CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - Portfolio Stock Holdings
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC disclosed 262 stock positions in a recent SEC 13F filing. $7,656,448,622 of stock holdings were filed, with the largest holdings including VOO, VEA, and SPHQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $14,426,640,890 and has 158 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
262Est. Stock Holding Value:
$7,656,448,622Top Stock Holdings By Sector
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Portfolio Stock Holdings - CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
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% of Portfolio
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