13F holdings
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC portfolio
Managed by . 222 reported positions worth $6.8B as of 2026-03-31, filed with the SEC on 2026-04-09. Parsed from the filing itself, not a reseller.
$6.8B
Book value
222
Positions
61%
Top 10 weight
+23
New this quarter
-10
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 9 days old on 2026-04-09, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (23)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| BINC | BLACKROCKETFTRUSTII | $110.3M | 2,123,686 | 1.62% |
| IGLB | ISHARESTR | $45.9M | 924,345 | 0.67% |
| ADP | AUTOMATICDATAPROCESSINGIN | $6.7M | 32,809 | 0.10% |
| VOOV | VANGUARDADMIRALFDSINC | $4.2M | 20,705 | 0.06% |
| AVGO | BROADCOMINC | $3.5M | 11,465 | 0.05% |
| VB | VANGUARDINDEXFDS | $3.2M | 12,075 | 0.05% |
| FITB | FIFTHTHIRDBANCORP | $2.3M | 50,157 | 0.03% |
| DUK | DUKEENERGYCORPNEW | $2.0M | 15,219 | 0.03% |
| PEP | PEPSICOINC | $2.0M | 12,791 | 0.03% |
| UBS | UBSGROUPAG | $1.4M | 35,230 | 0.02% |
| SO | SOUTHERNCO | $1.1M | 11,589 | 0.02% |
| XLF | SELECTSECTORSPDRTR | $1.1M | 22,432 | 0.02% |
| WFC | WELLSFARGO&CO | $1.0M | 13,104 | 0.02% |
| CARR | CARRIERGLOBALCORPORATION | $985,876 | 17,508 | 0.01% |
| USB | USBANCORP | $911,320 | 17,522 | 0.01% |
| P | EVERPUREINC | $775,904 | 13,142 | 0.01% |
| SMBS | SCHWABSTRATEGICTR | $649,303 | 25,413 | 0.01% |
| BJAN | INNOVATORETFSTRUST | $638,787 | 11,978 | 0.01% |
| COWZ | PACERFDSTR | $632,670 | 10,113 | 0.01% |
| PJAN | INNOVATORETFSTRUST | $610,254 | 13,229 | 0.01% |
| IBCA | ISHARESTR | $321,424 | 12,536 | 0.00% |
| BMOP | BNYMELLONETFTRUSTII | $304,033 | 12,344 | 0.00% |
| BKMI | BNYMELLONETFTRUSTII | $266,801 | 10,222 | 0.00% |
Closed out (10)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| EOG | EOG RES INC | $33.2M | 315,825 | 0.00% |
| RPG | INVESCO EXCHANGE TRADED FD T | $1.6M | 34,650 | 0.00% |
| DIS | DISNEY WALT CO | $1.2M | 10,452 | 0.00% |
| C | CITIGROUP INC | $1.2M | 10,157 | 0.00% |
| HIMU | BLACKROCK ETF TRUST II | $661,854 | 13,596 | 0.00% |
| VGSH | VANGUARD SCOTTSDALE FDS | $629,821 | 10,724 | 0.00% |
| 1B2 | BITFARMS LTD | $587,970 | 250,200 | 0.00% |
| SPIP | SPDR SERIES TRUST | $430,485 | 16,589 | 0.00% |
| BP | BP PLC | $400,021 | 11,518 | 0.00% |
| ARCC | ARES CAPITAL CORP | $221,620 | 10,955 | 0.00% |
Added to (83)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARDINDEXFDS | $1.4B | 2,297,214 | 20.10% | +10% |
| VEA | VANGUARDTAX-MANAGEDFDS | $696.5M | 10,869,572 | 10.20% | +37% |
| VTEB | VANGUARDMUNBDFDS | $315.1M | 6,316,714 | 4.62% | +13% |
