Colorado Capital Management, Inc.

CIK: 0001664147Latest portfolio: $266.4M · Q4 2025

Holdings

105

Total Value

$266.4M

New Positions

105

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
USSGDBX ETF TR
285,902$18.2M6.82%NEW
2
DFAIDIMENSIONAL ETF TRUST
424,667$16.2M6.08%NEW
3
MGCVANGUARD WORLD FD
53,387$13.4M5.03%NEW
4
DFASDIMENSIONAL ETF TRUST
148,982$10.4M3.90%NEW
5
VTIPVANGUARD MALVERN FDS
203,074$10.0M3.77%NEW
6
GOOGALPHABET INC
30,938$9.7M3.64%NEW
7
AAPLAPPLE INC
33,726$9.2M3.44%NEW
8
NUEMNUSHARES ETF TR
239,907$8.5M3.20%NEW
9
SPYSPDR S&P 500 ETF TR
12,301$8.4M3.15%NEW
10
DFAEDIMENSIONAL ETF TRUST
254,806$8.3M3.12%NEW
11
IWFISHARES TR
13,570$6.4M2.41%NEW
12
MGVVANGUARD WORLD FD
45,428$6.4M2.41%NEW
13
SUSBISHARES TR
244,835$6.2M2.32%NEW
14
DFUVDIMENSIONAL ETF TRUST
130,431$6.1M2.28%NEW
15
NUSCNUSHARES ETF TR
130,720$5.8M2.19%NEW
16
VGSRMANAGER DIRECTED PORTFOLIOS
559,209$5.8M2.18%NEW
17
VOVANGUARD INDEX FDS
19,225$5.6M2.09%NEW
18
MDYSPDR S&P MIDCAP 400 ETF TR
8,200$4.9M1.86%NEW
19
DASXINVESTMENT MANAGERS SER TR I
175,755$4.8M1.79%NEW
20
SUSCISHARES TR
194,916$4.6M1.71%NEW
21
HYXFISHARES TR
93,722$4.4M1.66%NEW
22
PHBINVESCO EXCH TRADED FD TR II
220,747$4.1M1.54%NEW
23
DFGRDIMENSIONAL ETF TRUST
154,125$4.1M1.53%NEW
24
MGKVANGUARD WORLD FD
9,308$3.8M1.44%NEW
25
IUSGISHARES TR
22,360$3.8M1.41%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.815616184134091e+275T)
Unknown0.0% ($4778410620291.5T)
Technology0.0% ($916926481.3T)
Healthcare0.0% ($592490.3T)
Communication Services0.0% ($97081.1T)
Consumer Defensive0.0% ($1.1B)
Energy0.0% ($719.2M)
Consumer Cyclical0.0% ($1.4M)
Industrials0.0% ($336K)
Utilities0.0% ($265K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$266.4M105
Q3 2025Oct 24, 2025$258.6M0
Q2 2025Jul 11, 2025$233.4M100
Q1 2025Apr 18, 2025$214.7M96

Fund Information

CIK0001664147
Most Recent FilingJan 23, 2026
Number of Filings4

Colorado Capital Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $266.4M across 105 holdings. The largest position is DBX ETF TR (USSG), representing 6.8% of the portfolio. Compared to the previous quarter, the fund opened 105 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.