Cliftonlarsonallen Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 194 holdings worth $5.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 194
Total Value: 5360890775
Accession Number: 0000944361-25-000004
Form Type: 13F-HR
CIK: 0000944361
Manager Name: Cliftonlarsonallen Wealth Advisors, LLC

Data Enrichment

54% identified

104 identified90 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

194 positions • $5,360,890.775K total value

194 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908363

VOO|922908363

Value:

$933.4B(+10.2%)

46137V241

Value:

$512.4B(-0.4%)

921943858

VEA|921943858

Value:

$365.5B(+1.2%)

78464A649

Value:

$300.0B(-6.4%)

922907746

VTEB|922907746

Value:

$229.8B(+19.4%)

78464A375

Value:

$167.5B(+32.5%)

921946810

VIGI|921946810

Value:

$144.2B(-6.5%)

74348A467

Value:

$129.5B(+5.1%)

78468R853

Value:

$122.4B(+34.2%)

92206C706

VGIT|92206C706

Value:

$116.7B(+71.8%)

922042858

VWO|922042858

Value:

$114.3B(+9.9%)

46432F842

IEFA|46432F842

Value:

$108.8B(-30.7%)

464287408

IVE|464287408

Value:

$106.2B(-12.5%)

464287309

IVW|464287309

Value:

$100.4B(-27.2%)

464288588

Value:

$88.3B(+2051.2%)

46138E537

Value:

$85.2B(+33.6%)

464288414

MUB|464288414

Value:

$84.6B(-29.4%)

78464A409

SPYG|78464A409

Value:

$75.7B(-7.8%)

78468R739

Value:

$71.8B(-11.7%)

25434V708

DFAC|25434V708

Value:

$66.0B(-6.8%)

Instrument	Shares		Other Manager	Value
(VOOcusip922908363)	—	QoQ - YoY -	All Managers (Combined)	$933.4M	QoQ +10.23% (+$86.7M) YoY +41.62% (+$274.3M)
(cusip46137V241)✕	—	QoQ - YoY -	All Managers (Combined)	$512.4M	QoQ -0.38% (-$2.0M) YoY +28.20% (+$112.7M)
(VEAcusip921943858)	—	QoQ - YoY -	All Managers (Combined)	$365.5M	QoQ +1.17% (+$4.2M) YoY +17.85% (+$55.4M)
(cusip78464A649)✕	—	QoQ - YoY -	All Managers (Combined)	$300.0M	QoQ -6.37% (-$20.4M) YoY +19.20% (+$48.3M)
(VTEBcusip922907746)	—	QoQ - YoY -	All Managers (Combined)	$229.8M	QoQ +19.42% (+$37.4M) YoY +45.32% (+$71.7M)
(cusip78464A375)✕	—	QoQ - YoY -	All Managers (Combined)	$167.5M	QoQ +32.52% (+$41.1M) YoY +64.90% (+$65.9M)
(VIGIcusip921946810)	—	QoQ - YoY -	All Managers (Combined)	$144.2M	QoQ -6.47% (-$10.0M) YoY +14.72% (+$18.5M)
(cusip74348A467)✕	—	QoQ - YoY -	All Managers (Combined)	$129.5M	QoQ +5.08% (+$6.3M) YoY +7.18% (+$8.7M)
(cusip78468R853)✕	—	QoQ - YoY -	All Managers (Combined)	$122.4M	QoQ +34.17% (+$31.2M) YoY +70.79% (+$50.8M)
(VGITcusip92206C706)	—	QoQ - YoY -	All Managers (Combined)	$116.7M	QoQ +71.76% (+$48.8M) YoY +112.59% (+$61.8M)
(VWOcusip922042858)	—	QoQ - YoY -	All Managers (Combined)	$114.3M	QoQ +9.86% (+$10.3M) YoY +33.57% (+$28.7M)
(IEFAcusip46432F842)	—	QoQ - YoY -	All Managers (Combined)	$108.8M	QoQ -30.68% (-$48.1M) YoY -36.25% (-$61.9M)
(IVEcusip464287408)	—	QoQ - YoY -	All Managers (Combined)	$106.2M	QoQ -12.50% (-$15.2M) YoY -15.46% (-$19.4M)
(IVWcusip464287309)	—	QoQ - YoY -	All Managers (Combined)	$100.4M	QoQ -27.17% (-$37.5M) YoY -21.39% (-$27.3M)
(cusip464288588)✕	—	QoQ - YoY -	All Managers (Combined)	$88.3M	QoQ +2051.18% (+$84.2M) YoY +1908.24% (+$83.9M)
(cusip46138E537)✕	—	QoQ - YoY -	All Managers (Combined)	$85.2M	QoQ +33.64% (+$21.5M) YoY +62.57% (+$32.8M)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$84.6M	QoQ -29.42% (-$35.3M) YoY -29.79% (-$35.9M)
(SPYGcusip78464A409)	—	QoQ - YoY -	All Managers (Combined)	$75.7M	QoQ -7.78% (-$6.4M) YoY +21.67% (+$13.5M)
(cusip78468R739)✕	—	QoQ - YoY -	All Managers (Combined)	$71.8M	QoQ -11.68% (-$9.5M) YoY +8.54% (+$5.7M)
(DFACcusip25434V708)	—	QoQ - YoY -	All Managers (Combined)	$66.0M	QoQ -6.81% (-$4.8M) YoY -8.34% (-$6.0M)