CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held in its portfolio 196 assets valued at $6,615,911,095 (i.e. $6.62B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($1.32B), SPDR SERIES TRUST ($1.04B), and INVESCO EXCHANGE TRADED FD T ($668.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 196 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 2096375 | 1314699581 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 30567911 | 1042086755 | STATE STREET SPD |
| INVESCO EXCHANGE TRADED FD T | 8910347 | 668721512 | S&P500 QUALITY |
| VANGUARD TAX-MANAGED FDS | 7957746 | 497120420 | VAN FTSE DEV MKT |
| VANGUARD MUN BD FDS | 5599510 | 281599339 | TAX EXEMPT BD |
| VANGUARD WHITEHALL FDS | 2035841 | 186177627 | INTL DVD ETF |
| VANGUARD INTL EQUITY INDEX F | 2871265 | 154359185 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 2541497 | 152311916 | INTER TERM TREAS |
| PROSHARES TR | 1316853 | 137044846 | S&P 500 DV ARIST |
| ISHARES TR | 900143 | 110951629 | S&P 500 GRWT ETF |
| ISHARES TR | 1064604 | 101371570 | MBS ETF |
| INVESCO EXCH TRADED FD TR II | 4321626 | 100218515 | NATL AMT MUNI |
| ISHARES TR | 1116274 | 99861876 | CORE MSCI EAFE |
| ISHARES TR | 452678 | 95999512 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 1799605 | 71246348 | US CORE EQUITY 2 |
| ISHARES TR | 316479 | 62859059 | MSCI USA QLT FCT |
| ISHARES TR | 582008 | 62338881 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 2362355 | 61964564 | US BRD MKT ETF |
| FRANKLIN TEMPLETON ETF TR | 2366025 | 58843046 | FRANKLIN DYN MUN |
| ISHARES TR | 1894274 | 58646735 | PFD AND INCM SEC |
| VANGUARD INDEX FDS | 163722 | 54891146 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 1565180 | 51056177 | US LCAP GR ETF |
| APPLE INC | 177430 | 48236180 | COM |
| J P MORGAN EXCHANGE TRADED F | 629076 | 47105233 | INTRNL RES EQT |
| ISHARES TR | 67368 | 46143287 | CORE S&P500 ETF |
| ISHARES TR | 161053 | 44602018 | RUS TP200 GR ETF |
| ISHARES INC | 610320 | 41025711 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 1241726 | 40641695 | WORLD EX US CORE |
| SPDR INDEX SHS FDS | 1073903 | 38574602 | MSCI ACWI EXUS |
| EOG RES INC | 315825 | 33164784 | COM |
| MICROSOFT CORP | 63977 | 30940370 | COM |
| ISHARES TR | 595065 | 27045705 | MSCI INTL QUALTY |
| INVESCO EXCH TRADED FD TR II | 352513 | 25176463 | S&P500 LOW VOL |
| ISHARES TR | 1059220 | 24229661 | IBONDS 26 TRM TS |
| J P MORGAN EXCHANGE TRADED F | 462390 | 23554123 | ULTRA SHT MUNCPL |
| J P MORGAN EXCHANGE TRADED F | 442921 | 22407397 | ULTRA SHRT ETF |
| SCHWAB STRATEGIC TR | 935914 | 21872312 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 762910 | 21727682 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 697653 | 20657520 | US LCAP VA ETF |
| ISHARES TR | 162679 | 19550788 | CORE S&P SCP ETF |
