CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - Portfolio Stock Holdings
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC disclosed 265 stock positions in a recent SEC 13F filing. $7,607,052,644 of stock holdings were filed, with the largest holdings including VOO, VEA, and SPHQ. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
265Est. Stock Holding Value:
$7,607,052,644Top Stock Holdings By Sector
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Portfolio Stock Holdings - CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
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