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Arnita Hallman

Cliftonlarsonallen Wealth Advisors, Llc

Assets Managed
$6.828B
Holdings
222
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
3.21%(2Q avg: 3.81%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cliftonlarsonallen Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 222 positions.

Assets under management

The assets under management (AUM) of Cliftonlarsonallen Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.828B in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 3.81%. The portfolio is managed by Arnita Hallman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 9.59%
20.11%
$1.373B
2.297M shares@ $597.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 36.6%
10.21%
$696.522M
10.87M shares@ $64.08 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -17.5%
8.1%
$552.713M
7.351M shares@ $75.2 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 12.81%
4.62%
$315.141M
6.317M shares@ $49.89 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Decreased -38.66%
3.51%
$239.026M
9.33M shares@ $25.63 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 41.09%
3.48%
$237.296M
4.911M shares@ $48.33 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 54.84%
3.44%
$234.339M
3.935M shares@ $59.56 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 43.68%
3.27%
$222.966M
4.125M shares@ $54.05 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 79.61%
2.66%
$181.555M
1.912M shares@ $94.95 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 3.88%
2.13%
$145.013M
1.368M shares@ $106.02 avg price

1-10 of 222