Q3 2026 13F · SEC CIK 944361

Cliftonlarsonallen Wealth Advisors, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.7B
Reported positions: 241
Top holdings a year, 3 yrs: +12.5%
Assets under management: $14.4B

Cliftonlarsonallen Wealth Advisors, LLC is a wealth manager that reported 241 positions worth $7.7B in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Vanguard Index Fds (VOO, 22.4%), Vanguard Ftse Developed Markets Index Fu (VEA, 10.7%), Invesco Exchange Traded Fd T (SPHQ, 8.5%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Cliftonlarsonallen Wealth Advisors, LLC holdings largest 50 of 241 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cliftonlarsonallen Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	22.4%	21.2%	2,447,239	+4.0%	$1.7B
VEAVanguard Ftse Developed Markets Index Fu	10.7%	10.4%	11,564,903	+4.6%	$816.6M
SPHQInvesco Exchange Traded Fd T	8.5%	8.7%	7,724,643	+4.9%	$649.5M
VTEBVanguard Mun Bd Fds	4.2%	4.3%	6,867,973	+7.4%	$325.3M
SPSMSpdr Series Trust	3.6%	3.8%	5,209,244	+3.7%	$275.4M
VWOVanguard Intl Equity Index F	3.5%	3.3%	4,480,430	+6.1%	$265.7M
SPABSpdr Series Trust	3.4%	3.3%	10,567,608	+8.0%	$257.4M
VGITVanguard Scottsdale Fds	3.3%	3.3%	4,484,719	+6.9%	$254.1M
MBBIshares Tr	2.4%	2.4%	2,059,309	+5.2%	$184.6M
SPIBSpdr Series Trust	2.0%	2.0%	4,764,034	+7.0%	$153.8M
NOBLProshares Tr	1.9%	2.0%	2,696,373	+0.3%	$145.9M
FLMIFranklin Templeton ETF Tr	1.7%	1.7%	5,453,864	+4.5%	$127.2M
BINCBlackrock ETF Trust II	1.6%	1.5%	2,340,870	+6.0%	$118.9M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.4%	1.4%	901,915	-1.1%	$111.0M
IVWIshares Tr	1.3%	1.4%	713,836	-6.4%	$101.6M
PZAInvesco Exch Traded Fd Tr II	1.2%	1.3%	4,430,218	+3.3%	$94.8M
IEFAIshares Tr	1.2%	1.3%	939,180	-5.5%	$91.0M
IVEIshares Tr	1.0%	1.1%	342,504	-7.4%	$78.2M
VTIVanguard Index Fds	1.0%	0.9%	205,764	+7.9%	$77.0M
SCHBSchwab Strategic Tr	0.9%	1.0%	2,473,871	-2.1%	$72.5M
DFACDimensional ETF Trust	0.9%	1.0%	1,628,789	-3.0%	$72.4M
JIREJpmorgan International Research Enhanced	0.8%	0.8%	755,700	+1.4%	$62.1M
PFFIshares Tr	0.8%	0.8%	2,056,012	+0.1%	$60.7M
MUBIshares Tr	0.8%	0.6%	591,044	+35.4%	$59.8M
QUALIshares Tr	0.7%	0.7%	256,011	+0.8%	$56.9M
AAPLApple Inc	0.6%	0.7%	143,324	-18.4%	$47.7M
ITMVaneck ETF Trust	0.6%	0.7%	1,080,675	+2.4%	$47.5M
IGLBIshares Tr	0.6%	0.6%	1,003,958	+4.6%	$45.8M
HYMBSpdr Series Trust	0.6%	0.6%	1,821,246	+8.5%	$42.7M
DFAXDimensional ETF Trust	0.5%	0.5%	1,074,931	-4.1%	$39.8M
IVVIshares Tr	0.5%	0.5%	51,303	+0.7%	$39.3M
SHMSpdr Series Trust	0.5%	0.5%	826,147	+10.3%	$38.5M
IEMGIshares Inc	0.5%	0.6%	472,221	-6.5%	$38.3M
IWYIshares Tr	0.5%	0.5%	123,951	-7.9%	$36.6M
MSFTMicrosoft Corp	0.5%	0.4%	71,144	-17.8%	$36.5M
CWISpdr Index Shs Fds	0.4%	0.5%	843,691	-2.1%	$34.1M
SCHGSchwab Strategic Tr	0.4%	0.4%	908,375	-2.5%	$32.6M
SCHASchwab Strategic Tr	0.4%	0.4%	904,879	+5.4%	$29.5M
VEUVanguard Intl Equity Index F	0.4%	0.4%	336,941	-2.9%	$28.0M
IJRIshares Tr	0.3%	0.3%	171,995	-2.7%	$23.4M
SPLVInvesco Exch Traded Fd Tr II	0.3%	0.3%	321,510	-3.1%	$22.7M
JMSTJ P Morgan Exchange Traded F	0.3%	0.3%	432,556	-2.3%	$21.9M
JPSTJ P Morgan Exchange Traded F	0.3%	—	421,870	—	$21.2M
IBTHIshares Tr	0.3%	0.3%	934,872	-4.7%	$20.9M
SCHVSchwab Strategic Tr	0.3%	0.3%	624,241	-5.6%	$20.8M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	24,557	+0.6%	$18.7M
SCHZSchwab Strategic Tr	0.2%	0.3%	836,926	-4.1%	$18.5M
SCHFSchwab Strategic Tr	0.2%	0.2%	611,732	-8.9%	$16.8M
NVDANvidia Corporation	0.2%	0.3%	72,865	-35.1%	$16.6M
IQLTIshares Tr	0.2%	0.3%	321,091	-16.7%	$15.9M

