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	Shares	Value	% Portfolio
101	DVNDEVON ENERGY CORP NEW	99,808	$3.2M	0.05%
102	IBMRISHARES TR	125,777	$3.2M	0.05%
103	VGKVANGUARD INTL EQUITY INDEX F	39,592	$3.1M	0.05%
104	SCHXSCHWAB STRATEGIC TR	123,243	$3.0M	0.05%
105	VVVANGUARD INDEX FDS	10,393	$3.0M	0.05%
106	JGROJ P MORGAN EXCHANGE TRADED F	32,894	$2.8M	0.05%
107	WMWASTE MGMT INC DEL	12,321	$2.8M	0.05%
108	SCHMSCHWAB STRATEGIC TR	99,869	$2.8M	0.05%
109	DGROISHARES TR	42,678	$2.7M	0.05%
110	SBACSBA COMMUNICATIONS CORP NEW	11,559	$2.7M	0.05%
111	DONWISDOMTREE TR	53,036	$2.7M	0.04%
112	AQLTISHARES TR	19,989	$2.7M	0.04%
113	EFAISHARES TR	29,022	$2.6M	0.04%
114	IBDTISHARES TR	97,990	$2.5M	0.04%
115	GOOGALPHABET INC	13,824	$2.5M	0.04%
116	NEENEXTERA ENERGY INC	35,030	$2.4M	0.04%
117	UNPUNION PAC CORP	10,358	$2.4M	0.04%
118	AOAISHARES TR	27,116	$2.3M	0.04%
119	DISDISNEY WALT CO	17,971	$2.2M	0.04%
120	RTXRTX CORPORATION	15,158	$2.2M	0.04%
121	MUSTCOLUMBIA ETF TR I	109,039	$2.2M	0.04%
122	PRFZINVESCO EXCHANGE TRADED FD T	53,661	$2.2M	0.04%
123	PEOEXELON CORP	49,769	$2.2M	0.04%
124	BMOBANK MONTREAL QUE	19,044	$2.1M	0.04%
125	IBDUISHARES TR	89,988	$2.1M	0.04%
126	JNJJOHNSON & JOHNSON	13,221	$2.0M	0.03%
127	AGGYWISDOMTREE TR	46,222	$2.0M	0.03%
128	VPLVANGUARD INTL EQUITY INDEX F	24,538	$2.0M	0.03%
129	WMTWALMART INC	20,548	$2.0M	0.03%
130	VBRVANGUARD INDEX FDS	10,172	$2.0M	0.03%
131	HDVISHARES TR	16,854	$2.0M	0.03%
132	HYDVANECK ETF TRUST	38,606	$1.9M	0.03%
133	AFLAFLAC INC	17,918	$1.9M	0.03%
134	BGRNISHARES TR	39,105	$1.9M	0.03%
135	EEMISHARES TR	36,157	$1.7M	0.03%
136	PTYPIMCO CORPORATE & INCOME OPP	120,499	$1.7M	0.03%
137	CVXCHEVRON CORP NEW	11,630	$1.7M	0.03%
138	KOCOCA COLA CO	23,181	$1.6M	0.03%
139	IBTKISHARES TR	82,180	$1.6M	0.03%
140	MRKMERCK & CO INC	20,555	$1.6M	0.03%
141	RPGINVESCO EXCHANGE TRADED FD T	33,980	$1.6M	0.03%
142	NADNUVEEN QUALITY MUNCP INCOME	134,750	$1.5M	0.03%
143	ABTABBOTT LABS	11,176	$1.5M	0.03%
144	QEFASPDR INDEX SHS FDS	17,689	$1.5M	0.03%
145	EMBISHARES TR	16,247	$1.5M	0.03%
146	USCIUNITED STS COMMODITY INDEX F	20,031	$1.5M	0.02%
147	JMUBJ P MORGAN EXCHANGE TRADED F	29,353	$1.5M	0.02%
148	BACBANK AMERICA CORP	30,549	$1.4M	0.02%
149	ESMLISHARES TR	33,189	$1.4M	0.02%
150	PEPPEPSICO INC	10,332	$1.4M	0.02%
