CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$5.2B
Holdings
209
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (209 positions)
| Stock | Value |
|---|---|
SPHQINVESCO EXCHANGE TRADED FD T | $668.7M |
VEAVANGUARD TAX-MANAGED FDS | $497.1M |
SPABSPDR SERIES TRUST | $391.7M |
VTEBVANGUARD MUN BD FDS | $281.6M |
SPIBSPDR SERIES TRUST | $220.2M |
VIGIVANGUARD WHITEHALL FDS | $186.2M |
SPSMSPDR SERIES TRUST | $163.1M |
VWOVANGUARD INTL EQUITY INDEX F | $154.4M |
VGITVANGUARD SCOTTSDALE FDS | $152.3M |
NOBLPROSHARES TR | $137.0M |
IVWISHARES TR | $111.0M |
SPYGSPDR SERIES TRUST | $105.0M |
MBBISHARES TR | $101.4M |
PZAINVESCO EXCH TRADED FD TR II | $100.2M |
AQLTISHARES TR | $99.9M |
IVEISHARES TR | $96.0M |
SHMSPDR SERIES TRUST | $82.4M |
DFACDIMENSIONAL ETF TRUST | $71.2M |
QUALISHARES TR | $62.9M |
MUBISHARES TR | $62.3M |
SCHBSCHWAB STRATEGIC TR | $62.0M |
FLMIFRANKLIN TEMPLETON ETF TR | $58.8M |
PFFISHARES TR | $58.6M |
HYMBSPDR SERIES TRUST | $57.4M |
VTIVANGUARD INDEX FDS | $54.9M |
SCHGSCHWAB STRATEGIC TR | $51.1M |
AAPLAPPLE INC | $48.2M |
JIREJ P MORGAN EXCHANGE TRADED F | $47.1M |
IWYISHARES TR | $44.6M |
IEMGISHARES INC | $41.0M |
DFAXDIMENSIONAL ETF TRUST | $40.6M |
CWISPDR INDEX SHS FDS | $38.6M |
EOGEOG RES INC | $33.2M |
MSFTMICROSOFT CORP | $30.9M |
IQLTISHARES TR | $27.0M |
SPLVINVESCO EXCH TRADED FD TR II | $25.2M |
IBTGISHARES TR | $24.2M |
JMSTJ P MORGAN EXCHANGE TRADED F | $23.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $22.4M |
SCHZSCHWAB STRATEGIC TR | $21.9M |
SCHASCHWAB STRATEGIC TR | $21.7M |
SCHVSCHWAB STRATEGIC TR | $20.7M |
IJRISHARES TR | $19.6M |
IGEBISHARES TR | $18.9M |
VEUVANGUARD INTL EQUITY INDEX F | $18.4M |
IXUSISHARES TR | $17.3M |
IBTHISHARES TR | $15.5M |
SCHFSCHWAB STRATEGIC TR | $15.5M |
IEIISHARES TR | $14.1M |
IWFISHARES TR | $14.0M |
DYNFBLACKROCK ETF TRUST | $13.8M |
ITOTISHARES TR | $13.6M |
ROKROCKWELL AUTOMATION INC | $13.0M |
TFISPDR SERIES TRUST | $12.7M |
AGGISHARES TR | $12.5M |
IWDISHARES TR | $12.4M |
NVDANVIDIA CORPORATION | $12.2M |
SUSLISHARES TR | $10.1M |
HYGISHARES TR | $9.9M |
GOOGLALPHABET INC | $9.9M |
IEFISHARES TR | $9.6M |
CMFISHARES TR | $9.5M |
AMZNAMAZON COM INC | $9.4M |
MLNVANECK ETF TRUST | $9.2M |
SDYSPDR SERIES TRUST | $9.2M |
EAGGISHARES TR | $9.0M |
SPDWSPDR INDEX SHS FDS | $8.6M |
SUBISHARES TR | $8.0M |
IJHISHARES TR | $7.2M |
IBTIISHARES TR | $6.9M |
IWMISHARES TR | $6.8M |
VUGVANGUARD INDEX FDS | $6.8M |
VIGVANGUARD SPECIALIZED FUNDS | $6.5M |
IBDRISHARES TR | $6.4M |
VTVANGUARD INTL EQUITY INDEX F | $6.2M |
IBMQISHARES TR | $6.0M |
JPMJPMORGAN CHASE & CO. | $6.0M |
CEGCONSTELLATION ENERGY CORP | $5.8M |
SCHPSCHWAB STRATEGIC TR | $5.7M |
AQLTISHARES TR | $5.7M |
USIGISHARES TR | $5.6M |
XOMEXXON MOBIL CORP | $5.4M |
HYDVANECK ETF TRUST | $5.3M |
IBMPISHARES TR | $5.3M |
ABBVABBVIE INC | $5.0M |
IBMOISHARES TR | $5.0M |
SCHESCHWAB STRATEGIC TR | $5.0M |
ESGDISHARES TR | $5.0M |
PGPROCTER AND GAMBLE CO | $4.7M |
SHYMBLACKROCK ETF TRUST II | $4.7M |
VTVVANGUARD INDEX FDS | $4.4M |
GOOGALPHABET INC | $4.3M |
IBMRISHARES TR | $3.9M |
IBMSISHARES TR | $3.9M |
WMTWALMART INC | $3.8M |
IBDSISHARES TR | $3.7M |
SCHOSCHWAB STRATEGIC TR | $3.7M |
MRKMERCK & CO INC | $3.7M |
DVNDEVON ENERGY CORP NEW | $3.6M |
IBDTISHARES TR | $3.4M |
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