CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$6.6M

Holdings

209

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (209 positions)

#	Stock	Shares	Value	% Portfolio
101	SCHXSCHWAB STRATEGIC TR	127,718	$3.4M	51.94%
102	GSLCGOLDMAN SACHS ETF TR	25,416	$3.4M	50.85%
103	VVVANGUARD INDEX FDS	10,393	$3.3M	49.44%
104	SCHMSCHWAB STRATEGIC TR	101,083	$3.0M	45.93%
105	VGKVANGUARD INTL EQUITY INDEX F	36,265	$3.0M	45.83%
106	BITBBITWISE BITCOIN ETF TR	62,850	$3.0M	45.18%
107	IBTKISHARES TR	147,579	$2.9M	44.26%
108	JGROJ P MORGAN EXCHANGE TRADED F	30,565	$2.8M	42.87%
109	EFAISHARES TR	28,727	$2.8M	41.69%
110	DGROISHARES TR	39,703	$2.8M	41.66%
111	RTXRTX CORPORATION	14,874	$2.7M	41.22%
112	IBMSISHARES TR	104,099	$2.7M	40.99%
113	DONWISDOMTREE TR	52,259	$2.7M	40.75%
114	NEENEXTERA ENERGY INC	33,308	$2.7M	40.40%
115	BMOBANK MONTREAL QUE	19,492	$2.5M	38.23%
116	JNJJOHNSON & JOHNSON	12,116	$2.5M	37.89%
117	IBDUISHARES TR	106,192	$2.5M	37.56%
118	AQLTISHARES TR	16,656	$2.4M	35.52%
119	PEOEXELON CORP	52,846	$2.3M	34.81%
120	PRFZINVESCO EXCHANGE TRADED FD T	49,430	$2.3M	34.28%
121	SBACSBA COMMUNICATIONS CORP NEW	11,697	$2.3M	34.19%
122	JMUBJ P MORGAN EXCHANGE TRADED F	44,378	$2.2M	33.87%
123	BGRNISHARES TR	46,695	$2.2M	33.83%
124	AGGYWISDOMTREE TR	50,360	$2.2M	33.53%
125	AOAISHARES TR	24,710	$2.2M	33.45%
126	MOATVANECK ETF TRUST	21,197	$2.2M	33.18%
127	EEMISHARES TR	40,014	$2.2M	33.09%
128	CVXCHEVRON CORP NEW	14,194	$2.2M	32.69%
129	BACBANK AMERICA CORP	39,305	$2.2M	32.66%
130	VBRVANGUARD INDEX FDS	10,188	$2.2M	32.60%
131	KOCOCA COLA CO	30,002	$2.1M	31.70%
132	HDVISHARES TR	16,575	$2.0M	30.46%
133	AFLAFLAC INC	18,072	$2.0M	30.11%
134	VPLVANGUARD INTL EQUITY INDEX F	21,574	$1.9M	29.47%
135	MPCMARATHON PETE CORP	11,188	$1.8M	27.49%
136	IBDVISHARES TR	81,618	$1.8M	27.22%
137	AKREPROFESIONALLY MANAGED PORTFO	27,425	$1.8M	27.15%
138	QEFASPDR INDEX SHS FDS	17,954	$1.6M	24.59%
139	RPGINVESCO EXCHANGE TRADED FD T	34,650	$1.6M	24.44%
140	ESMLISHARES TR	35,012	$1.6M	24.32%
141	USCIUNITED STS COMMODITY INDEX F	19,923	$1.5M	23.37%
142	SHYDVANECK ETF TRUST	67,140	$1.5M	23.25%
143	ABTABBOTT LABS	11,969	$1.5M	22.66%
144	CSCOCISCO SYS INC	19,355	$1.5M	22.52%
145	EMBISHARES TR	15,434	$1.5M	22.45%
146	LDEMISHARES TR	22,992	$1.3M	20.19%
147	VOOVANGUARD INDEX FDS	2,096,375	$1.3M	19.87%
148	DFUSDIMENSIONAL ETF TRUST	17,445	$1.3M	19.54%
