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: $5.96B196 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.5M	0.0%	11,176 SH	New
ABBVIE INC	COM	$4.6M	0.1%	24,562 SH	New
AFLAC INC	COM	$1.9M	0.0%	17,918 SH	New
ALAMOS GOLD INC NEW	COM CL A	$546K	0.0%	20,552 SH	New
ALPHABET INC	CAP STK CL A	$4.6M	0.1%	26,367 SH	New
ALPHABET INC	CAP STK CL C	$2.5M	0.0%	13,824 SH	New
AMAZON COM INC	COM	$8.2M	0.1%	37,510 SH	New
APPLE INC	COM	$35.5M	0.6%	173,120 SH	New
BANK AMERICA CORP	COM	$1.4M	0.0%	30,549 SH	New
BANK MONTREAL QUE	COM	$2.1M	0.0%	19,044 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$15.4M	0.3%	282,180 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$6.7M	0.1%	279,516 SH	New
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$238K	0.0%	10,857 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$568K	0.0%	12,274 SH	New
CHEVRON CORP NEW	COM	$1.7M	0.0%	11,630 SH	New
COCA COLA CO	COM	$1.6M	0.0%	23,181 SH	New
COHEN & STEERS QUALITY INCOM	COM	$289K	0.0%	23,179 SH	New
COLUMBIA ETF TR I	MULTI SEC MUNI	$2.2M	0.0%	109,039 SH	New
COMCAST CORP NEW	CL A	$1.0M	0.0%	28,030 SH	New
CONSTELLATION ENERGY CORP	COM	$5.4M	0.1%	16,848 SH	New
DEVON ENERGY CORP NEW	COM	$3.2M	0.1%	99,808 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$68.8M	1.2%	1,920,574 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.2M	0.0%	17,509 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$896K	0.0%	21,194 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$40.0M	0.7%	1,362,512 SH	New
DISNEY WALT CO	COM	$2.2M	0.0%	17,971 SH	New
ENBRIDGE INC	COM	$740K	0.0%	16,324 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$566K	0.0%	31,231 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$558K	0.0%	18,000 SH	New
EOG RES INC	COM	$38.8M	0.7%	324,589 SH	New
EXELON CORP	COM	$2.2M	0.0%	49,769 SH	New
EXXON MOBIL CORP	COM	$3.8M	0.1%	34,996 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$52.5M	0.9%	2,166,091 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.4M	0.1%	27,629 SH	New
GRAYSCALE ETHEREUM TRUST ETF	SHS	$300K	0.0%	14,372 SH	New
INTEL CORP	COM	$275K	0.0%	12,261 SH	New
INVENTRUST PPTYS CORP	COM NEW	$329K	0.0%	12,000 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$87.2M	1.5%	3,896,663 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$27.2M	0.5%	374,000 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$2.2M	0.0%	53,661 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$1.6M	0.0%	33,980 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$573.1M	9.6%	8,043,049 SH	New
ISHARES GOLD TR	ISHARES NEW	$958K	0.0%	15,356 SH	New
ISHARES INC	CORE MSCI EMKT	$41.6M	0.7%	693,107 SH	New
ISHARES TR	3 7 YR TREAS BD	$17.7M	0.3%	148,667 SH	New
ISHARES TR	7-10 YR TRSY BD	$12.9M	0.2%	134,274 SH	New
ISHARES TR	CALIF MUN BD ETF	$4.8M	0.1%	85,544 SH	New
ISHARES TR	CORE 60/40 BALAN	$981K	0.0%	15,926 SH	New
ISHARES TR	CORE 80/20 AGGRE	$2.3M	0.0%	27,116 SH	New
ISHARES TR	CORE DIV GRWTH	$2.7M	0.0%	42,678 SH	New
ISHARES TR	CORE HIGH DV ETF	$2.0M	0.0%	16,854 SH	New
ISHARES TR	CORE MSCI EAFE	$106.2M	1.8%	1,271,801 SH	New
