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
$21.8B
$3.17 Million 0.05% of portfolio
99,808
Q2 2025 Added 1.01%
$0
$3.07 Million 0.05% of portfolio
39,592
Q2 2025 Reduced 0.45%
$23.5B
$2.71 Million 0.05% of portfolio
11,559
Q4 2023 Reduced 0.1%
$95.6B
$2.82 Million 0.05% of portfolio
12,321
Q2 2025 Reduced 7.76%
$0
$2.97 Million 0.05% of portfolio
10,393
Q1 2024 Reduced 2.05%
$0
$2.73 Million 0.05% of portfolio
42,678
Q2 2025 Added 83.15%
$0
$3.01 Million 0.05% of portfolio
123,243
Q2 2025 Reduced 3.1%
$0
$2.8 Million 0.05% of portfolio
99,869
Q2 2025 Reduced 17.67%
$44.3B
$2.16 Million 0.04% of portfolio
49,769
Q2 2025 Reduced 3.63%
$0
$2.66 Million 0.04% of portfolio
53,036
Q2 2025 Reduced 2.04%
$135B
$2.38 Million 0.04% of portfolio
10,358
Q2 2025 New
$0
$2.1 Million 0.04% of portfolio
89,988
Q2 2025 Added 10.41%
$0
$2.26 Million 0.04% of portfolio
27,116
Q2 2025 Reduced 1.86%
$229B
$2.21 Million 0.04% of portfolio
15,158
Q2 2025 Added 8.31%
$76.4B
$2.11 Million 0.04% of portfolio
19,044
Q2 2025 New
$207B
$2.23 Million 0.04% of portfolio
17,971
Q2 2025 Added 31.38%
$141B
$2.43 Million 0.04% of portfolio
35,030
Q2 2025 Added 3.56%
$0
$2.18 Million 0.04% of portfolio
53,661
Q2 2025 Reduced 5.56%
$0
$2.49 Million 0.04% of portfolio
97,990
Q2 2025 Added 11.69%
$0
$2.59 Million 0.04% of portfolio
29,022
Q2 2025 Reduced 4.93%
$0
$2.65 Million 0.04% of portfolio
19,989
Q2 2025 Added 7.5%
$0
$2.19 Million 0.04% of portfolio
109,039
Q1 2023 Reduced 69.19%
$0
$2.02 Million 0.03% of portfolio
46,222
Q2 2025 Added 35.63%
$0
$1.68 Million 0.03% of portfolio
120,499
Q2 2025 Reduced 20.4%
$0
$1.98 Million 0.03% of portfolio
10,172
Q2 2025 Reduced 0.33%
$0
$1.94 Million 0.03% of portfolio
38,606
Q2 2025 New
$0
$2.02 Million 0.03% of portfolio
24,538
Q2 2025 Reduced 0.9%
$281B
$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%
$452B
$2.02 Million 0.03% of portfolio
13,221
Q2 2025 Added 2.21%
$229B
$1.52 Million 0.03% of portfolio
11,176
Q2 2025 Added 5.59%
$0
$1.5 Million 0.03% of portfolio
16,247
Q2 2025 Reduced 10.73%
$306B
$1.64 Million 0.03% of portfolio
23,181
Q2 2025 Reduced 29.15%
$302B
$1.67 Million 0.03% of portfolio
11,630
Q2 2025 Reduced 3.03%
$0
$1.97 Million 0.03% of portfolio
16,854
Q2 2025 Reduced 2.1%
$203B
$1.63 Million 0.03% of portfolio
20,555
Q2 2025 Reduced 17.93%
$0
$1.56 Million 0.03% of portfolio
33,980
Q3 2023 New
$65.4B
$1.89 Million 0.03% of portfolio
17,918
Q2 2025 Reduced 5.87%
$0
$1.86 Million 0.03% of portfolio
39,105
Q2 2025 Reduced 1.08%
$0
$1.74 Million 0.03% of portfolio
36,157
Q2 2025 Added 0.09%
$0
$1.63 Million 0.03% of portfolio
82,180
Q2 2025 Added 111.74%
$0
$935,000 0.02% of portfolio
37,009
Q2 2025 Reduced 2.64%
$0
$980,000 0.02% of portfolio
15,926
Q2 2025 Reduced 2.83%
$53.5B
$957,000 0.02% of portfolio
15,356
Q2 2025 Added 19.03%
$0
$1.03 Million 0.02% of portfolio
49,191
Q2 2025 Reduced 8.72%
$0
$982,000 0.02% of portfolio
10,680
Q4 2024 Added 5.77%
$417M
$1.47 Million 0.02% of portfolio
20,031
Q4 2022 New
$0
$1.1 Million 0.02% of portfolio
20,424
Q2 2025 Reduced 2.86%
$0
$1 Million 0.02% of portfolio
15,779
Q2 2025 Reduced 4.82%

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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