlarsonallen Wealth Advisors, LLC holds a focused book of 253 stocks worth $7.6B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Texas Pacific Land Corp and trimmed Franklin Dynamic Municipal B. Their largest long position is Vanguard S&P 500 ETF at 21% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/944361/holdings"
Use Arkolith to show CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $1.6B | 2.35M | 21.2% | ▲+2.4% Added · +56K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $787.6M | 11.05M | 10.4% | ▲+1.7% Added · +185K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 QUALITY | $663.6M | 7.36M | 8.7% | ▲+0.2% Added · +14K sh | |
| 4 | Vanguard Mun BD FDS TAX EXEMPT BD | $323.4M | 6.39M | 4.3% | ▲+1.2% Added · +78K sh | |
| 5 | SPDR Series Trust ST STR SP600 SML | $289.6M | 5.02M | 3.8% | ▲+2.3% Added · +111K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $252.2M | 4.22M | 3.3% | ▲+2.4% Added · +99K sh | |
| 7 | SPDR Series Trust ST STR AGGRE ETF | $249.8M | 9.79M | 3.3% | ▲+4.9% Added · +458K sh | |
| 8 | Vanguard Scottsdale FDS INTER TERM TREAS | $247.5M | 4.20M | 3.3% | ▲+6.7% Added · +262K sh | |
| 9 | Ishares TR MBS ETF | $185.0M | 1.96M | 2.4% | ▲+2.4% Added · +45K sh | |
| 10 | Proshares TR S&P 500 DV ARIST | $150.9M | 2.69M | 2.0% | ▲+96% Added · +1.3M sh | |
| 11 | SPDR Series Trust ST INTER BD ETF | $148.9M | 4.45M | 2.0% | ▲+4.1% Added · +174K sh | |
| 12 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $131.4M | 5.22M | 1.7% | ▼−0.2% Reduced · −12K sh | |
| 13 | BlackRock ETF Trust II ISHA FLEX IN ETF | $115.6M | 2.21M | 1.5% | ▲+4.0% Added · +84K sh | |
| 14 | SPDR Series Trust ST STR P500GRW | $108.5M | 912.0K | 1.4% | ▼−6.4% Reduced · −63K sh | |
| 15 | Ishares TR S&P 500 GRWT ETF | $104.8M | 762.3K | 1.4% | ▼−9.8% Reduced · −83K sh | |
| 16 | Invesco Exch Traded FD TR II NATL AMT MUNI | $100.8M | 4.29M | 1.3% | ▼−1.8% Reduced · −78K sh | |
| 17 | Ishares TR CORE MSCI EAFE | $96.0M | 993.5K | 1.3% | ▼−8.7% Reduced · −95K sh | |
| 18 | Ishares TR S&P 500 VAL ETF | $84.0M | 369.8K | 1.1% | ▼−12% Reduced · −48K sh | |
| 19 | Dimensional ETF Trust US COR EQU 2 ETF | $74.5M | 1.68M | 1.0% | ▼−2.3% Reduced · −39K sh | |
| 20 | Schwab Strategic TR US BRD MKT ETF | $73.2M | 2.53M | 1.0% | ▼−1.6% Reduced · −40K sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $70.6M | 190.7K | 0.9% | ▲+9.1% Added · +16K sh | |
| 22 | Ishares TR PFD AND INCM SEC | $62.6M | 2.05M | 0.8% | ▲+5.5% Added · +107K sh | |
| 23 | J P Morgan Exchange Traded F INTRNL RES EQT | $61.5M | 745.3K | 0.8% | ▲+4.4% Added · +31K sh | |
| 24 | Ishares TR MSCI USA QLT FCT | $55.7M | 253.9K | 0.7% | ▼−5.3% Reduced · −14K sh | |
| 25 | Apple Inc COM | $50.8M | 175.7K | 0.7% | ▲+3.5% Added · +6K sh | |
| 26 | Vaneck ETF Trust INTRMDT MUNI ETF | $49.6M | 1.06M | 0.7% | ▲+0.1% Added · +2K sh | |
| 27 | Ishares TR 10+ YR INVST GRD | $48.0M | 959.8K | 0.6% | ▲+3.8% Added · +35K sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $47.0M | 436.4K | 0.6% | ▼−18% Reduced · −99K sh | |
| 29 | SPDR Series Trust ST NUVE HIGH ETF | $42.7M | 1.68M | 0.6% | ▲+0.3% Added · +5K sh | |
| 30 | Ishares Inc CORE MSCI EMKT | $41.8M | 505.0K | 0.5% | ▼−14% Reduced · −79K sh | |
| 31 | Dimensional ETF Trust WORLD EX US CORE | $41.3M | 1.12M | 0.5% | ▼−5.4% Reduced · −64K sh | |
| 32 | Ishares TR RUS TP200 GR ETF | $39.1M | 134.6K | 0.5% | ▼−11% Reduced · −16K sh | |
