CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$6.3T
Holdings
201
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GSLCGOLDMAN SACHS ETF TR | 25,776 | $3.4B | 0.05% | |
| 102 | SCHXSCHWAB STRATEGIC TR | 125,288 | $3.3B | 0.05% | |
| 103 | IBDTISHARES TR | 127,052 | $3.2B | 0.05% | |
| 104 | VVVANGUARD INDEX FDS | 10,393 | $3.2B | 0.05% | |
| 105 | VGKVANGUARD INTL EQUITY INDEX F | 38,504 | $3.1B | 0.05% | |
| 106 | SCHMSCHWAB STRATEGIC TR | 99,291 | $2.9B | 0.05% | |
| 107 | JGROJ P MORGAN EXCHANGE TRADED F | 30,975 | $2.9B | 0.05% | |
| 108 | BITBBITWISE BITCOIN ETF TR | 46,387 | $2.9B | 0.05% | |
| 109 | DGROISHARES TR | 41,978 | $2.9B | 0.05% | |
| 110 | MRKMERCK & CO INC | 33,969 | $2.9B | 0.04% | |
| 111 | DONWISDOMTREE TR | 52,259 | $2.7B | 0.04% | |
| 112 | EFAISHARES TR | 28,825 | $2.7B | 0.04% | |
| 113 | WMWASTE MGMT INC DEL | 12,082 | $2.7B | 0.04% | |
| 114 | IBTKISHARES TR | 133,693 | $2.7B | 0.04% | |
| 115 | IBMSISHARES TR | 100,096 | $2.6B | 0.04% | |
| 116 | BMOBANK MONTREAL QUE | 19,492 | $2.5B | 0.04% | |
| 117 | IBDUISHARES TR | 106,354 | $2.5B | 0.04% | |
| 118 | WMTWALMART INC | 23,619 | $2.4B | 0.04% | |
| 119 | AQLTISHARES TR | 16,656 | $2.4B | 0.04% | |
| 120 | PRFZINVESCO EXCHANGE TRADED FD T | 51,576 | $2.3B | 0.04% | |
| 121 | NEENEXTERA ENERGY INC | 29,839 | $2.3B | 0.04% | |
| 122 | AOAISHARES TR | 25,496 | $2.2B | 0.04% | |
| 123 | SBACSBA COMMUNICATIONS CORP NEW | 11,568 | $2.2B | 0.04% | |
| 124 | AGGYWISDOMTREE TR | 50,360 | $2.2B | 0.04% | |
| 125 | PEOEXELON CORP | 48,688 | $2.2B | 0.03% | |
| 126 | JMUBJ P MORGAN EXCHANGE TRADED F | 43,132 | $2.2B | 0.03% | |
| 127 | VPLVANGUARD INTL EQUITY INDEX F | 24,538 | $2.2B | 0.03% | |
| 128 | RTXRTX CORPORATION | 12,813 | $2.1B | 0.03% | |
| 129 | VBRVANGUARD INDEX FDS | 10,205 | $2.1B | 0.03% | |
| 130 | BGRNISHARES TR | 43,123 | $2.1B | 0.03% | |
| 131 | HDVISHARES TR | 16,769 | $2.1B | 0.03% | |
| 132 | JNJJOHNSON & JOHNSON | 10,898 | $2.0B | 0.03% | |
| 133 | AFLAFLAC INC | 17,926 | $2.0B | 0.03% | |
| 134 | EEMISHARES TR | 35,972 | $1.9B | 0.03% | |
| 135 | CVXCHEVRON CORP NEW | 12,051 | $1.9B | 0.03% | |
| 136 | IBDVISHARES TR | 82,418 | $1.8B | 0.03% | |
| 137 | PTYPIMCO CORPORATE & INCOME OPP | 120,499 | $1.7B | 0.03% | |
| 138 | ABTABBOTT LABS | 12,542 | $1.7B | 0.03% | |
| 139 | BACBANK AMERICA CORP | 31,551 | $1.6B | 0.03% | |
| 140 | RPGINVESCO EXCHANGE TRADED FD T | 33,980 | $1.6B | 0.03% | |
| 141 | QEFASPDR INDEX SHS FDS | 17,954 | $1.6B | 0.02% | |
| 142 | USCIUNITED STS COMMODITY INDEX F | 20,031 | $1.6B | 0.02% | |
| 143 | ESMLISHARES TR | 33,502 | $1.5B | 0.02% | |
| 144 | NADNUVEEN QUALITY MUNCP INCOME | 122,938 | $1.4B | 0.02% | |
| 145 | WPMWHEATON PRECIOUS METALS CORP | 11,888 | $1.3B | 0.02% | |
| 146 | LDEMISHARES TR | 22,415 | $1.3B | 0.02% | |
| 147 | KOCOCA COLA CO | 19,159 | $1.3B | 0.02% | |
| 148 | DISDISNEY WALT CO | 11,057 | $1.3B | 0.02% | |
| 149 | DFUSDIMENSIONAL ETF TRUST | 17,409 | $1.3B | 0.02% | |
| 150 | SHYDVANECK ETF TRUST | 54,274 | $1.2B | 0.02% | |
