Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC reported 241 holdings worth US$7.66B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Cliftonlarsonallen Wealth Advisors, LLC reported 241 holdings worth US$7.66B as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 241
- Value as reported
- US$7.66B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 143K | US$47.7M | 0.62% |
| Microsoft Corp. | 71,144 | US$36.5M | 0.48% |
| Nvidia Corporation | 72,865 | US$16.6M | 0.22% |
| Rockwell Automation, Inc. | 33,801 | US$14.7M | 0.19% |
| Johnson & Johnson | 39,674 | US$10.5M | 0.14% |
| Amazon.com, Inc. | 34,578 | US$8.62M | 0.11% |
| Alphabet Inc (google) Class C | 24,914 | US$8.57M | 0.11% |
| Walmart Inc. | 67,773 | US$7.04M | 0.09% |
| Jp Morgan Chase & Co. | 20,144 | US$6.66M | 0.09% |
| Automatic Data Processing, Inc. | 24,713 | US$6.38M | 0.08% |
| Abbvie Inc. | 24,277 | US$6.35M | 0.08% |
| Cisco Systems, Inc. | 54,771 | US$5.9M | 0.08% |
| Procter & Gamble Company (the) | 35,332 | US$5.13M | 0.07% |
| Marathon Petroleum Corporation | 12,858 | US$5.08M | 0.07% |
| Coca-cola Company (the) | 56,746 | US$4.88M | 0.06% |
| Merck & Company, Inc. | 32,222 | US$4.68M | 0.06% |
| Devon Energy Corporation | 101K | US$4.66M | 0.06% |
| Constellation Energy Corporation | 16,981 | US$4.31M | 0.06% |
| Bank Of Montreal | 22,055 | US$3.69M | 0.05% |
| Federal Signal Corporation | 28,311 | US$3.14M | 0.04% |
| Chevron Corporation | 15,330 | US$3.13M | 0.04% |
| Waste Management, Inc. | 15,269 | US$3.11M | 0.04% |
| Bank Of America Corporation | 56,135 | US$3.06M | 0.04% |
| Beta Technologies, Inc. | 131K | US$2.91M | 0.04% |
| Rtx Corporation | 12,979 | US$2.41M | 0.03% |
| Intel Corporation | 19,270 | US$2.32M | 0.03% |
| Duke Energy Corporation (holding Company) | 20,276 | US$2.31M | 0.03% |
| Emerson Electric Company | 13,100 | US$2.03M | 0.03% |
| Nextera Energy, Inc. | 26,437 | US$2M | 0.03% |
| Sba Communications Corporation | 11,564 | US$1.85M | 0.02% |
| Exelon Corporation | 44,985 | US$1.82M | 0.02% |
| Pepsico, Inc. | 14,324 | US$1.82M | 0.02% |
| Bristol-myers Squibb Company | 28,965 | US$1.81M | 0.02% |
| Everpure, Inc. | 13,142 | US$1.72M | 0.02% |
| Citigroup, Inc. | 13,131 | US$1.7M | 0.02% |
| Verizon Communications Inc. | 35,806 | US$1.64M | 0.02% |
| Abbott Laboratories | 15,489 | US$1.53M | 0.02% |
| Altria Group, Inc. | 22,087 | US$1.49M | 0.02% |
| Enbridge Inc. | 24,126 | US$1.12M | 0.01% |
| Southern Company (the) | 13,330 | US$1.1M | 0.01% |
| Wells Fargo & Company | 13,527 | US$1.08M | 0.01% |
| Cvs Health Corporation | 12,130 | US$1.04M | 0.01% |
| At&t Inc. | 40,489 | US$988K | 0.01% |
| U.s. Bancorp | 13,710 | US$792K | 0.01% |
| Williams Companies, Inc. (the) | 11,406 | US$775K | 0.01% |
| Carrier Global Corporation | 13,180 | US$723K | <0.01% |
| Energy Transfer Lp | 34,686 | US$686K | <0.01% |
| Pfizer, Inc. | 22,133 | US$631K | <0.01% |
| Comcast Corporation | 21,715 | US$473K | <0.01% |
| Pacific Gas & Electric Co. | 31,117 | US$381K | <0.01% |
| Ford Mtr Co Del | 29,660 | US$358K | <0.01% |
| Ares Capital Corporation | 14,615 | US$279K | <0.01% |
| Matthews International Corporation | 12,771 | US$245K | <0.01% |
| V.f. Corporation | 16,028 | US$225K | <0.01% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Fifth Third Bancorp | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Mondelez International, Inc. | 0 | US$0 | 0.00% |
| American Airlines Group, Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Dominion Energy, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Texas Pacific Land Corporation | 0 | US$0 | 0.00% |
| 3m Company | 0 | US$0 | 0.00% |
| Xcel Energy Inc. | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
| Csx Corporation | 0 | US$0 | 0.00% |
Source
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