Notify me when Cliftonlarsonallen Wealth Advisors, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 201 | $6.34B | +$234M | -$148M | +$86.3M | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 10/14/2025, 02:18 PM |
| Q2 2025 | 202 | $5.96B | +$395M | -$135M | +$260M | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 7/18/2025, 06:30 PM |
| Q1 2025 | 194 | $5.36B | +$730M | -$488M | +$242M | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 4/16/2025, 05:54 PM |
| Q4 2024 | 190 | $5.16B | +$1.18B | -$89.7M | +$1.09B | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 1/14/2025, 12:46 PM |
| Q3 2024 | 183 | $4.34B | +$226M | -$759M | -$533M | SPHQ, VEA, SPAB, VTEB, IEFA | 13F-HR | 10/11/2024, 05:52 PM |
| Q2 2024 | 180 | $4.66B | +$245M | -$33.5M | +$212M | VOO, SPHQ, VEA, SPAB, VTEB | 13F-HR | 7/11/2024, 08:45 PM |
| Q1 2024 | 179 | $4.39B | +$790M | -$565M | +$225M | VOO, SPHQ, VEA, SPAB, IEFA | 13F-HR | 5/2/2024, 04:08 PM |
| Q4 2023 | 184 | $4.02B | +$218M | -$74.8M | +$143M | VOO, VEA, SPHQ, SPAB, IEFA | 13F-HR | 1/16/2024, 03:01 PM |
| Q3 2023 | 180 | $3.57B | +$189M | -$37M | +$152M | VOO, VEA, SPHQ, SPAB, IEFA | 13F-HR | 10/13/2023, 03:14 PM |
| Q2 2023 | 172 | $3.57B | +$231M | -$157M | +$74.2M | VOO, VEA, SPAB, SPHQ, IEFA | 13F-HR | 7/14/2023, 04:31 PM |
| Q1 2023 | 185 | $3.39B | +$994M | -$420M | +$575M | VOO, VEA, IEFA, VTV, VTEB | 13F-HR | 4/12/2023, 07:38 PM |
| Q4 2022 | 185 | $2.69B | +$1.86B | -$43.6M | +$1.81B | VOO, VEA, IEFA, VLUE, IVE | 13F-HR | 1/19/2023, 02:40 PM |
| Q3 2022 | 88 | $810M | +$112M | -$1.65B | -$1.54B | IEFA, VLUE, NOBL, VWO, DFAC | 13F-HR | 10/12/2022, 12:44 PM |
| Q2 2022 | 179 | $2.41B | +$98.6M | -$169M | -$70M | VOO, VEA, IEFA, MUB, AGG | 13F-HR | 7/8/2022, 02:40 PM |
| Q1 2022 | 187 | $2.8B | +$503M | -$260M | +$243M | VOO, VEA, IEFA, MUB, IVE | 13F-HR | 4/27/2022, 03:49 PM |
| Q4 2021 | 173 | $2.74B | +$185M | -$116M | +$68.9M | VLUE, VEA, MUB, JMST, VOO | 13F-HR | 1/26/2022, 02:04 PM |
| Q3 2021 | 300 | $2.55B | +$185M | -$46.1M | +$139M | MUB, VLUE, VEA, IEFA, VOO | Restatement | 11/2/2021, 11:25 AM |
| Q2 2021 | 301 | $2.44B | +$383M | -$158M | +$224M | MUB, VEA, VLUE, IEFA, AGG | 13F-HR | 7/21/2021, 11:53 AM |
| Q1 2021 | 165 | $2.12B | +$346M | -$324M | +$22.5M | MUB, IEFA, AGG, IVE, VEA | 13F-HR | 5/24/2021, 12:20 PM |
| Q4 2020 | 162 | $2.04B | +$214M | -$33.3M | +$180M | QUAL, MUB, IEFA, AGG, IVW | 13F-HR | 1/14/2021, 03:19 PM |
| Q3 2020 | 153 | $1.77B | +$204M | -$114M | +$89.8M | MUB, AGG, QUAL, IEFA, IVW | 13F-HR | 10/13/2020, 12:23 PM |
| Q2 2020 | 155 | $1.64B | +$557M | -$119M | +$439M | MUB, AGG, IEFA, IVW, IVE | 13F-HR | 7/16/2020, 11:30 AM |
| Q4 2019 | 149 | $1.26B | +$131M | -$73M | +$58.3M | IEFA, AGG, MUB, IVE, IVW | 13F-HR | 1/29/2020, 10:18 AM |
