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 | Value |
|---|---|
VOOVANGUARD INDEX FDS | $1.2B |
SPHQINVESCO EXCHANGE TRADED FD T | $616.7M |
VEAVANGUARD TAX-MANAGED FDS | $463.0M |
SPABSPDR SERIES TRUST | $366.2M |
VTEBVANGUARD MUN BD FDS | $268.7M |
SPIBSPDR SERIES TRUST | $203.9M |
VIGIVANGUARD WHITEHALL FDS | $172.9M |
SPSMSPDR SERIES TRUST | $152.0M |
VWOVANGUARD INTL EQUITY INDEX F | $150.3M |
VGITVANGUARD SCOTTSDALE FDS | $141.0M |
NOBLPROSHARES TR | $134.8M |
IVWISHARES TR | $114.8M |
SPYGSPDR SERIES TRUST | $103.2M |
AQLTISHARES TR | $103.2M |
IVEISHARES TR | $99.0M |
MBBISHARES TR | $96.6M |
PZAINVESCO EXCH TRADED FD TR II | $95.8M |
SHMSPDR SERIES TRUST | $78.9M |
DFACDIMENSIONAL ETF TRUST | $71.1M |
QUALISHARES TR | $69.0M |
MUBISHARES TR | $64.3M |
SCHBSCHWAB STRATEGIC TR | $63.4M |
PFFISHARES TR | $62.4M |
VTIVANGUARD INDEX FDS | $57.6M |
FLMIFRANKLIN TEMPLETON ETF TR | $56.3M |
HYMBSPDR SERIES TRUST | $54.9M |
SCHGSCHWAB STRATEGIC TR | $51.0M |
IVVISHARES TR | $47.3M |
IWYISHARES TR | $47.0M |
IEMGISHARES INC | $42.8M |
AAPLAPPLE INC | $42.8M |
JIREJ P MORGAN EXCHANGE TRADED F | $40.6M |
DFAXDIMENSIONAL ETF TRUST | $40.3M |
CWISPDR INDEX SHS FDS | $39.4M |
EOGEOG RES INC | $36.4M |
MSFTMICROSOFT CORP | $31.0M |
IQLTISHARES TR | $28.4M |
SPLVINVESCO EXCH TRADED FD TR II | $27.0M |
SCHZSCHWAB STRATEGIC TR | $23.6M |
IBTGISHARES TR | $23.4M |
SCHASCHWAB STRATEGIC TR | $23.1M |
IGEBISHARES TR | $21.8M |
SCHVSCHWAB STRATEGIC TR | $21.0M |
JPSTJ P MORGAN EXCHANGE TRADED F | $20.6M |
JMSTJ P MORGAN EXCHANGE TRADED F | $19.7M |
IJRISHARES TR | $19.4M |
IXUSISHARES TR | $18.0M |
VEUVANGUARD INTL EQUITY INDEX F | $17.8M |
SPYSPDR S&P 500 ETF TR | $17.6M |
IEIISHARES TR | $16.1M |
SCHFSCHWAB STRATEGIC TR | $15.1M |
DYNFBLACKROCK ETF TRUST | $14.9M |
ITOTISHARES TR | $14.3M |
IBTHISHARES TR | $13.9M |
TFISPDR SERIES TRUST | $13.0M |
AGGISHARES TR | $13.0M |
NVDANVIDIA CORPORATION | $12.9M |
IEFISHARES TR | $11.8M |
ROKROCKWELL AUTOMATION INC | $11.8M |
IWFISHARES TR | $11.4M |
IWDISHARES TR | $11.2M |
HYGISHARES TR | $11.0M |
SUSLISHARES TR | $9.5M |
SDYSPDR SERIES TRUST | $9.3M |
MLNVANECK ETF TRUST | $8.8M |
SPDWSPDR INDEX SHS FDS | $8.4M |
AMZNAMAZON COM INC | $8.4M |
SUBISHARES TR | $8.4M |
CMFISHARES TR | $8.4M |
EAGGISHARES TR | $8.3M |
IJHISHARES TR | $7.1M |
VUGVANGUARD INDEX FDS | $6.7M |
IWMISHARES TR | $6.5M |
VIGVANGUARD SPECIALIZED FUNDS | $6.4M |
GOOGLALPHABET INC | $6.3M |
IBTIISHARES TR | $6.2M |
AQLTISHARES TR | $6.2M |
VTVANGUARD INTL EQUITY INDEX F | $6.1M |
SCHPSCHWAB STRATEGIC TR | $6.0M |
IBDRISHARES TR | $5.9M |
IBMQISHARES TR | $5.9M |
ABBVABBVIE INC | $5.8M |
CEGCONSTELLATION ENERGY CORP | $5.4M |
USIGISHARES TR | $5.4M |
SCHESCHWAB STRATEGIC TR | $5.4M |
JPMJPMORGAN CHASE & CO. | $5.1M |
IBMPISHARES TR | $4.9M |
SHYMBLACKROCK ETF TRUST II | $4.8M |
IBMOISHARES TR | $4.7M |
ESGDISHARES TR | $4.6M |
PGPROCTER AND GAMBLE CO | $4.5M |
VTVVANGUARD INDEX FDS | $4.5M |
HYDVANECK ETF TRUST | $4.4M |
SCHOSCHWAB STRATEGIC TR | $3.9M |
XOMEXXON MOBIL CORP | $3.7M |
GOOGALPHABET INC | $3.6M |
IBMSISHARES TR | $3.6M |
IBDSISHARES TR | $3.5M |
DVNDEVON ENERGY CORP NEW | $3.5M |
IBMRISHARES TR | $3.4M |
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