151	IBMSISHARES TR	48,968	$1.3M	0.02%
152	BNDVANGUARD BD INDEX FDS	16,358	$1.2M	0.02%
153	DFUSDIMENSIONAL ETF TRUST	17,509	$1.2M	0.02%
154	VGSHVANGUARD SCOTTSDALE FDS	19,926	$1.2M	0.02%
155	LDEMISHARES TR	20,424	$1.1M	0.02%
156	IBDVISHARES TR	49,942	$1.1M	0.02%
157	WPMWHEATON PRECIOUS METALS CORP	11,888	$1.1M	0.02%
158	IBDWISHARES TR	49,191	$1.0M	0.02%
159	VXUSVANGUARD STAR FDS	14,858	$1.0M	0.02%
160	SHYDVANECK ETF TRUST	45,390	$1.0M	0.02%
161	EFVISHARES TR	15,779	$1.0M	0.02%
162	CMCSACOMCAST CORP NEW	28,030	$1.0M	0.02%
163	IWRISHARES TR	10,680	$982K	0.02%
164	AORISHARES TR	15,926	$981K	0.02%
165	VCSHVANGUARD SCOTTSDALE FDS	12,160	$967K	0.02%
166	IAU*ISHARES GOLD TR	15,356	$958K	0.02%
167	IBDXISHARES TR	37,009	$936K	0.02%
168	IBDYISHARES TR	35,168	$911K	0.02%
169	DFUVDIMENSIONAL ETF TRUST	21,194	$896K	0.02%
170	HIMUBLACKROCK ETF TRUST II	17,145	$834K	0.01%
171	PREFPRINCIPAL EXCHANGE TRADED FD	43,885	$832K	0.01%
172	IEURISHARES TR	11,334	$750K	0.01%
173	ENBENBRIDGE INC	16,324	$740K	0.01%
174	XNEAXNUVEEN AMT FREE QLTY MUN INC	66,090	$722K	0.01%
175	ITMVANECK ETF TRUST	15,554	$707K	0.01%
176	NMZNUVEEN MUN HIGH INCOME OPPOR	59,911	$621K	0.01%
177	FNDFSCHWAB STRATEGIC TR	14,850	$594K	0.01%
178	IUSBISHARES TR	12,685	$586K	0.01%
179	BMYBRISTOL-MYERS SQUIBB CO	12,274	$568K	0.01%
180	ETENERGY TRANSFER L P	31,231	$566K	0.01%
181	EPDENTERPRISE PRODS PARTNERS L	18,000	$558K	0.01%
182	AGIALAMOS GOLD INC NEW	20,552	$546K	0.01%
183	IBTOISHARES TR	21,500	$527K	0.01%
184	IYEISHARES TR	11,020	$498K	0.01%
185	IBTPISHARES TR	18,800	$483K	0.01%
186	CALFPACER FDS TR	11,011	$438K	0.01%
187	PCGPG&E CORP	31,171	$435K	0.01%
188	SPIPSPDR SERIES TRUST	16,589	$432K	0.01%
189	IBDZISHARES TR	15,445	$404K	0.01%
190	HEFAISHARES TR	10,101	$383K	0.01%
191	IVTINVENTRUST PPTYS CORP	12,000	$329K	0.01%
192	PFEPFIZER INC	13,518	$328K	0.01%
193	MATWMATTHEWS INTL CORP	12,771	$305K	0.01%
194	ETHEGRAYSCALE ETHEREUM TRUST ETF	14,372	$300K	0.01%
195	PMLPIMCO MUN INCOME FD II	40,000	$298K	0.00%
196	RQICOHEN & STEERS QUALITY INCOM	23,179	$289K	0.00%
197	INTCINTEL CORP	12,261	$275K	0.00%
198	COMTISHARES U S ETF TR	10,033	$259K	0.00%
199	BTTBLACKROCK MUN TARGET TERM TR	10,857	$238K	0.00%
200	IBTLISHARES TR	11,489	$236K	0.00%

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