CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Filed: 4/9/2026ACC: 0000944361-26-000005

📋 What this filing means

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 222 equity positions with a total reported market value of $6.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

222

Positions

$6.83B

Total AUM (reported)

106.67M

Total Shares

Allocation by class

S&P500ETFSHS$1.37B20.1%

STATESTREETSPD$859.09M12.6%

VANFTSEDEVMKT$696.52M10.2%

S&P500QUALITY$552.71M8.1%

TAXEXEMPTBD$315.14M4.6%

INTERTERMTREAS$234.34M3.4%

FTSEEMRMKTETF$222.97M3.3%

Portfolio Concentration

Top 3$2.62B38.4%

4–10$1.58B23.1%

11–25$1.27B18.6%

Rest$1.36B19.9%

Top 3 weight

38.4%

Top 10 weight

61.5%

Voting Authority Distribution

Total shares with voting rights: 106.67M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

106.67M

% of voting shares100.0%

Investment Discretion (by position count)

Sole222

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings222

Rows:

VANGUARDINDEXFDS

SOLE

S&P500ETFSHS

Shares2.30M

TypeSH

Market value$1.37B

20.10%

Sole

0.00

Shared

0.00

None

2.30M

VANGUARDTAX-MANAGEDFDS

SOLE

VANFTSEDEVMKT

Shares10.87M

TypeSH

Market value$696.52M

10.20%

Sole

0.00

Shared

0.00

None

10.87M

INVESCOEXCHANGETRADEDFDT

SOLE

S&P500QUALITY

Shares7.35M

TypeSH

Market value$552.71M

8.09%

Sole

0.00

Shared

0.00

None

7.35M

VANGUARDMUNBDFDS

SOLE

TAXEXEMPTBD

Shares6.32M

TypeSH

Market value$315.14M

4.62%

Sole

0.00

Shared

0.00

None

6.32M

SPDRSERIESTRUST

SOLE

STATESTREETSPD

Shares9.33M

TypeSH

Market value$239.03M

3.50%

Sole

0.00

Shared

0.00

None

9.33M

SPDRSERIESTRUST

SOLE

STATESTREETSPD

Shares4.91M

TypeSH

Market value$237.30M

3.48%

Sole

0.00

Shared

0.00

None

4.91M

VANGUARDSCOTTSDALEFDS

SOLE

INTERTERMTREAS

Shares3.94M

TypeSH

Market value$234.34M

3.43%

Sole

0.00

Shared

0.00

None

3.94M

VANGUARDINTLEQUITYINDEXF

SOLE

FTSEEMRMKTETF

Shares4.13M

TypeSH

Market value$222.97M

3.27%

Sole

0.00

Shared

0.00

None

4.13M

ISHARESTR

SOLE

MBSETF

Shares1.91M

TypeSH

Market value$181.56M

2.66%

Sole

0.00

Shared

0.00

None

1.91M

PROSHARESTR

SOLE

S&P500DVARIST

Shares1.37M

TypeSH

Market value$145.01M

2.12%

Sole

0.00

Shared

0.00

None

1.37M

SPDRSERIESTRUST

SOLE

STATESTREETSPD

Shares4.28M

TypeSH

Market value$143.45M

2.10%

Sole

0.00

Shared

0.00

None

4.28M

FRANKLINTEMPLETONETFTR

SOLE

FRANKLINDYNMUN

Shares5.23M

TypeSH

Market value$129.68M

1.90%

Sole

0.00

Shared

0.00

None

5.23M

BLACKROCKETFTRUSTII

SOLE

ISHARESFLEXIBLE

Shares2.12M

TypeSH

Market value$110.28M

1.62%

Sole

0.00

Shared

0.00

None

2.12M

INVESCOEXCHTRADEDFDTRII

SOLE

NATLAMTMUNI

Shares4.36M

TypeSH

Market value$100.30M

1.47%

Sole

0.00

Shared

0.00

None

4.36M

ISHARESTR

SOLE

COREMSCIEAFE

Shares1.09M

TypeSH

Market value$98.52M

1.44%

Sole

0.00

Shared

0.00

None

1.09M

ISHARESTR

SOLE

S&P500GRWTETF

