CLIFTONLARSONALLEN WEALTH ADVISORS LLC
Q4 2025 Form 13-F
MINNEAPOLIS, MINNESOTA
CIK 0000944361
· CRD 38357
· SEC-registered investment adviser
$6.6B Reported Value Total
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reports 23,169 total accounts under management (AUM). There are 15,906 discretionary accounts valued at $8,724,139,324, and 7,263 non-discretionary accounts valued at $5,702,501,566.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-31
Reported value
$6.6B
Quarter over quarter
+1.6%
Holdings
209
Top-10 concentration
60.9%
Key People
Form ADV owners & control persons
William Clayton Bland
CHIEF EXECUTIVE OFFICER
Brian Jacob Buffie
CHIEF COMPLIANCE OFFICER
Jaclyn Suzanne Van Horrick
PRINCIPAL FINANCIAL OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 22, 2026 |
| Form | 13F-HR |
| Reported value | $6.6B |
| Positions | 209 |
| Change in reported value | +4.4% |
| New positions | 19 |
| Exited positions | 11 |
| Position turnover | 13.6% |
| Top-10 concentration | 60.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
241 | $7.7B |
|
Q2 2026 13F
Filed Jul 15, 2026
|
253 | $7.6B |
|
Q1 2026 13F
Filed Apr 9, 2026
|
222 | $6.8B |
|
Q4 2025 13F
Filed Jan 22, 2026
|
209 | $6.6B |
|
Q3 2025 13F
Filed Oct 14, 2025
|
201 | $6.3B |
|
Q2 2025 13F
Filed Jul 21, 2025
|
202 | $6.0B |
|
Q1 2025 13F
Filed Apr 17, 2025
|
194 | $5.4B |
|
Q4 2024 13F
Filed Jan 14, 2025
|
190 | $5.2B |
|
Q3 2024 13F
Filed Oct 15, 2024
|
183 | $4.3B |
|
Q2 2024 13F
Filed Jul 12, 2024
|
180 | $4.7B |
|
Q1 2024 13F
Filed May 2, 2024
|
179 | $4.4B |
|
Q4 2023 13F
Filed Jan 16, 2024
|
184 | $4.0B |
|
Q3 2023 13F
Filed Oct 13, 2023
|
180 | $3.6B |
|
Q2 2023 13F
Filed Jul 14, 2023
|
172 | $3.6B |
|
Q1 2023 13F
Filed Apr 13, 2023
|
185 | $3.4B |
|
Q4 2022 13F
Filed Jan 19, 2023
|
185 | $2.7B |
|
Q3 2022 13F
Filed Oct 12, 2022
|
88 | $810.1M |
|
Q2 2022 13F
Filed Jul 8, 2022
|
179 | $2.4B |
|
Q1 2022 13F
Filed Apr 27, 2022
|
187 | $2.8B |
|
Q4 2021 13F
Filed Jan 26, 2022
|
173 | $2.7B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $1.3B | 19.87% |
| 2 | SPHQ INVESCO EXCHANGE TRADED FD T | $668.7M | 10.11% |
| 3 | VEA VANGUARD TAX-MANAGED FDS | $497.1M | 7.51% |
| 4 | SPAB SPDR SERIES TRUST | $391.7M | 5.92% |
| 5 | VTEB VANGUARD MUN BD FDS | $281.6M | 4.26% |
| 6 | SPIB SPDR SERIES TRUST | $220.2M | 3.33% |
| 7 | VIGI VANGUARD WHITEHALL FDS | $186.2M | 2.81% |
| 8 | SPSM SPDR SERIES TRUST | $163.1M | 2.47% |
| 9 | VWO VANGUARD INTL EQUITY INDEX F | $154.4M | 2.33% |
| 10 | VGIT VANGUARD SCOTTSDALE FDS | $152.3M | 2.3% |
| 11 | NOBL PROSHARES TR | $137.0M | 2.07% |
| 12 | IVW ISHARES TR | $111.0M | 1.68% |
| 13 | SPYG SPDR SERIES TRUST | $105.0M | 1.59% |
| 14 | MBB ISHARES TR | $101.4M | 1.53% |
| 15 | PZA INVESCO EXCH TRADED FD TR II | $100.2M | 1.51% |
| 16 | IEFA ISHARES TR | $99.9M | 1.51% |
| 17 | IVE ISHARES TR | $96.0M | 1.45% |
| 18 | SHM SPDR SERIES TRUST | $82.4M | 1.24% |
| 19 | DFAC DIMENSIONAL ETF TRUST | $71.2M | 1.08% |
| 20 | QUAL ISHARES TR | $62.9M | 0.95% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.