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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.13 Billion 18.97% of portfolio
1,985,564
Q2 2025 Added 9.32%
$0
$573 Million 9.64% of portfolio
8,043,049
Q2 2025 Added 4.13%
$0
$432 Million 7.27% of portfolio
7,576,249
Q2 2025 Added 5.37%
$0
$323 Million 5.44% of portfolio
12,634,914
Q2 2025 Added 7.57%
$0
$247 Million 4.16% of portfolio
5,046,259
Q2 2025 Added 8.98%
$0
$185 Million 3.11% of portfolio
5,512,775
Q2 2025 Added 9.42%
$0
$165 Million 2.78% of portfolio
1,835,873
Q2 2025 Added 5.6%
$0
$135 Million 2.27% of portfolio
3,167,590
Q2 2025 Added 5.45%
$0
$133 Million 2.24% of portfolio
2,697,697
Q2 2025 Added 6.78%
$0
$130 Million 2.19% of portfolio
1,292,490
Q2 2025 Added 1.94%
$0
$125 Million 2.11% of portfolio
2,096,896
Q2 2025 Added 6.72%
$0
$111 Million 1.86% of portfolio
1,005,071
Q2 2025 Reduced 7.06%
$0
$106 Million 1.79% of portfolio
1,271,801
Q2 2025 Reduced 11.53%
$0
$98.5 Million 1.66% of portfolio
504,103
Q2 2025 Reduced 9.52%
$0
$94.4 Million 1.59% of portfolio
989,939
Q2 2025 Added 5.1%
$0
$90.2 Million 1.52% of portfolio
960,195
Q2 2025 Added 1.96%
$0
$73.9 Million 1.24% of portfolio
1,545,071
Q2 2025 Added 2.4%
$0
$72.9 Million 1.23% of portfolio
697,556
Q2 2025 Reduced 13.04%
$0
$68.8 Million 1.16% of portfolio
1,920,574
Q2 2025 Reduced 4.0%
$0
$66.5 Million 1.12% of portfolio
363,535
Q2 2025 Added 58.01%
$0
$61.2 Million 1.03% of portfolio
2,095,181
Q2 2025 Reduced 1.52%
$0
$59.8 Million 1.01% of portfolio
2,507,408
Q2 2025 Reduced 1.98%
$0
$59.8 Million 1.01% of portfolio
1,948,730
Q2 2025 Added 3.4%
$0
$53.3 Million 0.9% of portfolio
175,403
Q2 2025 Added 86.86%
$0
$52.5 Million 0.88% of portfolio
2,166,091
Q2 2025 Added 5.17%
$0
$52.2 Million 0.88% of portfolio
2,104,713
Q2 2025 Added 6.17%
$0
$46.2 Million 0.78% of portfolio
74,434
Q2 2025 Reduced 7.34%
$0
$46.3 Million 0.78% of portfolio
187,654
Q2 2025 Reduced 8.34%
$0
$40 Million 0.67% of portfolio
1,362,512
Q2 2025 Reduced 4.77%
$0
$37.2 Million 0.63% of portfolio
693,107
Q2 2025 Reduced 11.79%
$0
$37.5 Million 0.63% of portfolio
1,148,042
Q2 2025 Reduced 3.38%
$0
$34.4 Million 0.58% of portfolio
485,913
Q2 2025 Added 15.36%
$0
$30.6 Million 0.52% of portfolio
708,484
Q2 2025 Reduced 14.56%
$0
$27.2 Million 0.46% of portfolio
374,000
Q2 2025 Added 0.36%
$0
$24.8 Million 0.42% of portfolio
1,061,348
Q2 2025 Added 0.96%
$0
$23.6 Million 0.4% of portfolio
519,201
Q2 2025 Reduced 15.08%
$0
$22.9 Million 0.39% of portfolio
990,638
Q2 2025 Reduced 2.8%
$0
$21.1 Million 0.35% of portfolio
761,893
Q2 2025 Reduced 1.6%
$0
$20.9 Million 0.35% of portfolio
827,634
Q2 2025 Added 311.52%
$0
$20.1 Million 0.34% of portfolio
395,637
Q2 2025 Added 6.51%
$0
$19.4 Million 0.33% of portfolio
383,556
Q2 2025 Added 0.44%
$0
$19.2 Million 0.32% of portfolio
248,417
Q2 2025 Reduced 11.05%
$0
$18.3 Million 0.31% of portfolio
167,265
Q2 2025 Reduced 2.9%
$0
$18.1 Million 0.31% of portfolio
29,375
Q2 2025 Reduced 0.95%
$0
$17.7 Million 0.3% of portfolio
148,667
Q2 2025 Reduced 15.47%
$0
$17.1 Million 0.29% of portfolio
747,142
Q2 2025 Added 11.49%
$0
$17 Million 0.29% of portfolio
253,498
Q2 2025 Added 11.1%
$0
$16.6 Million 0.28% of portfolio
370,864
Q2 2025 Reduced 12.58%
$0
$15.4 Million 0.26% of portfolio
282,180
Q2 2025 Reduced 25.03%

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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