CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,827,923
- Description
- Minneapolis Minnesota based fiduciary portfolio advisory practice with a limited liability advisory organization and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, asset liability coordination, and planning integrated mandate design for planning centered advisory portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through risk adjusted decision framing and mandate calibration.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 222 | 6,827,923 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2025 | 1/22/2026 | 209 | 6,615,911 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2025 | 10/14/2025 | 201 | 6,336,337 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2025 | 7/21/2025 | 202 | 5,961,318 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q1 2025 | 4/17/2025 | 194 | 5,361,814 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2024 | 1/14/2025 | 190 | 5,159,982 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2024 | 10/15/2024 | 183 | 4,338,903 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2024 | 7/12/2024 | 180 | 4,662,811 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q1 2024 | 5/2/2024 | 179 | 4,392,647 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2023 | 1/16/2024 | 184 | 4,020,638 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2023 | 10/13/2023 | 180 | 3,573,797 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2023 | 7/14/2023 | 172 | 3,567,436 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q1 2023 | 4/13/2023 | 185 | 3,389,096 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2022 | 1/19/2023 | 185 | 2,687,921 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2022 | 10/12/2022 | 88 | 810,073 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2022 | 7/8/2022 | 179 | 2,407,005 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q1 2022 | 4/27/2022 | 187 | 2,800,658 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2021 | 1/26/2022 | 173 | 2,741,418 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2021 | 11/2/2021 | 300 | 2,552,790 | 13F-HR/A - RESTATEMENT | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2021 | 10/14/2021 | 39 | 136,953 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2021 | 7/21/2021 | 301 | 2,439,371 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q1 2021 | 5/24/2021 | 165 | 2,116,064 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2020 | 1/14/2021 | 162 | 2,038,042 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q3 2020 | 10/13/2020 | 153 | 1,773,347 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2020 | 7/16/2020 | 155 | 1,639,882 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2019 | 1/29/2020 | 149 | 1,258,898 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q2 2014 | 7/16/2014 | 77 | 507,975 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q1 2014 | 4/11/2014 | 76 | 452,614 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| Q4 2013 | 1/31/2014 | 76 | 399,273 | 13F-HR | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 743.6 K | 10.9% | 0 | 3.267 M | -3.267 M |
| ETFs | 5.962 M | 87.3% | 3.457 M | 0 | 3.457 M |
| Debt | 122.4 K | 1.8% | 23.89 K | 0 | 23.89 K |
| Other | 0 | 0.0% | 0 | 1.486 K | -1.486 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
6,827,923
Holdings
222
QoQ value change ($000)
212,012
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.