Current Market Value 5,961,318,382
Current Holdings 202
Most Recent File Date 2025-07-21
Total Filings on Record 50
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-21 2025-06-30 13F-HR 202 5,961,318
2025-04-17 2025-03-31 13F-HR 194 5,361,814
2025-01-14 2024-12-31 13F-HR 190 5,159,982
2024-10-15 2024-09-30 13F-HR 183 4,338,903
2024-10-11 2024-09-30 13F-HR 183 4,338,903
2024-07-12 2024-06-30 13F-HR 180 4,662,811
2024-05-02 2024-03-31 13F-HR 179 4,392,647
2024-01-16 2023-12-31 13F-HR 184 4,020,638
2023-10-13 2023-09-30 13F-HR 180 3,573,797
2023-07-14 2023-06-30 13F-HR 172 3,567,436
2023-04-13 2023-03-31 13F-HR 185 3,389,096
2023-01-19 2022-12-31 13F-HR 185 2,687,921
2022-10-12 2022-09-30 13F-HR 88 810,073
2022-07-08 2022-06-30 13F-HR 179 2,407,005
2022-04-27 2022-03-31 13F-HR 187 2,800,658
2022-01-26 2021-12-31 13F-HR 173 2,741,418
2021-11-02 2021-09-30 13F-HR/A 1 R 300 2,552,790
2021-10-14 2021-09-30 13F-HR 39 136,953
2021-07-21 2021-06-30 13F-HR 301 2,439,371
2021-05-24 2021-03-31 13F-HR 165 2,116,064
2021-01-14 2020-12-31 13F-HR 162 2,038,042
2020-10-13 2020-09-30 13F-HR 153 1,773,347
2020-07-16 2020-06-30 13F-HR 155 1,639,882
2020-01-29 2019-12-31 13F-HR 149 1,258,898
2019-10-07 2019-09-30 13F-HR 142 1,145,240
2019-07-17 2019-06-30 13F-HR 108 997,411
2019-04-09 2019-03-31 13F-HR 108 914,420
2019-01-22 2018-12-31 13F-HR 135 1,004,314
2018-11-05 2018-09-30 13F-HR 126 1,072,575
2018-07-23 2018-06-30 13F-HR 127 1,022,597
2018-04-26 2018-03-31 13F-HR 127 1,000,109
2018-01-31 2017-12-31 13F-HR 123 973,021
2017-11-06 2017-09-30 13F-HR 131 945,206
2017-08-01 2017-06-30 13F-HR 131 895,785
2017-05-01 2017-03-31 13F-HR 131 893,627
2017-02-03 2016-12-31 13F-HR 127 874,195
2016-11-03 2016-09-30 13F-HR 125 819,547
2016-08-09 2016-06-30 13F-HR 106 691,606
2016-04-27 2016-03-31 13F-HR 100 637,158
2016-02-01 2015-12-31 13F-HR 113 595,299
2015-10-27 2015-09-30 13F-HR 109 532,506
2015-07-29 2015-06-30 13F-HR 160 501,165
2015-04-08 2015-03-31 13F-HR 85 449,337
2015-01-22 2014-12-31 13F-HR 77 461,824
2014-10-17 2014-09-30 13F-HR 73 467,922
2014-07-16 2014-06-30 13F-HR 77 507,975
2014-04-11 2014-03-31 13F-HR 76 452,614
2014-01-31 2013-12-31 13F-HR 76 399,273
2013-10-30 2013-09-30 13F-HR 75 368,463
2013-08-20 2013-06-30 13F-HR 27 36,541