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: $2.36B208 positionsView on SEC.gov

			% of Portfolio
ABBOTTLABORATORIES	COM	$1.2M	0.0%	11,327 SH	New
ABBVIEINC	COM	$4.9M	0.2%	22,450 SH	New
AFLACINC	COM	$2.0M	0.1%	17,947 SH	New
ALPHABETINC	CAPSTKCLA	$8.0M	0.3%	27,942 SH	New
ALPHABETINC	CAPSTKCLC	$3.8M	0.2%	13,141 SH	New
ALTRIAGROUPINC	COM	$931K	0.0%	14,115 SH	New
AMAZONCOMINC	COM	$9.1M	0.4%	43,655 SH	New
APPLEINC	COM	$43.1M	1.8%	169,804 SH	New
AT&TINC	COM	$1.2M	0.1%	42,076 SH	New
AUTOMATICDATAPROCESSINGIN	COM	$6.7M	0.3%	32,809 SH	New
BANKAMERICACORP	COM	$2.5M	0.1%	52,002 SH	New
BANKMONTREALMEDIUM	COM	$2.7M	0.1%	19,603 SH	New
BITWISEBITCOINETFTR	SHSBENINT	$2.8M	0.1%	76,693 SH	New
BLACKROCKETFTRUST	ISHARESUSEQUIT	$10.7M	0.5%	184,327 SH	New
BLACKROCKETFTRUSTII	ISHARESFLEXIBLE	$110.3M	4.7%	2,123,686 SH	New
BLACKROCKETFTRUSTII	SHORTDURATIONH	$3.9M	0.2%	176,776 SH	New
BNYMELLONETFTRUSTII	MUNICIPALINTER	$267K	0.0%	10,222 SH	New
BNYMELLONETFTRUSTII	MUNOPPTYSETF	$304K	0.0%	12,344 SH	New
BRISTOL-MYERSSQUIBBCO	COM	$895K	0.0%	14,765 SH	New
BRITISHAMERNTOBPLC	SPONSOREDADR	$630K	0.0%	10,779 SH	New
BROADCOMINC	COM	$3.5M	0.2%	11,465 SH	New
CARRIERGLOBALCORPORATION	COM	$986K	0.0%	17,508 SH	New
CHEVRONCORPORATION	COM	$2.9M	0.1%	13,839 SH	New
CISCOSYSINC	COM	$2.3M	0.1%	29,412 SH	New
COCACOLACO	COM	$4.4M	0.2%	57,550 SH	New
COHEN&STEERSQUALITYINCOM	COM	$271K	0.0%	22,500 SH	New
COMCASTCORPNEW	CLA	$549K	0.0%	19,123 SH	New
CONSTELLATIONENERGYCORP	COM	$4.6M	0.2%	16,521 SH	New
DEVONENERGYCORPNEW	COM	$5.0M	0.2%	99,702 SH	New
DIMENSIONALETFTRUST	USCOREEQUITY2	$66.8M	2.8%	1,718,842 SH	New
DIMENSIONALETFTRUST	USEQUITYMARKET	$1.2M	0.1%	17,486 SH	New
DIMENSIONALETFTRUST	USMKTWIDEVALUE	$991K	0.0%	20,446 SH	New
DIMENSIONALETFTRUST	USTARGETEDVLU	$707K	0.0%	11,314 SH	New
DIMENSIONALETFTRUST	WORLDEXUSCORE	$40.2M	1.7%	1,184,794 SH	New
DUKEENERGYCORPNEW	COMNEW	$2.0M	0.1%	15,219 SH	New
ENBRIDGEINC	COM	$1.2M	0.1%	22,569 SH	New
ENERGYTRANSFERLP	COMUTLTDPTN	$614K	0.0%	31,806 SH	New
ENTERPRISEPRODSPARTNERSL	COM	$530K	0.0%	14,000 SH	New
EVERPUREINC	CLA	$776K	0.0%	13,142 SH	New
EXELONCORP	COM	$2.6M	0.1%	52,338 SH	New
EXXONMOBILCORP	COM	$7.6M	0.3%	44,616 SH	New
FIFTHTHIRDBANCORP	COM	$2.3M	0.1%	50,157 SH	New
FIRSTTREXCHANGETRADEDFD	RISNGDIVDACHIV	$730K	0.0%	10,690 SH	New
FORDMTRCO	COM	$276K	0.0%	23,926 SH	New