| 151 | BNDVANGUARD BD INDEX FDS | 16,510 | $1.2B | 0.02% | |
| 152 | EMBISHARES TR | 12,870 | $1.2B | 0.02% | |
| 153 | IBDXISHARES TR | 46,642 | $1.2B | 0.02% | |
| 154 | VXUSVANGUARD STAR FDS | 16,105 | $1.2B | 0.02% | |
| 155 | IBDWISHARES TR | 54,722 | $1.2B | 0.02% | |
| 156 | VGSHVANGUARD SCOTTSDALE FDS | 19,331 | $1.1B | 0.02% | |
| 157 | IAU*ISHARES GOLD TR | 15,356 | $1.1B | 0.02% | |
| 158 | PREFPRINCIPAL EXCHANGE TRADED FD | 55,610 | $1.1B | 0.02% | |
| 159 | IWRISHARES TR | 10,669 | $1.0B | 0.02% | |
| 160 | EFVISHARES TR | 15,116 | $1.0B | 0.02% | |
| 161 | XLFSELECT SECTOR SPDR TR | 18,511 | $997.2M | 0.02% | |
| 162 | IBDYISHARES TR | 37,559 | $985.2M | 0.02% | |
| 163 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 28,715 | $984.1M | 0.02% | |
| 164 | AORISHARES TR | 15,196 | $978.3M | 0.02% | |
| 165 | VCSHVANGUARD SCOTTSDALE FDS | 12,182 | $973.7M | 0.02% | |
| 166 | ENBENBRIDGE INC | 19,029 | $960.2M | 0.02% | |
| 167 | DFUVDIMENSIONAL ETF TRUST | 21,246 | $949.5M | 0.01% | |
| 168 | PMLPIMCO MUN INCOME FD II | 120,000 | $949.2M | 0.01% | |
| 169 | HIMUBLACKROCK ETF TRUST II | 16,838 | $828.3M | 0.01% | |
| 170 | CSCOCISCO SYS INC | 11,737 | $803.0M | 0.01% | |
| 171 | IEURISHARES TR | 11,300 | $769.8M | 0.01% | |
| 172 | IBMTISHARES TR | 29,249 | $757.1M | 0.01% | |
| 173 | ITMVANECK ETF TRUST | 15,550 | $724.6M | 0.01% | |
| 174 | AGIALAMOS GOLD INC NEW | 20,552 | $716.4M | 0.01% | |
| 175 | MDLZMONDELEZ INTL INC | 10,198 | $637.1M | 0.01% | |
| 176 | NMZNUVEEN MUN HIGH INCOME OPPOR | 58,233 | $616.7M | 0.01% | |
| 177 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 51,794 | $589.9M | 0.01% | |
| 178 | BMYBRISTOL-MYERS SQUIBB CO | 12,914 | $582.4M | 0.01% | |
| 179 | TAT&T INC | 19,963 | $563.8M | 0.01% | |
| 180 | BACVERIZON COMMUNICATIONS INC | 12,730 | $559.5M | 0.01% | |
| 181 | FNDFSCHWAB STRATEGIC TR | 12,650 | $543.4M | 0.01% | |
| 182 | ETENERGY TRANSFER L P | 31,231 | $535.9M | 0.01% | |
| 183 | IBTOISHARES TR | 21,500 | $530.0M | 0.01% | |
| 184 | CMCSACOMCAST CORP NEW | 16,197 | $508.9M | 0.01% | |
| 185 | IBTPISHARES TR | 18,800 | $487.1M | 0.01% | |
| 186 | PCGPG&E CORP | 31,237 | $471.1M | 0.01% | |
| 187 | CALFPACER FDS TR | 10,413 | $455.9M | 0.01% | |
| 188 | EPDENTERPRISE PRODS PARTNERS L | 14,000 | $437.8M | 0.01% | |
| 189 | SPIPSPDR SERIES TRUST | 16,589 | $436.5M | 0.01% | |
| 190 | IBDZISHARES TR | 15,445 | $408.8M | 0.01% | |
| 191 | INTCINTEL CORP | 12,041 | $404.0M | 0.01% | |
| 192 | HEFAISHARES TR | 10,101 | $400.1M | 0.01% | |
| 193 | PFEPFIZER INC | 13,772 | $350.9M | 0.01% | |
| 194 | MATWMATTHEWS INTL CORP | 12,771 | $310.1M | 0.00% | |
| 195 | IAUISHARES TR | 11,326 | $303.4M | 0.00% | |
| 196 | RQICOHEN & STEERS QUALITY INCOM | 23,179 | $289.0M | 0.00% | |
| 197 | BTTBLACKROCK MUN TARGET TERM TR | 10,857 | $243.8M | 0.00% | |
| 198 | SERASERA PROGNOSTICS INC | 78,855 | $241.3M | 0.00% | |
| 199 | IBMSISHARES TR | 10,219 | $236.4M | 0.00% | |
| 200 | IBTLISHARES TR | 11,489 | $236.3M | 0.00% |