Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC reported 254 holdings worth US$7.61B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Cliftonlarsonallen Wealth Advisors, LLC reported 254 holdings worth US$7.61B as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 254
- Value as reported
- US$7.61B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 176K | US$50.8M | 0.67% |
| Microsoft Corp. | 86,519 | US$32.3M | 0.42% |
| Nvidia Corporation | 112K | US$22.5M | 0.30% |
| Rockwell Automation, Inc. | 33,501 | US$16.6M | 0.22% |
| Alphabet Inc (google) Class C | 43,665 | US$15.6M | 0.21% |
| Amazon.com, Inc. | 42,890 | US$10.2M | 0.13% |
| Johnson & Johnson | 32,127 | US$8.16M | 0.11% |
| Walmart Inc. | 71,137 | US$8.06M | 0.11% |
| Texas Pacific Land Corporation | 18,000 | US$7.88M | 0.10% |
| Jp Morgan Chase & Co. | 23,541 | US$7.71M | 0.10% |
| Coca-cola Company (the) | 88,795 | US$7.22M | 0.09% |
| Automatic Data Processing, Inc. | 32,036 | US$7.17M | 0.09% |
| Exxon Mobil Corporation | 50,553 | US$6.91M | 0.09% |
| Abbvie Inc. | 26,716 | US$6.72M | 0.09% |
| Procter & Gamble Company (the) | 42,352 | US$6.21M | 0.08% |
| Intel Corporation | 44,069 | US$6.15M | 0.08% |
| Federal Signal Corporation | 47,375 | US$6.09M | 0.08% |
| Merck & Company, Inc. | 43,828 | US$5.63M | 0.07% |
| Cisco Systems, Inc. | 43,176 | US$5.07M | 0.07% |
| Broadcom Inc. | 12,243 | US$4.62M | 0.06% |
| Devon Energy Corporation | 105K | US$4.34M | 0.06% |
| Constellation Energy Corporation | 17,182 | US$4.27M | 0.06% |
| Waste Management, Inc. | 17,529 | US$3.91M | 0.05% |
| Bank Of Montreal | 22,055 | US$3.9M | 0.05% |
| Chevron Corporation | 22,598 | US$3.75M | 0.05% |
| Marathon Petroleum Corporation | 13,372 | US$3.42M | 0.04% |
| Rtx Corporation | 17,900 | US$3.4M | 0.04% |
| Bank Of America Corporation | 57,576 | US$3.28M | 0.04% |
| International Business Machines Corporation | 11,009 | US$3.1M | 0.04% |
| Mcdonald's Corporation | 10,806 | US$2.92M | 0.04% |
| Nextera Energy, Inc. | 29,534 | US$2.59M | 0.03% |
| Exelon Corporation | 54,367 | US$2.53M | 0.03% |
| Duke Energy Corporation (holding Company) | 16,596 | US$2.1M | 0.03% |
| Sba Communications Corporation | 11,697 | US$2.06M | 0.03% |
| Emerson Electric Company | 13,974 | US$2M | 0.03% |
| Pepsico, Inc. | 14,768 | US$2M | 0.03% |
| Citigroup, Inc. | 13,879 | US$1.94M | 0.03% |
| Bristol-myers Squibb Company | 30,546 | US$1.76M | 0.02% |
| Southern Company (the) | 17,842 | US$1.71M | 0.02% |
| 3m Company | 10,321 | US$1.67M | 0.02% |
| Xcel Energy Inc. | 18,847 | US$1.51M | 0.02% |
| Verizon Communications Inc. | 35,426 | US$1.5M | 0.02% |
| Enbridge Inc. | 27,549 | US$1.49M | 0.02% |
| Abbott Laboratories | 16,121 | US$1.46M | 0.02% |
| Carrier Global Corporation | 19,688 | US$1.44M | 0.02% |
| Walt Disney Company (the) | 13,817 | US$1.33M | 0.02% |
| Wells Fargo & Company | 15,493 | US$1.28M | 0.02% |
| Altria Group, Inc. | 17,615 | US$1.27M | 0.02% |
| Pfizer, Inc. | 49,841 | US$1.2M | 0.02% |
| Cvs Health Corporation | 11,077 | US$1.15M | 0.02% |
| Conocophillips | 10,537 | US$1.1M | 0.01% |
| Everpure, Inc. | 13,142 | US$1.04M | 0.01% |
| Mondelez International, Inc. | 17,691 | US$1.02M | 0.01% |
| At&t Inc. | 47,881 | US$991K | 0.01% |
| U.s. Bancorp | 16,290 | US$984K | 0.01% |
| Fifth Third Bancorp | 15,929 | US$898K | 0.01% |
| Williams Companies, Inc. (the) | 11,070 | US$823K | 0.01% |
| Dominion Energy, Inc. | 10,203 | US$697K | <0.01% |
| Energy Transfer Lp | 35,166 | US$672K | <0.01% |
| Csx Corporation | 13,780 | US$655K | <0.01% |
| Ford Mtr Co Del | 41,038 | US$570K | <0.01% |
| Comcast Corporation | 22,737 | US$558K | <0.01% |
| Pacific Gas & Electric Co. | 31,117 | US$523K | <0.01% |
| Matthews International Corporation | 12,771 | US$344K | <0.01% |
| Ares Capital Corporation | 14,745 | US$273K | <0.01% |
| V.f. Corporation | 16,028 | US$267K | <0.01% |
| American Airlines Group, Inc. | 13,841 | US$250K | <0.01% |
| Norwegian Cruise Line Holdings Ltd. | 10,000 | US$211K | <0.01% |
| British American Tobacco P.l.c. | 0 | US$0 | 0.00% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| The Kraft Heinz Company | 0 | US$0 | 0.00% |
| Aflac Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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