CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

13F filer, CIK 944361, MINNEAPOLIS, MN

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported $5,361,813,900 across 194 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-17. Its ten largest share positions make up 56.35% of the portfolio.

Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0000944361-25-000004

Period: 2025-03-31
Reported value: $5.36B
Holdings: 194
Top 10 weight: 56.35%
New: 12
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VOOadded	+244,811	$126M
MBBadded	+896,932	$84.1M
FLMInew	+2,059,688	$50.3M
HYMBadded	+1,921,120	$48.5M
VGITadded	+793,357	$47.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AGGreduced	-809,545	-$80.1M
TFIreduced	-1,345,794	-$60.7M
IEFAreduced	-794,710	-$60.1M
VGSHreduced	-688,098	-$40.4M
MUBreduced	-322,533	-$34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000944361-25-000004, largest first. % of portfolio is the value over $5,361,813,900, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	1,816,302	$933M	17.41%	+244,811	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	7,723,962	$512M	9.56%	+50,115	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,190,319	$365M	6.82%	-363,964	Timeline
SPABSPDR SERIES TRUST	11,745,372	$300M	5.59%	-1,075,695	Timeline
VTEBVANGUARD MUN BD FDS	4,630,555	$230M	4.29%	+792,628	Timeline
SPIBSPDR SERIES TRUST	5,038,144	$167M	3.12%	+1,180,900	Timeline
VIGIVANGUARD WHITEHALL FDS	1,738,592	$144M	2.69%	-188,889	Timeline
NOBLPROSHARES TR	1,267,831	$130M	2.42%	+29,436	Timeline
SPSMSPDR SERIES TRUST	3,004,000	$122M	2.28%	+972,530	Timeline
VGITVANGUARD SCOTTSDALE FDS	1,964,943	$117M	2.18%	+793,357	Timeline
VWOVANGUARD INTL EQUITY INDEX F	2,526,308	$114M	2.13%	+163,144	Timeline
IEFAISHARES TR	1,437,549	$109M	2.03%	-794,710	Timeline
IVEISHARES TR	557,167	$106M	1.98%	-78,652	Timeline
IVWISHARES TR	1,081,372	$100M	1.87%	-276,276	Timeline
MBBISHARES TR	941,711	$88.3M	1.65%	+896,932	Timeline
PZAINVESCO EXCH TRADED FD TR II	3,700,049	$85.2M	1.59%	+998,227	Timeline
MUBISHARES TR	802,166	$84.6M	1.58%	-322,533	Timeline
SPYGSPDR SERIES TRUST	941,935	$75.7M	1.41%	+7,991	Timeline
SHMSPDR SERIES TRUST	1,508,867	$71.8M	1.34%	-207,259	Timeline
DFACDIMENSIONAL ETF TRUST	2,000,671	$66M	1.23%	-46,928	Timeline
PFFISHARES TR	1,884,697	$57.9M	1.08%	+88,805	Timeline
SCHBSCHWAB STRATEGIC TR	2,557,985	$55.1M	1.03%	-194,333	Timeline
SCHGSCHWAB STRATEGIC TR	2,127,611	$53.3M	0.99%	-89,389	Timeline
FLMIFRANKLIN TEMPLETON ETF TR	2,059,688	$50.3M	0.94%	new	Timeline
HYMBSPDR SERIES TRUST	1,982,348	$50M	0.93%	+1,921,120	Timeline
IVVISHARES TR	80,333	$45.1M	0.84%	-9,357	Timeline
IWYISHARES TR	204,727	$43.2M	0.81%	-46,500	Timeline
IEMGISHARES INC	785,755	$42.4M	0.79%	-87,084	Timeline
EOGEOG RES INC	324,591	$41.6M	0.78%	-739	Timeline
QUALISHARES TR	230,078	$39.3M	0.73%	+130,588	Timeline
AAPLAPPLE INC	172,060	$38.2M	0.71%	+144	Timeline
