13F HOLDINGS REPORT

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0000944361-26-000001

Total Value

$6.62B

Positions

210

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (209)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	2,096,375	$1.31B	19.87%
2	INVESCO EXCHANGE TRADED FD T	IVZ	8,910,347	$668.7M	10.11%
3	VANGUARD TAX-MANAGED FDS	921943858	7,957,746	$497.1M	7.51%
4	SPDR SERIES TRUST	78464A649	15,211,308	$391.7M	5.92%
5	VANGUARD MUN BD FDS	922907746	5,599,510	$281.6M	4.26%
6	SPDR SERIES TRUST	78464A375	6,513,652	$220.2M	3.33%
7	VANGUARD WHITEHALL FDS	921946810	2,035,841	$186.2M	2.81%
8	SPDR SERIES TRUST	78468R853	3,480,713	$163.1M	2.47%
9	VANGUARD INTL EQUITY INDEX F	922042858	2,871,265	$154.4M	2.33%
10	VANGUARD SCOTTSDALE FDS	92206C706	2,541,497	$152.3M	2.30%
11	PROSHARES TR	74348A467	1,316,853	$137.0M	2.07%
12	ISHARES TR	464287309	900,143	$111.0M	1.68%
13	SPDR SERIES TRUST	78464A409	983,706	$105.0M	1.59%
14	ISHARES TR	464288588	1,064,604	$101.4M	1.53%
15	INVESCO EXCH TRADED FD TR II	IVZ	4,321,626	$100.2M	1.51%
16	ISHARES TR	46432F842	1,116,274	$99.9M	1.51%
17	ISHARES TR	464287408	452,678	$96.0M	1.45%
18	SPDR SERIES TRUST	78468R739	1,716,083	$82.4M	1.24%
19	DIMENSIONAL ETF TRUST	25434V708	1,799,605	$71.2M	1.08%
20	ISHARES TR	46432F339	316,479	$62.9M	0.95%
21	ISHARES TR	464288414	582,008	$62.3M	0.94%
22	SCHWAB STRATEGIC TR	808524102	2,362,355	$62.0M	0.94%
23	FRANKLIN TEMPLETON ETF TR	FGDL	2,366,025	$58.8M	0.89%
24	ISHARES TR	464288687	1,894,274	$58.6M	0.89%
25	SPDR SERIES TRUST	78464A284	2,301,510	$57.4M	0.87%
26	VANGUARD INDEX FDS	922908769	163,722	$54.9M	0.83%
27	SCHWAB STRATEGIC TR	808524300	1,565,180	$51.1M	0.77%
28	APPLE INC	AAPL	177,430	$48.2M	0.73%
29	J P MORGAN EXCHANGE TRADED F	46641Q134	629,076	$47.1M	0.71%
30	ISHARES TR	464287200	67,368	$46.1M	0.70%
31	ISHARES TR	464289438	161,053	$44.6M	0.67%
32	ISHARES INC	46434G103	610,320	$41.0M	0.62%
33	DIMENSIONAL ETF TRUST	25434V880	1,241,726	$40.6M	0.61%
34	SPDR INDEX SHS FDS	78463X848	1,073,903	$38.6M	0.58%
35	EOG RES INC	EOG	315,825	$33.2M	0.50%
36	MICROSOFT CORP	MSFT	63,977	$30.9M	0.47%
37	ISHARES TR	46434V456	595,065	$27.0M	0.41%
38	INVESCO EXCH TRADED FD TR II	IVZ	352,513	$25.2M	0.38%
39	ISHARES TR	46436E858	1,059,220	$24.2M	0.37%
40	J P MORGAN EXCHANGE TRADED F	46641Q654	462,390	$23.6M	0.36%
41	J P MORGAN EXCHANGE TRADED F	46641Q837	442,921	$22.4M	0.34%
42	SCHWAB STRATEGIC TR	808524839	935,914	$21.9M	0.33%
43	SCHWAB STRATEGIC TR	808524607	762,910	$21.7M	0.33%
44	SCHWAB STRATEGIC TR	808524409	697,653	$20.7M	0.31%
45	ISHARES TR	464287804	162,679	$19.6M	0.30%
46	ISHARES TR	46435G219	414,739	$18.9M	0.29%
