CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$6.3B

Holdings

201

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (201 positions)

#	Stock	Shares	Value	% Portfolio
101	GSLCGOLDMAN SACHS ETF TR	25,776	$3.4M	0.05%
102	SCHXSCHWAB STRATEGIC TR	125,288	$3.3M	0.05%
103	IBDTISHARES TR	127,052	$3.2M	0.05%
104	VVVANGUARD INDEX FDS	10,393	$3.2M	0.05%
105	VGKVANGUARD INTL EQUITY INDEX F	38,504	$3.1M	0.05%
106	SCHMSCHWAB STRATEGIC TR	99,291	$2.9M	0.05%
107	JGROJ P MORGAN EXCHANGE TRADED F	30,975	$2.9M	0.05%
108	BITBBITWISE BITCOIN ETF TR	46,387	$2.9M	0.05%
109	DGROISHARES TR	41,978	$2.9M	0.05%
110	MRKMERCK & CO INC	33,969	$2.9M	0.04%
111	DONWISDOMTREE TR	52,259	$2.7M	0.04%
112	EFAISHARES TR	28,825	$2.7M	0.04%
113	WMWASTE MGMT INC DEL	12,082	$2.7M	0.04%
114	IBTKISHARES TR	133,693	$2.7M	0.04%
115	IBMSISHARES TR	100,096	$2.6M	0.04%
116	BMOBANK MONTREAL QUE	19,492	$2.5M	0.04%
117	IBDUISHARES TR	106,354	$2.5M	0.04%
118	WMTWALMART INC	23,619	$2.4M	0.04%
119	AQLTISHARES TR	16,656	$2.4M	0.04%
120	PRFZINVESCO EXCHANGE TRADED FD T	51,576	$2.3M	0.04%
121	NEENEXTERA ENERGY INC	29,839	$2.3M	0.04%
122	AOAISHARES TR	25,496	$2.2M	0.04%
123	SBACSBA COMMUNICATIONS CORP NEW	11,568	$2.2M	0.04%
124	AGGYWISDOMTREE TR	50,360	$2.2M	0.04%
125	PEOEXELON CORP	48,688	$2.2M	0.03%
126	JMUBJ P MORGAN EXCHANGE TRADED F	43,132	$2.2M	0.03%
127	VPLVANGUARD INTL EQUITY INDEX F	24,538	$2.2M	0.03%
128	RTXRTX CORPORATION	12,813	$2.1M	0.03%
129	VBRVANGUARD INDEX FDS	10,205	$2.1M	0.03%
130	BGRNISHARES TR	43,123	$2.1M	0.03%
131	HDVISHARES TR	16,769	$2.1M	0.03%
132	JNJJOHNSON & JOHNSON	10,898	$2.0M	0.03%
133	AFLAFLAC INC	17,926	$2.0M	0.03%
134	EEMISHARES TR	35,972	$1.9M	0.03%
135	CVXCHEVRON CORP NEW	12,051	$1.9M	0.03%
136	IBDVISHARES TR	82,418	$1.8M	0.03%
137	PTYPIMCO CORPORATE & INCOME OPP	120,499	$1.7M	0.03%
138	ABTABBOTT LABS	12,542	$1.7M	0.03%
139	BACBANK AMERICA CORP	31,551	$1.6M	0.03%
140	RPGINVESCO EXCHANGE TRADED FD T	33,980	$1.6M	0.03%
141	QEFASPDR INDEX SHS FDS	17,954	$1.6M	0.02%
142	USCIUNITED STS COMMODITY INDEX F	20,031	$1.6M	0.02%
143	ESMLISHARES TR	33,502	$1.5M	0.02%
144	NADNUVEEN QUALITY MUNCP INCOME	122,938	$1.4M	0.02%
145	WPMWHEATON PRECIOUS METALS CORP	11,888	$1.3M	0.02%
146	LDEMISHARES TR	22,415	$1.3M	0.02%
147	KOCOCA COLA CO	19,159	$1.3M	0.02%
148	DISDISNEY WALT CO	11,057	$1.3M	0.02%
