CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2026 13F filing
Updated 57 days ago253 disclosed positions worth $7.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $1.6B | 2.35M | 21.25% | Added(+2.5%) |
| 2 | V VGES VANGUARD TAX-MANAGED FDS | $787.6M | 11.05M | 10.35% | Added(+1.7%) |
| 3 | E ETHA INVESCO EXCHANGE TRADED FD T | $663.6M | 7.36M | 8.72% | Added(+0.2%) |
| 4 | ? N/A VANGUARD MUN BD FDS | $323.4M | 6.39M | 4.25% | Added(+1.2%) |
| 5 | A ARCC SPDR SERIES TRUST | $289.6M | 5.02M | 3.81% | Added(+2.3%) |
| 6 | V VGES VANGUARD INTL EQUITY INDEX F | $252.2M | 4.22M | 3.31% | Added(+2.4%) |
| 7 | ? N/A SPDR SERIES TRUST | $249.8M | 9.79M | 3.28% | Added(+4.9%) |
| 8 | ? N/A VANGUARD SCOTTSDALE FDS | $247.5M | 4.20M | 3.25% | Added(+6.7%) |
| 9 | E ETHA ISHARES TR | $185M | 1.96M | 2.43% | Added(+2.4%) |
| 10 | K KOLD PROSHARES TR | $150.9M | 2.69M | 1.98% | Added(+96.5%) |
| 11 | ? N/A SPDR SERIES TRUST | $148.9M | 4.45M | 1.96% | Added(+4.1%) |
| 12 | ? N/A FRANKLIN TEMPLETON ETF TR | $131.4M | 5.22M | 1.73% | Trimmed(-0.2%) |
| 13 | E ETHA BLACKROCK ETF TRUST II | $115.6M | 2.21M | 1.52% | Added(+4.0%) |
| 14 | ? N/A SPDR SERIES TRUST | $108.5M | 912.0K | 1.43% | Trimmed(-6.4%) |
| 15 | E ETHA ISHARES TR | $104.8M | 762.3K | 1.38% | Trimmed(-9.8%) |
| 16 | ? N/A INVESCO EXCH TRADED FD TR II | $100.8M | 4.29M | 1.33% | Trimmed(-1.8%) |
| 17 | E ETHA ISHARES TR | $96M | 993.5K | 1.26% | Trimmed(-8.7%) |
| 18 | E ETHA ISHARES TR | $84M | 369.8K | 1.10% | Trimmed(-11.6%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $74.5M | 1.68M | 0.98% | Trimmed(-2.3%) |
| 20 | S SCHW-PJ SCHWAB STRATEGIC TR | $73.2M | 2.53M | 0.96% | Trimmed(-1.6%) |
| 21 | V VGES VANGUARD INDEX FDS | $70.6M | 190.7K | 0.93% | Added(+9.1%) |
| 22 | ? N/A ISHARES TR | $62.6M | 2.05M | 0.82% | Added(+5.5%) |
| 23 | ? N/A J P MORGAN EXCHANGE TRADED F | $61.5M | 745.3K | 0.81% | Added(+4.4%) |
| 24 | E ETHA ISHARES TR | $55.7M | 253.9K | 0.73% | Trimmed(-5.3%) |
| 25 | A AAPL APPLE INC | $50.8M | 175.7K | 0.67% | Added(+3.5%) |
| 26 | ? N/A VANECK ETF TRUST | $49.6M | 1.06M | 0.65% | Added(+0.2%) |
| 27 | ? N/A ISHARES TR | $48M | 959.8K | 0.63% | Added(+3.8%) |
| 28 | E ETHA ISHARES TR | $47M | 436.4K | 0.62% | Trimmed(-18.4%) |
| 29 | ? N/A SPDR SERIES TRUST | $42.7M | 1.68M | 0.56% | Added(+0.3%) |
| 30 | E ETHA ISHARES INC | $41.8M | 505.0K | 0.55% | Trimmed(-13.6%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $41.3M | 1.12M | 0.54% | Trimmed(-5.4%) |
| 32 | E ETHA ISHARES TR | $39.1M | 134.6K | 0.51% | Trimmed(-10.6%) |
| 33 | E ETHA ISHARES TR | $38.2M | 51.0K | 0.50% | Trimmed(-15.2%) |
| 34 | ? N/A SPDR SERIES TRUST | $35.9M | 749.2K | 0.47% | Added(+0.7%) |
| 35 | ? N/A SPDR INDEX SHS FDS | $35M | 861.4K | 0.46% | Trimmed(-2.1%) |
| 36 | M MSFT MICROSOFT CORP | $32.3M | 86.5K | 0.42% | Added(+16.8%) |
| 37 | S SCHW-PJ SCHWAB STRATEGIC TR | $31.5M | 931.4K | 0.41% | Trimmed(-26.2%) |
| 38 | S SCHW-PJ SCHWAB STRATEGIC TR | $31M | 858.3K | 0.41% | Trimmed(-11.2%) |
| 39 | V VGES VANGUARD INTL EQUITY INDEX F | $29.1M | 346.9K | 0.38% | Added(+19.1%) |
| 40 | E ETHA ISHARES TR | $26.2M | 176.8K | 0.34% | Trimmed(-0.7%) |
| 41 | I IVZ INVESCO EXCH TRADED FD TR II | $24.9M | 331.8K | 0.33% | Trimmed(-5.5%) |
| 42 | ? N/A ISHARES TR | $23.4M | 1.02M | 0.31% | Trimmed(-10.5%) |
| 43 | S SCHW-PJ SCHWAB STRATEGIC TR | $23M | 661.5K | 0.30% | Trimmed(-2.9%) |
| 44 | ? N/A J P MORGAN EXCHANGE TRADED F | $22.6M | 442.8K | 0.30% | Trimmed(-13.4%) |
| 45 | N NVDA NVIDIA CORPORATION | $22.5M | 112.3K | 0.30% | Added(+62.6%) |
| 46 | E ETHA ISHARES TR | $21.9M | 980.9K | 0.29% | Added(+4.2%) |
| 47 | ? N/A SCHWAB STRATEGIC TR | $20.2M | 872.4K | 0.27% | Trimmed(-3.6%) |
| 48 | E ETHA ISHARES TR | $19.1M | 385.4K | 0.25% | Trimmed(-21.4%) |
| 49 | S SCHW-PJ SCHWAB STRATEGIC TR | $18.6M | 671.3K | 0.24% | Added(+2.1%) |
| 50 | S SPY STATE STR SPDR S&P 500 ETF T | $18.2M | 24.4K | 0.24% | Trimmed(-2.7%) |