Cliftonlarsonallen Wealth Advisors, LLC Portfolio Holdings

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025

Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.31 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.24B, Invesco Exchange Traded Fd Tr with a value of $617M, Vanguard Ftse Developed Market with a value of $463M, Spdr Portfolio Aggregate Bond with a value of $366M, and Vanguard Mun Bd Fds Tax Exempt with a value of $269M.

Examining the 13F form we can see an increase of $365M in the current position value, from $5.95B to 6.31B.

Below you can find more details about Cliftonlarsonallen Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.31 Billion
ETFs: $6.03 Billion
Technology: $87.9 Million
Energy: $47.4 Million
Financial Services: $17.1 Million
Industrials: $16.9 Million
Healthcare: $13.5 Million
Communication Services: $12.8 Million
Utilities: $10.3 Million
Other: $21.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.24 Billion 19.6% of portfolio
2,019,365
Q3 2025 Added 1.7%
$0
$617 Million 9.77% of portfolio
8,413,908
Q3 2025 Added 4.61%
$0
$463 Million 7.34% of portfolio
7,726,166
Q3 2025 Added 1.98%
$0
$366 Million 5.8% of portfolio
14,165,317
Q3 2025 Added 12.11%
$0
$269 Million 4.26% of portfolio
5,366,870
Q3 2025 Added 6.35%
$0
$204 Million 3.23% of portfolio
6,017,752
Q3 2025 Added 9.16%
$0
$173 Million 2.74% of portfolio
1,930,664
Q3 2025 Added 5.16%
$0
$152 Million 2.41% of portfolio
3,281,191
Q3 2025 Added 3.59%
$0
$150 Million 2.38% of portfolio
2,773,818
Q3 2025 Added 2.82%
$0
$141 Million 2.23% of portfolio
2,348,887
Q3 2025 Added 12.02%
$0
$135 Million 2.14% of portfolio
1,307,923
Q3 2025 Added 1.19%
$0
$115 Million 1.82% of portfolio
950,939
Q3 2025 Reduced 5.39%
$0
$103 Million 1.64% of portfolio
1,182,377
Q3 2025 Reduced 7.03%
$0
$103 Million 1.64% of portfolio
987,850
Q3 2025 Reduced 0.21%
$0
$99 Million 1.57% of portfolio
479,321
Q3 2025 Reduced 4.92%
$0
$96.6 Million 1.53% of portfolio
1,015,589
Q3 2025 Added 5.77%
$0
$78.9 Million 1.25% of portfolio
1,635,215
Q3 2025 Added 5.83%
$0
$71.1 Million 1.13% of portfolio
1,843,913
Q3 2025 Reduced 3.99%
$0
$69 Million 1.09% of portfolio
354,955
Q3 2025 Reduced 2.36%
$0
$64.3 Million 1.02% of portfolio
604,115
Q3 2025 Reduced 13.4%
$0
$63.4 Million 1.01% of portfolio
2,467,102
Q3 2025 Reduced 1.61%
$0
$62.4 Million 0.99% of portfolio
1,973,233
Q3 2025 Added 1.26%
$0
$57.6 Million 0.91% of portfolio
175,611
Q3 2025 Added 0.12%
$0
$56.3 Million 0.89% of portfolio
2,272,212
Q3 2025 Added 4.9%
$0
$54.9 Million 0.87% of portfolio
2,202,667
Q3 2025 Added 4.65%
$0
$51 Million 0.81% of portfolio
1,597,106
Q3 2025 Reduced 23.77%
$0
$47.3 Million 0.75% of portfolio
70,662
Q3 2025 Reduced 5.07%
$0
$47 Million 0.74% of portfolio
171,625
Q3 2025 Reduced 8.54%
$3.98T
$42.8 Million 0.68% of portfolio
167,995
Q3 2025 Reduced 2.96%
$0
$40.3 Million 0.64% of portfolio
1,283,535
Q3 2025 Reduced 5.8%
$0
$40.6 Million 0.64% of portfolio
551,912
Q3 2025 Added 13.58%
$0
$39.4 Million 0.63% of portfolio
1,129,698
Q3 2025 Reduced 1.6%
$62.9B
$36.4 Million 0.58% of portfolio
325,024
Q3 2025 Added 0.13%
$0
$34.8 Million 0.55% of portfolio
649,052
Q3 2025 Reduced 6.36%
$3.81T
$31 Million 0.49% of portfolio
59,909
Q3 2025 Reduced 2.58%
$0
$28.4 Million 0.45% of portfolio
643,138
Q3 2025 Reduced 9.22%
$0
$27 Million 0.43% of portfolio
367,188
Q3 2025 Reduced 1.82%
$0
$23.1 Million 0.37% of portfolio
827,667
Q3 2025 Added 0.0%
$0
$23.4 Million 0.37% of portfolio
1,020,998
Q3 2025 Added 36.65%
$0
$23.6 Million 0.37% of portfolio
1,004,082
Q3 2025 Added 1.36%
$0
$21.8 Million 0.35% of portfolio
472,927
Q3 2025 Reduced 8.91%
$0
$21 Million 0.33% of portfolio
719,858
Q3 2025 Reduced 5.52%
$0
$20.6 Million 0.33% of portfolio
406,685
Q3 2025 Added 6.03%
$0
$19.4 Million 0.31% of portfolio
163,314
Q3 2025 Reduced 2.36%
$0
$19.7 Million 0.31% of portfolio
386,496
Q3 2025 Reduced 2.31%
$0
$18 Million 0.29% of portfolio
218,086
Q3 2025 Reduced 12.21%
$0
$17.8 Million 0.28% of portfolio
249,326
Q3 2025 Reduced 1.65%
$0
$17.6 Million 0.28% of portfolio
26,476
Q3 2025 Reduced 9.87%
$0
$16.1 Million 0.25% of portfolio
134,619
Q3 2025 Reduced 9.45%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $6.31 Billion
  • Prior Value $5.95 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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