FRANKLINTEMPLETONETFTR	FRANKLINDYNMUN	$129.7M	5.5%	5,231,166 SH	New
GOLDMANSACHSETFTR	ACTIVEBETAUSLG	$3.0M	0.1%	24,038 SH	New
GRAYSCALEETHEREUMSTAKINGE	SHS	$490K	0.0%	28,715 SH	New
INNOVATORETFSTRUST	USEQTYBUFRJAN	$639K	0.0%	11,978 SH	New
INNOVATORETFSTRUST	USEQTYPWRBUF	$610K	0.0%	13,229 SH	New
INTELCORP	COM	$1.4M	0.1%	30,763 SH	New
INVESCOACTVELYMNGDETCFD	OPTIMUMYIELD	$251K	0.0%	14,515 SH	New
INVESCOEXCHANGETRADEDFDT	RAFIUS1500	$1.5M	0.1%	32,718 SH	New
INVESCOEXCHANGETRADEDFDT	S&P500QUALITY	$552.7M	23.4%	7,350,884 SH	New
INVESCOEXCHTRADEDFDTRII	NATLAMTMUNI	$100.3M	4.3%	4,364,629 SH	New
INVESCOEXCHTRADEDFDTRII	S&P500LOWVOL	$25.7M	1.1%	351,128 SH	New
ISHARESBITCOINTRUSTETF	SHSBENINT	$1.1M	0.0%	27,635 SH	New
ISHARESGOLDTR	ISHARESNEW	$1.4M	0.1%	15,492 SH	New
ISHARESINC	COREMSCIEMKT	$40.8M	1.7%	584,263 SH	New
ISHARESTR	0-5YRHIYLCP	$628K	0.0%	14,836 SH	New
ISHARESTR	10+YRINVSTGRD	$45.9M	1.9%	924,345 SH	New
ISHARESTR	37YRTREASBD	$11.0M	0.5%	92,800 SH	New
ISHARESTR	7-10YRTRSYBD	$7.4M	0.3%	78,022 SH	New
ISHARESTR	CALIFMUNBDETF	$10.9M	0.5%	192,029 SH	New
ISHARESTR	CORE60/40BALAN	$866K	0.0%	13,455 SH	New
ISHARESTR	CORE80/20AGGRE	$2.3M	0.1%	25,581 SH	New
ISHARESTR	COREDIVGRWTH	$2.8M	0.1%	40,003 SH	New
ISHARESTR	COREHIGHDVETF	$2.2M	0.1%	16,575 SH	New
ISHARESTR	COREMSCIEAFE	$98.5M	4.2%	1,088,243 SH	New
ISHARESTR	COREMSCIEURO	$794K	0.0%	11,300 SH	New
ISHARESTR	COREMSCITOTAL	$15.7M	0.7%	181,603 SH	New
ISHARESTR	CORES&P500ETF	$39.3M	1.7%	60,105 SH	New
ISHARESTR	CORES&PMCPETF	$7.5M	0.3%	111,752 SH	New
ISHARESTR	CORES&PSCPETF	$22.1M	0.9%	178,068 SH	New
ISHARESTR	CORES&PTTLSTK	$12.1M	0.5%	84,641 SH	New
ISHARESTR	COREUSAGGBDET	$10.4M	0.4%	104,972 SH	New
ISHARESTR	EAFEVALUEETF	$1.1M	0.0%	15,369 SH	New
ISHARESTR	ESGAWAREMSCI	$1.7M	0.1%	35,119 SH	New
ISHARESTR	ESGAWMSCIEAFE	$5.0M	0.2%	52,188 SH	New
ISHARESTR	ESGAWRUSAGRGT	$9.1M	0.4%	190,950 SH	New
ISHARESTR	ESGMSCIEMLDRS	$1.3M	0.1%	22,948 SH	New
ISHARESTR	ESGMSCILEADR	$9.4M	0.4%	82,341 SH	New
ISHARESTR	HDGMSCIEAFE	$429K	0.0%	10,101 SH	New
ISHARESTR	IBDSDEC28ETF	$4.3M	0.2%	168,052 SH	New
ISHARESTR	IBONDDEC2030	$4.3M	0.2%	218,396 SH	New
ISHARESTR	IBONDS26TRMTS	$26.1M	1.1%	1,140,456 SH	New
ISHARESTR	IBONDS27ETF	$4.9M	0.2%	201,097 SH	New
ISHARESTR	IBONDS27TRMTS	$21.1M	0.9%	941,755 SH	New
ISHARESTR	IBONDS28TRMTS	$8.6M	0.4%	387,821 SH	New
