CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361 • 7 13F filings • Apr 17, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $5.36B189 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.0%	10,584 SH
ABBVIE INC	COM	$4.5M	0.1%	21,509 SH
AFLAC INC	COM	$2.1M	0.0%	19,035 SH
ALAMOS GOLD INC NEW	COM CL A	$550K	0.0%	20,552 SH
ALPHABET INC	CAP STK CL A	$4.0M	0.1%	25,758 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.0%	13,823 SH
AMAZON COM INC	COM	$13.7M	0.3%	71,960 SH
APPLE INC	COM	$38.2M	0.7%	172,060 SH
AT&T INC	COM	$343K	0.0%	12,127 SH
BANK AMERICA CORP	COM	$1.6M	0.0%	37,567 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.1M	0.2%	22,803 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.4M	0.3%	376,398 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$7.6M	0.1%	314,525 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$230K	0.0%	10,857 SH
CHEVRON CORP NEW	COM	$2.0M	0.0%	11,993 SH
CISCO SYS INC	COM	$801K	0.0%	12,974 SH
COCA COLA CO	COM	$2.3M	0.0%	32,719 SH
COHEN & STEERS QUALITY INCOM	COM	$291K	0.0%	23,179 SH
COLUMBIA ETF TR I	MULTI SEC MUNI	$2.2M	0.0%	109,039 SH
CONSTELLATION ENERGY CORP	COM	$3.5M	0.1%	17,430 SH
DEVON ENERGY CORP NEW	COM	$3.7M	0.1%	98,814 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$66.0M	1.2%	2,000,671 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.1M	0.0%	17,771 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$871K	0.0%	21,139 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$37.5M	0.7%	1,430,766 SH
DISNEY WALT CO	COM	$1.4M	0.0%	13,679 SH
ENBRIDGE INC	COM	$723K	0.0%	16,324 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$582K	0.0%	31,331 SH
ENTERPRISE PRODS PARTNERS L	COM	$615K	0.0%	18,000 SH
EOG RES INC	COM	$41.6M	0.8%	324,591 SH
EXELON CORP	COM	$2.4M	0.0%	51,644 SH
EXXON MOBIL CORP	COM	$3.6M	0.1%	30,456 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$50.3M	0.9%	2,059,688 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$219K	0.0%	14,372 SH
INTEL CORP	COM	$297K	0.0%	13,087 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$85.2M	1.6%	3,700,049 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$27.8M	0.5%	372,669 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$2.2M	0.0%	56,822 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$1.3M	0.0%	33,980 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$512.4M	9.6%	7,723,962 SH
ISHARES GOLD TR	ISHARES NEW	$761K	0.0%	12,901 SH
ISHARES INC	CORE MSCI EMKT	$42.4M	0.8%	785,755 SH
ISHARES TR	3 7 YR TREAS BD	$20.8M	0.4%	175,865 SH
ISHARES TR	7-10 YR TRSY BD	$15.0M	0.3%	156,991 SH
ISHARES TR	CALIF MUN BD ETF	$3.8M	0.1%	68,077 SH
ISHARES TR	CORE 60/40 BALAN	$944K	0.0%	16,390 SH
ISHARES TR	CORE 80/20 AGGRE	$2.1M	0.0%	27,631 SH
ISHARES TR	CORE DIV GRWTH	$1.4M	0.0%	23,302 SH
ISHARES TR	CORE HIGH DV ETF	$2.1M	0.0%	17,215 SH
ISHARES TR	CORE MSCI EAFE	$108.8M	2.0%	1,437,549 SH
ISHARES TR	CORE MSCI EURO	$680K	0.0%	11,300 SH
ISHARES TR	CORE MSCI TOTAL	$19.5M	0.4%	279,277 SH
ISHARES TR	CORE S&P MCP ETF	$6.5M	0.1%	112,098 SH
ISHARES TR	CORE S&P SCP ETF	$18.0M	0.3%	172,256 SH
ISHARES TR	CORE S&P TTL STK	$14.7M	0.3%	120,555 SH
ISHARES TR	CORE S&P500 ETF	$45.1M	0.8%	80,333 SH
ISHARES TR	CORE TOTAL USD	$587K	0.0%	12,747 SH
ISHARES TR	CORE US AGGBD ET	$14.8M	0.3%	149,871 SH
ISHARES TR	EAFE VALUE ETF	$977K	0.0%	16,578 SH
ISHARES TR	ESG AW MSCI EAFE	$4.1M	0.1%	50,674 SH
ISHARES TR	ESG AWARE MSCI	$1.3M	0.0%	34,970 SH
ISHARES TR	ESG AWR US AGRGT	$7.6M	0.1%	160,030 SH
ISHARES TR	ESG MSCI EM LDRS	$1.0M	0.0%	21,025 SH
ISHARES TR	ESG MSCI LEADR	$7.8M	0.1%	81,786 SH
ISHARES TR	HDG MSCI EAFE	$367K	0.0%	10,101 SH