| Q3 2019 | 142 | $1.15B | +$163M | -$14M | +$149M | MUB, AGG, IEFA, IVE, IVW | 13F-HR | 10/7/2019, 11:46 AM |
| Q2 2019 | 108 | $997M | +$77.8M | -$14.8M | +$63M | MUB, IEFA, AGG, IVW, IVE | 13F-HR | 7/17/2019, 11:09 AM |
| Q1 2019 | 108 | $914M | +$67.2M | -$229M | -$161M | IEFA, MUB, AGG, IVW, IVE | 13F-HR | 4/9/2019, 04:32 PM |
| Q4 2018 | 135 | $1B | +$131M | -$96.1M | +$34.6M | AGG, IEFA, MUB, IVW, IVE | 13F-HR | 1/22/2019, 03:38 PM |
| Q3 2018 | 126 | $1.07B | +$62.6M | -$32.6M | +$30M | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 11/5/2018, 10:11 AM |
| Q2 2018 | 127 | $1.02B | +$48M | -$32.6M | +$15.4M | MUB, AGG, IEFA, IVW, IVE | 13F-HR | 7/23/2018, 10:50 AM |
| Q1 2018 | 127 | $1B | +$74.4M | -$25.8M | +$48.6M | MUB, AGG, IEFA, IVW, IVE | 13F-HR | 4/26/2018, 12:33 PM |
| Q4 2017 | 123 | $973M | +$62.9M | -$63.1M | -$234K | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 1/31/2018, 11:23 AM |
| Q3 2017 | 131 | $945M | +$31.8M | -$19.9M | +$11.9M | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 11/6/2017, 10:43 AM |
| Q2 2017 | 131 | $896M | +$37.5M | -$50.5M | -$13M | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 8/1/2017, 11:53 AM |
| Q1 2017 | 131 | $894M | +$77.1M | -$85.2M | -$8.12M | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 5/1/2017, 12:55 PM |
| Q4 2016 | 127 | $874M | +$96.8M | -$45.2M | +$51.7M | AGG, MUB, IEFA, IVE, IVW | 13F-HR | 2/3/2017, 02:16 PM |
| Q3 2016 | 125 | $820M | +$194M | -$73M | +$121M | AGG, MUB, IEFA, IVW, IVE | 13F-HR | 11/3/2016, 04:10 PM |
| Q2 2016 | 106 | $692M | +$81.6M | -$37.4M | +$44.2M | MUB, AGG, IEFA, IVE, IVW | 13F-HR | 8/9/2016, 02:38 PM |
| Q1 2016 | 100 | $637M | +$126M | -$83M | +$42.8M | AGG, MUB, IEFA, SCHG, IVW | 13F-HR | 4/27/2016, 02:55 PM |
| Q4 2015 | 113 | $587M | +$110M | -$69M | +$40.9M | MUB, AGG, SCHG, SCHV, IEFA | 13F-HR | 2/1/2016, 02:53 PM |
| Q3 2015 | 109 | $533M | +$138M | -$74.5M | +$63.8M | SCHG, MUB, SCHV, AGG, VEA | 13F-HR | 10/27/2015, 03:03 PM |
| Q2 2015 | 160 | $501M | +$153M | -$97.2M | +$56M | SCHG, SCHV, MUB, VEA, IDV | 13F-HR | 7/29/2015, 02:43 PM |
| Q1 2015 | 85 | $449M | +$21.6M | -$40.2M | -$18.5M | SCHG, SCHV, VEA, CVY, SDY | 13F-HR | 4/8/2015, 12:37 PM |
| Q4 2014 | 77 | $462M | +$30.6M | -$39.1M | -$8.43M | SCHG, SCHV, VEA, CVY, SDY | 13F-HR | 1/22/2015, 03:25 PM |
| Q3 2014 | 73 | $468M | +$26.4M | -$52M | -$25.6M | SCHG, SCHV, VEA, CVY, SDY | 13F-HR | 10/17/2014, 11:02 AM |
| Q2 2014 | 77 | $508M | +$59.6M | -$22.1M | +$37.5M | SCHG, SCHV, VEA, SDY, CVY | 13F-HR | 7/16/2014, 01:41 PM |
| Q1 2014 | 76 | $453M | +$69.8M | -$19.1M | +$50.7M | SCHG, SCHV, SDY, VEA, CVY | 13F-HR | 4/11/2014, 10:21 AM |
| Q4 2013 | 76 | $399M | $0 | $0 | SDY, SCHG, SCHV, DXJ, PXH | 13F-HR | 1/31/2014, 12:16 PM |