Cliftonlarsonallen Wealth Advisors, LLC Portfolio Holdings

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

Cliftonlarsonallen Wealth Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.95 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 $1.13B, Invesco Exchange Traded Fd Tr with a value of $573M, Vanguard Ftse Developed Market with a value of $432M, Spdr Portfolio Aggregate Bond with a value of $323M, and Vanguard Mun Bd Fds Tax Exempt with a value of $247M.

Examining the 13F form we can see an increase of $592M in the current position value, from $5.35B to 5.95B.

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

Portfolio value $5.95 Billion
ETFs: $5.68 Billion
Technology: $76.3 Million
Energy: $49.3 Million
Industrials: $18.9 Million
Financial Services: $16.4 Million
Consumer Defensive: $11.3 Million
Healthcare: $10.8 Million
Utilities: $10.5 Million
Other: $23.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.1B
$38.8 Million 0.65% of portfolio
324,589
Q2 2025 Reduced -0.0%
$3.45T
$35.5 Million 0.6% of portfolio
173,120
Q2 2025 Added 0.62%
$3.77T
$30.6 Million 0.51% of portfolio
61,494
Q2 2025 Added 58.11%
$40.8B
$11.2 Million 0.19% of portfolio
33,691
Q2 2025 Added 0.82%
$416B
$9.93 Million 0.17% of portfolio
62,878
Q2 2025 Reduced 19.29%
$2.32T
$8.23 Million 0.14% of portfolio
37,510
Q2 2025 Reduced 47.87%
$375B
$6.27 Million 0.11% of portfolio
39,333
Q2 2025 Added 18.03%
$855B
$5.61 Million 0.09% of portfolio
19,340
Q2 2025 Added 34.31%
$104B
$5.44 Million 0.09% of portfolio
16,848
Q2 2025 Reduced 3.34%
$1.14T
$4.65 Million 0.08% of portfolio
26,367
Q2 2025 Added 2.36%
$331B
$4.56 Million 0.08% of portfolio
24,562
Q2 2025 Added 14.19%
$452B
$3.77 Million 0.06% of portfolio
34,996
Q2 2025 Added 14.91%
$21.5B
$3.17 Million 0.05% of portfolio
99,808
Q2 2025 Added 1.01%
$25.8B
$2.71 Million 0.05% of portfolio
11,559
Q4 2023 Reduced 0.1%
$93.2B
$2.82 Million 0.05% of portfolio
12,321
Q2 2025 Reduced 7.76%
$44.2B
$2.16 Million 0.04% of portfolio
49,769
Q2 2025 Reduced 3.63%
$219B
$2.21 Million 0.04% of portfolio
15,158
Q2 2025 Added 8.31%
$77.5B
$2.11 Million 0.04% of portfolio
19,044
Q2 2025 New
$221B
$2.23 Million 0.04% of portfolio
17,971
Q2 2025 Added 31.38%
$1.17T
$2.45 Million 0.04% of portfolio
13,824
Q2 2025 Added 0.01%
$152B
$2.43 Million 0.04% of portfolio
35,030
Q2 2025 Added 3.56%
$0
$1.68 Million 0.03% of portfolio
120,499
Q2 2025 Reduced 20.4%
$260B
$2.01 Million 0.03% of portfolio
20,548
Q2 2025 Added 18.28%
$0
$1.52 Million 0.03% of portfolio
134,750
Q2 2025 Added 43.16%
$439B
$2.02 Million 0.03% of portfolio
13,221
Q2 2025 Added 2.21%
$220B
$1.52 Million 0.03% of portfolio
11,176
Q2 2025 Added 5.59%
$301B
$1.64 Million 0.03% of portfolio
23,181
Q2 2025 Reduced 29.15%
$294B
$1.67 Million 0.03% of portfolio
11,630
Q2 2025 Reduced 3.03%
$207B
$1.63 Million 0.03% of portfolio
20,555
Q2 2025 Reduced 17.93%
$64.9B
$1.89 Million 0.03% of portfolio
17,918
Q2 2025 Reduced 5.87%
$383B
$1.45 Million 0.02% of portfolio
30,549
Q2 2025 Reduced 18.68%
$155B
$1 Million 0.02% of portfolio
28,030
Q2 2025 New
$201B
$1.36 Million 0.02% of portfolio
10,332
Q2 2025 New
$43.2B
$1.07 Million 0.02% of portfolio
11,888
Q4 2024 Reduced 6.28%
$10.4B
$545,000 0.01% of portfolio
20,552
Q4 2022 New
$102B
$568,000 0.01% of portfolio
12,274
Q2 2025 New
$53.5B
$566,000 0.01% of portfolio
31,231
Q2 2025 Reduced 0.32%
$68.2B
$558,000 0.01% of portfolio
18,000
Q3 2024 Reduced 3.74%
$91.5B
$739,000 0.01% of portfolio
16,324
Q1 2025 Added 3.29%
$1.86B
$328,000 0.01% of portfolio
12,000
Q2 2025 New
$0
$298,000 0.01% of portfolio
40,000
Q3 2024 New
$766M
$305,000 0.01% of portfolio
12,771
Q4 2021 Added 2.67%
$27.2B
$434,000 0.01% of portfolio
31,171
Q2 2025 Reduced 5.58%
$141B
$327,000 0.01% of portfolio
13,518
Q2 2025 Added 7.71%
$0
$721,000 0.01% of portfolio
66,090
Q2 2025 Reduced 35.27%
$0
$621,000 0.01% of portfolio
59,911
Q4 2024 Reduced 8.57%
$82M
$218,000 0.0% of portfolio
78,855
Q2 2025 New
$0
$237,000 0.0% of portfolio
10,857
Q2 2024 Reduced 77.64%
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $5.95 Billion
  • Prior Value $5.35 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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