CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

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CIK 944361

13F portfolio (2026-Q1)

$6.8B

Positions

222

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

222

Top 5

46.5%

Top 10

61.5%

Effective N

14.6

HHI

0.069

This quarter

23 new · 0 exit →

By sector

Unclassified96.6%

Information Technology1.6%

Energy0.3%

Financials0.3%

Consumer Discretionary0.3%

Health Care0.3%

Utilities0.2%

Communication Services0.2%

Other0.3%

By market cap

Unknown96.6%

Mega (>$200B)2.5%

Large ($10–200B)0.9%

Small ($300M–2B)0.0%

Mid ($2–10B)0.0%

By region

Other96.6%

North America3.4%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	96.55%	165
Technology Hardware & Equipment	0.85%	4
Software	0.40%	1
Oil, Gas & Consumable Fuels	0.28%	5
Software & IT Services	0.27%	3
Pharmaceuticals & Biotechnology	0.27%	6
Specialty Retail	0.27%	2
Banks	0.25%	7
Semiconductors & Semiconductor Equipment	0.25%	3
Utilities	0.24%	9
Beverages	0.09%	2
Chemicals	0.07%	1
Aerospace & Defense	0.04%	1
Diversified Telecommunication Services	0.03%	2
Equity Real Estate Investment Trusts (REITs)	0.03%	1
Insurance	0.03%	1
Tobacco	0.02%	2
Food Products	0.02%	2
Machinery	0.01%	1
Media & Entertainment	0.01%	1
Metals & Mining	0.00%	1
Automobiles & Components	0.00%	1
Textiles, Apparel & Luxury Goods	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	20.10%
2	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	10.20%
3	SPHQ	INVESCO EXCHANGE TRADED FD T	Unclassified	8.09%
4	VTEB	VANGUARD MUN BD FDS	Unclassified	4.62%
5	SPAB	SPDR SERIES TRUST	Unclassified	3.50%
6	SPSM	SPDR SERIES TRUST	Unclassified	3.48%
7	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	3.43%
8	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	3.27%
9	MBB	ISHARES TR	Unclassified	2.66%
10	NOBL	PROSHARES TR	Unclassified	2.12%

57/222 names classified · sector 3.4% of weight · industry 3.4% · mkt cap 3.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 51 quarters

Information TechnologyROK, AAPL, MSFT, GE, NVDA · other

EnergyDVN, XOM, EOG, CVX, MPC · other

FinancialsUSB, BAC, CBSH, BRK.B, STT · other

Health CareMRK, MDT, BMY, ABBV, JNJ · other

UtilitiesEXC, PCG, NEE, AWR, CEG · other

Consumer StaplesKO, HRL, CALM, MO, PEP · other

Consumer DiscretionaryMCD, AMZN, MCK, TGT, FAST · other

IndustrialsBA, MMM, ITW, UNP, CMI · other

MaterialsPG, MATW, PPG, KMB, CL · other

Communication ServicesT, VZ, GOOGL, DIS, CPHC · other

Real EstateSBAC, RYN, AMT, KRC, IVT

UnclassifiedVOO, IEFA, SCHG, SCHV, DXJ · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 3.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 3% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (51 classified)CLIFTONLARSONALLEN WEALTH ADVISORS, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryHealth CareEnergyUtilitiesFinancialsCommunication ServicesConsumer StaplesMaterialsIndustrialsReal Estate

Style box summary for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: centroid Large Core. Heaviest cells: Large Core 1.2%, Large Growth 1.1%, Large Value 0.6%.

