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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$15.3 Million 0.26% of portfolio
113,376
Q2 2025 Reduced 5.95%
$0
$14.4 Million 0.24% of portfolio
653,755
Q2 2025 Reduced 9.39%
$0
$13.5 Million 0.23% of portfolio
135,719
Q2 2025 Reduced 9.44%
$0
$12.9 Million 0.22% of portfolio
134,274
Q2 2025 Reduced 14.47%
$0
$12.1 Million 0.2% of portfolio
149,699
Q2 2025 Reduced 14.67%
$0
$11.3 Million 0.19% of portfolio
57,958
Q2 2025 Reduced 5.3%
$40.5B
$11.2 Million 0.19% of portfolio
33,691
Q2 2025 Added 0.82%
$0
$10.7 Million 0.18% of portfolio
25,336
Q2 2025 Reduced 2.07%
$0
$10 Million 0.17% of portfolio
446,695
Q2 2025 Added 19.67%
$427B
$9.93 Million 0.17% of portfolio
62,878
Q2 2025 Reduced 19.29%
$0
$9.32 Million 0.16% of portfolio
87,599
Q2 2025 Added 29.52%
$0
$8.99 Million 0.15% of portfolio
66,230
Q2 2025 Reduced 0.33%
$0
$8.67 Million 0.15% of portfolio
80,013
Q2 2025 Reduced 2.17%
$0
$7.53 Million 0.13% of portfolio
158,301
Q2 2025 Reduced 1.08%
$0
$7.9 Million 0.13% of portfolio
195,176
Q2 2025 Added 27.39%
$0
$7.29 Million 0.12% of portfolio
117,608
Q2 2025 Added 4.92%
$0
$7.09 Million 0.12% of portfolio
420,049
Q2 2025 Added 220.43%
$367B
$6.27 Million 0.11% of portfolio
39,333
Q2 2025 Added 18.03%
$0
$6.66 Million 0.11% of portfolio
289,674
Q2 2025 Reduced 10.69%
$0
$6.56 Million 0.11% of portfolio
260,361
Q2 2025 Added 20.13%
$0
$6.07 Million 0.1% of portfolio
13,838
Q2 2025 Added 1.62%
$0
$6.02 Million 0.1% of portfolio
262,371
Q2 2025 Reduced 11.77%
$0
$6.02 Million 0.1% of portfolio
225,788
Q2 2025 Reduced 4.19%
$0
$5.83 Million 0.1% of portfolio
27,002
Q2 2025 Added 0.33%
$0
$6.2 Million 0.1% of portfolio
120,566
Q2 2025 Reduced 13.82%
$0
$5.66 Million 0.1% of portfolio
44,069
Q2 2025 Reduced 0.13%
$0
$5.12 Million 0.09% of portfolio
202,026
Q2 2025 Added 27.26%
$853B
$5.61 Million 0.09% of portfolio
19,340
Q2 2025 Added 34.31%
$0
$5.38 Million 0.09% of portfolio
29,546
Q2 2025 Reduced 0.22%
$104B
$5.44 Million 0.09% of portfolio
16,848
Q2 2025 Reduced 3.34%
$0
$4.84 Million 0.08% of portfolio
160,686
Q2 2025 Added 172.21%
$1.14T
$4.65 Million 0.08% of portfolio
26,367
Q2 2025 Added 2.36%
$0
$4.6 Million 0.08% of portfolio
205,773
Q2 2025 Added 16.58%
$0
$4.6 Million 0.08% of portfolio
181,110
Q2 2025 Added 4.87%
$0
$4.65 Million 0.08% of portfolio
181,579
Q2 2025 Added 25.75%
$0
$4.77 Million 0.08% of portfolio
85,544
Q2 2025 Added 25.66%
$327B
$4.56 Million 0.08% of portfolio
24,562
Q2 2025 Added 14.19%
$0
$4.29 Million 0.07% of portfolio
24,259
Q2 2025 Reduced 6.8%
$0
$3.94 Million 0.07% of portfolio
161,559
Q2 2025 Reduced 3.68%
$0
$4.23 Million 0.07% of portfolio
178,281
Q2 2025 Added 21.98%
$0
$4.38 Million 0.07% of portfolio
49,116
Q2 2025 Reduced 3.07%
$0
$4.32 Million 0.07% of portfolio
161,350
Q2 2025 Added 8.54%
$450B
$3.77 Million 0.06% of portfolio
34,996
Q2 2025 Added 14.91%
$0
$3.34 Million 0.06% of portfolio
137,467
Q2 2025 Added 16.67%
$0
$3.35 Million 0.06% of portfolio
27,629
Q2 2025 New
$0
$3.64 Million 0.06% of portfolio
166,053
Q2 2025 Added 30.89%

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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