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Manager record

Cliftonlarsonallen Wealth Advisors, Llc

Minneapolis, MN · CIK 944361 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$7.66BReported 13F valueQ3 2026 · as filed
241Holdings listed
+0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $6.0B$6.0BQ2 2025202 holdingsQ3 2025: $6.3B$6.3BQ3 2025202 holdingsQ4 2025: $6.6B$6.6BQ4 2025210 holdingsQ1 2026: $2.4B$2.4BQ1 2026223 holdingsQ2 2026: $7.6B$7.6BQ2 2026254 holdingsQ3 2026: $7.7B$7.7BQ3 2026241 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$7.66B · 241 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$7.61B · 254 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$2.36B · 223 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$6.62B · 210 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$6.34B · 202 holdings listed · View original SEC filing ↗
Jul 21 2025 13F-HR · period Q2 2025

$5.96B · 202 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology