• 13F History

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$5.36B
Signature - Title
Arnita Hallman - Compliance Director
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 194 stock holdings with total value $5.36B as of Q1 2025. Top holdings included VOO, SPHQ, VEA, SPAB, and VTEB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$32M +$157M VOO, VEA, SPHQ, SPAB, IEFA 13F-HR 10/13/2023, 03:14 PM
Q2 2023 172 $3.57B +$231M -$147M +$84.2M VOO, VEA, SPAB, SPHQ, IEFA 13F-HR 7/14/2023, 04:31 PM
Q1 2023 185 $3.39B +$994M -$387M +$607M VOO, VEA, IEFA, VTV, VTEB 13F-HR 4/12/2023, 07:38 PM
Q4 2022 185 $2.69B +$1.86B -$30.8M +$1.83B VOO, VEA, IEFA, VLUE, IVE 13F-HR 1/19/2023, 01:40 PM
Q3 2022 88 $807M +$112M -$13.7M +$98.4M IEFA, VLUE, NOBL, VWO, DFAC 13F-HR 10/12/2022, 12:44 PM
Q2 2022 179 $2.36B +$95.8M -$131M -$35.3M VOO, VEA, IEFA, MUB, AGG 13F-HR 7/8/2022, 02:40 PM
Q1 2022 186 $2.75B +$460M -$234M +$226M VOO, VEA, IEFA, MUB, IVE 13F-HR 4/27/2022, 03:49 PM
Q4 2021 173 $2.74B +$180M -$17M +$163M VLUE, VEA, MUB, JMST, VOO 13F-HR 1/26/2022, 01:04 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 -$20.8M +$193M QUAL, MUB, IEFA, AGG, IVW 13F-HR 1/14/2021, 02:19 PM
Q3 2020 153 $1.77B +$204M -$74.4M +$130M MUB, AGG, QUAL, IEFA, IVW 13F-HR 10/13/2020, 12:23 PM
Q2 2020 155 $1.64B +$557M -$93.6M +$464M MUB, AGG, IEFA, IVW, IVE 13F-HR 7/16/2020, 11:30 AM
Q4 2019 149 $1.26B +$131M -$66.2M +$65.1M IEFA, AGG, MUB, IVE, IVW 13F-HR 1/29/2020, 09:18 AM
Q3 2019 142 $1.15B +$163M -$12.2M +$150M MUB, AGG, IEFA, IVE, IVW 13F-HR 10/7/2019, 11:46 AM
Q2 2019 108 $997M +$77.8M -$10.2M +$67.6M MUB, IEFA, AGG, IVW, IVE 13F-HR 7/17/2019, 11:09 AM
Q1 2019 108 $914M +$67.2M -$93.8M -$26.6M IEFA, MUB, AGG, IVW, IVE 13F-HR 4/9/2019, 04:32 PM
Q4 2018 135 $1B +$131M -$47.5M +$83.2M AGG, IEFA, MUB, IVW, IVE 13F-HR 1/22/2019, 02:38 PM
Q3 2018 126 $1.07B +$62.6M -$26.4M +$36.2M AGG, MUB, IEFA, IVW, IVE 13F-HR 11/5/2018, 09:11 AM
Q2 2018 127 $1.02B +$48M -$23.2M +$24.8M MUB, AGG, IEFA, IVW, IVE 13F-HR 7/23/2018, 10:50 AM
Q1 2018 127 $1B +$74.4M -$23.4M +$51M MUB, AGG, IEFA, IVW, IVE 13F-HR 4/26/2018, 12:33 PM
Q4 2017 123 $973M +$62.9M -$36.5M +$26.3M AGG, MUB, IEFA, IVW, IVE 13F-HR 1/31/2018, 10:23 AM
Q3 2017 131 $945M +$31.8M -$18.7M +$13.1M AGG, MUB, IEFA, IVW, IVE 13F-HR 11/6/2017, 09:43 AM
Q2 2017 131 $896M +$37.5M -$35.3M +$2.17M AGG, MUB, IEFA, IVW, IVE 13F-HR 8/1/2017, 11:53 AM
Q1 2017 131 $894M +$77.1M -$66.2M +$10.9M AGG, MUB, IEFA, IVW, IVE 13F-HR 5/1/2017, 12:55 PM
Q4 2016 127 $874M +$96.8M -$35.8M +$61M AGG, MUB, IEFA, IVE, IVW 13F-HR 2/3/2017, 01:16 PM
Q3 2016 125 $820M +$194M -$58.9M +$135M AGG, MUB, IEFA, IVW, IVE 13F-HR 11/3/2016, 04:10 PM
Q2 2016 106 $692M +$81.6M -$36.7M +$44.9M MUB, AGG, IEFA, IVE, IVW 13F-HR 8/9/2016, 02:38 PM
Q1 2016 100 $637M +$126M -$62M +$63.8M AGG, MUB, IEFA, SCHG, IVW 13F-HR 4/27/2016, 02:55 PM
Q4 2015 112 $587M +$110M -$59.7M +$50.2M MUB, AGG, SCHG, SCHV, IEFA 13F-HR 2/1/2016, 01:53 PM
Q3 2015 109 $533M +$138M -$48.5M +$89.9M SCHG, MUB, SCHV, AGG, VEA 13F-HR 10/27/2015, 03:03 PM
Q2 2015 159 $501M +$153M -$74.5M +$78.4M SCHG, SCHV, MUB, VEA, IDV 13F-HR 7/29/2015, 02:43 PM
Q1 2015 85 $449M +$21.6M -$39.4M -$17.8M SCHG, SCHV, VEA, CVYXXXX, SDY 13F-HR 4/8/2015, 12:37 PM
Q4 2014 77 $462M +$30.6M -$31.3M -$662K SCHG, SCHV, VEA, CVYXXXX, SDY 13F-HR 1/22/2015, 02:25 PM
Q3 2014 73 $468M +$26.4M -$20.4M +$6M SCHG, SCHV, VEA, CVYXXXX, SDY 13F-HR 10/17/2014, 11:02 AM
Q2 2014 77 $508M +$59.6M -$21.8M +$37.8M SCHG, SCHV, VEA, SDY, CVYXXXX 13F-HR 7/16/2014, 01:41 PM
Q1 2014 76 $453M +$69.8M -$16.8M +$53M SCHG, SCHV, SDY, VEA, CVYXXXX 13F-HR 4/11/2014, 10:21 AM
Q4 2013 76 $399M SDY, SCHG, SCHV, DXJ, PXHXXXX 13F-HR 1/31/2014, 11:16 AM