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Asset Manager ← All Institutions

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

220 S. SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402-4505 • 612-397-3036

Q4 2025 · Filed 2026-01-22
Market Value
$6.6B
+4.4%
Holdings
217
+10
New Purchases
19
Added To
89
Closed
11
Reduced
79
Top 10 Concentration
61.0%
Turnover
13.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPHQ 10.11% 9.74% +0.38% $669M
VOO 19.88% 19.53% +0.36% $1.3B
VEA 7.52% 7.31% +0.21% $497M
SPAB 5.92% 5.78% +0.14% $392M
SPIB 3.33% 3.22% +0.11% $220M
VIGI 2.82% 2.73% +0.08% $186M
VGIT 2.30% 2.23% +0.08% $152M
JIRE 0.71% 0.64% +0.07% $47M
SPSM 2.47% 2.40% +0.07% $163M
AAPL 0.73% 0.68% +0.05% $48M
GOOGL 0.15% 0.10% +0.05% $10M
JMST 0.36% 0.31% +0.04% $24M
MOAT 0.03% 0.00% +0.03% $2M
IWF 0.21% 0.18% +0.03% $14M
MPC 0.03% 0.00% +0.03% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 0.95% 1.09% -0.14% $63M
IVW 1.68% 1.81% -0.13% $111M
IEFA 1.51% 1.63% -0.12% $100M
IVE 1.45% 1.56% -0.11% $96M
PFF 0.89% 0.99% -0.10% $59M
VTI 0.83% 0.91% -0.08% $55M
EOG 0.50% 0.58% -0.07% $33M
MUB 0.94% 1.02% -0.07% $62M
IWY 0.67% 0.74% -0.07% $45M
SCHB 0.94% 1.00% -0.06% $62M
IGEB 0.29% 0.34% -0.06% $19M
NOBL 2.07% 2.13% -0.06% $137M
IEMG 0.62% 0.68% -0.06% $41M
IVV 0.70% 0.75% -0.05% $46M
DFAC 1.08% 1.12% -0.05% $71M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 96.8%
Technology 1.3%
Consumer Defensive 0.3%
Industrials 0.3%
Energy 0.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 30 $2.1B 31.8%
Large Cap 110 $3.3B 50.3%
Mid Cap 40 $1.0B 15.5%
Small Cap 34 $154M 2.3%
Micro Cap 3 $1M 0.0%

Portfolio Analytics

Avg Market Cap
$203.8B
Median Market Cap
$22.2B
Avg P/E
26.1
Median P/E
23.7
Avg Dividend Yield
0.03%
Avg Beta
0.86
# Stocks
57
# ETFs / Funds
160

