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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Million 0.22% of portfolio
617,825
Q3 2025 Added 38.31%
$0
$13 Million 0.21% of portfolio
285,600
Q3 2025 Reduced 22.99%
$0
$13 Million 0.21% of portfolio
129,356
Q3 2025 Reduced 4.69%
$0
$11.8 Million 0.19% of portfolio
122,106
Q3 2025 Reduced 9.06%
$0
$11.4 Million 0.18% of portfolio
24,322
Q3 2025 Reduced 4.0%
$0
$11.2 Million 0.18% of portfolio
55,006
Q3 2025 Reduced 5.09%
$0
$11 Million 0.17% of portfolio
135,574
Q3 2025 Reduced 9.44%
$0
$9.26 Million 0.15% of portfolio
66,089
Q3 2025 Reduced 0.21%
$0
$9.48 Million 0.15% of portfolio
81,004
Q3 2025 Added 1.24%
$0
$8.82 Million 0.14% of portfolio
504,544
Q3 2025 Added 20.12%
$0
$8.32 Million 0.13% of portfolio
173,219
Q3 2025 Added 9.42%
$0
$8.4 Million 0.13% of portfolio
147,232
Q3 2025 Added 72.11%
$0
$8.41 Million 0.13% of portfolio
78,744
Q3 2025 Reduced 10.11%
$0
$8.42 Million 0.13% of portfolio
196,844
Q3 2025 Added 0.85%
$0
$7.14 Million 0.11% of portfolio
109,471
Q3 2025 Reduced 6.92%
$0
$6.7 Million 0.11% of portfolio
13,974
Q3 2025 Added 0.98%
$0
$6.08 Million 0.1% of portfolio
44,137
Q3 2025 Added 0.15%
$0
$6.18 Million 0.1% of portfolio
267,217
Q3 2025 Reduced 7.75%
$0
$6.25 Million 0.1% of portfolio
279,196
Q3 2025 Added 35.68%
$0
$6.49 Million 0.1% of portfolio
26,833
Q3 2025 Reduced 0.63%
$0
$5.37 Million 0.09% of portfolio
161,003
Q3 2025 Added 0.2%
$0
$5.39 Million 0.09% of portfolio
103,211
Q3 2025 Reduced 14.39%
$0
$5.87 Million 0.09% of portfolio
229,069
Q3 2025 Added 26.48%
$0
$5.78 Million 0.09% of portfolio
243,334
Q3 2025 Added 36.49%
$0
$5.37 Million 0.09% of portfolio
29,501
Q3 2025 Reduced 0.15%
$0
$4.94 Million 0.08% of portfolio
193,961
Q3 2025 Reduced 3.99%
$0
$4.97 Million 0.08% of portfolio
216,599
Q3 2025 Reduced 17.45%
$0
$4.45 Million 0.07% of portfolio
87,373
Q3 2025 Added 126.32%
$0
$4.53 Million 0.07% of portfolio
24,307
Q3 2025 Added 0.2%
$0
$4.63 Million 0.07% of portfolio
49,849
Q3 2025 Added 1.49%
$0
$4.71 Million 0.07% of portfolio
183,737
Q3 2025 Added 1.19%
$0
$3.54 Million 0.06% of portfolio
145,525
Q3 2025 Added 5.86%
$0
$3.58 Million 0.06% of portfolio
162,825
Q3 2025 Reduced 1.94%
$0
$3.94 Million 0.06% of portfolio
161,562
Q3 2025 Added 0.0%
$0
$2.86 Million 0.05% of portfolio
41,978
Q3 2025 Reduced 1.64%
$0
$2.94 Million 0.05% of portfolio
99,291
Q3 2025 Reduced 0.58%
$0
$3.07 Million 0.05% of portfolio
38,504
Q3 2025 Reduced 2.75%
$0
$3.2 Million 0.05% of portfolio
10,393
Q1 2024 Reduced 2.05%
$0
$3.24 Million 0.05% of portfolio
127,052
Q3 2025 Added 29.66%
$0
$3.3 Million 0.05% of portfolio
125,288
Q3 2025 Added 1.66%
$0
$3.36 Million 0.05% of portfolio
25,776
Q3 2025 Reduced 6.71%
$0
$2.37 Million 0.04% of portfolio
16,656
Q3 2025 Reduced 16.67%
$0
$2.34 Million 0.04% of portfolio
51,576
Q3 2025 Reduced 3.89%
$0
$2.25 Million 0.04% of portfolio
25,496
Q3 2025 Reduced 5.97%
$0
$2.23 Million 0.04% of portfolio
50,360
Q3 2025 Added 8.95%
$0
$2.5 Million 0.04% of portfolio
106,354
Q3 2025 Added 18.19%
$0
$2.66 Million 0.04% of portfolio
133,693
Q3 2025 Added 62.68%
$0
$2.69 Million 0.04% of portfolio
28,825
Q3 2025 Reduced 0.68%
$0
$2.73 Million 0.04% of portfolio
52,259
Q3 2025 Reduced 1.47%

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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