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Arnita Hallman

Cliftonlarsonallen Wealth Advisors, Llc

Assets Managed
$7.607B
Holdings
253
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.42%(2Q avg: 7.31%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Cliftonlarsonallen Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 253 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 7.607B in assets, with a quarterly growth rate of 11.42% and a 2-quarter average growth rate of 7.31%. The portfolio is managed by Arnita Hallman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.45%
21.25%
$1.616B
2.353M shares@ $686.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.71%
10.36%
$787.624M
11.054M shares@ $71.26 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 0.19%
8.73%
$663.562M
7.365M shares@ $90.1 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 1.23%
4.26%
$323.42M
6.394M shares@ $50.58 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 2.27%
3.81%
$289.621M
5.022M shares@ $57.67 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.42%
3.32%
$252.167M
4.225M shares@ $59.7 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 4.91%
3.29%
$249.777M
9.788M shares@ $25.52 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 6.66%
3.26%
$247.539M
4.197M shares@ $58.99 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 2.38%
2.44%
$185.027M
1.958M shares@ $94.53 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 96.48%
1.99%
$150.936M
2.688M shares@ $56.17 avg price

1-10 of 253