CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 944361
13F filing for Q2 2026・No. 694
- Holdings
- US$7.61B
- Quarter change
- +US$5.25B
- Entries
- 254
- Net bought (estimate)
- +US$103.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 43
- Sold out 12
- Cut 76
- Added 106
- Corporate actions 0
- Unchanged 28
Largest holdings
253 stocks worth US$7.61B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 2,353,485 | US$1.62B | 21.25% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 11,054,365 | US$787.62M | 10.35% |
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | Added | 7,364,726 | US$663.56M | 8.72% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 6,394,230 | US$323.42M | 4.25% |
| SPDR SERIES TRUSTST STR SP600 SML | Added | 5,022,048 | US$289.62M | 3.81% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 4,224,614 | US$252.17M | 3.31% |
| SPDR SERIES TRUSTST STR AGGRE ETF | Added | 9,787,519 | US$249.78M | 3.28% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 4,196,999 | US$247.54M | 3.25% |
| MBBISHARES TRMBS ETF | Added | 1,957,539 | US$185.03M | 2.43% |
| PROSHARES TRS&P 500 DV ARIST | CutSplit 2:1 | 2,687,604 | US$150.94M | 1.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.