Cliftonlarsonallen Wealth Advisors, LLC holds a focused book of 253 stocks worth $7.6B as of Q2 2026 (disclosed Jul 15, 2026, a ~15-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.
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
Other tracked managers holding the same core names as Cliftonlarsonallen Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $430.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $374.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $370.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $151.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $125.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $117.5B |
| LPL Financial LLC | 80 / 80 | $102.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $96.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Cliftonlarsonallen Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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, filed up to 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.