149	IAU*ISHARES GOLD TR	15,449	$1.3M	18.94%
150	NADNUVEEN QUALITY MUNCP INCOME	103,138	$1.2M	18.73%
151	DISDISNEY WALT CO	10,452	$1.2M	17.97%
152	TRVCCITIGROUP INC	10,157	$1.2M	17.91%
153	BNDVANGUARD BD INDEX FDS	15,761	$1.2M	17.64%
154	VXUSVANGUARD STAR FDS	14,899	$1.1M	16.97%
155	IBDWISHARES TR	51,953	$1.1M	16.60%
156	EFVISHARES TR	15,146	$1.1M	16.34%
157	TAT&T INC	42,885	$1.1M	16.10%
158	IBDXISHARES TR	41,485	$1.1M	16.01%
159	ENBENBRIDGE INC	22,037	$1.1M	15.93%
160	IWRISHARES TR	10,669	$1.0M	15.52%
161	INTCINTEL CORP	27,465	$1.0M	15.31%
162	IBDYISHARES TR	38,101	$995K	15.04%
163	AORISHARES TR	14,973	$973K	14.71%
164	PREFPRINCIPAL EXCHANGE TRADED FD	50,027	$954K	14.42%
165	DFUVDIMENSIONAL ETF TRUST	20,403	$950K	14.36%
166	WMBWILLIAMS COS INC	14,708	$884K	13.36%
167	IBMTISHARES TR	32,417	$841K	12.71%
168	MOALTRIA GROUP INC	14,149	$815K	12.32%
169	IEURISHARES TR	11,300	$802K	12.12%
170	BACVERIZON COMMUNICATIONS INC	19,629	$799K	12.08%
171	XLUSELECT SECTOR SPDR TR	17,596	$751K	11.35%
172	RDVYFIRST TR EXCHANGE TRADED FD	10,690	$742K	11.22%
173	BMYBRISTOL-MYERS SQUIBB CO	13,416	$723K	10.93%
174	IBITISHARES BITCOIN TRUST ETF	14,382	$714K	10.79%
175	ETHEGRAYSCALE ETHEREUM TRUST ETF	28,715	$699K	10.57%
176	ITMVANECK ETF TRUST	14,744	$695K	10.50%
177	DFATDIMENSIONAL ETF TRUST	11,314	$673K	10.17%
178	HIMUBLACKROCK ETF TRUST II	13,596	$661K	9.99%
179	SHYGISHARES TR	14,836	$636K	9.61%
180	VGSHVANGUARD SCOTTSDALE FDS	10,724	$629K	9.51%
181	BMTABRITISH AMERN TOB PLC	10,915	$618K	9.34%
182	MDLZMONDELEZ INTL INC	11,268	$606K	9.16%
183	BITFBITFARMS LTD	250,200	$587K	8.87%
184	NYFISHARES TR	10,319	$552K	8.34%
185	PFEPFIZER INC	21,538	$536K	8.10%
186	XNEAXNUVEEN AMT FREE QLTY MUN INC	44,509	$517K	7.81%
187	ETENERGY TRANSFER L P	31,231	$515K	7.78%
188	PCGPG&E CORP	31,367	$504K	7.62%
189	KHCKRAFT HEINZ CO	20,753	$503K	7.60%
190	IBTOISHARES TR	20,296	$498K	7.53%
191	FNDFSCHWAB STRATEGIC TR	10,796	$488K	7.38%
192	CMCSACOMCAST CORP NEW	16,225	$484K	7.32%
193	EPDENTERPRISE PRODS PARTNERS L	14,077	$451K	6.82%
194	CALFPACER FDS TR	10,011	$444K	6.71%
195	SPIPSPDR SERIES TRUST	16,589	$430K	6.50%
196	HEFAISHARES TR	10,101	$417K	6.30%
197	IBDZISHARES TR	15,445	$407K	6.15%
198	BPBP PLC	11,518	$400K	6.05%
199	NMZNUVEEN MUN HIGH INCOME OPPOR	38,418	$391K	5.91%
200	MATWMATTHEWS INTL CORP	12,771	$333K	5.03%

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