CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$6.6B
Holdings
209
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (209 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MRKMERCK & CO INC | 35,206 | $3.7M | 0.06% | |
| 102 | DVNDEVON ENERGY CORP NEW | 99,231 | $3.6M | 0.05% | |
| 103 | IBDTISHARES TR | 135,438 | $3.4M | 0.05% | |
| 104 | SCHXSCHWAB STRATEGIC TR | 127,718 | $3.4M | 0.05% | |
| 105 | GSLCGOLDMAN SACHS ETF TR | 25,416 | $3.4M | 0.05% | |
| 106 | VVVANGUARD INDEX FDS | 10,393 | $3.3M | 0.05% | |
| 107 | SCHMSCHWAB STRATEGIC TR | 101,083 | $3.0M | 0.05% | |
| 108 | VGKVANGUARD INTL EQUITY INDEX F | 36,265 | $3.0M | 0.05% | |
| 109 | BITBBITWISE BITCOIN ETF TR | 62,850 | $3.0M | 0.05% | |
| 110 | IBTKISHARES TR | 147,579 | $2.9M | 0.04% | |
| 111 | JGROJ P MORGAN EXCHANGE TRADED F | 30,565 | $2.8M | 0.04% | |
| 112 | EFAISHARES TR | 28,727 | $2.8M | 0.04% | |
| 113 | DGROISHARES TR | 39,703 | $2.8M | 0.04% | |
| 114 | RTXRTX CORPORATION | 14,874 | $2.7M | 0.04% | |
| 115 | IBMSISHARES TR | 104,099 | $2.7M | 0.04% | |
| 116 | DONWISDOMTREE TR | 52,259 | $2.7M | 0.04% | |
| 117 | NEENEXTERA ENERGY INC | 33,308 | $2.7M | 0.04% | |
| 118 | BMOBANK MONTREAL QUE | 19,492 | $2.5M | 0.04% | |
| 119 | JNJJOHNSON & JOHNSON | 12,116 | $2.5M | 0.04% | |
| 120 | IBDUISHARES TR | 106,192 | $2.5M | 0.04% | |
| 121 | AQLTISHARES TR | 16,656 | $2.4M | 0.04% | |
| 122 | PEOEXELON CORP | 52,846 | $2.3M | 0.03% | |
| 123 | PRFZINVESCO EXCHANGE TRADED FD T | 49,430 | $2.3M | 0.03% | |
| 124 | SBACSBA COMMUNICATIONS CORP NEW | 11,697 | $2.3M | 0.03% | |
| 125 | JMUBJ P MORGAN EXCHANGE TRADED F | 44,378 | $2.2M | 0.03% | |
| 126 | BGRNISHARES TR | 46,695 | $2.2M | 0.03% | |
| 127 | AGGYWISDOMTREE TR | 50,360 | $2.2M | 0.03% | |
| 128 | AOAISHARES TR | 24,710 | $2.2M | 0.03% | |
| 129 | MOATVANECK ETF TRUST | 21,197 | $2.2M | 0.03% | |
| 130 | EEMISHARES TR | 40,014 | $2.2M | 0.03% | |
| 131 | CVXCHEVRON CORP NEW | 14,194 | $2.2M | 0.03% | |
| 132 | BACBANK AMERICA CORP | 39,305 | $2.2M | 0.03% | |
| 133 | VBRVANGUARD INDEX FDS | 10,188 | $2.2M | 0.03% | |
| 134 | KOCOCA COLA CO | 30,002 | $2.1M | 0.03% | |
| 135 | HDVISHARES TR | 16,575 | $2.0M | 0.03% | |
| 136 | AFLAFLAC INC | 18,072 | $2.0M | 0.03% | |
| 137 | VPLVANGUARD INTL EQUITY INDEX F | 21,574 | $1.9M | 0.03% | |
| 138 | MPCMARATHON PETE CORP | 11,188 | $1.8M | 0.03% | |
| 139 | IBDVISHARES TR | 81,618 | $1.8M | 0.03% | |
| 140 | AKREPROFESIONALLY MANAGED PORTFO | 27,425 | $1.8M | 0.03% | |
| 141 | QEFASPDR INDEX SHS FDS | 17,954 | $1.6M | 0.02% | |
| 142 | RPGINVESCO EXCHANGE TRADED FD T | 34,650 | $1.6M | 0.02% | |
| 143 | ESMLISHARES TR | 35,012 | $1.6M | 0.02% | |
| 144 | USCIUNITED STS COMMODITY INDEX F | 19,923 | $1.5M | 0.02% | |
| 145 | SHYDVANECK ETF TRUST | 67,140 | $1.5M | 0.02% | |
| 146 | ABTABBOTT LABS | 11,969 | $1.5M | 0.02% | |
| 147 | CSCOCISCO SYS INC | 19,355 | $1.5M | 0.02% | |
| 148 | EMBISHARES TR | 15,434 | $1.5M | 0.02% | |
| 149 | LDEMISHARES TR | 22,992 | $1.3M | 0.02% | |
| 150 | DFUSDIMENSIONAL ETF TRUST | 17,445 | $1.3M | 0.02% | |
| 151 | IAU*ISHARES GOLD TR | 15,449 | $1.3M | 0.02% | |
| 152 | NADNUVEEN QUALITY MUNCP INCOME | 103,138 | $1.2M | 0.02% | |
| 153 | DISDISNEY WALT CO | 10,452 | $1.2M | 0.02% | |
| 154 | TRVCCITIGROUP INC | 10,157 | $1.2M | 0.02% | |
| 155 | BNDVANGUARD BD INDEX FDS | 15,761 | $1.2M | 0.02% | |
| 156 | VXUSVANGUARD STAR FDS | 14,899 | $1.1M | 0.02% | |
| 157 | IBDWISHARES TR | 51,953 | $1.1M | 0.02% | |
| 158 | EFVISHARES TR | 15,146 | $1.1M | 0.02% | |
| 159 | TAT&T INC | 42,885 | $1.1M | 0.02% | |
| 160 | IBDXISHARES TR | 41,485 | $1.1M | 0.02% | |
| 161 | ENBENBRIDGE INC | 22,037 | $1.1M | 0.02% | |
| 162 | IWRISHARES TR | 10,669 | $1.0M | 0.02% | |
| 163 | INTCINTEL CORP | 27,465 | $1.0M | 0.02% | |
| 164 | IBDYISHARES TR | 38,101 | $995K | 0.02% | |
| 165 | AORISHARES TR | 14,973 | $973K | 0.01% | |
| 166 | PREFPRINCIPAL EXCHANGE TRADED FD | 50,027 | $954K | 0.01% | |
| 167 | DFUVDIMENSIONAL ETF TRUST | 20,403 | $950K | 0.01% | |
| 168 | WMBWILLIAMS COS INC | 14,708 | $884K | 0.01% | |
| 169 | IBMTISHARES TR | 32,417 | $841K | 0.01% | |
| 170 | MOALTRIA GROUP INC | 14,149 | $815K | 0.01% | |
| 171 | IEURISHARES TR | 11,300 | $802K | 0.01% | |
| 172 | BACVERIZON COMMUNICATIONS INC | 19,629 | $799K | 0.01% | |
| 173 | XLUSELECT SECTOR SPDR TR | 17,596 | $751K | 0.01% | |
| 174 | RDVYFIRST TR EXCHANGE TRADED FD | 10,690 | $742K | 0.01% | |
| 175 | BMYBRISTOL-MYERS SQUIBB CO | 13,416 | $723K | 0.01% | |
| 176 | IBITISHARES BITCOIN TRUST ETF | 14,382 | $714K | 0.01% | |
| 177 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 28,715 | $699K | 0.01% | |
| 178 | ITMVANECK ETF TRUST | 14,744 | $695K | 0.01% | |
| 179 | DFATDIMENSIONAL ETF TRUST | 11,314 | $673K | 0.01% | |
| 180 | HIMUBLACKROCK ETF TRUST II | 13,596 | $661K | 0.01% | |
| 181 | SHYGISHARES TR | 14,836 | $636K | 0.01% | |
| 182 | VGSHVANGUARD SCOTTSDALE FDS | 10,724 | $629K | 0.01% | |
| 183 | BMTABRITISH AMERN TOB PLC | 10,915 | $618K | 0.01% | |
| 184 | MDLZMONDELEZ INTL INC | 11,268 | $606K | 0.01% | |
| 185 | BITFBITFARMS LTD | 250,200 | $587K | 0.01% | |
| 186 | NYFISHARES TR | 10,319 | $552K | 0.01% | |
| 187 | PFEPFIZER INC | 21,538 | $536K | 0.01% | |
| 188 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 44,509 | $517K | 0.01% | |
| 189 | ETENERGY TRANSFER L P | 31,231 | $515K | 0.01% | |
| 190 | PCGPG&E CORP | 31,367 | $504K | 0.01% | |
| 191 | KHCKRAFT HEINZ CO | 20,753 | $503K | 0.01% | |
| 192 | IBTOISHARES TR | 20,296 | $498K | 0.01% | |
| 193 | FNDFSCHWAB STRATEGIC TR | 10,796 | $488K | 0.01% | |
| 194 | CMCSACOMCAST CORP NEW | 16,225 | $484K | 0.01% | |
| 195 | EPDENTERPRISE PRODS PARTNERS L | 14,077 | $451K | 0.01% | |
| 196 | CALFPACER FDS TR | 10,011 | $444K | 0.01% | |
| 197 | SPIPSPDR SERIES TRUST | 16,589 | $430K | 0.01% | |
| 198 | HEFAISHARES TR | 10,101 | $417K | 0.01% | |
| 199 | IBDZISHARES TR | 15,445 | $407K | 0.01% | |
| 200 | BPBP PLC | 11,518 | $400K | 0.01% |