47	VANGUARD INTL EQUITY INDEX F	922042775	250,606	$18.4M	0.28%
48	SPDR S&P 500 ETF TR	SPY	26,383	$18.0M	0.27%
49	ISHARES TR	46432F834	204,180	$17.3M	0.26%
50	ISHARES TR	46436E841	690,823	$15.5M	0.23%
51	SCHWAB STRATEGIC TR	808524805	642,809	$15.5M	0.23%
52	ISHARES TR	464288661	118,110	$14.1M	0.21%
53	ISHARES TR	464287614	29,669	$14.0M	0.21%
54	BLACKROCK ETF TRUST	BLK	227,676	$13.8M	0.21%
55	ISHARES TR	464287150	91,509	$13.6M	0.21%
56	ROCKWELL AUTOMATION INC	ROK	33,501	$13.0M	0.20%
57	SPDR SERIES TRUST	78468R721	278,259	$12.7M	0.19%
58	ISHARES TR	464287226	125,160	$12.5M	0.19%
59	ISHARES TR	464287598	59,068	$12.4M	0.19%
60	NVIDIA CORPORATION	NVDA	65,303	$12.2M	0.18%
61	ISHARES TR	46435U218	83,118	$10.1M	0.15%
62	ISHARES TR	464288513	123,286	$9.9M	0.15%
63	ALPHABET INC	GOOG	31,615	$9.9M	0.15%
64	ISHARES TR	464287440	99,542	$9.6M	0.14%
65	ISHARES TR	464288356	165,517	$9.5M	0.14%
66	AMAZON COM INC	AMZN	40,742	$9.4M	0.14%
67	VANECK ETF TRUST	92189F536	527,206	$9.2M	0.14%
68	SPDR SERIES TRUST	78464A763	66,091	$9.2M	0.14%
69	ISHARES TR	46435U549	187,550	$9.0M	0.14%
70	SPDR INDEX SHS FDS	78463X889	193,969	$8.6M	0.13%
71	ISHARES TR	464288158	74,815	$8.0M	0.12%
72	ISHARES TR	464287507	108,989	$7.2M	0.11%
73	ISHARES TR	46436E833	310,219	$6.9M	0.10%
74	ISHARES TR	464287655	27,701	$6.8M	0.10%
75	VANGUARD INDEX FDS	922908736	13,847	$6.8M	0.10%
76	VANGUARD SPECIALIZED FUNDS	921908844	29,525	$6.5M	0.10%
77	ISHARES TR	46435GAA0	263,724	$6.4M	0.10%
78	VANGUARD INTL EQUITY INDEX F	922042742	44,137	$6.2M	0.09%
79	ISHARES TR	46435U325	235,741	$6.0M	0.09%
80	JPMORGAN CHASE & CO.	VYLD	18,670	$6.0M	0.09%
81	CONSTELLATION ENERGY CORP	CEG	16,490	$5.8M	0.09%
82	SCHWAB STRATEGIC TR	808524870	213,893	$5.7M	0.09%
83	ISHARES TR	46429B267	245,911	$5.7M	0.09%
84	ISHARES TR	464288620	107,281	$5.6M	0.08%
85	EXXON MOBIL CORP	XOM	45,265	$5.4M	0.08%
86	VANECK ETF TRUST	92189H409	104,445	$5.3M	0.08%
87	ISHARES TR	46435U283	209,257	$5.3M	0.08%
88	ABBVIE INC	ABBV	22,012	$5.0M	0.08%
89	ISHARES TR	46435U259	195,621	$5.0M	0.08%
90	SCHWAB STRATEGIC TR	808524706	151,826	$5.0M	0.08%
91	ISHARES TR	46435G516	52,095	$5.0M	0.07%
92	PROCTER AND GAMBLE CO	742718109	33,108	$4.7M	0.07%
93	BLACKROCK ETF TRUST II	BLK	210,267	$4.7M	0.07%
94	VANGUARD INDEX FDS	922908744	23,144	$4.4M	0.07%
95	ALPHABET INC	GOOG	13,768	$4.3M	0.07%
96	ISHARES TR	46436E163	153,627	$3.9M	0.06%
97	ISHARES TR	46436E825	176,707	$3.9M	0.06%
98	WALMART INC	WMT	33,693	$3.8M	0.06%
99	ISHARES TR	46435UAA9	153,888	$3.7M	0.06%
100	SCHWAB STRATEGIC TR	808524862	153,091	$3.7M	0.06%
101	MERCK & CO INC	MRK	35,206	$3.7M	0.06%
102	DEVON ENERGY CORP NEW	25179M103	99,231	$3.6M	0.05%
103	ISHARES TR	46435U515	135,438	$3.4M	0.05%