What Cliftonlarsonallen Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$7.7B	241
Q2 2026	$7.6B	253
Q1 2026	$6.8B	222
Q4 2025	$6.6B	209
Q3 2025	$6.3B	201
Q2 2025	$6.0B	202
Q1 2025	$5.4B	194
Q4 2024	$5.2B	190
Q3 2024	$4.3B	183
Q2 2024	$4.7B	180
Q1 2024	$4.4B	179
Q4 2023	$4.0B	184

Questions about Cliftonlarsonallen Wealth Advisors, LLC's portfolio

What stocks does Cliftonlarsonallen Wealth Advisors, LLC own?

Cliftonlarsonallen Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 241 positions worth $7.7B. The largest are Vanguard Index Fds (VOO) at 22.4%, Vanguard Ftse Developed Markets Index Fu (VEA) at 10.7%, Invesco Exchange Traded Fd T (SPHQ) at 8.5%, Vanguard Mun Bd Fds (VTEB) at 4.2% and Spdr Series Trust (SPSM) at 3.6%.

What did Cliftonlarsonallen Wealth Advisors, LLC buy last quarter?

In Q3 2026, Cliftonlarsonallen Wealth Advisors, LLC added Ishares Tr (MUB) (+35.4% shares), Spdr Series Trust (SHM) (+10.3% shares) and Spdr Series Trust (HYMB) (+8.5% shares), compared with its Q2 2026 filing.

What did Cliftonlarsonallen Wealth Advisors, LLC sell last quarter?

In Q3 2026, Cliftonlarsonallen Wealth Advisors, LLC cut from its top 50 Ishares Tr (IBTG), Nvidia Corporation (NVDA) (-35.1% shares), Apple Inc (AAPL) (-18.4% shares) and Microsoft Corp (MSFT) (-17.8% shares), compared with its Q2 2026 filing.

How has Cliftonlarsonallen Wealth Advisors, LLC's portfolio performed?

A portfolio copying Cliftonlarsonallen Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +5.3% a year against +11.6%.

When is Cliftonlarsonallen Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cliftonlarsonallen Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cliftonlarsonallen Wealth Advisors, LLC manage?

Cliftonlarsonallen Wealth Advisors, LLC reported $14.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.7B.