Classified: 3.3% of book weight (51/222 names) · unclassified 96.7%: VOO, VEA, SPHQ, VTEB, SPAB, SPSM, VGIT, VWO, MBB, NOBL +161 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 222 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	2,297,214	$1.4B	20.1%	ADD 10%
2	VEAVANGUARD TAX-MANAGED FDS	10,869,572	$697M	10.2%	ADD 37%
3	SPHQINVESCO EXCHANGE TRADED FD T	7,350,884	$553M	8.1%	TRIM −18%
4	VTEBVANGUARD MUN BD FDS	6,316,714	$315M	4.6%	ADD 13%
5	SPABSPDR SERIES TRUST	9,329,661	$239M	3.5%	TRIM −39%
6	SPSMSPDR SERIES TRUST	4,910,917	$237M	3.5%	ADD 41%
7	VGITVANGUARD SCOTTSDALE FDS	3,935,163	$234M	3.4%	ADD 55%
8	VWOVANGUARD INTL EQUITY INDEX F	4,125,180	$223M	3.3%	ADD 44%
9	MBBISHARES TR	1,912,114	$182M	2.7%	ADD 80%
10	NOBLPROSHARES TR	1,367,917	$145M	2.1%	ADD 4%
11	SPIBSPDR SERIES TRUST	4,277,029	$143M	2.1%	TRIM −34%
12	FLMIFRANKLIN TEMPLETON ETF TR	5,231,166	$130M	1.9%	ADD 121%
13	BINCBLACKROCK ETF TRUST II	2,123,686	$110M	1.6%	NEW
14	PZAINVESCO EXCH TRADED FD TR II	4,364,629	$100M	1.5%	HOLD
15	IEFAISHARES TR	1,088,243	$99M	1.4%	TRIM −3%
16	IVWISHARES TR	845,298	$96M	1.4%	TRIM −6%
17	SPYGSPDR SERIES TRUST STATE STREET SPD	974,697	$95M	1.4%	HOLD
18	IVEISHARES TR	418,113	$88M	1.3%	TRIM −8%
19	DFACDIMENSIONAL ETF TRUST	1,718,842	$67M	1.0%	TRIM −4%
20	SCHBSCHWAB STRATEGIC TR	2,568,121	$64M	0.9%	ADD 9%
21	PFFISHARES TR	1,945,954	$59M	0.9%	ADD 3%
22	MUBISHARES TR	535,118	$57M	0.8%	TRIM −8%
23	VTIVANGUARD INDEX FDS	174,787	$56M	0.8%	ADD 7%
24	JIREJ P MORGAN EXCHANGE TRADED F	713,966	$54M	0.8%	ADD 13%
25	QUALISHARES TR	268,182	$51M	0.8%	TRIM −15%
26	ITMVANECK ETF TRUST	1,053,510	$49M	0.7%	ADD 7045%
27	IGLBISHARES TR	924,345	$46M	0.7%	NEW
28	AAPLAPPLE INC	169,804	$43M	0.6%	TRIM −4%
29	HYMBSPDR SERIES TRUST	1,673,925	$42M	0.6%	TRIM −27%
30	IEMGISHARES INC	584,263	$41M	0.6%	TRIM −4%
31	DFAXDIMENSIONAL ETF TRUST	1,184,794	$40M	0.6%	TRIM −5%
32	IVVISHARES TR	60,105	$39M	0.6%	TRIM −11%
33	IWYISHARES TR	150,522	$37M	0.5%	TRIM −7%
34	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	1,261,695	$37M	0.5%	TRIM −19%
35	SHMSPDR SERIES TRUST	744,272	$36M	0.5%	TRIM −57%
36	CWISPDR INDEX SHS FDS	879,999	$32M	0.5%	TRIM −18%
37	SCHASCHWAB STRATEGIC TR	966,196	$28M	0.4%	ADD 27%
38	MSFTMICROSOFT CORP	74,048	$27M	0.4%	ADD 16%
39	IBTGISHARES TR	1,140,456	$26M	0.4%	ADD 8%
40	JMSTJ P MORGAN EXCHANGE TRADED F	511,534	$26M	0.4%	ADD 11%
41	SPLVINVESCO EXCH TRADED FD TR II	351,128	$26M	0.4%	HOLD
42	IQLTISHARES TR	490,423	$23M	0.3%	TRIM −18%
43	IJRISHARES TR	178,068	$22M	0.3%	ADD 9%
44	VEUVANGUARD INTL EQUITY INDEX F	291,331	$22M	0.3%	ADD 16%
45	IBTHISHARES TR	941,755	$21M	0.3%	ADD 36%
46	SCHZSCHWAB STRATEGIC TR	905,026	$21M	0.3%	TRIM −3%
47	SCHVSCHWAB STRATEGIC TR	681,403	$21M	0.3%	TRIM −2%
48	JPSTJ P MORGAN EXCHANGE TRADED F	362,063	$18M	0.3%	TRIM −18%
49	SPYSTATE STR SPDR S&P 500 ETF T	25,086	$16M	0.2%	TRIM −5%
50	SCHFSCHWAB STRATEGIC TR	657,658	$16M	0.2%	ADD 2%
51	IXUSISHARES TR	181,603	$16M	0.2%	TRIM −11%
52	IGEBISHARES TR	327,825	$15M	0.2%	TRIM −21%
53	TFISPDR SERIES TRUST	267,577	$12M	0.2%	TRIM −4%
54	ITOTISHARES TR	84,641	$12M	0.2%	TRIM −8%
55	NVDANVIDIA CORPORATION	69,072	$12M	0.2%	ADD 6%
56	ROKROCKWELL AUTOMATION INC	33,501	$12M	0.2%	HOLD
57	IWDISHARES TR	52,828	$11M	0.2%	TRIM −11%
58	IWFISHARES TR	26,205	$11M	0.2%	TRIM −12%
59	SPDWSPDR INDEX SHS FDS	242,675	$11M	0.2%	ADD 25%
60	IEIISHARES TR	92,800	$11M	0.2%	TRIM −21%
61	CMFISHARES TR	192,029	$11M	0.2%	ADD 16%
62	DYNFBLACKROCK ETF TRUST	184,327	$11M	0.2%	TRIM −19%
63	AGGISHARES TR	104,972	$10M	0.2%	TRIM −16%
64	SDYSPDR SER TR	65,729	$10M	0.1%	HOLD
65	SUSLISHARES TR	82,341	$9M	0.1%	HOLD
66	AMZNAMAZON COM INC	43,655	$9M	0.1%	ADD 7%
67	EAGGISHARES TR	190,950	$9M	0.1%	HOLD
68	WMTWALMART INC	72,932	$9M	0.1%	ADD 116%
69	IBTIISHARES TR	387,821	$9M	0.1%	ADD 25%
70	MLNVANECK ETF TRUST	463,266	$8M	0.1%	TRIM −12%
71	GOOGLALPHABET INC	27,942	$8M	0.1%	TRIM −12%
72	HYGISHARES TR	97,322	$8M	0.1%	TRIM −21%
73	XOMEXXON MOBIL CORP	44,616	$8M	0.1%	HOLD
74	IJHISHARES TR	111,752	$8M	0.1%	ADD 3%
75	IBDRISHARES TR	309,783	$8M	0.1%	ADD 17%
76	IEFISHARES TR	78,022	$7M	0.1%	TRIM −22%
77	IBMPISHARES TR	277,875	$7M	0.1%	ADD 33%
78	IBMQISHARES TR	272,183	$7M	0.1%	ADD 15%
79	JNJJOHNSON & JOHNSON	27,554	$7M	0.1%	ADD 127%
80	ADPAUTOMATIC DATA PROCESSING IN	32,809	$7M	0.1%	NEW
81	VIGVANGUARD SPECIALIZED FUNDS	30,375	$7M	0.1%	ADD 3%
82	SCHESCHWAB STRATEGIC TR	194,973	$6M	0.1%	ADD 28%
83	JPMJPMORGAN CHASE & CO	20,776	$6M	0.1%	ADD 11%
84	VTVANGUARD INTL EQUITY INDEX F	44,137	$6M	0.1%	HOLD
85	VUGVANGUARD INDEX FDS	13,847	$6M	0.1%	HOLD
86	SCHOSCHWAB SHORT-TERM US TREASURY ETF	245,030	$6M	0.1%	ADD 60%
87	IBMOISHARES TR	231,642	$6M	0.1%	ADD 18%
88	SCHPSCHWAB STRATEGIC TR	220,447	$6M	0.1%	ADD 3%
89	SUBISHARES TR	52,953	$6M	0.1%	TRIM −29%
90	IBMRISHARES TR	220,754	$6M	0.1%	ADD 44%
91	IBTJISHARES TR	243,010	$5M	0.1%	ADD 38%
92	VTVVANGUARD INDEX FDS	26,222	$5M	0.1%	ADD 13%
93	DVNDEVON ENERGY CORP NEW	99,702	$5M	0.1%	HOLD
94	ESGDISHARES TR	52,188	$5M	0.1%	HOLD
95	PGPROCTER AND GAMBLE CO	34,432	$5M	0.1%	ADD 4%
96	ABBVABBVIE INC	22,450	$5M	0.1%	HOLD
97	IBDSISHARES TR	201,097	$5M	0.1%	ADD 31%