| SPSM | SPDRSERIESTRUST | $237.3M | 4,910,917 | 3.48% | +41% |
| VGIT | VANGUARDSCOTTSDALEFDS | $234.3M | 3,935,163 | 3.43% | +55% |
| VWO | VANGUARDINTLEQUITYINDEXF | $223.0M | 4,125,180 | 3.27% | +44% |
| MBB | ISHARESTR | $181.6M | 1,912,114 | 2.66% | +80% |
| NOBL | PROSHARESTR | $145.0M | 1,367,917 | 2.12% | +4% |
| FLMI | FRANKLINTEMPLETONETFTR | $129.7M | 5,231,166 | 1.90% | +121% |
| SCHB | SCHWABSTRATEGICTR | $64.5M | 2,568,121 | 0.94% | +9% |
| PFF | ISHARESTR | $59.0M | 1,945,954 | 0.86% | +3% |
| VTI | VANGUARDINDEXFDS | $56.1M | 174,787 | 0.82% | +7% |
| JIRE | JPMORGANEXCHANGETRADEDF | $54.1M | 713,966 | 0.79% | +13% |
| ITM | VANECKETFTRUST | $48.9M | 1,053,510 | 0.72% | +7045% |
| SCHA | SCHWABSTRATEGICTR | $28.1M | 966,196 | 0.41% | +27% |
Trimmed (72)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VIGI | VANGUARDWHITEHALLFDS | $4.9M | 55,000 | 0.07% | -97% |
| SHM | SPDRSERIESTRUST | $35.6M | 744,272 | 0.52% | -57% |
| SCHM | SCHWABSTRATEGICTR | $1.9M | 59,872 | 0.03% | -41% |
| HYD | VANECKETFTRUST | $3.2M | 63,082 | 0.05% | -40% |
| SPAB | SPDRSERIESTRUST | $239.0M | 9,329,661 | 3.50% | -39% |
| PREF | PRINCIPALEXCHANGETRADEDFD | $610,653 | 32,447 | 0.01% | -35% |
| SPIB | SPDRSERIESTRUST | $143.5M | 4,277,029 | 2.10% | -34% |
| PRFZ | INVESCOEXCHANGETRADEDFDT | $1.5M | 32,718 | 0.02% | -34% |
| IWM | ISHARESTR | $4.9M | 19,599 | 0.07% | -29% |
| SUB | ISHARESTR | $5.6M | 52,953 | 0.08% | -29% |
| USIG | ISHARESTR | $3.9M | 76,526 | 0.06% | -29% |
| HYMB | SPDRSERIESTRUST | $41.5M | 1,673,925 | 0.61% | -27% |
| SHYD | VANECKETFTRUST | $1.2M | 51,167 | 0.02% | -24% |
| GOVT | ISHARESTR | $4.3M | 189,239 | 0.06% | -23% |
| PFE | PFIZERINC | $472,138 | 16,814 | 0.01% | -22% |
The book
Largest 150 of 222 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VOO | VANGUARDINDEXFDS | $1.4B | 2,297,214 | 20.10% | — |
| VEA | VANGUARDTAX-MANAGEDFDS | $696.5M | 10,869,572 | 10.20% | — |
| SPHQ | INVESCOEXCHANGETRADEDFDT | $552.7M | 7,350,884 | 8.09% | — |
| VTEB | VANGUARDMUNBDFDS | $315.1M | 6,316,714 | 4.62% | — |
| SPAB | SPDRSERIESTRUST | $239.0M | 9,329,661 | 3.50% | — |
| SPSM | SPDRSERIESTRUST | $237.3M | 4,910,917 | 3.48% | — |
| VGIT | VANGUARDSCOTTSDALEFDS | $234.3M | 3,935,163 | 3.43% | — |
| VWO | VANGUARDINTLEQUITYINDEXF | $223.0M | 4,125,180 | 3.27% | — |
| MBB | ISHARESTR | $181.6M | 1,912,114 | 2.66% | — |
| NOBL | PROSHARESTR | $145.0M | 1,367,917 | 2.12% | — |
| SPIB | SPDRSERIESTRUST | $143.5M | 4,277,029 | 2.10% | — |
| FLMI | FRANKLINTEMPLETONETFTR | $129.7M | 5,231,166 | 1.90% | — |
| BINC | BLACKROCKETFTRUSTII | $110.3M | 2,123,686 | 1.62% | — |