Top Holdings (217 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 19.88% 2,096,375 $1.3B $627.13 $78M +77,010 +3.8%
2 SPHQ 10.11% 8,910,347 $669M $75.05 $52M +496,439 +5.9%
3 VEA 7.52% 7,957,746 $497M $62.47 $34M +231,580 +3.0%
4 SPAB 5.92% 15,211,308 $392M $25.75 $26M +1,045,991 +7.4%
5 VTEB 4.26% 5,599,510 $282M $50.29 $13M +232,640 +4.3%
6 SPIB 3.33% 6,513,652 $220M $33.81 $16M +495,900 +8.2%
7 VIGI 2.82% 2,035,841 $186M $91.45 $13M +105,177 +5.5%
8 SPSM 2.47% 3,480,713 $163M $46.86 $11M +199,522 +6.1%
9 VWO 2.33% 2,871,265 $154M $53.76 $4M +97,447 +3.5%
10 VGIT 2.30% 2,541,497 $152M $59.93 $11M +192,610 +8.2%
11 NOBL 2.07% 1,316,853 $137M $104.07 $2M +8,930 +0.7%
12 IVW 1.68% 900,143 $111M $123.26 -$4M -50,796 -5.3%
13 SPYG 1.59% 983,706 $105M $106.70 $2M -4,144 -0.4%
14 MBB 1.53% 1,064,604 $101M $95.22 $5M +49,015 +4.8%
15 PZA 1.52% 4,321,626 $100M $23.19 $4M +173,429 +4.2%
16 IEFA 1.51% 1,116,274 $100M $89.46 -$3M -66,103 -5.6%
17 IVE 1.45% 452,678 $96M $212.07 -$3M -26,643 -5.6%
18 SHM 1.25% 1,716,083 $82M $47.99 $4M +80,868 +5.0%
19 DFAC 1.08% 1,799,605 $71M $39.59 $127K -44,308 -2.4%
20 QUAL 0.95% 316,479 $63M $198.62 -$6M -38,476 -10.8%
21 MUB 0.94% 582,008 $62M $107.11 -$2M -22,107 -3.7%
22 SCHB 0.94% 2,362,355 $62M $26.23 -$1M -104,747 -4.2%
23 FLMI 0.89% 2,366,025 $59M $24.87 $3M +93,813 +4.1%
24 PFF 0.89% 1,894,274 $59M $30.96 -$4M -78,959 -4.0%
25 HYMB 0.87% 2,301,510 $57M $24.94 $2M +98,843 +4.5%
26 VTI 0.83% 163,722 $55M $335.27 -$3M -11,889 -6.8%
27 SCHG 0.77% 1,565,180 $51M $32.62 $93K -31,926 -2.0%
28 AAPL 0.73% 177,430 $48M $271.86 $5M +9,435 +5.6%
29 JIRE 0.71% 629,076 $47M $74.88 $7M +77,164 +14.0%
30 IVV 0.70% 67,368 $46M $684.94 -$1M -3,294 -4.7%
31 IWY 0.67% 161,053 $45M $276.94 -$2M -10,572 -6.2%
32 IEMG 0.62% 610,320 $41M $67.22 -$2M -38,732 -6.0%
33 DFAX 0.61% 1,241,726 $41M $32.73 $364K -41,809 -3.3%
34 CWI 0.58% 1,073,903 $39M $35.92 -$874K -55,795 -4.9%
35 EOG 0.50% 315,825 $33M $105.01 -$3M -9,199 -2.8%
36 MSFT 0.47% 63,977 $31M $483.62 -$89K +4,068 +6.8%
37 IQLT 0.41% 595,065 $27M $45.45 -$1M -48,073 -7.5%
38 SPLV 0.38% 352,513 $25M $71.42 -$2M -14,675 -4.0%
39 IBTG 0.37% 1,059,220 $24M $22.88 $798K +38,222 +3.7%
40 JMST 0.36% 462,390 $24M $50.94 $4M +75,894 +19.6%
41 JPST 0.34% 442,921 $22M $50.59 $2M +36,236 +8.9%
42 SCHZ 0.33% 935,914 $22M $23.37 -$2M -68,168 -6.8%
43 SCHA 0.33% 762,910 $22M $28.48 -$1M -64,757 -7.8%
44 SCHV 0.31% 697,653 $21M $29.61 -$298K -22,205 -3.1%
45 IJR 0.30% 162,679 $20M $120.18 $144K -635 -0.4%
46 IGEB 0.29% 414,739 $19M $45.66 -$3M -58,188 -12.3%
47 VEU 0.28% 250,606 $18M $73.56 $640K +1,280 +0.5%
48 SPY 0.27% 26,383 $18M $681.91 $353K -93 -0.3%
49 IXUS 0.26% 204,180 $17M $84.64 -$728K -13,906 -6.4%
50 IBTH 0.23% 690,823 $16M $22.47 $2M +72,998 +11.8%
51 SCHF 0.23% 642,809 $15M $24.04 $304K -7,946 -1.2%
52 IEI 0.21% 118,110 $14M $119.35 -$2M -16,509 -12.3%
53 IWF 0.21% 29,669 $14M $473.31 $3M +5,347 +22.0%
54 DYNF 0.21% 227,676 $14M $60.81 -$1M -23,212 -9.2%
55 ITOT 0.21% 91,509 $14M $148.69 -$694K -6,676 -6.8%
56 ROK 0.20% 33,501 $13M $389.07 $1M -196 -0.6%
57 TFI 0.19% 278,259 $13M $45.71 -$296K -7,341 -2.6%
58 AGG 0.19% 125,160 $13M $99.88 -$467K -4,196 -3.2%
59 IWD 0.19% 59,068 $12M $210.34 $1M +4,062 +7.4%
60 NVDA 0.18% 65,303 $12M $186.50 -$716K -3,808 -5.5%
61 SUSL 0.15% 83,118 $10M $121.27 $598K +2,114 +2.6%
62 HYG 0.15% 123,286 $10M $80.63 -$1M -12,288 -9.1%
63 GOOGL 0.15% 31,615 $10M $313.00 $4M +5,825 +22.6%
64 IEF 0.14% 99,542 $10M $96.16 -$2M -22,564 -18.5%
65 CMF 0.14% 165,517 $10M $57.46 $1M +18,285 +12.4%
66 AMZN 0.14% 40,742 $9M $230.82 $995K +2,442 +6.4%
67 MLN 0.14% 527,206 $9M $17.53 $423K +22,662 +4.5%
68 SDY 0.14% 66,091 $9M $139.16 -$59K +2
69 EAGG 0.14% 187,550 $9M $47.85 $655K +14,331 +8.3%
70 SPDW 0.13% 193,969 $9M $44.41 $191K -2,875 -1.5%
71 SUB 0.12% 74,815 $8M $106.70 -$426K -3,929 -5.0%
72 IJH 0.11% 108,989 $7M $66.00 $49K -482 -0.4%
73 IBTI 0.10% 310,219 $7M $22.37 $688K +31,023 +11.1%
74 IWM 0.10% 27,701 $7M $246.16 $326K +868 +3.2%
75 VUG 0.10% 13,847 $7M $487.86 $53K -127 -0.9%
76 VIG 0.10% 29,525 $6M $219.78 $123K +24 +0.1%
77 IBDR 0.10% 263,724 $6M $24.23 $477K +20,390 +8.4%
78 VT 0.09% 44,137 $6M $141.06 $144K
79 IBMQ 0.09% 235,741 $6M $25.58 $156K +6,672 +2.9%
80 JPM 0.09% 18,670 $6M $322.21 $917K +2,507 +15.5%
81 CEG 0.09% 16,490 $6M $353.27 $408K +26 +0.2%
82 SCHP 0.09% 213,893 $6M $26.49 -$370K -10,073 -4.5%
83 GOVT 0.09% 245,911 $6M $23.03 -$516K -21,306 -8.0%
84 USIG 0.08% 107,281 $6M $51.77 $164K +4,070 +3.9%
85 XOM 0.08% 45,265 $5M $120.34 $2M +12,818 +39.5%
86 HYD 0.08% 104,445 $5M $51.12 $892K +17,072 +19.5%
87 IBMP 0.08% 209,257 $5M $25.39 $372K +15,296 +7.9%
88 ABBV 0.08% 22,012 $5M $228.49 -$796K -3,148 -12.5%
89 IBMO 0.08% 195,621 $5M $25.64 $300K +11,884 +6.5%
90 SCHE 0.08% 151,826 $5M $32.75 -$400K -9,177 -5.7%
91 ESGD 0.07% 52,095 $5M $95.09 $319K +2,246 +4.5%
92 PG 0.07% 33,108 $5M $143.31 $201K +3,533 +11.9%
93 SHYM 0.07% 210,267 $5M $22.22 -$167K -6,332 -2.9%
94 VTV 0.07% 23,144 $4M $190.99 -$113K -1,163 -4.8%
95 GOOG 0.07% 13,768 $4M $313.80 $721K -1,011 -6.8%
96 IBMR 0.06% 153,627 $4M $25.43 $501K +20,239 +15.2%
97 IBTJ 0.06% 176,707 $4M $21.95 $303K +13,882 +8.5%
98 WMT 0.06% 33,693 $4M $111.41 $1M +10,074 +42.6%
99 IBDS 0.06% 153,888 $4M $24.28 $194K +8,363 +5.8%
100 SCHO 0.06% 153,091 $4M $24.37 -$211K -8,471 -5.2%

New Positions

SymbolValue% Port
MOAT $2M 0.03%
MPC $2M 0.03%
AKRE $2M 0.03%
C $1M 0.02%
WMB $884K 0.01%
MO $816K 0.01%
XLU $751K 0.01%
RDVY $743K 0.01%
IBIT $714K 0.01%
DFAT $674K 0.01%
SHYG $636K 0.01%
BTI $618K 0.01%
BITF $588K 0.01%
NYF $552K 0.01%
KHC $503K 0.01%

Sold Out Positions

SymbolValue% Port
BTT —%
WM —%
AGI —%
WPM —%
PML —%
PTY —%
SERA —%
XLF —%
IBTP —%
VCSH —%
IBMN —%
View SEC EDGAR Filings for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms