CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - Portfolio overview

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARDINDEXFDS, 19.95%
2. VEA - VANGUARDTAX-MANAGEDFDS, 10.12%
3. SPHQ - INVESCOEXCHANGETRADEDFDT, 8.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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