98	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	55,000	$5M	0.1%	TRIM −97%
99	IWMISHARES TR	19,599	$5M	0.1%	TRIM −29%
100	CEGCONSTELLATION ENERGY CORP	16,521	$5M	0.1%	HOLD
101	KOCOCA COLA CO	57,550	$4M	0.1%	ADD 92%
102	GOVTISHARES TR	189,239	$4M	0.1%	TRIM −23%
103	IBTKISHARES TR	218,396	$4M	0.1%	ADD 48%
104	IBDTISHARES TR	168,052	$4M	0.1%	ADD 24%
105	VOOVVANGUARD ADMIRAL FDS INC	20,705	$4M	0.1%	NEW
106	MRKMERCK & CO INC	34,211	$4M	0.1%	TRIM −3%
107	USIGISHARES TR	76,526	$4M	0.1%	TRIM −29%
108	SHYMBLACKROCK ETF TRUST II	176,776	$4M	0.1%	TRIM −16%
109	GOOGALPHABET INC	13,141	$4M	0.1%	TRIM −5%
110	IBMSISHARES TR	140,732	$4M	0.1%	ADD 35%
111	AVGOBROADCOM INC	11,465	$4M	0.1%	NEW
112	SCHXSCHWAB U.S. LARGE-CAP ETF	134,052	$3M	0.1%	ADD 5%
113	JMUBJPMORGAN MUNICIPAL ETF	66,811	$3M	0.0%	ADD 51%
114	IBDUISHARES TR	140,902	$3M	0.0%	ADD 33%
115	NEENEXTERA ENERGY INC	34,785	$3M	0.0%	ADD 4%
116	HYDVANECK ETF TRUST	63,082	$3M	0.0%	TRIM −40%
117	VBVANGUARD INDEX FDS	12,075	$3M	0.0%	NEW
118	VVVANGUARD INDEX FDS	10,393	$3M	0.0%	HOLD
119	GSLCGOLDMAN SACHS ETF TR	24,038	$3M	0.0%	TRIM −5%
120	VGKVANGUARD INTL EQUITY INDEX F	36,265	$3M	0.0%	HOLD
121	EFAISHARES TR	30,602	$3M	0.0%	ADD 7%
122	CVXCHEVRON CORP NEW	13,839	$3M	0.0%	TRIM −3%
123	BITBBITWISE BITCOIN ETF TR	76,693	$3M	0.0%	ADD 22%
124	DGROISHARES CORE DIVIDEND GROWTH ETF	40,003	$3M	0.0%	HOLD
125	RTXRTX CORPORATION	14,505	$3M	0.0%	TRIM −2%
126	MPCMARATHON PETE CORP	11,052	$3M	0.0%	HOLD
127	BMOBANK MONTREAL MEDIUM	19,603	$3M	0.0%	HOLD
128	DONWISDOMTREE TR	49,959	$3M	0.0%	TRIM −4%
129	EXCEXELON CORP	52,338	$3M	0.0%	HOLD
130	BACBANK AMERICA CORP	52,002	$3M	0.0%	ADD 32%
131	DVYISHARES TR	16,656	$3M	0.0%	HOLD
132	IBDVISHARES TR	112,363	$2M	0.0%	ADD 38%
133	JGROJPMorgan Active Growth ETF	28,426	$2M	0.0%	TRIM −7%
134	FITBFIFTH THIRD BANCORP	50,157	$2M	0.0%	NEW
135	VBRVANGUARD INDEX FDS	10,675	$2M	0.0%	ADD 5%
136	CSCOCISCO SYS INC	29,412	$2M	0.0%	ADD 52%
137	AOAISHARES TR	25,581	$2M	0.0%	ADD 4%
138	HDVISHARES TR	16,575	$2M	0.0%	HOLD
139	EEMISHARES TR	39,564	$2M	0.0%	HOLD
140	AGGYWISDOMTREE TR	51,439	$2M	0.0%	ADD 2%
141	BGRNISHARES TR	46,842	$2M	0.0%	HOLD
142	VPLVANGUARD INTL EQUITY INDEX F	21,574	$2M	0.0%	HOLD
143	MOATVANECK ETF TRUST	21,506	$2M	0.0%	HOLD
144	SBACSBA COMMUNICATIONS CORP NEW	11,697	$2M	0.0%	HOLD
145	DUKDUKE ENERGY CORP NEW	15,219	$2M	0.0%	NEW
146	PEPPEPSICO INC	12,791	$2M	0.0%	NEW
147	AFLAFLAC INC	17,947	$2M	0.0%	HOLD
148	IBDWISHARES TR	93,851	$2M	0.0%	ADD 81%
149	USCIUNITED STS COMMODITY INDEX F	19,923	$2M	0.0%	HOLD
150	SCHMSCHWAB STRATEGIC TR	59,872	$2M	0.0%	TRIM −41%
151	QEFASPDR INDEX SHS FDS	18,984	$2M	0.0%	ADD 6%
152	ESMLISHARES TR	35,119	$2M	0.0%	HOLD
153	IBDXISHARES TR	63,143	$2M	0.0%	ADD 52%
154	PRFZINVESCO EXCHANGE TRADED FD T	32,718	$2M	0.0%	TRIM −34%
155	AKREPROFESIONALLY MANAGED PORTFO	27,425	$1M	0.0%	HOLD
156	VXUSVANGUARD STAR FDS	18,731	$1M	0.0%	ADD 26%
157	UBSUBS GROUP AG	35,230	$1M	0.0%	NEW
158	IAUISHARES GOLD TR	15,492	$1M	0.0%	HOLD
159	INTCINTEL CORP	30,763	$1M	0.0%	ADD 12%
160	LDEMISHARES TR	22,948	$1M	0.0%	HOLD
161	DFUSDIMENSIONAL ETF TRUST	17,486	$1M	0.0%	HOLD
162	ENBENBRIDGE INC	22,569	$1M	0.0%	ADD 2%
163	TAT&T INC	42,076	$1M	0.0%	HOLD
164	BNDVANGUARD BD INDEX FDS	16,126	$1M	0.0%	ADD 2%
165	NADNUVEEN QUALITY MUNCP INCOME	103,138	$1M	0.0%	HOLD
166	EMBISHARES TR	12,506	$1M	0.0%	TRIM −19%
167	ABTABBOTT LABS	11,327	$1M	0.0%	TRIM −5%
168	SHYDVANECK ETF TRUST	51,167	$1M	0.0%	TRIM −24%
169	EFVISHARES TR	15,369	$1M	0.0%	HOLD
170	SOSOUTHERN CO	11,589	$1M	0.0%	NEW
171	VZVERIZON COMMUNICATIONS INC	22,070	$1M	0.0%	ADD 12%
172	XLFSELECT SECTOR SPDR TR	22,432	$1M	0.0%	NEW
173	IBMTISHARES TR	42,402	$1M	0.0%	ADD 31%
174	IBITISHARES BITCOIN TRUST ETF	27,635	$1M	0.0%	ADD 92%
175	IWRISHARES TR	10,838	$1M	0.0%	HOLD
176	WFCWELLS FARGO CO NEW	13,104	$1M	0.0%	NEW
177	IBDYISHARES TR	39,652	$1M	0.0%	ADD 4%
178	WMBWILLIAMS COS INC	13,817	$1M	0.0%	TRIM −6%
179	DFUVDIMENSIONAL ETF TRUST	20,446	$990,823	0.0%	HOLD
180	CARRCARRIER GLOBAL CORPORATION	17,508	$985,876	0.0%	NEW
181	MOALTRIA GROUP INC	14,115	$931,449	0.0%	HOLD
182	USBUS BANCORP	17,522	$911,320	0.0%	NEW
183	BMYBRISTOL-MYERS SQUIBB CO	14,765	$895,487	0.0%	ADD 10%
184	AORISHARES TR	13,455	$865,830	0.0%	TRIM −10%
185	IEURISHARES TR	11,300	$794,051	0.0%	HOLD
186	PEVERPURE INC	13,142	$775,904	0.0%	NEW
187	XLUSELECT SECTOR SPDR TR	16,765	$769,346	0.0%	TRIM −5%
188	RDVYFIRST TR EXCHANGE TRADED FD	10,690	$729,914	0.0%	HOLD
189	DFATDIMENSIONAL ETF TRUST	11,314	$706,570	0.0%	HOLD
190	SMBSSCHWAB STRATEGIC TR	25,413	$649,303	0.0%	NEW
191	BJANINNOVATOR ETFS TRUST	11,978	$638,787	0.0%	NEW
192	COWZPACER FDS TR	10,113	$632,670	0.0%	NEW
193	BTIBRITISH AMERN TOB PLC	10,779	$630,249	0.0%	HOLD
194	SHYGISHARES TR	14,836	$627,712	0.0%	HOLD
195	ETENERGY TRANSFER L P	31,806	$613,856	0.0%	HOLD
196	PREFPRINCIPAL EXCHANGE TRADED FD	32,447	$610,653	0.0%	TRIM −35%
197	PJANINNOVATOR ETFS TRUST	13,229	$610,254	0.0%	NEW
198	FNDFSCHWAB STRATEGIC TR	12,455	$609,413	0.0%	ADD 15%
199	MDLZMONDELEZ INTL INC	10,327	$595,249	0.0%	TRIM −8%
200	CMCSACOMCAST CORP NEW	19,123	$549,022	0.0%	ADD 18%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

