CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$6.0B
Holdings
202
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (202 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $1.1B |
SPHQINVESCO EXCHANGE TRADED FD T | $573.1M |
VEAVANGUARD TAX-MANAGED FDS | $431.9M |
SPABSPDR SERIES TRUST | $323.5M |
VTEBVANGUARD MUN BD FDS | $247.4M |
SPIBSPDR SERIES TRUST | $185.1M |
VIGIVANGUARD WHITEHALL FDS | $165.4M |
SPSMSPDR SERIES TRUST | $134.9M |
VWOVANGUARD INTL EQUITY INDEX F | $133.4M |
NOBLPROSHARES TR | $130.2M |
VGITVANGUARD SCOTTSDALE FDS | $125.4M |
IVWISHARES TR | $110.7M |
AQLTISHARES TR | $106.2M |
IVEISHARES TR | $98.5M |
SPYGSPDR SERIES TRUST | $94.4M |
MBBISHARES TR | $90.2M |
PZAINVESCO EXCH TRADED FD TR II | $87.2M |
SHMSPDR SERIES TRUST | $73.9M |
MUBISHARES TR | $72.9M |
DFACDIMENSIONAL ETF TRUST | $68.8M |
QUALISHARES TR | $66.5M |
SCHGSCHWAB STRATEGIC TR | $61.2M |
PFFISHARES TR | $59.8M |
SCHBSCHWAB STRATEGIC TR | $59.8M |
VTIVANGUARD INDEX FDS | $53.3M |
FLMIFRANKLIN TEMPLETON ETF TR | $52.5M |
HYMBSPDR SERIES TRUST | $52.2M |
IWYISHARES TR | $46.3M |
IVVISHARES TR | $46.2M |
IEMGISHARES INC | $41.6M |
DFAXDIMENSIONAL ETF TRUST | $40.0M |
EOGEOG RES INC | $38.8M |
CWISPDR INDEX SHS FDS | $37.5M |
AAPLAPPLE INC | $35.5M |
JIREJ P MORGAN EXCHANGE TRADED F | $34.4M |
IQLTISHARES TR | $30.6M |
MSFTMICROSOFT CORP | $30.6M |
SPLVINVESCO EXCH TRADED FD TR II | $27.2M |
AQLTISHARES TR | $24.8M |
IGEBISHARES TR | $23.6M |
SCHZSCHWAB STRATEGIC TR | $23.0M |
SCHVSCHWAB STRATEGIC TR | $21.1M |
SCHASCHWAB STRATEGIC TR | $20.9M |
JMSTJ P MORGAN EXCHANGE TRADED F | $20.1M |
JPSTJ P MORGAN EXCHANGE TRADED F | $19.4M |
IXUSISHARES TR | $19.2M |
IJRISHARES TR | $18.3M |
SPYSPDR S&P 500 ETF TR | $18.1M |
IEIISHARES TR | $17.7M |
IBTGISHARES TR | $17.1M |
VEUVANGUARD INTL EQUITY INDEX F | $17.0M |
TFISPDR SERIES TRUST | $16.6M |
DYNFBLACKROCK ETF TRUST | $15.4M |
ITOTISHARES TR | $15.3M |
SCHFSCHWAB STRATEGIC TR | $14.4M |
AGGISHARES TR | $13.5M |
IEFISHARES TR | $12.9M |
HYGISHARES TR | $12.1M |
IWDISHARES TR | $11.3M |
ROKROCKWELL AUTOMATION INC | $11.2M |
IWFISHARES TR | $10.8M |
IBTHISHARES TR | $10.0M |
NVDANVIDIA CORPORATION | $9.9M |
SUBISHARES TR | $9.3M |
SDYSPDR SERIES TRUST | $9.0M |
SUSLISHARES TR | $8.7M |
AMZNAMAZON COM INC | $8.2M |
SPDWSPDR INDEX SHS FDS | $7.9M |
EAGGISHARES TR | $7.5M |
IJHISHARES TR | $7.3M |
MLNVANECK ETF TRUST | $7.1M |
AQLTISHARES TR | $6.7M |
IBDQISHARES TR | $6.6M |
PGPROCTER AND GAMBLE CO | $6.3M |
USIGISHARES TR | $6.2M |
VUGVANGUARD INDEX FDS | $6.1M |
VIGVANGUARD SPECIALIZED FUNDS | $6.0M |
SCHPSCHWAB STRATEGIC TR | $6.0M |
SHYMBLACKROCK ETF TRUST II | $5.9M |
IWMISHARES TR | $5.8M |
VTVANGUARD INTL EQUITY INDEX F | $5.7M |
JPMJPMORGAN CHASE & CO. | $5.6M |
CEGCONSTELLATION ENERGY CORP | $5.4M |
IBMPISHARES TR | $5.1M |
SCHESCHWAB STRATEGIC TR | $4.8M |
CMFISHARES TR | $4.8M |
IBMOISHARES TR | $4.7M |
GOOGLALPHABET INC | $4.6M |
IBMQISHARES TR | $4.6M |
IBTIISHARES TR | $4.6M |
ABBVABBVIE INC | $4.6M |
ESGDISHARES TR | $4.4M |
IBDRISHARES TR | $4.3M |
IAUISHARES TR | $4.3M |
VTVVANGUARD INDEX FDS | $4.3M |
SCHOSCHWAB STRATEGIC TR | $3.9M |
XOMEXXON MOBIL CORP | $3.8M |
IBMSISHARES TR | $3.6M |
GSLCGOLDMAN SACHS ETF TR | $3.4M |
IBDSISHARES TR | $3.3M |
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