StockDriftsStockDriftsTop 50 Cliftonlarsonallen Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.4% | 2.45M | $1.72B | +3.98%(+93.75K) | $465.16(+51.47%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.67% | 11.56M | $816.6M | +4.62%(+510.54K) | $53.20(+30.39%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 8.48% | 7.72M | $649.5M | +4.89%(+359.92K) | $57.56(+46.39%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.25% | 6.87M | $325.3M | +7.41%(+473.74K) | $50.71(-5.33%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 3.6% | 5.21M | $275.4M | +3.73%(+187.20K) | $43.29(+22.02%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.47% | 4.48M | $265.7M | +6.06%(+255.82K) | $46.55(+24.67%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 3.36% | 10.57M | $257.4M | +7.97%(+780.09K) | $25.46(-3.78%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.32% | 4.48M | $254.1M | +6.86%(+287.72K) | $59.26(-3.83%) | 2026-09-30 | |
| MBB | ISHARES TR | 2.41% | 2.06M | $184.6M | +5.20%(+101.77K) | $94.17(-4.19%) | 2026-09-30 | |
| SPIB | SPDR SERIES TRUST | 2.01% | 4.76M | $153.8M | +7.03%(+313.12K) | $32.79(-1.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.67% | +5.50% | +30.70% |
| Top 20 Holdings Unweighted | +10.41% | +34.59% | +3.88% | +20.94% |
Cliftonlarsonallen Wealth Advisors LLC reports $7.66B in US-listed equity holdings across 241 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.4%), VEA (10.7%) and SPHQ (8.5%). The top 20 holdings account for 77.28% of reported assets. Its disclosed equity book has returned +41.67% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cliftonlarsonallen Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 944361). View Cliftonlarsonallen Wealth Advisors LLC’s 13F filings on SEC