EdgeMarket › What Cliftonlarsonallen Wealth Advisors, Llc reported owning
What Cliftonlarsonallen Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.8BPositions
222Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 1.4B | 20.1% | 2.3M | 703.71 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 696.5M | 10.2% | 10.9M | 73.42 | +24.7% |
| SPHQ Invesco S&P 500 Quality ETF | 552.7M | 8.1% | 7.4M | 85.95 | +18.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 315.1M | 4.6% | 6.3M | 49.54 | +1.4% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 239.0M | 3.5% | 9.3M | 25.09 | -1.8% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 237.3M | 3.5% | 4.9M | 57.28 | +28.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 234.3M | 3.4% | 3.9M | 58.31 | -2.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 223.0M | 3.3% | 4.1M | 60.45 | +17.7% |
| MBB iShares MBS ETF | 181.6M | 2.7% | 1.9M | 93.12 | -0.6% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 145.0M | 2.1% | 1.4M | 58.75 | +11.9% |
| SPIB State Street SPDR Portfolio Intermediate Term | 143.5M | 2.1% | 4.3M | 33.09 | -1.7% |
| FLMI Franklin Dynamic Municipal Bond ETF | 129.7M | 1.9% | 5.2M | 24.60 | +2.0% |
| BINC iShares Flexible Income Active ETF | 110.3M | 1.6% | 2.1M | 52.00 | -1.7% |
| PZA Invesco National AMT-Free Municipal Bond ETFo | 100.3M | 1.5% | 4.4M | 22.82 | +3.3% |
| IEFA iShares Core MSCI EAFE ETF | 98.5M | 1.4% | 1.1M | 100.85 | +16.8% |
| IVW iShares S&P 500 Growth ETF | 95.6M | 1.4% | 845.3K | 138.83 | +22.2% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 95.4M | 1.4% | 974.7K | 120.21 | +22.2% |
| IVE iShares S&P 500 Value ETF | 88.3M | 1.3% | 418.1K | 237.24 | +17.6% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 66.8M | 1.0% | 1.7M | 45.61 | +22.8% |
| SCHB Schwab U.S. Broad Market ETF | 64.5M | 0.9% | 2.6M | 29.61 | +20.4% |
| PFF iShares Preferred and Income Securities ETF | 59.0M | 0.9% | 1.9M | 30.46 | -3.2% |
| MUB iShares National Muni Bond ETF | 56.8M | 0.8% | 535.1K | 105.34 | +1.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 56.1M | 0.8% | 174.8K | 378.24 | +20.5% |
| JIRE JPMorgan International Research Enhanced Equit | 54.1M | 0.8% | 714.0K | 85.32 | +16.9% |
| QUAL iShares MSCI USA Quality Factor ETF | 51.4M | 0.8% | 268.2K | 223.22 | +19.3% |
| ITM VanEck Intermediate Muni ETF | 48.9M | 0.7% | 1.1M | 45.92 | +0.8% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 45.9M | 0.7% | 924.3K | 47.79 | -4.9% |
| AAPL Apple Inc. | 43.1M | 0.6% | 169.8K | 309.35 | +36.9% |
| HYMB State Street SPDR Nuveen ICE High Yield Munici | 41.5M | 0.6% | 1.7M | 24.81 | +2.6% |
| IEMG iShares Core MSCI Emerging Markets ETF | 40.8M | 0.6% | 584.3K | 81.57 | +31.9% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 40.2M | 0.6% | 1.2M | 38.16 | +24.9% |
| IVV iShares Core S&P 500 ETF | 39.3M | 0.6% | 60.1K | 769.31 | +20.0% |
| IWY iShares Russell Top 200 Growth ETF | 37.5M | 0.5% | 150.5K | 285.72 | +11.8% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 36.8M | 0.5% | 1.3M | 35.32 | +17.3% |
| SHM State Street SPDR Nuveen ICE Short Term Munici | 35.6M | 0.5% | 744.3K | 47.76 | -0.9% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 32.2M | 0.5% | 880.0K | 41.52 | +23.2% |
| SCHA Schwab U.S. Small-Cap ETF | 28.1M | 0.4% | 966.2K | 34.83 | +32.4% |
| MSFT MICROSOFT CORP | 27.4M | 0.4% | 74.0K | 483.24 | -4.4% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 26.1M | 0.4% | 1.1M | 22.87 | -0.1% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 26.1M | 0.4% | 511.5K | 50.92 | -0.1% |
| SPLV Invesco S&P 500 Low Volatility ETF | 25.7M | 0.4% | 351.1K | 75.31 | +1.2% |
| IQLT iShares MSCI Intl Quality Factor ETF | 22.7M | 0.3% | 490.4K | 52.06 | +20.1% |
| IJR iShares Core S&P Small-Cap ETF | 22.1M | 0.3% | 178.1K | 147.31 | +29.0% |
| VEU Vanguard FTSE All World Ex US ETF | 21.9M | 0.3% | 291.3K | 85.69 | +23.3% |
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | 21.1M | 0.3% | 941.8K | 22.38 | -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 21.0M | 0.3% | 905.0K | 22.77 | -1.8% |
| SCHV Schwab U.S. Large-Cap Value ETF | 20.8M | 0.3% | 681.4K | 34.94 | +22.7% |
| JPST JPMorgan Ultra-Short Income ETF | 18.3M | 0.3% | 362.1K | 50.53 | -0.3% |
| SPY SPDR S&P 500 ETF TRUST | 16.3M | 0.2% | 25.1K | 765.72 | +20.0% |
| SCHF Schwab International Equity ETF | 16.3M | 0.2% | 657.7K | 28.46 | +24.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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