149	DFUSDIMENSIONAL ETF TRUST	17,409	$1.3M	0.02%
150	SHYDVANECK ETF TRUST	54,274	$1.2M	0.02%
151	BNDVANGUARD BD INDEX FDS	16,510	$1.2M	0.02%
152	EMBISHARES TR	12,870	$1.2M	0.02%
153	IBDXISHARES TR	46,642	$1.2M	0.02%
154	VXUSVANGUARD STAR FDS	16,105	$1.2M	0.02%
155	IBDWISHARES TR	54,722	$1.2M	0.02%
156	VGSHVANGUARD SCOTTSDALE FDS	19,331	$1.1M	0.02%
157	IAU*ISHARES GOLD TR	15,356	$1.1M	0.02%
158	PREFPRINCIPAL EXCHANGE TRADED FD	55,610	$1.1M	0.02%
159	IWRISHARES TR	10,669	$1.0M	0.02%
160	EFVISHARES TR	15,116	$1.0M	0.02%
161	XLFSELECT SECTOR SPDR TR	18,511	$997K	0.02%
162	IBDYISHARES TR	37,559	$985K	0.02%
163	ETHEGRAYSCALE ETHEREUM TRUST ETF	28,715	$984K	0.02%
164	AORISHARES TR	15,196	$978K	0.02%
165	VCSHVANGUARD SCOTTSDALE FDS	12,182	$974K	0.02%
166	ENBENBRIDGE INC	19,029	$960K	0.02%
167	DFUVDIMENSIONAL ETF TRUST	21,246	$949K	0.01%
168	PMLPIMCO MUN INCOME FD II	120,000	$949K	0.01%
169	HIMUBLACKROCK ETF TRUST II	16,838	$828K	0.01%
170	CSCOCISCO SYS INC	11,737	$803K	0.01%
171	IEURISHARES TR	11,300	$770K	0.01%
172	IBMTISHARES TR	29,249	$757K	0.01%
173	ITMVANECK ETF TRUST	15,550	$725K	0.01%
174	AGIALAMOS GOLD INC NEW	20,552	$716K	0.01%
175	MDLZMONDELEZ INTL INC	10,198	$637K	0.01%
176	NMZNUVEEN MUN HIGH INCOME OPPOR	58,233	$617K	0.01%
177	XNEAXNUVEEN AMT FREE QLTY MUN INC	51,794	$590K	0.01%
178	BMYBRISTOL-MYERS SQUIBB CO	12,914	$582K	0.01%
179	TAT&T INC	19,963	$564K	0.01%
180	BACVERIZON COMMUNICATIONS INC	12,730	$559K	0.01%
181	FNDFSCHWAB STRATEGIC TR	12,650	$543K	0.01%
182	ETENERGY TRANSFER L P	31,231	$536K	0.01%
183	IBTOISHARES TR	21,500	$530K	0.01%
184	CMCSACOMCAST CORP NEW	16,197	$509K	0.01%
185	IBTPISHARES TR	18,800	$487K	0.01%
186	PCGPG&E CORP	31,237	$471K	0.01%
187	CALFPACER FDS TR	10,413	$456K	0.01%
188	EPDENTERPRISE PRODS PARTNERS L	14,000	$438K	0.01%
189	SPIPSPDR SERIES TRUST	16,589	$437K	0.01%
190	IBDZISHARES TR	15,445	$409K	0.01%
191	INTCINTEL CORP	12,041	$404K	0.01%
192	HEFAISHARES TR	10,101	$400K	0.01%
193	PFEPFIZER INC	13,772	$351K	0.01%
194	MATWMATTHEWS INTL CORP	12,771	$310K	0.00%
195	IAUISHARES TR	11,326	$303K	0.00%
196	RQICOHEN & STEERS QUALITY INCOM	23,179	$289K	0.00%
197	BTTBLACKROCK MUN TARGET TERM TR	10,857	$244K	0.00%
198	SERASERA PROGNOSTICS INC	78,855	$241K	0.00%
199	IBMSISHARES TR	10,219	$236K	0.00%
200	IBTLISHARES TR	11,489	$236K	0.00%

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