§ 13F · FUND PROFILE
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.3B (13F)Positions · 201Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$191M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARDINDEXFDS | 2.30M | $1.4B | 20.1% | +10% |
| 2 | VEA | VANGUARDTAX-MANAGEDFDS | 10.87M | $697M | 10.2% | +37% |
| 3 | SPHQ | INVESCOEXCHANGETRADEDFDT | 7.35M | $553M | 8.1% | −17% |
| 4 | VTEB | VANGUARDMUNBDFDS | 6.32M | $315M | 4.6% | +13% |
| 5 | SPAB | SPDRSERIESTRUST | 9.33M | $239M | 3.5% | −39% |
| 6 | SPSM | SPDRSERIESTRUST | 4.91M | $237M | 3.5% | +41% |
| 7 | VGIT | VANGUARDSCOTTSDALEFDS | 3.94M | $234M | 3.4% | +55% |
| 8 | VWO | VANGUARDINTLEQUITYINDEXF | 4.13M | $223M | 3.3% | +44% |
| 9 | MBB | ISHARESTR | 1.91M | $182M | 2.7% | +80% |
| 10 | NOBL | PROSHARESTR | 1.37M | $145M | 2.1% | +4% |
§ 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 $6.3 billion in assets. The fund runs a broad portfolio of 201 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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