Notify me when CLIFTONLARSONALLEN WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 201 | $6,336,336,772 | +$234,196,015 | -$147,924,838 | +$86,271,177 | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 14 Oct 2025, 14:18 |
| Q2 2025 | 202 | $5,961,318,382 | +$394,906,078 | -$135,366,451 | +$259,539,627 | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 18 Jul 2025, 18:30 |
| Q1 2025 | 194 | $5,361,813,900 | +$730,199,784 | -$488,165,884 | +$242,033,900 | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 16 Apr 2025, 17:54 |
| Q4 2024 | 190 | $5,159,981,707 | +$1,175,244,188 | -$89,665,357 | +$1,085,578,831 | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 14 Jan 2025, 12:46 |
| Q3 2024 | 183 | $4,338,903,432 | +$226,171,044 | -$759,083,008 | -$532,911,964 | SPHQ, VEA, SPAB, VTEB, IEFA | 13F-HR | 11 Oct 2024, 17:52 |
| Q2 2024 | 180 | $4,662,811,360 | +$245,384,301 | -$33,531,117 | +$211,853,184 | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 11 Jul 2024, 20:45 |
| Q1 2024 | 179 | $4,392,647,112 | +$789,896,298 | -$565,049,037 | +$224,847,261 | VOO, SPHQ, VEA, SPAB, IEFA | 13F-HR | 02 May 2024, 16:08 |
| Q4 2023 | 184 | $4,020,637,930 | +$217,853,507 | -$74,766,142 | +$143,087,365 | VOO, VEA, SPHQ, SPAB, IEFA | 13F-HR | 16 Jan 2024, 15:01 |
| Q3 2023 | 180 | $3,573,797,273 | +$189,157,880 | -$36,976,210 | +$152,181,670 | VOO, VEA, SPHQ, SPAB, IEFA | 13F-HR | 13 Oct 2023, 15:14 |
| Q2 2023 | 172 | $3,567,435,611 | +$231,074,814 | -$156,902,961 | +$74,171,853 | VOO, VEA, SPAB, SPHQ, IEFA | 13F-HR | 14 Jul 2023, 16:31 |
| Q1 2023 | 185 | $3,389,095,983 | +$994,083,902 | -$419,548,502 | +$574,535,400 | VOO, VEA, IEFA, VTV, VTEB | 13F-HR | 12 Apr 2023, 19:38 |
| Q4 2022 | 185 | $2,687,921,137 | +$1,857,202,198 | -$43,578,388 | +$1,813,623,810 | VOO, VEA, IEFA, VLUE, IVE | 13F-HR | 19 Jan 2023, 14:40 |
| Q3 2022 | 88 | $810,073,000 | +$112,095,651 | -$1,652,908,092 | -$1,540,812,441 | IEFA, VLUE, NOBL, VWO, DFAC | 13F-HR | 12 Oct 2022, 12:44 |
| Q2 2022 | 179 | $2,407,005,000 | +$98,613,347 | -$168,650,345 | -$70,036,998 | VOO, VEA, IEFA, MUB, AGG | 13F-HR | 08 Jul 2022, 14:40 |
| Q1 2022 | 187 | $2,800,658,000 | +$503,151,571 | -$259,757,946 | +$243,393,625 | VOO, VEA, IEFA, MUB, IVE | 13F-HR | 27 Apr 2022, 15:49 |
| Q4 2021 | 173 | $2,741,418,000 | +$184,743,574 | -$115,854,905 | +$68,888,669 | VLUE, VEA, MUB, JMST, VOO | 13F-HR | 26 Jan 2022, 14:04 |
| Q3 2021 | 300 | $2,552,790,000 | +$184,920,141 | -$46,128,101 | +$138,792,040 | MUB, VLUE, VEA, IEFA, VOO | Restatement | 02 Nov 2021, 11:25 |
| Q2 2021 | 301 | $2,439,371,000 | +$382,521,044 | -$158,227,897 | +$224,293,147 | MUB, VEA, VLUE, IEFA, AGG | 13F-HR | 21 Jul 2021, 11:53 |
| Q1 2021 | 165 | $2,116,064,000 | +$346,334,421 | -$323,876,110 | +$22,458,311 | MUB, IEFA, AGG, IVE, VEA | 13F-HR | 24 May 2021, 12:20 |
| Q4 2020 | 162 | $2,038,042,000 | +$213,660,334 | -$33,273,178 | +$180,387,156 | QUAL, MUB, IEFA, AGG, IVW | 13F-HR | 14 Jan 2021, 15:19 |
| Q3 2020 | 153 | $1,773,347,000 | +$204,017,737 | -$114,198,097 | +$89,819,640 | MUB, AGG, QUAL, IEFA, IVW | 13F-HR | 13 Oct 2020, 12:23 |
| Q2 2020 | 155 | $1,639,882,000 | +$557,407,533 | -$118,578,748 | +$438,828,785 | MUB, AGG, IEFA, IVW, IVE | 13F-HR | 16 Jul 2020, 11:30 |
| Q4 2019 | 149 | $1,258,898,000 | +$131,273,175 | -$72,999,304 | +$58,273,871 | IEFA, AGG, MUB, IVE, IVW | 13F-HR | 29 Jan 2020, 10:18 |
