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.