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 | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 1,985,564 | $1.1T | 18919.64% | |
| 2 | SPHQINVESCO EXCHANGE TRADED FD T | 8,043,049 | $573.1B | 9614.44% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 7,576,249 | $431.9B | 7245.41% | |
| 4 | SPABSPDR SERIES TRUST | 12,634,914 | $323.5B | 5425.88% | |
| 5 | VTEBVANGUARD MUN BD FDS | 5,046,259 | $247.4B | 4150.39% | |
| 6 | SPIBSPDR SERIES TRUST | 5,512,775 | $185.1B | 3105.34% | |
| 7 | VIGIVANGUARD WHITEHALL FDS | 1,835,873 | $165.4B | 2775.37% | |
| 8 | SPSMSPDR SERIES TRUST | 3,167,590 | $134.9B | 2263.58% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 2,697,697 | $133.4B | 2238.23% | |
| 10 | NOBLPROSHARES TR | 1,292,490 | $130.2B | 2183.30% | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 2,096,896 | $125.4B | 2103.82% | |
| 12 | IVWISHARES TR | 1,005,071 | $110.7B | 1856.27% | |
| 13 | AQLTISHARES TR | 1,271,801 | $106.2B | 1780.98% | |
| 14 | IVEISHARES TR | 504,103 | $98.5B | 1652.52% | |
| 15 | SPYGSPDR SERIES TRUST | 989,939 | $94.4B | 1582.89% | |
| 16 | MBBISHARES TR | 960,195 | $90.2B | 1512.29% | |
| 17 | PZAINVESCO EXCH TRADED FD TR II | 3,896,663 | $87.2B | 1463.54% | |
| 18 | SHMSPDR SERIES TRUST | 1,545,071 | $73.9B | 1239.67% | |
| 19 | MUBISHARES TR | 697,556 | $72.9B | 1222.56% | |
| 20 | DFACDIMENSIONAL ETF TRUST | 1,920,574 | $68.8B | 1154.67% | |
| 21 | QUALISHARES TR | 363,535 | $66.5B | 1114.88% | |
| 22 | SCHGSCHWAB STRATEGIC TR | 2,095,181 | $61.2B | 1026.62% | |
| 23 | PFFISHARES TR | 1,948,730 | $59.8B | 1002.92% | |
| 24 | SCHBSCHWAB STRATEGIC TR | 2,507,408 | $59.8B | 1002.32% | |
| 25 | VTIVANGUARD INDEX FDS | 175,403 | $53.3B | 894.27% | |
| 26 | FLMIFRANKLIN TEMPLETON ETF TR | 2,166,091 | $52.5B | 881.51% | |
| 27 | HYMBSPDR SERIES TRUST | 2,104,713 | $52.2B | 874.89% | |
| 28 | IWYISHARES TR | 187,654 | $46.3B | 775.98% | |
| 29 | IVVISHARES TR | 74,434 | $46.2B | 775.27% | |
| 30 | IEMGISHARES INC | 693,107 | $41.6B | 697.95% | |
| 31 | DFAXDIMENSIONAL ETF TRUST | 1,362,512 | $40.0B | 671.28% | |
| 32 | EOGEOG RES INC | 324,589 | $38.8B | 651.27% | |
| 33 | CWISPDR INDEX SHS FDS | 1,148,042 | $37.5B | 628.97% | |
| 34 | AAPLAPPLE INC | 173,120 | $35.5B | 595.83% | |
| 35 | JIREJ P MORGAN EXCHANGE TRADED F | 485,913 | $34.4B | 576.85% | |
| 36 | IQLTISHARES TR | 708,484 | $30.6B | 513.66% | |
| 37 | MSFTMICROSOFT CORP | 61,494 | $30.6B | 513.10% | |
| 38 | SPLVINVESCO EXCH TRADED FD TR II | 374,000 | $27.2B | 456.86% | |
| 39 | AQLTISHARES TR | 1,061,348 | $24.8B | 415.90% | |
| 40 | IGEBISHARES TR | 519,201 | $23.6B | 395.76% | |
| 41 | SCHZSCHWAB STRATEGIC TR | 990,638 | $23.0B | 386.20% | |
| 42 | SCHVSCHWAB STRATEGIC TR | 761,893 | $21.1B | 353.64% | |
| 43 | SCHASCHWAB STRATEGIC TR | 827,634 | $20.9B | 351.25% | |
| 44 | JMSTJ P MORGAN EXCHANGE TRADED F | 395,637 | $20.1B | 337.94% | |
| 45 | JPSTJ P MORGAN EXCHANGE TRADED F | 383,556 | $19.4B | 326.08% | |
| 46 | IXUSISHARES TR | 248,417 | $19.2B | 322.16% | |
| 47 | IJRISHARES TR | 167,265 | $18.3B | 306.65% | |