| ISHARES TR | 414739 | 18936983 | INVESTMENT GRADE |
| VANGUARD INTL EQUITY INDEX F | 250606 | 18434578 | ALLWRLD EX US |
| SPDR S&P 500 ETF TR | 26383 | 17990851 | TR UNIT |
| ISHARES TR | 204180 | 17281767 | CORE MSCI TOTAL |
| ISHARES TR | 690823 | 15522793 | IBONDS 27 TRM TS |
| SCHWAB STRATEGIC TR | 642809 | 15453131 | INTL EQTY ETF |
| ISHARES TR | 118110 | 14096429 | 3 7 YR TREAS BD |
| ISHARES TR | 29669 | 14042544 | RUS 1000 GRW ETF |
| BLACKROCK ETF TRUST | 227676 | 13844978 | ISHARES US EQUIT |
| ISHARES TR | 91509 | 13606535 | CORE S&P TTL STK |
| ROCKWELL AUTOMATION INC | 33501 | 13034235 | COM |
| ISHARES TR | 125160 | 12500952 | CORE US AGGBD ET |
| ISHARES TR | 59068 | 12424364 | RUS 1000 VAL ETF |
| NVIDIA CORPORATION | 65303 | 12178981 | COM |
| ISHARES TR | 83118 | 10079413 | ESG MSCI LEADR |
| ISHARES TR | 123286 | 9940551 | IBOXX HI YD ETF |
| ALPHABET INC | 31615 | 9895573 | CAP STK CL A |
| ISHARES TR | 99542 | 9571959 | 7-10 YR TRSY BD |
| ISHARES TR | 165517 | 9510607 | CALIF MUN BD ETF |
| AMAZON COM INC | 40742 | 9404069 | COM |
| VANECK ETF TRUST | 527206 | 9242449 | LONG MUNI ETF |
| ISHARES TR | 187550 | 8974268 | ESG AWR US AGRGT |
| SPDR INDEX SHS FDS | 193969 | 8614164 | PORTFOLIO DEVLPD |
| ISHARES TR | 74815 | 7982761 | SHRT NAT MUN ETF |
| ISHARES TR | 108989 | 7193274 | CORE S&P MCP ETF |
| ISHARES TR | 310219 | 6938048 | IBONDS 28 TRM TS |
| ISHARES TR | 27701 | 6818879 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 13847 | 6755398 | GROWTH ETF |
| VANGUARD SPECIALIZED FUNDS | 29525 | 6489005 | DIV APP ETF |
| ISHARES TR | 263724 | 6390026 | IBONDS DEC2026 |
| VANGUARD INTL EQUITY INDEX F | 44137 | 6225966 | TT WRLD ST ETF |
| ISHARES TR | 235741 | 6029077 | IBONDS DEC 28 |
| JPMORGAN CHASE & CO. | 18670 | 6015722 | COM |
| CONSTELLATION ENERGY CORP | 16490 | 5825423 | COM |
| SCHWAB STRATEGIC TR | 213893 | 5666029 | US TIPS ETF |
| ISHARES TR | 245911 | 5662107 | US TREAS BD ETF |
| ISHARES TR | 107281 | 5553942 | USD INV GRDE ETF |
| EXXON MOBIL CORP | 45265 | 5447171 | COM |
| VANECK ETF TRUST | 104445 | 5339229 | HIGH YLD MUNIETF |
| ISHARES TR | 209257 | 5313036 | IBONDS DEC 27 |
| ABBVIE INC | 22012 | 5029604 | COM |
| ISHARES TR | 195621 | 5015136 | IBONDS DEC 26 |
| SCHWAB STRATEGIC TR | 151826 | 4972310 | EMRG MKTEQ ETF |
| ISHARES TR | 52095 | 4953714 | ESG AW MSCI EAFE |
| PROCTER AND GAMBLE CO | 33108 | 4744708 | COM |
| BLACKROCK ETF TRUST II | 210267 | 4672133 | SHORT DURATION H |
| ISHARES TR | 185717 | 4514130 | IBONDS DEC 2030 |
| VANGUARD INDEX FDS | 23144 | 4420273 | VALUE ETF |
| ALPHABET INC | 13768 | 4320399 | CAP STK CL C |
| ISHARES TR | 153627 | 3906735 | IBONDS DEC 2029 |
| ISHARES TR | 176707 | 3877836 | IBONDS 29 TRM TS |
| WALMART INC | 33693 | 3753793 | COM |
