What does CLIFTONLARSONALLEN WEALTH ADVISORS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive SEC 13F Analysis: CliftonLarsonAllen Wealth Advisors, LLC

1. Portfolio Overview

CliftonLarsonAllen Wealth Advisors, LLC (CLA) has reported a substantial expansion in its managed portfolio assets for the quarter ending December 31, 2025. The total portfolio value surged by 144.8%, growing from $2.70 billion to $6.62 billion. This dramatic increase suggests significant capital inflows, the acquisition of a new large client account, or a major consolidation of repor...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VOO

VANGUARDINDEXFDS

$1.4B2.3M20.1%

VEA

VANGUARDTAX-MANAGEDFDS

$697M10.9M10.2%

SPHQ

INVESCOEXCHANGETRADEDFDT

$553M7.4M8.1%

VTEB

VANGUARDMUNBDFDS

$315M6.3M4.6%

SPAB

SPDRSERIESTRUST

$239M9.3M3.5%

SPSM

SPDRSERIESTRUST

$237M4.9M3.5%

VGIT

VANGUARDSCOTTSDALEFDS

$234M3.9M3.4%

VWO

VANGUARDINTLEQUITYINDEXF

$223M4.1M3.3%

MBB

ISHARESTR

$182M1.9M2.7%

NOBL

PROSHARESTR

$145M1.4M2.1%

Filing history

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