Shares845.30K

TypeSH

Market value$95.61M

1.40%

Sole

0.00

Shared

0.00

None

845.30K

SPDRSERIESTRUST

SOLE

STATESTREETSPD

Shares974.70K

TypeSH

Market value$95.43M

1.40%

Sole

0.00

Shared

0.00

None

974.70K

ISHARESTR

SOLE

S&P500VALETF

Shares418.11K

TypeSH

Market value$88.28M

1.29%

Sole

0.00

Shared

0.00

None

418.11K

DIMENSIONALETFTRUST

SOLE

USCOREEQUITY2

Shares1.72M

TypeSH

Market value$66.79M

0.98%

Sole

0.00

Shared

0.00

None

1.72M

SCHWABSTRATEGICTR

SOLE

USBRDMKTETF

Shares2.57M

TypeSH

Market value$64.46M

0.94%

Sole

0.00

Shared

0.00

None

2.57M

ISHARESTR

SOLE

PFDANDINCMSEC

Shares1.95M

TypeSH

Market value$59.00M

0.86%

Sole

0.00

Shared

0.00

None

1.95M

ISHARESTR

SOLE

NATIONALMUNETF

Shares535.12K

TypeSH

Market value$56.80M

0.83%

Sole

0.00

Shared

0.00

None

535.12K

VANGUARDINDEXFDS

SOLE

TOTALSTKMKT

Shares174.79K

TypeSH

Market value$56.07M

0.82%

Sole

0.00

Shared

0.00

None

174.79K

JPMORGANEXCHANGETRADEDF

SOLE

INTRNLRESEQT

Shares713.97K

TypeSH

Market value$54.08M

0.79%

Sole

0.00

Shared

0.00

None

713.97K

ISHARESTR

SOLE

MSCIUSAQLTFCT

Shares268.18K

TypeSH

Market value$51.44M

0.75%

Sole

0.00

Shared

0.00

None

268.18K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARDINDEXFDSSOLE	S&P500ETFSHS	2.30M	SH	$1.37B 20.10%	2.30M
VANGUARDTAX-MANAGEDFDSSOLE	VANFTSEDEVMKT	10.87M	SH	$696.52M 10.20%	10.87M
INVESCOEXCHANGETRADEDFDTSOLE	S&P500QUALITY	7.35M	SH	$552.71M 8.09%	7.35M
VANGUARDMUNBDFDSSOLE	TAXEXEMPTBD	6.32M	SH	$315.14M 4.62%	6.32M
SPDRSERIESTRUSTSOLE	STATESTREETSPD	9.33M	SH	$239.03M 3.50%	9.33M
SPDRSERIESTRUSTSOLE	STATESTREETSPD	4.91M	SH	$237.30M 3.48%	4.91M
VANGUARDSCOTTSDALEFDSSOLE	INTERTERMTREAS	3.94M	SH	$234.34M 3.43%	3.94M
VANGUARDINTLEQUITYINDEXFSOLE	FTSEEMRMKTETF	4.13M	SH	$222.97M 3.27%	4.13M
ISHARESTRSOLE	MBSETF	1.91M	SH	$181.56M 2.66%	1.91M
PROSHARESTRSOLE	S&P500DVARIST	1.37M	SH	$145.01M 2.12%	1.37M
SPDRSERIESTRUSTSOLE	STATESTREETSPD	4.28M	SH	$143.45M 2.10%	4.28M
FRANKLINTEMPLETONETFTRSOLE	FRANKLINDYNMUN	5.23M	SH	$129.68M 1.90%	5.23M
BLACKROCKETFTRUSTIISOLE	ISHARESFLEXIBLE	2.12M	SH	$110.28M 1.62%	2.12M
INVESCOEXCHTRADEDFDTRIISOLE	NATLAMTMUNI	4.36M	SH	$100.30M 1.47%	4.36M
ISHARESTRSOLE	COREMSCIEAFE	1.09M	SH	$98.52M 1.44%	1.09M
ISHARESTRSOLE	S&P500GRWTETF	845.30K	SH	$95.61M 1.40%	845.30K
SPDRSERIESTRUSTSOLE	STATESTREETSPD	974.70K	SH	$95.43M 1.40%	974.70K
ISHARESTRSOLE	S&P500VALETF	418.11K	SH	$88.28M 1.29%	418.11K
DIMENSIONALETFTRUSTSOLE	USCOREEQUITY2	1.72M	SH	$66.79M 0.98%	1.72M
SCHWABSTRATEGICTRSOLE	USBRDMKTETF	2.57M	SH	$64.46M 0.94%	2.57M
ISHARESTRSOLE	PFDANDINCMSEC	1.95M	SH	$59.00M 0.86%	1.95M
ISHARESTRSOLE	NATIONALMUNETF	535.12K	SH	$56.80M 0.83%	535.12K
VANGUARDINDEXFDSSOLE	TOTALSTKMKT	174.79K	SH	$56.07M 0.82%	174.79K
JPMORGANEXCHANGETRADEDFSOLE	INTRNLRESEQT	713.97K	SH	$54.08M 0.79%	713.97K
ISHARESTRSOLE	MSCIUSAQLTFCT	268.18K	SH	$51.44M 0.75%	268.18K

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