ISHARES TR	IBDS DEC28 ETF	$2.2M	0.0%	87,731 SH
ISHARES TR	IBOND DEC 2030	$763K	0.0%	38,811 SH
ISHARES TR	IBONDS 25 TRM TS	$24.6M	0.5%	1,051,268 SH
ISHARES TR	IBONDS 26 TRM TS	$15.4M	0.3%	670,114 SH
ISHARES TR	IBONDS 27 ETF	$2.8M	0.1%	117,825 SH
ISHARES TR	IBONDS 27 TRM TS	$8.4M	0.2%	373,267 SH
ISHARES TR	IBONDS 28 TRM TS	$3.9M	0.1%	176,515 SH
ISHARES TR	IBONDS 29 TRM TS	$2.8M	0.1%	126,863 SH
ISHARES TR	IBONDS DEC 2029	$2.1M	0.0%	83,819 SH
ISHARES TR	IBONDS DEC 2030	$2.3M	0.0%	99,505 SH
ISHARES TR	IBONDS DEC 2031	$1.4M	0.0%	65,390 SH
ISHARES TR	IBONDS DEC 2032	$1.2M	0.0%	48,236 SH
ISHARES TR	IBONDS DEC 2033	$1.6M	0.0%	62,223 SH
ISHARES TR	IBONDS DEC 2034	$754K	0.0%	29,320 SH
ISHARES TR	IBONDS DEC 25	$4.0M	0.1%	148,658 SH
ISHARES TR	IBONDS DEC 26	$3.7M	0.1%	144,392 SH
ISHARES TR	IBONDS DEC 27	$4.0M	0.1%	158,745 SH
ISHARES TR	IBONDS DEC 28	$4.4M	0.1%	172,701 SH
ISHARES TR	IBONDS DEC 29	$1.9M	0.0%	81,507 SH
ISHARES TR	IBONDS DEC2026	$3.5M	0.1%	146,155 SH
ISHARES TR	IBONDS DEC25 ETF	$5.5M	0.1%	216,737 SH
ISHARES TR	IBOXX HI YD ETF	$13.8M	0.3%	175,434 SH
ISHARES TR	INVESTMENT GRADE	$27.5M	0.5%	611,374 SH
ISHARES TR	JPMORGAN USD EMG	$1.6M	0.0%	18,200 SH
ISHARES TR	MBS ETF	$88.3M	1.6%	941,711 SH
ISHARES TR	MSCI EAFE ETF	$2.5M	0.0%	30,528 SH
ISHARES TR	MSCI EMG MKT ETF	$1.6M	0.0%	36,125 SH
ISHARES TR	MSCI INTL QUALTY	$32.9M	0.6%	829,212 SH
ISHARES TR	MSCI USA QLT FCT	$39.3M	0.7%	230,078 SH
ISHARES TR	NATIONAL MUN ETF	$84.6M	1.6%	802,166 SH
ISHARES TR	PFD AND INCM SEC	$57.9M	1.1%	1,884,697 SH
ISHARES TR	RUS 1000 GRW ETF	$9.3M	0.2%	25,871 SH
ISHARES TR	RUS 1000 VAL ETF	$11.5M	0.2%	61,203 SH
ISHARES TR	RUS MID CAP ETF	$909K	0.0%	10,680 SH
ISHARES TR	RUS TP200 GR ETF	$43.2M	0.8%	204,727 SH
ISHARES TR	RUSSELL 2000 ETF	$5.4M	0.1%	26,913 SH
ISHARES TR	S&P 500 GRWT ETF	$100.4M	1.9%	1,081,372 SH
ISHARES TR	S&P 500 VAL ETF	$106.2M	2.0%	557,167 SH
ISHARES TR	SELECT DIVID ETF	$2.5M	0.0%	18,595 SH
ISHARES TR	SHRT NAT MUN ETF	$7.1M	0.1%	67,632 SH
ISHARES TR	US TREAS BD ETF	$7.5M	0.1%	324,348 SH
ISHARES TR	USD GRN BOND ETF	$1.9M	0.0%	39,533 SH
ISHARES TR	USD INV GRDE ETF	$7.1M	0.1%	139,906 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$274K	0.0%	10,362 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$26.8M	0.5%	421,219 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$19.3M	0.4%	381,892 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$18.9M	0.4%	371,461 SH
JOHNSON & JOHNSON	COM	$2.1M	0.0%	12,935 SH
JPMORGAN CHASE & CO.	COM	$3.5M	0.1%	14,399 SH
MATTHEWS INTL CORP	CL A	$284K	0.0%	12,771 SH
MERCK & CO INC	COM	$2.2M	0.0%	25,045 SH
MICROSOFT CORP	COM	$14.6M	0.3%	38,892 SH
MONDELEZ INTL INC	CL A	$737K	0.0%	10,862 SH
NEXTERA ENERGY INC	COM	$2.4M	0.0%	33,827 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$1.1M	0.0%	102,098 SH
NUVEEN MUN HIGH INCOME OPPOR	COM	$654K	0.0%	59,911 SH
NUVEEN QUALITY MUNCP INCOME	COM	$1.1M	0.0%	94,123 SH
NVIDIA CORPORATION	COM	$8.4M	0.2%	77,902 SH
PFIZER INC	COM	$318K	0.0%	12,550 SH
PG&E CORP	COM	$567K	0.0%	33,014 SH
PIMCO CORPORATE & INCOME OPP	COM	$2.2M	0.0%	151,374 SH
PIMCO MUN INCOME FD II	COM	$324K	0.0%	40,000 SH
PROCTER AND GAMBLE CO	COM	$5.7M	0.1%	33,324 SH
PROSHARES TR	S&P 500 DV ARIST	$129.5M	2.4%	1,267,831 SH
ROCKWELL AUTOMATION INC	COM	$8.6M	0.2%	33,418 SH
ROYCE SMALL CAP TRUST INC	COM	$331K	0.0%	23,224 SH
RTX CORPORATION	COM	$1.9M	0.0%	13,995 SH
SBA COMMUNICATIONS CORP NEW	CL A	$2.5M	0.0%	11,559 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.6M	0.0%	59,030 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$539K	0.0%	14,918 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$251K	0.0%	10,634 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.3M	0.3%	721,477 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.1M	0.1%	167,735 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$23.6M	0.4%	1,019,167 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$55.1M	1.0%	2,557,985 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$325K	0.0%	11,618 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$53.3M	1.0%	2,127,611 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$20.6M	0.4%	774,249 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.8M	0.1%	127,185 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.2M	0.1%	121,301 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.7M	0.1%	201,116 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$6.3M	0.1%	235,664 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$35.1M	0.7%	1,188,221 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$5.6M	0.1%	153,216 SH
SPDR S&P 500 ETF TR	TR UNIT	$16.6M	0.3%	29,658 SH
SPDR SER TR	NUVEEN BLMBRG MU	$19.1M	0.4%	424,225 SH
SPDR SER TR	NUVEEN BLMBRG SH	$71.8M	1.3%	1,508,867 SH
SPDR SER TR	NUVEEN BLOOMBERG	$50.0M	0.9%	1,982,348 SH
SPDR SER TR	PORTFLI TIPS ETF	$438K	0.0%	16,589 SH
SPDR SER TR	PORTFOLIO AGRGTE	$300.0M	5.6%	11,745,372 SH
SPDR SER TR	PORTFOLIO INTRMD	$167.5M	3.1%	5,038,144 SH
SPDR SER TR	PORTFOLIO S&P600	$122.4M	2.3%	3,004,000 SH
SPDR SER TR	PRTFLO S&P500 GW	$75.7M	1.4%	941,935 SH
SPDR SER TR	S&P DIVID ETF	$9.0M	0.2%	66,447 SH
UNITED STS COMMODITY INDEX F	COMM IDX FND	$1.4M	0.0%	20,031 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$468K	0.0%	10,289 SH
VANECK ETF TRUST	LONG MUNI ETF	$2.3M	0.0%	131,091 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$309K	0.0%	13,724 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.7M	0.0%	23,085 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.0M	0.1%	13,618 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.7M	0.0%	10,393 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$933.4M	17.4%	1,816,302 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.0%	10,206 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$25.8M	0.5%	93,869 SH
VANGUARD INDEX FDS	VALUE ETF	$4.5M	0.1%	26,030 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$13.8M	0.3%	228,176 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$114.3M	2.1%	2,526,308 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.8M	0.1%	39,771 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$1.8M	0.0%	24,760 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.1M	0.1%	44,128 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$229.8M	4.3%	4,630,555 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$116.7M	2.2%	1,964,943 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.3M	0.0%	21,780 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$961K	0.0%	12,171 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.7M	0.1%	29,612 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	0.0%	36,026 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$365.5M	6.8%	7,190,319 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$144.2M	2.7%	1,738,592 SH
WALMART INC	COM	$1.5M	0.0%	17,373 SH
WASTE MGMT INC DEL	COM	$3.1M	0.1%	13,358 SH
WHEATON PRECIOUS METALS CORP	COM	$923K	0.0%	11,888 SH
WISDOMTREE TR	INTRST RATE HDGE	$407K	0.0%	18,188 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.7M	0.1%	54,140 SH
WISDOMTREE TR	YIELD ENHANCD US	$1.5M	0.0%	34,080 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0000944361-26-000007	—	View
Jan 22, 2026	Q4 2025	13F-HR	0000944361-26-000001	$6.62B	View
Oct 14, 2025	Q3 2025