104	SCHWAB STRATEGIC TR	808524201	127,718	$3.4M	0.05%
105	GOLDMAN SACHS ETF TR	NVGLF	25,416	$3.4M	0.05%
106	VANGUARD INDEX FDS	922908637	10,393	$3.3M	0.05%
107	SCHWAB STRATEGIC TR	808524508	101,083	$3.0M	0.05%
108	VANGUARD INTL EQUITY INDEX F	922042874	36,265	$3.0M	0.05%
109	BITWISE BITCOIN ETF TR	BITB	62,850	$3.0M	0.05%
110	ISHARES TR	46436E593	147,579	$2.9M	0.04%
111	J P MORGAN EXCHANGE TRADED F	46654Q609	30,565	$2.8M	0.04%
112	ISHARES TR	464287465	28,727	$2.8M	0.04%
113	ISHARES TR	46434V621	39,703	$2.8M	0.04%
114	RTX CORPORATION	RTX	14,874	$2.7M	0.04%
115	ISHARES TR	46438G687	104,099	$2.7M	0.04%
116	WISDOMTREE TR	WT	52,259	$2.7M	0.04%
117	NEXTERA ENERGY INC	NEE-PW	33,308	$2.7M	0.04%
118	BANK MONTREAL QUE	063671101	19,492	$2.5M	0.04%
119	JOHNSON & JOHNSON	JNJ	12,116	$2.5M	0.04%
120	ISHARES TR	46436E205	106,192	$2.5M	0.04%
121	ISHARES TR	464287168	16,656	$2.4M	0.04%
122	EXELON CORP	EXC	52,846	$2.3M	0.03%
123	INVESCO EXCHANGE TRADED FD T	IVZ	49,430	$2.3M	0.03%
124	SBA COMMUNICATIONS CORP NEW	SBAC	11,697	$2.3M	0.03%
125	J P MORGAN EXCHANGE TRADED F	46641Q647	44,378	$2.2M	0.03%
126	ISHARES TR	46435U440	46,695	$2.2M	0.03%
127	WISDOMTREE TR	WT	50,360	$2.2M	0.03%
128	ISHARES TR	464289859	24,710	$2.2M	0.03%
129	VANECK ETF TRUST	92189F643	21,197	$2.2M	0.03%
130	ISHARES TR	464287234	40,014	$2.2M	0.03%
131	CHEVRON CORP NEW	CVX	14,194	$2.2M	0.03%
132	BANK AMERICA CORP	060505104	39,305	$2.2M	0.03%
133	VANGUARD INDEX FDS	922908611	10,188	$2.2M	0.03%
134	COCA COLA CO	KO	30,002	$2.1M	0.03%
135	ISHARES TR	46429B663	16,575	$2.0M	0.03%
136	AFLAC INC	AFL	18,072	$2.0M	0.03%
137	VANGUARD INTL EQUITY INDEX F	922042866	21,574	$2.0M	0.03%
138	MARATHON PETE CORP	MARA	11,188	$1.8M	0.03%
139	ISHARES TR	46436E726	81,618	$1.8M	0.03%
140	PROFESIONALLY MANAGED PORTFO	74316P579	27,425	$1.8M	0.03%
141	SPDR INDEX SHS FDS	78463X434	17,954	$1.6M	0.02%
142	INVESCO EXCHANGE TRADED FD T	IVZ	34,650	$1.6M	0.02%
143	ISHARES TR	46435U663	35,012	$1.6M	0.02%
144	UNITED STS COMMODITY INDEX F	UNTCW	19,923	$1.5M	0.02%
145	VANECK ETF TRUST	92189F387	67,140	$1.5M	0.02%
146	ABBOTT LABS	ABLZF	11,969	$1.5M	0.02%
147	CISCO SYS INC	CSCO	19,355	$1.5M	0.02%
148	ISHARES TR	464288281	15,434	$1.5M	0.02%
149	ISHARES TR	46436E601	22,992	$1.3M	0.02%
150	DIMENSIONAL ETF TRUST	25434V401	17,445	$1.3M	0.02%
151	ISHARES GOLD TR	IAU	15,449	$1.3M	0.02%
152	NUVEEN QUALITY MUNCP INCOME	NU	103,138	$1.2M	0.02%
153	DISNEY WALT CO	254687106	10,452	$1.2M	0.02%
154	CITIGROUP INC	C-PR	10,157	$1.2M	0.02%
155	VANGUARD BD INDEX FDS	921937835	15,761	$1.2M	0.02%
156	VANGUARD STAR FDS	921909768	14,899	$1.1M	0.02%
157	ISHARES TR	46436E486	51,953	$1.1M	0.02%