ISHARESTR	IBONDS29TRMTS	$5.3M	0.2%	243,010 SH	New
ISHARESTR	IBONDSDEC2026	$7.5M	0.3%	309,783 SH	New
ISHARESTR	IBONDSDEC2029	$5.6M	0.2%	220,754 SH	New
ISHARESTR	IBONDSDEC2030	$6.1M	0.3%	253,095 SH	New
ISHARESTR	IBONDSDEC2031	$3.3M	0.1%	147,580 SH	New
ISHARESTR	IBONDSDEC2032	$1.8M	0.1%	73,216 SH	New
ISHARESTR	IBONDSDEC2033	$1.5M	0.1%	57,726 SH	New
ISHARESTR	IBONDSDEC2034	$442K	0.0%	16,960 SH	New
ISHARESTR	IBONDSDEC2035	$321K	0.0%	12,536 SH	New
ISHARESTR	IBONDSDEC26	$5.9M	0.3%	231,642 SH	New
ISHARESTR	IBONDSDEC27	$7.1M	0.3%	277,875 SH	New
ISHARESTR	IBONDSDEC28	$6.9M	0.3%	272,183 SH	New
ISHARESTR	IBONDSDEC29	$3.3M	0.1%	140,902 SH	New
ISHARESTR	IBOXXHIYDETF	$7.7M	0.3%	97,322 SH	New
ISHARESTR	INVESTMENTGRADE	$14.8M	0.6%	327,825 SH	New
ISHARESTR	JPMORGANUSDEMG	$1.2M	0.0%	12,506 SH	New
ISHARESTR	MBSETF	$181.6M	7.7%	1,912,114 SH	New
ISHARESTR	MSCIEAFEETF	$3.0M	0.1%	30,602 SH	New
ISHARESTR	MSCIEMGMKTETF	$2.2M	0.1%	39,564 SH	New
ISHARESTR	MSCIINTLQUALTY	$22.7M	1.0%	490,423 SH	New
ISHARESTR	MSCIUSAQLTFCT	$51.4M	2.2%	268,182 SH	New
ISHARESTR	NATIONALMUNETF	$56.8M	2.4%	535,118 SH	New
ISHARESTR	NEWYORKMUNETF	$540K	0.0%	10,175 SH	New
ISHARESTR	PFDANDINCMSEC	$59.0M	2.5%	1,945,954 SH	New
ISHARESTR	RUS1000GRWETF	$11.2M	0.5%	26,205 SH	New
ISHARESTR	RUS1000VALETF	$11.3M	0.5%	52,828 SH	New
ISHARESTR	RUSMIDCAPETF	$1.1M	0.0%	10,838 SH	New
ISHARESTR	RUSSELL2000ETF	$4.9M	0.2%	19,599 SH	New
ISHARESTR	RUSTP200GRETF	$37.5M	1.6%	150,522 SH	New
ISHARESTR	S&P500GRWTETF	$95.6M	4.1%	845,298 SH	New
ISHARESTR	S&P500VALETF	$88.3M	3.7%	418,113 SH	New
ISHARESTR	SELECTDIVIDETF	$2.5M	0.1%	16,656 SH	New
ISHARESTR	SHRTNATMUNETF	$5.6M	0.2%	52,953 SH	New
ISHARESTR	USDGRNBONDETF	$2.2M	0.1%	46,842 SH	New
ISHARESTR	USDINVGRDEETF	$3.9M	0.2%	76,526 SH	New
ISHARESTR	USTREASBDETF	$4.3M	0.2%	189,239 SH	New
JOHNSON&JOHNSON	COM	$6.7M	0.3%	27,554 SH	New
JPMORGANCHASE&CO	COM	$6.1M	0.3%	20,776 SH	New
JPMORGANEXCHANGETRADEDF	ACTIVEGROWTH	$2.4M	0.1%	28,426 SH	New
JPMORGANEXCHANGETRADEDF	INTRNLRESEQT	$54.1M	2.3%	713,966 SH	New
JPMORGANEXCHANGETRADEDF	MUNICIPALETF	$3.3M	0.1%	66,811 SH	New
JPMORGANEXCHANGETRADEDF	ULTRASHRTETF	$18.3M	0.8%	362,063 SH	New
JPMORGANEXCHANGETRADEDF	ULTRASHTMUNCPL	$26.1M	1.1%	511,534 SH	New
KRAFTHEINZCO	COM	$467K	0.0%	20,753 SH	New
MARATHONPETECORP	COM	$2.7M	0.1%	11,052 SH	New
MATTHEWSINTLCORP	CLA	$330K	0.0%	12,771 SH	New
