13F filer

Cliftonlarsonallen Wealth Advisors

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 944361 SEC filings ↗

13F Value

$7.66B

Positions

241

Top Position

VOO22.4%

Top 5

49.4%

Latest filing changes

vs Jun 30, 2026

1 VOO Vanguard 500 Index Fund — ETF Shares +4.0%+$65.7M

2 VEA Vanguard Developed Markets Index Fund — ETF Shares +4.6%+$36.0M

3 SPHQ Invesco S&P 500 Quality ETF +4.9%+$30.3M

4 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +7.4%+$22.4M

5 SPAB State Street SPDR Portfolio Aggregate Bond ETF +8.0%+$19.0M

Holdings241

#
1	VOO Vanguard 500 Index Fund — ETF Shares	22.4%	$1.72B	+4.0%	2.45M	21.2%	ETF
2	VEA Vanguard Developed Markets Index Fund — ETF Shares	10.7%	$816.6M	+4.6%	11.56M	10.4%	ETF
3	SPHQ Invesco S&P 500 Quality ETF	8.5%	$649.5M	+4.9%	7.72M	8.7%	ETF
4	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	4.2%	$325.3M	+7.4%	6.87M	4.3%	ETF
5	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	3.6%	$275.4M	+3.7%	5.21M	3.8%	ETF
6	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	3.5%	$265.7M	+6.1%	4.48M	3.3%	ETF
7	SPAB State Street SPDR Portfolio Aggregate Bond ETF	3.4%	$257.4M	+8.0%	10.57M	3.3%	ETF
8	VGIT Vanguard Intermediate-Term Treasury ETF	3.3%	$254.1M	+6.9%	4.48M	3.3%	ETF
9	MBB iShares MBS ETF	2.4%	$184.6M	+5.2%	2.06M	2.4%	ETF
10	SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	2.0%	$153.8M	+7.0%	4.76M	2.0%	ETF
11	NOBL ProShares S&P 500 Dividend Aristocrats ETF	1.9%	$145.9M	+0.3%	2.70M	2.0%	ETF
12	FLMI Franklin Dynamic Municipal Bond ETF	1.7%	$127.2M	+4.5%	5.45M	1.7%	ETF
13	BINC iShares Flexible Income Active ETF	1.6%	$118.9M	+6.0%	2.34M	1.5%	ETF
14	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.4%	$111.0M	-1.1%	901.9K	1.4%	ETF
15	IVW iShares S&P 500 Growth ETF	1.3%	$101.6M	-6.4%	713.8K	1.4%	ETF
16	PZA Invesco National AMT-Free Municipal Bond ETF	1.2%	$94.8M	+3.3%	4.43M	1.3%	ETF
17	IEFA iShares Core MSCI EAFE ETF	1.2%	$91.0M	-5.5%	939.2K	1.3%	ETF
18	IVE iShares S&P 500 Value ETF	1.0%	$78.2M	-7.4%	342.5K	1.1%	ETF
19	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.0%	$77.0M	+7.9%	205.8K	0.9%	ETF
20	SCHB Schwab U.S. Broad Market ETF	0.9%	$72.5M	-2.1%	2.47M	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing21

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.