Cliftonlarsonallen Wealth Advisors
Cliftonlarsonallen Wealth Advisors reported 241 stocks worth $7.7B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (22.4%), VEA (10.7%) and SPHQ (8.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to VOO, VEA and SPHQ, trimmed SPYG, IVW and IEFA and sold out of IBDR, TPL and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $1.7B | 22.4% | 2.4M | +94K (+4%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $817M | 10.7% | 11.6M | +511K (+5%) | 8 of 8 | |
| 3 |  SPHQ Invesco Exchange Traded FD T | $649M | 8.5% | 7.7M | +360K (+5%) | 8 of 8 | |
| 4 |  VTEB Vanguard Mun BD Fds | $325M | 4.3% | 6.9M | +474K (+7%) | 8 of 8 | |
| 5 |  SPSM State Street | $275M | 3.6% | 5.2M | +187K (+4%) | 8 of 8 | |
| 6 |  VWO Vanguard Intl Equity Index F | $266M | 3.5% | 4.5M | +256K (+6%) | 8 of 8 | |
| 7 |  SPAB Spdr Series Trust | $257M | 3.4% | 10.6M | +780K (+8%) | 8 of 8 | |
| 8 |  VGIT Vanguard Scottsdale Fds | $254M | 3.3% | 4.5M | +288K (+7%) | 8 of 8 | |
| 9 |  MBB Ishares TR | $185M | 2.4% | 2.1M | +102K (+5%) | 8 of 8 | |
| 10 |  SPIB Spdr Series Trust | $154M | 2.0% | 4.8M | +313K (+7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDR Ishares TR | $8.3M | 341K |
 TPL Texas Pacific Land C | $7.9M | 18K |
 XOM Exxon Mobil Corp | $6.9M | 51K |
 GOOG Alphabet Inc | $4.9M | 14K |
 AVGO Broadcom Inc | $4.6M | 12K |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cliftonlarsonallen Wealth Advisors 13F FAQ
What does Cliftonlarsonallen Wealth Advisors own?
Cliftonlarsonallen Wealth Advisors reported 241 stocks worth $7.7B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (22.4%), VEA (10.7%) and SPHQ (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Cliftonlarsonallen Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 83 added to, 114 trimmed and 22 sold out. New positions include XOM. It sold all of IBDR, TPL and XOM.
When will Cliftonlarsonallen Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cliftonlarsonallen Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $7.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.