§ 13F · FUND PROFILE
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.
AUM · $7.6B (13F)Positions · 253Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$70M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 2.35M | $1.6B | 21.2% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 11.05M | $788M | 10.4% | +2% |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | 7.36M | $664M | 8.7% | ±0% |
| 4 | VTEB | VANGUARD MUN BD FDS | 6.39M | $323M | 4.3% | +1% |
| 5 | SPSM | SPDR SERIES TRUST | 5.02M | $290M | 3.8% | +2% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 4.22M | $252M | 3.3% | +2% |
| 7 | SPAB | SPDR SERIES TRUST | 9.79M | $250M | 3.3% | +5% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 4.20M | $248M | 3.3% | +7% |
| 9 | MBB | ISHARES TR | 1.96M | $185M | 2.4% | +2% |
| 10 | NOBL | PROSHARES TR | 2.69M | $151M | 2.0% | +96% |
§ 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 $7.6 billion in assets. The fund runs a broad portfolio of 253 positions.
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