MERCK&COINC	COM	$4.1M	0.2%	34,211 SH	New
MICROSOFTCORP	COM	$27.4M	1.2%	74,048 SH	New
MONDELEZINTLINC	CLA	$595K	0.0%	10,327 SH	New
NEXTERAENERGYINC	COM	$3.2M	0.1%	34,785 SH	New
NUVEENAMTFREEQLTYMUNINC	COM	$507K	0.0%	45,108 SH	New
NUVEENMUNHIGHINCOMEOPPOR	COM	$399K	0.0%	38,418 SH	New
NUVEENQUALITYMUNCPINCOME	COM	$1.2M	0.1%	103,138 SH	New
NVIDIACORPORATION	COM	$12.0M	0.5%	69,072 SH	New
PACERFDSTR	USCASHCOWS100	$633K	0.0%	10,113 SH	New
PACERFDSTR	USSMALLCAPCAS	$449K	0.0%	10,011 SH	New
PEPSICOINC	COM	$2.0M	0.1%	12,791 SH	New
PFIZERINC	COM	$472K	0.0%	16,814 SH	New
PG&ECORP	COM	$547K	0.0%	31,117 SH	New
PRINCIPALEXCHANGETRADEDFD	SPECTRUMPFD	$611K	0.0%	32,447 SH	New
PROCTER&GAMBLECO	COM	$5.0M	0.2%	34,432 SH	New
PROFESIONALLYMANAGEDPORTFO	AKREFOCUSETF	$1.4M	0.1%	27,425 SH	New
PROSHARESTR	S&P500DVARIST	$145.0M	6.2%	1,367,917 SH	New
ROCKWELLAUTOMATIONINC	COM	$12.0M	0.5%	33,501 SH	New
RTXCORPORATION	COM	$2.8M	0.1%	14,505 SH	New
SBACOMMUNICATIONSCORP	CLA	$2.0M	0.1%	11,697 SH	New
SCHWABSTRATEGICTR	EMRGMKTEQETF	$6.4M	0.3%	194,973 SH	New
SCHWABSTRATEGICTR	FUNDAMENTALINTL	$609K	0.0%	12,455 SH	New
SCHWABSTRATEGICTR	INTLEQTYETF	$16.3M	0.7%	657,658 SH	New
SCHWABSTRATEGICTR	MORTGAGEBACKED	$649K	0.0%	25,413 SH	New
SCHWABSTRATEGICTR	SHTTMUSTRES	$5.9M	0.3%	245,030 SH	New
SCHWABSTRATEGICTR	USAGGREGATEB	$21.0M	0.9%	905,026 SH	New
SCHWABSTRATEGICTR	USBRDMKTETF	$64.5M	2.7%	2,568,121 SH	New
SCHWABSTRATEGICTR	USLCAPGRETF	$36.8M	1.6%	1,261,695 SH	New
SCHWABSTRATEGICTR	USLCAPVAETF	$20.8M	0.9%	681,403 SH	New
SCHWABSTRATEGICTR	USLRGCAPETF	$3.4M	0.1%	134,052 SH	New
SCHWABSTRATEGICTR	USMID-CAPETF	$1.9M	0.1%	59,872 SH	New
SCHWABSTRATEGICTR	USSMLCAPETF	$28.1M	1.2%	966,196 SH	New
SCHWABSTRATEGICTR	USTIPSETF	$5.9M	0.2%	220,447 SH	New
SELECTSECTORSPDRTR	STATESTREETFIN	$1.1M	0.0%	22,432 SH	New
SELECTSECTORSPDRTR	STATESTREETUTI	$769K	0.0%	16,765 SH	New
SOUTHERNCO	COM	$1.1M	0.0%	11,589 SH	New
SPDRINDEXSHSFDS	STATESTREETSPD	$45.0M	1.9%	1,141,658 SH	New
SPDRSERIESTRUST	STATESTREETSPD	$814.0M	34.5%	22,243,807 SH	New
STATESTRSPDRS&P500ETFT	TRUNIT	$16.3M	0.7%	25,086 SH	New
UBSGROUPAG	SHS	$1.4M	0.1%	35,230 SH	New
UNITEDSTSCOMMODITYINDEXF	COMMIDXFND	$1.9M	0.1%	19,923 SH	New
USBANCORP	COMNEW	$911K	0.0%	17,522 SH	New
VANECKETFTRUST	HIGHYLDMUNIETF	$3.2M	0.1%	63,082 SH	New
