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
Ishares Tr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 65.45%
Grayscale Ethereum Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 New

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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