DFAXDIMENSIONAL ETF TRUST	1,430,766	$37.5M	0.7%	-48,525	Timeline
CWISPDR INDEX SHS FDS	1,188,221	$35.1M	0.66%	-25,915	Timeline
IQLTISHARES TR	829,212	$32.9M	0.61%	+765,142	Timeline
SPLVINVESCO EXCH TRADED FD TR II	372,669	$27.8M	0.52%	+11,476	Timeline
IGEBISHARES TR	611,374	$27.5M	0.51%	new	Timeline
JIREJ P MORGAN EXCHANGE TRADED F	421,219	$26.8M	0.5%	+107,692	Timeline
VTIVANGUARD INDEX FDS	93,869	$25.8M	0.48%	+39,153	Timeline
ISHARES TRISHARES TR	1,051,268	$24.6M	0.46%	+20,002
SCHZSCHWAB STRATEGIC TR	1,019,167	$23.6M	0.44%	-28,374	Timeline
IEIISHARES TR	175,865	$20.8M	0.39%	new	Timeline
SCHVSCHWAB STRATEGIC TR	774,249	$20.6M	0.38%	-119,417	Timeline
IXUSISHARES TR	279,277	$19.5M	0.36%	-33,957	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	381,892	$19.3M	0.36%	+26,270	Timeline
TFISPDR SERIES TRUST	424,225	$19.1M	0.36%	-1,345,794	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	371,461	$18.9M	0.35%	-18,120	Timeline
DYNFBLACKROCK ETF TRUST	376,398	$18.4M	0.34%	new	Timeline
IJRISHARES TR	172,256	$18M	0.34%	-112,401	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	29,658	$16.6M	0.31%	+869	Timeline
IBTGISHARES TR	670,114	$15.4M	0.29%	+142,149	Timeline
IEFISHARES TR	156,991	$15M	0.28%	+144,568	Timeline
AGGISHARES TR	149,871	$14.8M	0.28%	-809,545	Timeline
ITOTISHARES TR	120,555	$14.7M	0.27%	-12,901	Timeline
MSFTMICROSOFT CORP	38,892	$14.6M	0.27%	+1,974	Timeline
SCHFSCHWAB STRATEGIC TR	721,477	$14.3M	0.27%	-196,589	Timeline
VEUVANGUARD INTL EQUITY INDEX F	228,176	$13.8M	0.26%	-28,853	Timeline
HYGISHARES TR	175,434	$13.8M	0.26%	new	Timeline
AMZNAMAZON COM INC	71,960	$13.7M	0.26%	-14,116	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	22,803	$12.1M	0.23%	+105	Timeline
IWDISHARES TR	61,203	$11.5M	0.21%	-3,277	Timeline
IWFISHARES TR	25,871	$9.34M	0.17%	-1,442	Timeline
SDYSPDR SERIES TRUST	66,447	$9.02M	0.17%	-10,236	Timeline
ROKROCKWELL AUTOMATION INC	33,418	$8.63M	0.16%	-164	Timeline
NVDANVIDIA CORPORATION	77,902	$8.44M	0.16%	+7,439	Timeline
IBTHISHARES TR	373,267	$8.37M	0.16%	+109,737	Timeline
SUSLISHARES TR	81,786	$7.84M	0.15%	+10,201	Timeline
EAGGISHARES TR	160,030	$7.6M	0.14%	+91,429	Timeline
GOVTISHARES TR	324,348	$7.46M	0.14%	-47,085	Timeline
USIGISHARES TR	139,906	$7.15M	0.13%	-245,412	Timeline
SUBISHARES TR	67,632	$7.14M	0.13%	new	Timeline
SHYMBLACKROCK ETF TRUST II	297,380	$6.74M	0.13%	new	Timeline
IJHISHARES TR	112,098	$6.54M	0.12%	-8,226	Timeline
SCHPSCHWAB STRATEGIC TR	235,664	$6.34M	0.12%	+1,805	Timeline
VIGVANGUARD SPECIALIZED FUNDS	29,612	$5.74M	0.11%	-1,427	Timeline
PGPROCTER & GAMBLE CO	33,324	$5.68M	0.11%	-13,888	Timeline
SPDWSPDR INDEX SHS FDS	153,216	$5.58M	0.1%	-22,589	Timeline
ISHARES TRISHARES TR	216,737	$5.45M	0.1%	+21,335
IWMISHARES TR	26,913	$5.37M	0.1%	-6,580	Timeline
VTVANGUARD INTL EQUITY INDEX F	44,128	$5.12M	0.1%	+59	Timeline
VUGVANGUARD INDEX FDS	13,618	$5.05M	0.09%	-242	Timeline