| ISHARES TR | 153888 | 3736401 | IBONDS 27 ETF |
| SCHWAB STRATEGIC TR | 153091 | 3730818 | SHT TM US TRES |
| MERCK & CO INC | 35206 | 3705784 | COM |
| DEVON ENERGY CORP NEW | 99231 | 3634832 | COM |
| ISHARES TR | 135438 | 3447575 | IBDS DEC28 ETF |
| SCHWAB STRATEGIC TR | 127718 | 3436901 | US LRG CAP ETF |
| GOLDMAN SACHS ETF TR | 25416 | 3364316 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 10393 | 3271717 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 101083 | 3039558 | US MID-CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 36265 | 3032117 | FTSE EUROPE ETF |
| BITWISE BITCOIN ETF TR | 62850 | 2989146 | SHS BEN INT |
| ISHARES TR | 147579 | 2928706 | IBOND DEC 2030 |
| J P MORGAN EXCHANGE TRADED F | 30565 | 2836432 | ACTIVE GROWTH |
| ISHARES TR | 28727 | 2758607 | MSCI EAFE ETF |
| ISHARES TR | 39703 | 2756183 | CORE DIV GRWTH |
| RTX CORPORATION | 14874 | 2727910 | COM |
| WISDOMTREE TR | 52259 | 2696565 | US MIDCAP DIVID |
| NEXTERA ENERGY INC | 33308 | 2673967 | COM |
| BANK MONTREAL QUE | 19492 | 2529867 | COM |
| JOHNSON & JOHNSON | 12116 | 2507420 | COM |
| ISHARES TR | 106192 | 2485424 | IBONDS DEC 29 |
| ISHARES TR | 16656 | 2350828 | SELECT DIVID ETF |
| EXELON CORP | 52846 | 2303558 | COM |
| INVESCO EXCHANGE TRADED FD T | 49430 | 2268343 | RAFI US 1500 |
| SBA COMMUNICATIONS CORP NEW | 11697 | 2262551 | CL A |
| J P MORGAN EXCHANGE TRADED F | 44378 | 2241089 | MUNICIPAL ETF |
| ISHARES TR | 46695 | 2238358 | USD GRN BOND ETF |
| WISDOMTREE TR | 50360 | 2218353 | YIELD ENHANCD US |
| ISHARES TR | 24710 | 2213030 | CORE 80/20 AGGRE |
| VANECK ETF TRUST | 21197 | 2195162 | MRNGSTR WDE MOAT |
| ISHARES TR | 40014 | 2189166 | MSCI EMG MKT ETF |
| ISHARES TR | 95859 | 2175840 | IBONDS DEC 2031 |
| CHEVRON CORP NEW | 14194 | 2163286 | COM |
| BANK AMERICA CORP | 39305 | 2161775 | COM |
| VANGUARD INDEX FDS | 10188 | 2157717 | SM CP VAL ETF |
| COCA COLA CO | 30002 | 2097440 | COM |
| ISHARES TR | 16575 | 2015686 | CORE HIGH DV ETF |
| AFLAC INC | 18072 | 1992800 | COM |
| VANGUARD INTL EQUITY INDEX F | 21574 | 1950290 | FTSE PACIFIC ETF |
| MARATHON PETE CORP | 11188 | 1819505 | COM |
| PROFESIONALLY MANAGED PORTFO | 27425 | 1796612 | AKRE FOCUS ETF |
| SPDR INDEX SHS FDS | 17954 | 1627890 | MSCI EAFE STRTGC |
| INVESCO EXCHANGE TRADED FD T | 34650 | 1617289 | S&P500 PUR GWT |
| ISHARES TR | 35012 | 1609852 | ESG AWARE MSCI |
| UNITED STS COMMODITY INDEX F | 19923 | 1546225 | COMM IDX FND |
| VANECK ETF TRUST | 67140 | 1538178 | SHRT HGH YLD MUN |
| ABBOTT LABS | 11969 | 1499597 | COM |
| ISHARES TR | 58397 | 1494330 | IBONDS DEC 2033 |
| CISCO SYS INC | 19355 | 1490916 | COM |
| ISHARES TR | 15434 | 1485939 | JPMORGAN USD EMG |
| ISHARES TR | 22992 | 1336073 | ESG MSCI EM LDRS |