| 33 | Ishares TR CORE S&P500 ETF | $38.2M | 51.0K | 0.5% | ▼−15% Reduced · −9K sh | |
| 34 | SPDR Series Trust ST NUVE TERM ETF | $35.9M | 749.2K | 0.5% | ▲+0.7% Added · +5K sh | |
| 35 | SPDR Index SHS FDS ST STR ACWI ETF | $35.0M | 861.4K | 0.5% | ▼−2.1% Reduced · −19K sh | |
| 36 | Microsoft Corp COM | $32.3M | 86.5K | 0.4% | ▲+17% Added · +12K sh | |
| 37 | Schwab Strategic TR US LCAP GR ETF | $31.5M | 931.4K | 0.4% | ▼−26% Reduced · −330K sh | |
| 38 | Schwab Strategic TR US SML CAP ETF | $31.0M | 858.3K | 0.4% | ▼−11% Reduced · −108K sh | |
| 39 | Vanguard Intl Equity Index F ALLWRLD EX US | $29.1M | 346.9K | 0.4% | ▲+19% Added · +56K sh | |
| 40 | Ishares TR CORE S&P SCP ETF | $26.2M | 176.8K | 0.3% | ▼−0.7% Reduced · −1K sh | |
| 41 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $24.9M | 331.8K | 0.3% | ▼−5.5% Reduced · −19K sh | |
| 42 | Ishares TR IBONDS 26 TRM TS | $23.4M | 1.02M | 0.3% | ▼−11% Reduced · −120K sh | |
| 43 | Schwab Strategic TR US LCAP VA ETF | $23.0M | 661.5K | 0.3% | ▼−2.9% Reduced · −20K sh | |
| 44 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $22.6M | 442.8K | 0.3% | ▼−13% Reduced · −69K sh | |
| 45 | Nvidia Corporation COM | $22.5M | 112.3K | 0.3% | ▲+63% Added · +43K sh | |
| 46 | Ishares TR IBONDS 27 TRM TS | $21.9M | 980.9K | 0.3% | ▲+4.2% Added · +39K sh | |
| 47 | Schwab Strategic TR US AGGREGATE B | $20.2M | 872.4K | 0.3% | ▼−3.6% Reduced · −33K sh | |
| 48 | Ishares TR MSCI INTL QUALTY | $19.1M | 385.4K | 0.3% | ▼−21% Reduced · −105K sh | |
| 49 | Schwab Strategic TR INTL EQTY ETF | $18.6M | 671.3K | 0.2% | ▲+2.1% Added · +14K sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $18.2M | 24.4K | 0.2% | ▼−2.7% Reduced · −684 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 253 | $7.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 222 | $6.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 209 | $6.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 201 | $6.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 202 | $6.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 195 | $5.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 190 | $5.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 183 | $4.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 180 | $4.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 179 | $4.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 16, 2024 | 184 | $4.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 13, 2023 | 180 | $3.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 14, 2023 | 172 | $3.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 13, 2023 | 185 | $3.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 185 | $2.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 12, 2022 | 88 | $810.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 8, 2022 | 179 | $2.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 27, 2022 | 187 | $2.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 26, 2022 | 173 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 2, 2021 | 300 | $2.6B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Jul 21, 2021 | 301 | $2.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 24, 2021 | 165 | $2.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 14, 2021 | 162 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.