CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: 13F holdings
CIK 9443612026Q2
| Positions | 253 |
|---|
| Reported value | $7.6bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 253 (+31 vs prior quarter) |
|---|
| Reported value | $7.6bn (+11.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 2,353,485 | $1.6bn | 21.2% |
| VEA VANGUARD TAX-MANAGED FDS | 11,054,365 | $787.6m | 10.4% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 7,364,726 | $663.6m | 8.7% |
| VTEB VANGUARD MUN BD FDS | 6,394,230 | $323.4m | 4.3% |
| SPSM SPDR SERIES TRUST | 5,022,048 | $289.6m | 3.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 4,224,614 | $252.2m | 3.3% |
| SPAB SPDR SERIES TRUST | 9,787,519 | $249.8m | 3.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 4,196,999 | $247.5m | 3.3% |
| MBB ISHARES TR | 1,957,539 | $185.0m | 2.4% |
| NOBL PROSHARES TR | 2,687,604 | $150.9m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="944361")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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