ISHARES TR	CORE MSCI EURO	$750K	0.0%	11,334 SH	New
ISHARES TR	CORE MSCI TOTAL	$19.2M	0.3%	248,417 SH	New
ISHARES TR	CORE S&P MCP ETF	$7.3M	0.1%	117,608 SH	New
ISHARES TR	CORE S&P SCP ETF	$18.3M	0.3%	167,265 SH	New
ISHARES TR	CORE S&P TTL STK	$15.3M	0.3%	113,376 SH	New
ISHARES TR	CORE S&P500 ETF	$46.2M	0.8%	74,434 SH	New
ISHARES TR	CORE TOTAL USD	$586K	0.0%	12,685 SH	New
ISHARES TR	CORE US AGGBD ET	$13.5M	0.2%	135,719 SH	New
ISHARES TR	EAFE VALUE ETF	$1.0M	0.0%	15,779 SH	New
ISHARES TR	ESG AW MSCI EAFE	$4.4M	0.1%	49,116 SH	New
ISHARES TR	ESG AWARE MSCI	$1.4M	0.0%	33,189 SH	New
ISHARES TR	ESG AWR US AGRGT	$7.5M	0.1%	158,301 SH	New
ISHARES TR	ESG MSCI EM LDRS	$1.1M	0.0%	20,424 SH	New
ISHARES TR	ESG MSCI LEADR	$8.7M	0.1%	80,013 SH	New
ISHARES TR	HDG MSCI EAFE	$383K	0.0%	10,101 SH	New
ISHARES TR	IBDS DEC28 ETF	$2.5M	0.0%	97,990 SH	New
ISHARES TR	IBOND DEC 2030	$1.6M	0.0%	82,180 SH	New
ISHARES TR	IBONDS 25 TRM TS	$24.8M	0.4%	1,061,348 SH	New
ISHARES TR	IBONDS 26 TRM TS	$17.1M	0.3%	747,142 SH	New
ISHARES TR	IBONDS 27 ETF	$3.3M	0.1%	137,467 SH	New
ISHARES TR	IBONDS 27 TRM TS	$10.0M	0.2%	446,695 SH	New
ISHARES TR	IBONDS 28 TRM TS	$4.6M	0.1%	205,773 SH	New
ISHARES TR	IBONDS 29 TRM TS	$3.6M	0.1%	166,053 SH	New
ISHARES TR	IBONDS DEC 2029	$3.2M	0.1%	125,777 SH	New
ISHARES TR	IBONDS DEC 2030	$2.4M	0.0%	98,910 SH	New
ISHARES TR	IBONDS DEC 2031	$1.3M	0.0%	60,680 SH	New
ISHARES TR	IBONDS DEC 2032	$1.2M	0.0%	47,228 SH	New
ISHARES TR	IBONDS DEC 2033	$1.4M	0.0%	56,668 SH	New
ISHARES TR	IBONDS DEC 2034	$887K	0.0%	34,245 SH	New
ISHARES TR	IBONDS DEC 25	$4.3M	0.1%	161,350 SH	New
ISHARES TR	IBONDS DEC 26	$4.7M	0.1%	181,579 SH	New
ISHARES TR	IBONDS DEC 27	$5.1M	0.1%	202,026 SH	New
ISHARES TR	IBONDS DEC 28	$4.6M	0.1%	181,110 SH	New
ISHARES TR	IBONDS DEC 29	$2.1M	0.0%	89,988 SH	New
ISHARES TR	IBONDS DEC2026	$4.3M	0.1%	178,281 SH	New
ISHARES TR	IBONDS DEC25 ETF	$6.6M	0.1%	260,361 SH	New
ISHARES TR	IBOXX HI YD ETF	$12.1M	0.2%	149,699 SH	New
ISHARES TR	INVESTMENT GRADE	$23.6M	0.4%	519,201 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.5M	0.0%	16,247 SH	New
ISHARES TR	MBS ETF	$90.2M	1.5%	960,195 SH	New
ISHARES TR	MSCI EAFE ETF	$2.6M	0.0%	29,022 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.7M	0.0%	36,157 SH	New
ISHARES TR	MSCI INTL QUALTY	$30.6M	0.5%	708,484 SH	New
ISHARES TR	MSCI USA QLT FCT	$66.5M	1.1%	363,535 SH	New
ISHARES TR	NATIONAL MUN ETF	$72.9M	1.2%	697,556 SH	New
ISHARES TR	PFD AND INCM SEC	$59.8M	1.0%	1,948,730 SH	New
ISHARES TR	RUS 1000 GRW ETF	$10.8M	0.2%	25,336 SH	New
ISHARES TR	RUS 1000 VAL ETF	$11.3M	0.2%	57,958 SH	New
ISHARES TR	RUS MID CAP ETF	$982K	0.0%	10,680 SH	New
ISHARES TR	RUS TP200 GR ETF	$46.3M	0.8%	187,654 SH	New
ISHARES TR	RUSSELL 2000 ETF	$5.8M	0.1%	27,002 SH	New
ISHARES TR	S&P 500 GRWT ETF	$110.7M	1.9%	1,005,071 SH	New
ISHARES TR	S&P 500 VAL ETF	$98.5M	1.7%	504,103 SH	New
ISHARES TR	SELECT DIVID ETF	$2.7M	0.0%	19,989 SH	New
ISHARES TR	SHRT NAT MUN ETF	$9.3M	0.2%	87,599 SH	New
ISHARES TR	U.S. ENERGY ETF	$498K	0.0%	11,020 SH	New
ISHARES TR	US TREAS BD ETF	$6.7M	0.1%	289,674 SH	New
ISHARES TR	USD GRN BOND ETF	$1.9M	0.0%	39,105 SH	New