| PZA | INVESCOEXCHTRADEDFDTRII | $100.3M | 4,364,629 | 1.47% | — |
| IEFA | ISHARESTR | $98.5M | 1,088,243 | 1.44% | — |
| IVW | ISHARESTR | $95.6M | 845,298 | 1.40% | — |
| SPYG | SPDRSERIESTRUST | $95.4M | 974,697 | 1.40% | — |
| IVE | ISHARESTR | $88.3M | 418,113 | 1.29% | — |
| DFAC | DIMENSIONALETFTRUST | $66.8M | 1,718,842 | 0.98% | — |
| SCHB | SCHWABSTRATEGICTR | $64.5M | 2,568,121 | 0.94% | — |
| PFF | ISHARESTR | $59.0M | 1,945,954 | 0.86% | — |
| MUB | ISHARESTR | $56.8M | 535,118 | 0.83% | — |
| VTI | VANGUARDINDEXFDS | $56.1M | 174,787 | 0.82% | — |
| JIRE | JPMORGANEXCHANGETRADEDF | $54.1M | 713,966 | 0.79% | — |
| QUAL | ISHARESTR | $51.4M | 268,182 | 0.75% | — |
| ITM | VANECKETFTRUST | $48.9M | 1,053,510 | 0.72% | — |
| IGLB | ISHARESTR | $45.9M | 924,345 | 0.67% | — |
| AAPL | APPLEINC | $43.1M | 169,804 | 0.63% | — |
| HYMB | SPDRSERIESTRUST | $41.5M | 1,673,925 | 0.61% | — |
| IEMG | ISHARESINC | $40.8M | 584,263 | 0.60% | — |
| DFAX | DIMENSIONALETFTRUST | $40.2M | 1,184,794 | 0.59% | — |
| IVV | ISHARESTR | $39.3M | 60,105 | 0.58% | — |
| IWY | ISHARESTR | $37.5M | 150,522 | 0.55% | — |
| SCHG | SCHWABSTRATEGICTR | $36.8M | 1,261,695 | 0.54% | — |
| SHM | SPDRSERIESTRUST | $35.6M | 744,272 | 0.52% | — |
| CWI | SPDRINDEXSHSFDS | $32.2M | 879,999 | 0.47% | — |
| SCHA | SCHWABSTRATEGICTR | $28.1M | 966,196 | 0.41% | — |
| MSFT | MICROSOFTCORP | $27.4M | 74,048 | 0.40% | — |
| IBTG | ISHARESTR | $26.1M | 1,140,456 | 0.38% | — |
| JMST | JPMORGANEXCHANGETRADEDF | $26.1M | 511,534 | 0.38% | — |
| SPLV | INVESCOEXCHTRADEDFDTRII | $25.7M | 351,128 | 0.38% | — |
| IQLT | ISHARESTR | $22.7M | 490,423 | 0.33% | — |
| IJR | ISHARESTR | $22.1M | 178,068 | 0.32% | — |
| VEU | VANGUARDINTLEQUITYINDEXF | $21.9M | 291,331 | 0.32% | — |
| IBTH | ISHARESTR | $21.1M | 941,755 | 0.31% | — |
| SCHZ | SCHWABSTRATEGICTR | $21.0M | 905,026 | 0.31% | — |
| SCHV | SCHWABSTRATEGICTR | $20.8M | 681,403 | 0.30% | — |
| JPST | JPMORGANEXCHANGETRADEDF | $18.3M | 362,063 | 0.27% | — |
| SPY | STATESTRSPDRS&P500ETFT | $16.3M | 25,086 | 0.24% | — |
| SCHF | SCHWABSTRATEGICTR | $16.3M | 657,658 | 0.24% | — |
| IXUS | ISHARESTR | $15.7M | 181,603 | 0.23% | — |
| IGEB | ISHARESTR | $14.8M | 327,825 | 0.22% | — |
| TFI | SPDRSERIESTRUST | $12.1M | 267,577 | 0.18% | — |
| ITOT | ISHARESTR | $12.1M | 84,641 | 0.18% | — |
| NVDA | NVIDIACORPORATION | $12.0M | 69,072 | 0.18% | — |
| ROK | ROCKWELLAUTOMATIONINC | $12.0M | 33,501 | 0.18% | — |
| IWD | ISHARESTR | $11.3M | 52,828 | 0.17% | — |
| IWF | ISHARESTR | $11.2M | 26,205 | 0.16% | — |
| SPDW | SPDRINDEXSHSFDS | $11.1M | 242,675 | 0.16% | — |