| ISHARES TR | 51704 | 1294917 | IBONDS DEC 2032 |
| DIMENSIONAL ETF TRUST | 17445 | 1293908 | US EQUITY MARKET |
| ISHARES GOLD TR | 15449 | 1253996 | ISHARES NEW |
| NUVEEN QUALITY MUNCP INCOME | 103138 | 1239719 | COM |
| DISNEY WALT CO | 10452 | 1189125 | COM |
| CITIGROUP INC | 10157 | 1185221 | COM NEW |
| VANGUARD BD INDEX FDS | 15761 | 1167418 | TOTAL BND MRKT |
| VANGUARD STAR FDS | 14899 | 1123981 | VG TL INTL STK F |
| ISHARES TR | 15146 | 1081576 | EAFE VALUE ETF |
| AT&T INC | 42885 | 1065264 | COM |
| ENBRIDGE INC | 22037 | 1054030 | COM |
| ISHARES TR | 10669 | 1027105 | RUS MID CAP ETF |
| INTEL CORP | 27465 | 1013447 | COM |
| ISHARES TR | 14973 | 973395 | CORE 60/40 BALAN |
| PRINCIPAL EXCHANGE TRADED FD | 50027 | 954015 | SPECTRUM PFD |
| DIMENSIONAL ETF TRUST | 20403 | 950576 | US MKTWIDE VALUE |
| WILLIAMS COS INC | 14708 | 884098 | COM |
| ALTRIA GROUP INC | 14149 | 815832 | COM |
| ISHARES TR | 11300 | 802074 | CORE MSCI EURO |
| VERIZON COMMUNICATIONS INC | 19629 | 799471 | COM |
| SELECT SECTOR SPDR TR | 17596 | 751174 | STATE STREET UTI |
| FIRST TR EXCHANGE TRADED FD | 10690 | 742635 | RISNG DIVD ACHIV |
| BRISTOL-MYERS SQUIBB CO | 13416 | 723675 | COM |
| ISHARES BITCOIN TRUST ETF | 14382 | 714067 | SHS BEN INT |
| GRAYSCALE ETHEREUM TRUST ETF | 28715 | 699785 | SHS |
| VANECK ETF TRUST | 14744 | 695328 | INTRMDT MUNI ETF |
| DIMENSIONAL ETF TRUST | 11314 | 673646 | US TARGETED VLU |
| BLACKROCK ETF TRUST II | 13596 | 661854 | ISHARES HIGH YIE |
| ISHARES TR | 14836 | 636020 | 0-5YR HI YL CP |
| VANGUARD SCOTTSDALE FDS | 10724 | 629821 | SHORT TERM TREAS |
| BRITISH AMERN TOB PLC | 10915 | 618008 | SPONSORED ADR |
| MONDELEZ INTL INC | 11268 | 606557 | CL A |
| BITFARMS LTD | 250200 | 587970 | COM |
| ISHARES TR | 10319 | 552170 | NEW YORK MUN ETF |
| PFIZER INC | 21538 | 536297 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 44509 | 517640 | COM |
| ENERGY TRANSFER L P | 31231 | 515000 | COM UT LTD PTN |
| PG&E CORP | 31367 | 504068 | COM |
| KRAFT HEINZ CO | 20753 | 503261 | COM |
| SCHWAB STRATEGIC TR | 10796 | 488077 | FUNDAMENTAL INTL |
| COMCAST CORP NEW | 16225 | 484966 | CL A |
| ENTERPRISE PRODS PARTNERS L | 14077 | 451309 | COM |
| PACER FDS TR | 10011 | 444189 | US SMALL CAP CAS |
| ISHARES TR | 10101 | 417778 | HDG MSCI EAFE |
| ISHARES TR | 15445 | 407285 | IBONDS DEC 2034 |
| BP PLC | 11518 | 400021 | SPONSORED ADR |
| NUVEEN MUN HIGH INCOME OPPOR | 38418 | 391480 | COM |
| MATTHEWS INTL CORP | 12771 | 333579 | CL A |
| V F CORP | 16028 | 289787 | COM |
| FORD MTR CO | 21626 | 283734 | COM |
| COHEN & STEERS QUALITY INCOM | 23179 | 264705 | COM |
| ARES CAPITAL CORP | 10955 | 221620 | COM |
| INVESCO ACTVELY MNGD ETC FD | 16052 | 212689 | OPTIMUM YIELD |
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