Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CIK 944361) reported $6.83B across 221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($1.37B, 20.10%), VEA ($696.5M, 10.20%), SPHQ ($552.7M, 8.09%), VTEB ($315.1M, 4.62%), SPAB ($239.0M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARDINDEXFDS | $1.37B | 20.10% | 2.3M | Added |
| 2 | VEA | VANGUARDTAX-MANAGEDFDS | $696.5M | 10.20% | 10.9M | Added |
| 3 | SPHQ | INVESCOEXCHANGETRADEDFDT | $552.7M | 8.09% | 7.4M | Trimmed |
| 4 | VTEB | VANGUARDMUNBDFDS | $315.1M | 4.62% | 6.3M | Added |
| 5 | SPAB | SPDRSERIESTRUST | $239.0M | 3.50% | 9.3M | Trimmed |
| 6 | SPSM | SPDRSERIESTRUST | $237.3M | 3.48% | 4.9M | Added |
| 7 | VGIT | VANGUARDSCOTTSDALEFDS | $234.3M | 3.43% | 3.9M | Added |
| 8 | VWO | VANGUARDINTLEQUITYINDEXF | $223.0M | 3.27% | 4.1M | Added |
| 9 | MBB | ISHARESTR | $181.6M | 2.66% | 1.9M | Added |
| 10 | NOBL | PROSHARESTR | $145.0M | 2.12% | 1.4M | Added |
| 11 | SPIB | SPDRSERIESTRUST | $143.5M | 2.10% | 4.3M | Trimmed |
| 12 | FLMI | FRANKLINTEMPLETONETFTR | $129.7M | 1.90% | 5.2M | Added |
| 13 | BINC | BLACKROCKETFTRUSTII | $110.3M | 1.62% | 2.1M | New |
| 14 | PZA | INVESCOEXCHTRADEDFDTRII | $100.3M | 1.47% | 4.4M | Added |
| 15 | IEFA | ISHARESTR | $98.5M | 1.44% | 1.1M | Trimmed |
| 16 | IVW | ISHARESTR | $95.6M | 1.40% | 845,298 | Trimmed |
| 17 | SPYG | SPDRSERIESTRUST | $95.4M | 1.40% | 974,697 | Trimmed |
| 18 | IVE | ISHARESTR | $88.3M | 1.29% | 418,113 | Trimmed |
| 19 | DFAC | DIMENSIONALETFTRUST | $66.8M | 0.98% | 1.7M | Trimmed |
| 20 | SCHB | SCHWABSTRATEGICTR | $64.5M | 0.94% | 2.6M | Added |
| 21 | PFF | ISHARESTR | $59.0M | 0.86% | 1.9M | Added |
| 22 | MUB | ISHARESTR | $56.8M | 0.83% | 535,118 | Trimmed |
| 23 | VTI | VANGUARDINDEXFDS | $56.1M | 0.82% | 174,787 | Added |
| 24 | JIRE | JPMORGANEXCHANGETRADEDF | $54.1M | 0.79% | 713,966 | Added |
| 25 | QUAL | ISHARESTR | $51.4M | 0.75% | 268,182 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31