§ 13F · FUND PROFILE
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5961.3T (13F)Positions · 202Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 2.10M | $1314.7T | 19.9% | +4% |
| 2 | SPHQ | INVESCO EXCHANGE TRADED FD T | 8.91M | $668.7T | 10.1% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 7.96M | $497.1T | 7.5% | +3% |
| 4 | SPAB | SPDR SERIES TRUST | 15.21M | $391.7T | 5.9% | +7% |
| 5 | VTEB | VANGUARD MUN BD FDS | 5.60M | $281.6T | 4.3% | +4% |
| 6 | SPIB | SPDR SERIES TRUST | 6.51M | $220.2T | 3.3% | +8% |
| 7 | VIGI | VANGUARD WHITEHALL FDS | 2.04M | $186.2T | 2.8% | +5% |
| 8 | SPSM | SPDR SERIES TRUST | 3.48M | $163.1T | 2.5% | +6% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 2.87M | $154.4T | 2.3% | +4% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 2.54M | $152.3T | 2.3% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIFTONLARSONALLEN SIGNAL
AC read
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC is a Other fund managing $5961318.4 trillion in assets. The fund runs a broad portfolio of 202 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed