CliftonLarsonAllen Wealth Advisors, LLC, a registered investment advisor based in Minneapolis, filed a Form 13F-HR with the Securities and Exchange Commission on October 14, 2026, disclosing its equity holdings as of September 30, 2026.
The filing reveals a total portfolio value of approximately $48.7 billion. The report lists 241 individual equity positions, with the top holdings including a significant allocation to the iShares Core S&P 500 ETF, which comprises 39.3% of the total portfolio value. Other major holdings include the Vanguard World Fund Morningstar Mega Cap ETF and the Vanguard World Fund Morningstar International Equity Index Fund FTSE Pacific ETF.
The portfolio is heavily weighted toward large-cap U.S. equities, with top individual stock positions including Amazon.com Inc., Exxon Mobil Holdings Corp., and Procter & Gamble Co. The firm also holds substantial positions in exchange-traded funds (ETFs) representing various sectors, including financials, real estate, and technology. A notable portion of the portfolio is allocated to fixed-income ETFs, such as the iShares Core 80/20 ETF and the iShares 7-10 Year Treasury Bond ETF.
The filing indicates that Arnita Hallman, the Compliance Director at CliftonLarsonAllen Wealth Advisors, is responsible for certifying the report.
