Long-term investor
Cliftonlarsonallen Wealth Advisors, LLC @cliftonlarsonallenwealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000944361).
Record
- Tracked since 2025-06-30 (441 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +14.1% · all +14.1%
- Max drawdown n/a · win rate 52% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 21.2% · long · since 2025-06-30
- VEA · 10.4% · long · since 2025-06-30
- SPHQ · 8.7% · long · since 2025-06-30
- VTEB · 4.3% · long · since 2025-06-30
- SPSM · 3.8% · long · since 2025-06-30
- VWO · 3.3% · long · since 2025-06-30
- SPAB · 3.3% · long · since 2025-06-30
- VGIT · 3.3% · long · since 2025-06-30
- MBB · 2.4% · long · since 2025-06-30
- NOBL · 2.0% · long · since 2025-06-30
- SPIB · 2.0% · long · since 2025-06-30
- FLMI · 1.7% · long · since 2025-06-30