ISHARES TR	USD INV GRDE ETF	$6.2M	0.1%	120,566 SH	New
ISHARES U S ETF TR	GSCI CMDTY STGY	$259K	0.0%	10,033 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.8M	0.0%	32,894 SH	New
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$34.4M	0.6%	485,913 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	0.0%	29,353 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$19.4M	0.3%	383,556 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$20.1M	0.3%	395,637 SH	New
JOHNSON & JOHNSON	COM	$2.0M	0.0%	13,221 SH	New
JPMORGAN CHASE & CO.	COM	$5.6M	0.1%	19,340 SH	New
MATTHEWS INTL CORP	CL A	$305K	0.0%	12,771 SH	New
MERCK & CO INC	COM	$1.6M	0.0%	20,555 SH	New
MICROSOFT CORP	COM	$30.6M	0.5%	61,494 SH	New
NEXTERA ENERGY INC	COM	$2.4M	0.0%	35,030 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$722K	0.0%	66,090 SH	New
NUVEEN MUN HIGH INCOME OPPOR	COM	$621K	0.0%	59,911 SH	New
NUVEEN QUALITY MUNCP INCOME	COM	$1.5M	0.0%	134,750 SH	New
NVIDIA CORPORATION	COM	$9.9M	0.2%	62,878 SH	New
PACER FDS TR	US SMALL CAP CAS	$438K	0.0%	11,011 SH	New
PEPSICO INC	COM	$1.4M	0.0%	10,332 SH	New
PFIZER INC	COM	$328K	0.0%	13,518 SH	New
PG&E CORP	COM	$435K	0.0%	31,171 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$1.7M	0.0%	120,499 SH	New
PIMCO MUN INCOME FD II	COM	$298K	0.0%	40,000 SH	New
PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$832K	0.0%	43,885 SH	New
PROCTER AND GAMBLE CO	COM	$6.3M	0.1%	39,333 SH	New
PROSHARES TR	S&P 500 DV ARIST	$130.2M	2.2%	1,292,490 SH	New
ROCKWELL AUTOMATION INC	COM	$11.2M	0.2%	33,691 SH	New
RTX CORPORATION	COM	$2.2M	0.0%	15,158 SH	New
SBA COMMUNICATIONS CORP NEW	CL A	$2.7M	0.0%	11,559 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.8M	0.1%	160,686 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$594K	0.0%	14,850 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.4M	0.2%	653,755 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.9M	0.1%	161,559 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$23.0M	0.4%	990,638 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$59.8M	1.0%	2,507,408 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$61.2M	1.0%	2,095,181 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$21.1M	0.4%	761,893 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.0M	0.1%	123,243 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.8M	0.0%	99,869 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$20.9M	0.4%	827,634 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$6.0M	0.1%	225,788 SH	New
SERA PROGNOSTICS INC	CLASS A COM	$218K	0.0%	78,855 SH	New
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$37.5M	0.6%	1,148,042 SH	New