1.6M

1.8M

2.0M

2.1M

2.3M

$1.4B

VEAVANGUARD TAX-MANAGED FDS

7.6M

7.2M

7.6M

7.7M

8.0M

10.9M

$697M

SPHQINVESCO EXCHANGE TRADED FD T

7.7M

8.0M

8.4M

8.9M

7.4M

$553M

VTEBVANGUARD MUN BD FDS

3.8M

4.6M

5.0M

5.4M

5.6M

6.3M

$315M

SPABSPDR SERIES TRUST

12.8M

11.7M

12.6M

14.2M

15.2M

9.3M

$239M

SPSMSPDR SERIES TRUST

2.0M

3.0M

3.2M

3.3M

3.5M

4.9M

$237M

VGITVANGUARD SCOTTSDALE FDS

1.2M

2.0M

2.1M

2.3M

2.5M

3.9M

$234M

VWOVANGUARD INTL EQUITY INDEX F

2.4M

2.5M

2.7M

2.8M

2.9M

4.1M

$223M

MBBISHARES TR

45K

942K

960K

1.0M

1.1M

1.9M

$182M

NOBLPROSHARES TR

1.2M

1.3M

1.4M

$145M

SPIBSPDR SERIES TRUST

3.9M

5.0M

5.5M

6.0M

6.5M

4.3M

$143M

FLMIFRANKLIN TEMPLETON ETF TR

—

2.1M

2.2M

2.3M

2.4M

5.2M

$130M

BINCBLACKROCK ETF TRUST II

—

2.1M

$110M

PZAINVESCO EXCH TRADED FD TR II

2.7M

3.7M

3.9M

4.1M

4.3M

4.4M

$100M

IEFAISHARES TR

2.2M

1.4M

1.3M

1.2M

1.1M

$99M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 222 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

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