158	ISHARES TR	464288877	15,146	$1.1M	0.02%
159	AT&T INC	T-PC	42,885	$1.1M	0.02%
160	ISHARES TR	46436E312	41,485	$1.1M	0.02%
161	ENBRIDGE INC	ENNPF	22,037	$1.1M	0.02%
162	ISHARES TR	464287499	10,669	$1.0M	0.02%
163	INTEL CORP	INTC	27,465	$1.0M	0.02%
164	ISHARES TR	46436E130	38,101	$995,961	0.02%
165	ISHARES TR	464289867	14,973	$973,395	0.01%
166	PRINCIPAL EXCHANGE TRADED FD	74255Y888	50,027	$954,015	0.01%
167	DIMENSIONAL ETF TRUST	25434V724	20,403	$950,576	0.01%
168	WILLIAMS COS INC	969457100	14,708	$884,098	0.01%
169	ISHARES TR	46438G356	32,417	$841,222	0.01%
170	ALTRIA GROUP INC	MO	14,149	$815,832	0.01%
171	ISHARES TR	46434V738	11,300	$802,074	0.01%
172	VERIZON COMMUNICATIONS INC	VZ	19,629	$799,471	0.01%
173	SELECT SECTOR SPDR TR	81369Y886	17,596	$751,174	0.01%
174	FIRST TR EXCHANGE TRADED FD	33738R506	10,690	$742,635	0.01%
175	BRISTOL-MYERS SQUIBB CO	CELG-RI	13,416	$723,675	0.01%
176	ISHARES BITCOIN TRUST ETF	IBIT	14,382	$714,067	0.01%
177	GRAYSCALE ETHEREUM TRUST ETF	389638107	28,715	$699,785	0.01%
178	VANECK ETF TRUST	92189H201	14,744	$695,328	0.01%
179	DIMENSIONAL ETF TRUST	25434V609	11,314	$673,646	0.01%
180	BLACKROCK ETF TRUST II	BLK	13,596	$661,854	0.01%
181	ISHARES TR	46434V407	14,836	$636,020	0.01%
182	VANGUARD SCOTTSDALE FDS	92206C102	10,724	$629,821	0.01%
183	BRITISH AMERN TOB PLC	110448107	10,915	$618,008	0.01%
184	MONDELEZ INTL INC	609207105	11,268	$606,557	0.01%
185	BITFARMS LTD	BITF	250,200	$587,970	0.01%
186	ISHARES TR	464288323	10,319	$552,170	0.01%
187	PFIZER INC	PFE	21,538	$536,297	0.01%
188	NUVEEN AMT FREE QLTY MUN INC	NU	44,509	$517,640	0.01%
189	ENERGY TRANSFER L P	ET-PI	31,231	$515,000	0.01%
190	PG&E CORP	PCG-PX	31,367	$504,068	0.01%
191	KRAFT HEINZ CO	KHC	20,753	$503,261	0.01%
192	ISHARES TR	46436E148	20,296	$498,369	0.01%
193	SCHWAB STRATEGIC TR	808524755	10,796	$488,077	0.01%
194	COMCAST CORP NEW	CCZ	16,225	$484,966	0.01%
195	ENTERPRISE PRODS PARTNERS L	293792107	14,077	$451,309	0.01%
196	PACER FDS TR	69374H857	10,011	$444,189	0.01%
197	SPDR SERIES TRUST	78464A656	16,589	$430,485	0.01%
198	ISHARES TR	46434V803	10,101	$417,778	0.01%
199	ISHARES TR	46438G653	15,445	$407,285	0.01%
200	BP PLC	BPPFF	11,518	$400,021	0.01%
201	NUVEEN MUN HIGH INCOME OPPOR	NU	38,418	$391,480	0.01%
202	MATTHEWS INTL CORP	577128101	12,771	$333,579	0.01%
203	V F CORP	VFC	16,028	$289,787	0.00%
204	FORD MTR CO	345370860	21,626	$283,734	0.00%
205	COHEN & STEERS QUALITY INCOM	19247L106	23,179	$264,705	0.00%
206	ISHARES TR	46436E460	11,489	$235,812	0.00%
207	ISHARES TR	46436E296	10,219	$235,804	0.00%
208	ARES CAPITAL CORP	ARCC	10,955	$221,620	0.00%
209	INVESCO ACTVELY MNGD ETC FD	IVZ	16,052	$212,689	0.00%