| 48 | SPYSPDR S&P 500 ETF TR | 29,375 | $18.1B | 304.45% | |
| 49 | IEIISHARES TR | 148,667 | $17.7B | 296.99% | |
| 50 | IBTGISHARES TR | 747,142 | $17.1B | 287.39% | |
| 51 | VEUVANGUARD INTL EQUITY INDEX F | 253,498 | $17.0B | 285.85% | |
| 52 | TFISPDR SERIES TRUST | 370,864 | $16.6B | 277.90% | |
| 53 | DYNFBLACKROCK ETF TRUST | 282,180 | $15.4B | 257.79% | |
| 54 | ITOTISHARES TR | 113,376 | $15.3B | 256.83% | |
| 55 | SCHFSCHWAB STRATEGIC TR | 653,755 | $14.4B | 242.36% | |
| 56 | AGGISHARES TR | 135,719 | $13.5B | 225.85% | |
| 57 | IEFISHARES TR | 134,274 | $12.9B | 215.71% | |
| 58 | HYGISHARES TR | 149,699 | $12.1B | 202.53% | |
| 59 | IWDISHARES TR | 57,958 | $11.3B | 188.84% | |
| 60 | ROKROCKWELL AUTOMATION INC | 33,691 | $11.2B | 187.73% | |
| 61 | IWFISHARES TR | 25,336 | $10.8B | 180.45% | |
| 62 | IBTHISHARES TR | 446,695 | $10.0B | 168.52% | |
| 63 | NVDANVIDIA CORPORATION | 62,878 | $9.9B | 166.64% | |
| 64 | SUBISHARES TR | 87,599 | $9.3B | 156.26% | |
| 65 | SDYSPDR SERIES TRUST | 66,230 | $9.0B | 150.79% | |
| 66 | SUSLISHARES TR | 80,013 | $8.7B | 145.43% | |
| 67 | AMZNAMAZON COM INC | 37,510 | $8.2B | 138.05% | |
| 68 | SPDWSPDR INDEX SHS FDS | 195,176 | $7.9B | 132.57% | |
| 69 | EAGGISHARES TR | 158,301 | $7.5B | 126.24% | |
| 70 | IJHISHARES TR | 117,608 | $7.3B | 122.36% | |
| 71 | MLNVANECK ETF TRUST | 420,049 | $7.1B | 119.01% | |
| 72 | AQLTISHARES TR | 289,674 | $6.7B | 111.66% | |
| 73 | IBDQISHARES TR | 260,361 | $6.6B | 109.97% | |
| 74 | PGPROCTER AND GAMBLE CO | 39,333 | $6.3B | 105.12% | |
| 75 | USIGISHARES TR | 120,566 | $6.2B | 104.04% | |
| 76 | VUGVANGUARD INDEX FDS | 13,838 | $6.1B | 101.77% | |
| 77 | VIGVANGUARD SPECIALIZED FUNDS | 29,546 | $6.0B | 101.44% | |
| 78 | SCHPSCHWAB STRATEGIC TR | 225,788 | $6.0B | 101.05% | |
| 79 | SHYMBLACKROCK ETF TRUST II | 262,371 | $5.9B | 98.19% | |
| 80 | IWMISHARES TR | 27,002 | $5.8B | 97.74% | |
| 81 | VTVANGUARD INTL EQUITY INDEX F | 44,069 | $5.7B | 95.01% | |
| 82 | JPMJPMORGAN CHASE & CO. | 19,340 | $5.6B | 94.06% | |
| 83 | CEGCONSTELLATION ENERGY CORP | 16,848 | $5.4B | 91.22% | |
| 84 | IBMPISHARES TR | 202,026 | $5.1B | 85.91% | |
| 85 | SCHESCHWAB STRATEGIC TR | 160,686 | $4.8B | 81.24% | |
| 86 | CMFISHARES TR | 85,544 | $4.8B | 79.99% | |
| 87 | IBMOISHARES TR | 181,579 | $4.7B | 78.05% | |
| 88 | GOOGLALPHABET INC | 26,367 | $4.6B | 77.95% | |
| 89 | IBMQISHARES TR | 181,110 | $4.6B | 77.20% | |
| 90 | IBTIISHARES TR | 205,773 | $4.6B | 77.18% | |
| 91 | ABBVABBVIE INC | 24,562 | $4.6B | 76.48% | |
| 92 | ESGDISHARES TR | 49,116 | $4.4B | 73.51% | |
| 93 | IBDRISHARES TR | 178,281 | $4.3B | 72.52% | |
| 94 | IAUISHARES TR | 161,350 | $4.3B | 72.44% | |
| 95 | VTVVANGUARD INDEX FDS | 24,259 | $4.3B | 71.92% | |
| 96 | SCHOSCHWAB STRATEGIC TR | 161,559 | $3.9B | 66.07% | |
| 97 | XOMEXXON MOBIL CORP | 34,996 | $3.8B | 63.28% | |
| 98 | IBMSISHARES TR | 166,053 | $3.6B | 61.06% | |
| 99 | GSLCGOLDMAN SACHS ETF TR | 27,629 | $3.4B | 56.26% | |
| 100 | IBDSISHARES TR | 137,467 | $3.3B | 55.97% |
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