VANECKETFTRUST	INTRMDTMUNIETF	$48.9M	2.1%	1,053,510 SH	New
VANECKETFTRUST	LONGMUNIETF	$8.1M	0.3%	463,266 SH	New
VANECKETFTRUST	MRNGSTRWDEMOAT	$2.1M	0.1%	21,506 SH	New
VANECKETFTRUST	SHRTHGHYLDMUN	$1.2M	0.0%	51,167 SH	New
VANGUARDADMIRALFDSINC	500VALIDXFD	$4.2M	0.2%	20,705 SH	New
VANGUARDBDINDEXFDS	TOTALBNDMRKT	$1.2M	0.1%	16,126 SH	New
VANGUARDINDEXFDS	GROWTHETF	$6.0M	0.3%	13,847 SH	New
VANGUARDINDEXFDS	LARGECAPETF	$3.1M	0.1%	10,393 SH	New
VANGUARDINDEXFDS	S&P500ETFSHS	$1.37B	58.2%	2,297,214 SH	New
VANGUARDINDEXFDS	SMALLCPETF	$3.2M	0.1%	12,075 SH	New
VANGUARDINDEXFDS	SMCPVALETF	$2.3M	0.1%	10,675 SH	New
VANGUARDINDEXFDS	TOTALSTKMKT	$56.1M	2.4%	174,787 SH	New
VANGUARDINDEXFDS	VALUEETF	$5.1M	0.2%	26,222 SH	New
VANGUARDINTLEQUITYINDEXF	ALLWRLDEXUS	$21.9M	0.9%	291,331 SH	New
VANGUARDINTLEQUITYINDEXF	FTSEEMRMKTETF	$223.0M	9.5%	4,125,180 SH	New
VANGUARDINTLEQUITYINDEXF	FTSEEUROPEETF	$3.0M	0.1%	36,265 SH	New
VANGUARDINTLEQUITYINDEXF	FTSEPACIFICETF	$2.1M	0.1%	21,574 SH	New
VANGUARDINTLEQUITYINDEXF	TTWRLDSTETF	$6.1M	0.3%	44,137 SH	New
VANGUARDMUNBDFDS	TAXEXEMPTBD	$315.1M	13.4%	6,316,714 SH	New
VANGUARDSCOTTSDALEFDS	INTERTERMTREAS	$234.3M	9.9%	3,935,163 SH	New
VANGUARDSPECIALIZEDFUNDS	DIVAPPETF	$6.5M	0.3%	30,375 SH	New
VANGUARDSTARFDS	VGTLINTLSTKF	$1.4M	0.1%	18,731 SH	New
VANGUARDTAX-MANAGEDFDS	VANFTSEDEVMKT	$696.5M	29.5%	10,869,572 SH	New
VANGUARDWHITEHALLFDS	INTLDVDETF	$4.9M	0.2%	55,000 SH	New
VERIZONCOMMUNICATIONSINC	COM	$1.1M	0.0%	22,070 SH	New
VFCORP	COM	$272K	0.0%	16,028 SH	New
WALMARTINC	COM	$9.1M	0.4%	72,932 SH	New
WELLSFARGO&CO	COM	$1.0M	0.0%	13,104 SH	New
WILLIAMSCOSINC	COM	$1.0M	0.0%	13,817 SH	New
WISDOMTREETR	USMIDCAPDIVID	$2.6M	0.1%	49,959 SH	New
WISDOMTREETR	YIELDENHANCDUS	$2.2M	0.1%	51,439 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.4M
ABBVIE INC — $4.5M
AFLAC INC — $2.1M
ALAMOS GOLD INC NEW — $550K
ALPHABET INC — $4.0M
ALPHABET INC — $2.2M
AMAZON COM INC — $13.7M
APPLE INC — $38.2M
AT&T INC — $343K
BANK AMERICA CORP — $1.6M
BERKSHIRE HATHAWAY INC DEL — $12.1M
BLACKROCK ETF TRUST — $18.4M
BLACKROCK ETF TRUST II — $7.6M
BLACKROCK MUN TARGET TERM TR — $230K
CHEVRON CORP NEW — $2.0M
CISCO SYS INC — $801K
COCA COLA CO — $2.3M
COHEN & STEERS QUALITY INCOM — $291K
COLUMBIA ETF TR I — $2.2M
CONSTELLATION ENERGY CORP — $3.5M
… and 169 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