| Q3 2019 | 142 | $1,145,240,000 | +$162,602,585 | -$14,016,044 | +$148,586,541 | MUB, AGG, IEFA, IVE, IVW | 13F-HR | 07 Oct 2019, 11:46 |
| Q2 2019 | 108 | $997,411,000 | +$77,798,878 | -$14,825,694 | +$62,973,184 | MUB, IEFA, AGG, IVW, IVE | 13F-HR | 17 Jul 2019, 11:09 |
| Q1 2019 | 108 | $914,420,000 | +$67,232,212 | -$228,618,716 | -$161,386,504 | IEFA, MUB, AGG, IVW, IVE | 13F-HR | 09 Apr 2019, 16:32 |
| Q4 2018 | 135 | $1,004,314,000 | +$130,708,077 | -$96,133,199 | +$34,574,878 | AGG, IEFA, MUB, IVW, IVE | 13F-HR | 22 Jan 2019, 15:38 |
| Q3 2018 | 126 | $1,072,575,000 | +$62,603,264 | -$32,604,884 | +$29,998,380 | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 05 Nov 2018, 10:11 |
| Q2 2018 | 127 | $1,022,597,000 | +$48,002,768 | -$32,554,132 | +$15,448,636 | MUB, AGG, IEFA, IVW, IVE | 13F-HR | 23 Jul 2018, 10:50 |
| Q1 2018 | 127 | $1,000,109,000 | +$74,404,995 | -$25,835,319 | +$48,569,676 | MUB, AGG, IEFA, IVW, IVE | 13F-HR | 26 Apr 2018, 12:33 |
| Q4 2017 | 123 | $973,021,000 | +$62,889,743 | -$63,123,946 | -$234,203 | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 31 Jan 2018, 11:23 |
| Q3 2017 | 131 | $945,206,000 | +$31,783,515 | -$19,920,615 | +$11,862,900 | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 06 Nov 2017, 10:43 |
| Q2 2017 | 131 | $895,785,000 | +$37,465,124 | -$50,476,945 | -$13,011,821 | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 01 Aug 2017, 11:53 |
| Q1 2017 | 131 | $893,627,000 | +$77,069,358 | -$85,192,211 | -$8,122,853 | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 01 May 2017, 12:55 |
| Q4 2016 | 127 | $874,195,000 | +$96,848,709 | -$45,165,035 | +$51,683,674 | AGG, MUB, IEFA, IVE, IVW | 13F-HR | 03 Feb 2017, 14:16 |
| Q3 2016 | 125 | $819,547,000 | +$194,263,490 | -$72,974,697 | +$121,288,793 | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 03 Nov 2016, 16:10 |
| Q2 2016 | 106 | $691,606,000 | +$81,640,366 | -$37,421,990 | +$44,218,376 | MUB, AGG, IEFA, IVE, IVW | 13F-HR | 09 Aug 2016, 14:38 |
| Q1 2016 | 100 | $637,158,000 | +$125,794,929 | -$83,011,043 | +$42,783,886 | AGG, MUB, IEFA, SCHG, IVW | 13F-HR | 27 Apr 2016, 14:55 |
| Q4 2015 | 113 | $587,478,000 | +$109,869,163 | -$68,975,493 | +$40,893,670 | MUB, AGG, SCHG, SCHV, IEFA | 13F-HR | 01 Feb 2016, 14:53 |
| Q3 2015 | 109 | $532,506,000 | +$138,395,610 | -$74,547,823 | +$63,847,787 | SCHG, MUB, SCHV, AGG, VEA | 13F-HR | 27 Oct 2015, 15:03 |
| Q2 2015 | 160 | $501,165,000 | +$153,152,809 | -$97,191,933 | +$55,960,876 | SCHG, SCHV, MUB, VEA, IDV | 13F-HR | 29 Jul 2015, 14:43 |
| Q1 2015 | 85 | $449,337,000 | +$21,615,890 | -$40,154,257 | -$18,538,367 | SCHG, SCHV, VEA, CVY, SDY | 13F-HR | 08 Apr 2015, 12:37 |
| Q4 2014 | 77 | $461,824,000 | +$30,636,382 | -$39,066,739 | -$8,430,357 | SCHG, SCHV, VEA, CVY, SDY | 13F-HR | 22 Jan 2015, 15:25 |
| Q3 2014 | 73 | $467,922,000 | +$26,429,323 | -$52,037,339 | -$25,608,016 | SCHG, SCHV, VEA, CVY, SDY | 13F-HR | 17 Oct 2014, 11:02 |
| Q2 2014 | 77 | $507,975,000 | +$59,563,122 | -$22,059,617 | +$37,503,505 | SCHG, SCHV, VEA, SDY, CVY | 13F-HR | 16 Jul 2014, 13:41 |
| Q1 2014 | 76 | $452,614,000 | +$69,773,509 | -$19,056,485 | +$50,717,024 | SCHG, SCHV, SDY, VEA, CVY | 13F-HR | 11 Apr 2014, 10:21 |
| Q4 2013 | 76 | $399,273,000 | $0 | $0 | $0 | SDY, SCHG, SCHV, DXJ, PXH | 13F-HR | 31 Jan 2014, 12:16 |