Managers / Q4 2022 · view latest →
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361 · 220 S. SIXTH STREET, SUITE 300, MINNEAPOLIS, MN, 55402-4505 · 612-397-3036
Reported Value
$2.69T
Q4 2022
Positions
185
Filings on Record
30
2019–present window
Filed
Jan 19, 2023
original filing
Summary
Cliftonlarsonallen Wealth Advisors, Llc reported $2.69T in U.S.-listed holdings across 185 positions for Q4 2022.
Its largest position, VOO, represents 11.3% of the portfolio.
Compared with Q3 2022, the fund opened 102 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $6.8B | 222 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $6.6B | 209 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $6.3B | 201 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $6.0B | 202 | Jul 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $5.4B | 195 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $5.2B | 190 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $4.3B | 183 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $4.7B | 180 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $4.4B | 179 | May 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $4.0B | 184 | Jan 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $3.6B | 180 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $3.6B | 172 | Jul 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $3.4B | 185 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.69T | 185 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $810M | 88 | Oct 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.4B | 179 | Jul 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.8B | 187 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.7B | 173 | Jan 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.6B | 300 | Nov 2, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2021 | $2.4B | 301 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $2.1B | 165 | May 24, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.0B | 162 | Jan 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.8B | 153 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.6B | 155 | Jul 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.3B | 149 | Jan 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.1B | 142 | Oct 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $997M | 108 | Jul 17, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $914M | 108 | Apr 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.0B | 135 | Jan 22, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.