| IEI | ISHARESTR | $11.0M | 92,800 | 0.16% | — |
| CMF | ISHARESTR | $10.9M | 192,029 | 0.16% | — |
| DYNF | BLACKROCKETFTRUST | $10.7M | 184,327 | 0.16% | — |
| AGG | ISHARESTR | $10.4M | 104,972 | 0.15% | — |
| SDY | SPDRSERIESTRUST | $9.6M | 65,729 | 0.14% | — |
| SUSL | ISHARESTR | $9.4M | 82,341 | 0.14% | — |
| AMZN | AMAZONCOMINC | $9.1M | 43,655 | 0.13% | — |
| EAGG | ISHARESTR | $9.1M | 190,950 | 0.13% | — |
| WMT | WALMARTINC | $9.1M | 72,932 | 0.13% | — |
| IBTI | ISHARESTR | $8.6M | 387,821 | 0.13% | — |
| MLN | VANECKETFTRUST | $8.1M | 463,266 | 0.12% | — |
| GOOGL | ALPHABETINC | $8.0M | 27,942 | 0.12% | — |
| HYG | ISHARESTR | $7.7M | 97,322 | 0.11% | — |
| EXMOC | EXXONMOBILCORP | $7.6M | 44,616 | 0.11% | — |
| IJH | ISHARESTR | $7.5M | 111,752 | 0.11% | — |
| IBDR | ISHARESTR | $7.5M | 309,783 | 0.11% | — |
| IEF | ISHARESTR | $7.4M | 78,022 | 0.11% | — |
| IBMP | ISHARESTR | $7.1M | 277,875 | 0.10% | — |
| IBMQ | ISHARESTR | $6.9M | 272,183 | 0.10% | — |
| JNJ | JOHNSON&JOHNSON | $6.7M | 27,554 | 0.10% | — |
| ADP | AUTOMATICDATAPROCESSINGIN | $6.7M | 32,809 | 0.10% | — |
| VIG | VANGUARDSPECIALIZEDFUNDS | $6.5M | 30,375 | 0.10% | — |
| SCHE | SCHWABSTRATEGICTR | $6.4M | 194,973 | 0.09% | — |
| JPM | JPMORGANCHASE&CO | $6.1M | 20,776 | 0.09% | — |
| VT | VANGUARDINTLEQUITYINDEXF | $6.1M | 44,137 | 0.09% | — |
| VUG | VANGUARDINDEXFDS | $6.0M | 13,847 | 0.09% | — |
| SCHO | SCHWABSTRATEGICTR | $5.9M | 245,030 | 0.09% | — |
| IBMO | ISHARESTR | $5.9M | 231,642 | 0.09% | — |
| SCHP | SCHWABSTRATEGICTR | $5.9M | 220,447 | 0.09% | — |
| SUB | ISHARESTR | $5.6M | 52,953 | 0.08% | — |
| IBMR | ISHARESTR | $5.6M | 220,754 | 0.08% | — |
| IBTJ | ISHARESTR | $5.3M | 243,010 | 0.08% | — |
| VTV | VANGUARDINDEXFDS | $5.1M | 26,222 | 0.08% | — |
| DVN | DEVONENERGYCORPNEW | $5.0M | 99,702 | 0.07% | — |
| ESGD | ISHARESTR | $5.0M | 52,188 | 0.07% | — |
| PG | PROCTER&GAMBLECO | $5.0M | 34,432 | 0.07% | — |
| ABBV | ABBVIEINC | $4.9M | 22,450 | 0.07% | — |
| IBDS | ISHARESTR | $4.9M | 201,097 | 0.07% | — |
| VIGI | VANGUARDWHITEHALLFDS | $4.9M | 55,000 | 0.07% | — |
| IWM | ISHARESTR | $4.9M | 19,599 | 0.07% | — |
| CEG | CONSTELLATIONENERGYCORP | $4.6M | 16,521 | 0.07% | — |
| KO | COCACOLACO | $4.4M | 57,550 | 0.06% | — |
| GOVT | ISHARESTR | $4.3M | 189,239 | 0.06% | — |
| IBTK | ISHARESTR | $4.3M | 218,396 | 0.06% | — |
| IBDT | ISHARESTR | $4.3M | 168,052 | 0.06% | — |
| VOOV | VANGUARDADMIRALFDSINC | $4.2M | 20,705 | 0.06% | — |
| MRK | MERCK&COINC | $4.1M | 34,211 | 0.06% | — |
| USIG | ISHARESTR | $3.9M | 76,526 | 0.06% | — |
| SHYM | BLACKROCKETFTRUSTII | $3.9M | 176,776 | 0.06% | — |
| GOOG | ALPHABETINC | $3.8M | 13,141 | 0.06% | — |
| IBMS | ISHARESTR | $3.6M | 140,732 | 0.05% | — |
| AVGO | BROADCOMINC | $3.5M | 11,465 | 0.05% | — |
| SCHX | SCHWABSTRATEGICTR | $3.4M | 134,052 | 0.05% | — |
| JMUB | JPMORGANEXCHANGETRADEDF | $3.3M | 66,811 | 0.05% | — |
| IBDU | ISHARESTR | $3.3M | 140,902 | 0.05% | — |
| NEE | NEXTERAENERGYINC | $3.2M | 34,785 | 0.05% | — |
| HYD | VANECKETFTRUST | $3.2M | 63,082 | 0.05% | — |
| VB | VANGUARDINDEXFDS | $3.2M | 12,075 | 0.05% | — |
| VV | VANGUARDINDEXFDS | $3.1M | 10,393 | 0.05% | — |
| GSLC | GOLDMANSACHSETFTR | $3.0M | 24,038 | 0.04% | — |
| VGK | VANGUARDINTLEQUITYINDEXF | $3.0M | 36,265 | 0.04% | — |
| EFA | ISHARESTR | $3.0M | 30,602 | 0.04% | — |
| CVX | CHEVRONCORPORATION | $2.9M | 13,839 | 0.04% | — |
| BITB | BITWISEBITCOINETFTR | $2.8M | 76,693 | 0.04% | — |
| DGRO | ISHARESTR | $2.8M | 40,003 | 0.04% | — |
| RTX | RTXCORPORATION | $2.8M | 14,505 | 0.04% | — |
| MPC | MARATHONPETECORP | $2.7M | 11,052 | 0.04% | — |
| BMO | BANKMONTREALMEDIUM | $2.7M | 19,603 | 0.04% | — |
| DON | WISDOMTREETR | $2.6M | 49,959 | 0.04% | — |
| EXC | EXELONCORP | $2.6M | 52,338 | 0.04% | — |
| BAC | BANKAMERICACORP | $2.5M | 52,002 | 0.04% | — |
| DVY | ISHARESTR | $2.5M | 16,656 | 0.04% | — |
| IBDV | ISHARESTR | $2.5M | 112,363 | 0.04% | — |
| JGRO | JPMORGANEXCHANGETRADEDF | $2.4M | 28,426 | 0.04% | — |
| FITB | FIFTHTHIRDBANCORP | $2.3M | 50,157 | 0.03% | — |
| VBR | VANGUARDINDEXFDS | $2.3M | 10,675 | 0.03% | — |
| CSCO | CISCOSYSINC | $2.3M | 29,412 | 0.03% | — |
| AOA | ISHARESTR | $2.3M | 25,581 | 0.03% | — |
| HDV | ISHARESTR | $2.2M | 16,575 | 0.03% | — |
| EEM | ISHARESTR | $2.2M | 39,564 | 0.03% | — |
| AGGY | WISDOMTREETR | $2.2M | 51,439 | 0.03% | — |
| BGRN | ISHARESTR | $2.2M | 46,842 | 0.03% | — |
| VPL | VANGUARDINTLEQUITYINDEXF | $2.1M | 21,574 | 0.03% | — |
| MOAT | VANECKETFTRUST | $2.1M | 21,506 | 0.03% | — |
| SBAC | SBACOMMUNICATIONSCORP | $2.0M | 11,697 | 0.03% | — |
| DUK | DUKEENERGYCORPNEW | $2.0M | 15,219 | 0.03% | — |
| PEP | PEPSICOINC | $2.0M | 12,791 | 0.03% | — |
| AFL | AFLACINC | $2.0M | 17,947 | 0.03% | — |
| IBDW | ISHARESTR | $2.0M | 93,851 | 0.03% | — |
| USCI | UNITEDSTSCOMMODITYINDEXF | $1.9M | 19,923 | 0.03% | — |
| SCHM | SCHWABSTRATEGICTR | $1.9M | 59,872 | 0.03% | — |
This table is the 150 largest positions by value, out of 222 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CIK 944361, accession 0000944361-26-000005). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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