CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361 · Q2 2026

13F Equity AUM

$7.6B

+11.4% QoQ

Positions

253

+31 QoQ

AUM Rank

#1,271

Top 10%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,505 · Top 66%

vs S&P -5.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 48.4%Top 10: 62.6%Top 20: 76.3%

VOO21.3%

VEA10.3%

SPHQ8.7%

VTEB4.3%

SPSM3.8%

VWO3.3%

SPAB3.3%

VGIT3.3%

MBB2.4%

NOBL2.0%

Others (243)37.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.8%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 253Median: 0.04%Avg: 0.40%

0–0.5%

220(15.2%)

0.5–1%

15(10.5%)

1–3%

10(16.1%)

3–5%

5(17.9%)

5%+

3(40.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 253vs 20 funds

0%Low

253

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New43Increased109Decreased74Exited11

New Positions

TPL0.1%

+18K

FSS0.1%

+47K

VGT0.1%

+48K

VTEC0.1%

+38K

WM0.1%

+18K

MCD0.0%

+11K

IBM0.0%

+11K

MGK0.0%

+27K

DFEM0.0%

+52K

EMR0.0%

+14K

Increased

NOBL2.0%

+1.3M(+96%)

SPAB3.3%

+458K(+5%)

VGIT3.3%

+262K(+7%)

VEA10.3%

+185K(+2%)

SPIB2.0%

+174K(+4%)

SPSM3.8%

+111K(+2%)

PFF0.8%

+107K(+6%)

VWO3.3%

+99K(+2%)

IWF0.2%

+89K(+338%)

BINC1.5%

+84K(+4%)

Decreased

SCHG0.4%

-330,270(-26%)

IBTG0.3%

-119,758(-11%)

SCHA0.4%

-107,939(-11%)

IQLT0.3%

-105,025(-21%)

MUB0.6%

-98,677(-18%)

IEFA1.3%

-94,696(-9%)

IVW1.4%

-82,957(-10%)

IEMG0.6%

-79,265(-14%)

PZA1.3%

-77,806(-2%)

IGEB0.1%

-72,103(-22%)

Exited

-44,137

-10,393

-10,675

-17,947

-15,369

-18,731

-20,753

-13,455

-10,779

-11,300

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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