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$1.5M	0.0%	17,689 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$7.9M	0.1%	195,176 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$18.1M	0.3%	29,375 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$52.2M	0.9%	2,104,713 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$16.6M	0.3%	370,864 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$73.9M	1.2%	1,545,071 SH	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$432K	0.0%	16,589 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$323.5M	5.4%	12,634,914 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$185.1M	3.1%	5,512,775 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$134.9M	2.3%	3,167,590 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$94.4M	1.6%	989,939 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$9.0M	0.2%	66,230 SH	New
UNION PAC CORP	COM	$2.4M	0.0%	10,358 SH	New
UNITED STS COMMODITY INDEX F	COMM IDX FND	$1.5M	0.0%	20,031 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$1.9M	0.0%	38,606 SH	New
VANECK ETF TRUST	INTRMDT MUNI ETF	$707K	0.0%	15,554 SH	New
VANECK ETF TRUST	LONG MUNI ETF	$7.1M	0.1%	420,049 SH	New
VANECK ETF TRUST	SHRT HGH YLD MUN	$1.0M	0.0%	45,390 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.2M	0.0%	16,358 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$6.1M	0.1%	13,838 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$3.0M	0.0%	10,393 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.13B	18.9%	1,985,564 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.0%	10,172 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$53.3M	0.9%	175,403 SH	New
VANGUARD INDEX FDS	VALUE ETF	$4.3M	0.1%	24,259 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$17.0M	0.3%	253,498 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$133.4M	2.2%	2,697,697 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$3.1M	0.1%	39,592 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$2.0M	0.0%	24,538 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.7M	0.1%	44,069 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$247.4M	4.2%	5,046,259 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$125.4M	2.1%	2,096,896 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	0.0%	19,926 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$967K	0.0%	12,160 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.0M	0.1%	29,546 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$1.0M	0.0%	14,858 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$431.9M	7.2%	7,576,249 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$165.4M	2.8%	1,835,873 SH	New
WALMART INC	COM	$2.0M	0.0%	20,548 SH	New
WASTE MGMT INC DEL	COM	$2.8M	0.0%	12,321 SH	New
WHEATON PRECIOUS METALS CORP	COM	$1.1M	0.0%	11,888 SH	New
WISDOMTREE TR	US MIDCAP DIVID	$2.7M	0.0%	53,036 SH	New
WISDOMTREE TR	YIELD ENHANCD US	$2.0M	0.0%	46,222 SH	New

Sold (vs prior filing)

ABBOTTLABORATORIES — $1.2M
ABBVIEINC — $4.9M
AFLACINC — $2.0M
ALPHABETINC — $8.0M
ALPHABETINC — $3.8M
ALTRIAGROUPINC — $931K
AMAZONCOMINC — $9.1M
APPLEINC — $43.1M
AT&TINC — $1.2M
AUTOMATICDATAPROCESSINGIN — $6.7M
BANKAMERICACORP — $2.5M
BANKMONTREALMEDIUM — $2.7M
BITWISEBITCOINETFTR — $2.8M
BLACKROCKETFTRUST — $10.7M
BLACKROCKETFTRUSTII — $110.3M
BLACKROCKETFTRUSTII — $3.9M
BNYMELLONETFTRUSTII — $267K
BNYMELLONETFTRUSTII — $304K
BRISTOL-MYERSSQUIBBCO — $895K
BRITISHAMERNTOBPLC — $630K
… and 188 more

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