SCHASCHWAB STRATEGIC TR	201,116	$4.71M	0.09%	+90,035	Timeline
ABBVABBVIE INC	21,509	$4.51M	0.08%	-77	Timeline
VTVVANGUARD INDEX FDS	26,030	$4.5M	0.08%	-145	Timeline
IBMQISHARES TR	172,701	$4.37M	0.08%	+9,662	Timeline
ESGDISHARES TR	50,674	$4.14M	0.08%	+8,480	Timeline
SCHOSCHWAB STRATEGIC TR	167,735	$4.08M	0.08%	-1,359	Timeline
IBMPISHARES TR	158,745	$4.01M	0.07%	+25,633	Timeline
GOOGLALPHABET INC	25,758	$3.98M	0.07%	+1,288	Timeline
ISHARESISHARES	148,658	$3.98M	0.07%	+22,022
IBTIISHARES TR	176,515	$3.93M	0.07%	+68,446	Timeline
CMFISHARES TR	68,077	$3.83M	0.07%	+11,401	Timeline
DVNDEVON ENERGY CORP NEW	98,814	$3.7M	0.07%	+268	Timeline
IBMOISHARES TR	144,392	$3.69M	0.07%	+27,629	Timeline
XOMEXXON MOBIL CORP	30,456	$3.62M	0.07%	-551	Timeline
IBDRISHARES TR	146,155	$3.54M	0.07%	+20,613	Timeline
JPMJPMORGAN CHASE & CO	14,399	$3.53M	0.07%	+2,526	Timeline
CEGCONSTELLATION ENERGY CORP	17,430	$3.51M	0.07%	+501	Timeline
SCHMSCHWAB STRATEGIC TR	121,301	$3.18M	0.06%	0	Timeline
WMWASTE MGMT INC DEL	13,358	$3.09M	0.06%	+528	Timeline
IBDSISHARES TR	117,825	$2.85M	0.05%	+11,171	Timeline
SCHXSCHWAB STRATEGIC TR	127,185	$2.81M	0.05%	-12,272	Timeline
VGKVANGUARD INTL EQUITY INDEX F	39,771	$2.79M	0.05%	-741	Timeline
IBTJISHARES TR	126,863	$2.76M	0.05%	+66,253	Timeline
DONWISDOMTREE TR	54,140	$2.68M	0.05%	-1,544	Timeline
VVVANGUARD INDEX FDS	10,393	$2.67M	0.05%	0	Timeline
SBACSBA COMMUNICATIONS CORP	11,559	$2.54M	0.05%	0	Timeline
DVYISHARES TR	18,595	$2.5M	0.05%	0	Timeline
EFAISHARES TR	30,528	$2.5M	0.05%	-3,568	Timeline
NEENEXTERA ENERGY INC	33,827	$2.4M	0.04%	-4,025	Timeline
EXCEXELON CORP	51,644	$2.38M	0.04%	+1,505	Timeline
KOCOCA COLA CO	32,719	$2.34M	0.04%	-5,721	Timeline
MLNVANECK ETF TRUST	131,091	$2.28M	0.04%	+117,138	Timeline
MRKMERCK & CO INC	25,045	$2.25M	0.04%	-1,790	Timeline
VXUSVANGUARD STAR FDS	36,026	$2.24M	0.04%	+14,767	Timeline
IBDTISHARES TR	87,731	$2.22M	0.04%	+16,221	Timeline
MUSTCOLUMBIA ETF TR I	109,039	$2.2M	0.04%	0	Timeline
PTYPIMCO CORPORATE & INCOME OPP	151,374	$2.19M	0.04%	0	Timeline
GOOGALPHABET INC	13,823	$2.16M	0.04%	-1,267	Timeline
PRFZINVESCO EXCHANGE TRADED FD T	56,822	$2.15M	0.04%	-8,445	Timeline
JNJJOHNSON & JOHNSON	12,935	$2.15M	0.04%	-5,565	Timeline
AFLAFLAC INC	19,035	$2.12M	0.04%	-12,343	Timeline
AOAISHARES TR	27,631	$2.11M	0.04%	+710	Timeline
IBMRISHARES TR	83,819	$2.1M	0.04%	+12,809	Timeline
HDVISHARES TR	17,215	$2.09M	0.04%	+166	Timeline
CVXCHEVRON CORPORATION	11,993	$2.01M	0.04%	-2,264	Timeline
VBRVANGUARD INDEX FDS	10,206	$1.9M	0.04%	-544	Timeline
IBDUISHARES TR	81,507	$1.89M	0.04%	+6,074	Timeline
BGRNISHARES TR	39,533	$1.87M	0.03%	+22,834	Timeline
RTXRTX CORPORATION	13,995	$1.85M	0.03%	+23	Timeline
VPLVANGUARD INTL EQUITY INDEX F	24,760	$1.79M	0.03%	+1	Timeline
BNDVANGUARD BD INDEX FDS	23,085	$1.7M	0.03%	-2,754	Timeline
EMBISHARES TR	18,200	$1.65M	0.03%	+808	Timeline
SCHESCHWAB STRATEGIC TR	59,030	$1.63M	0.03%	-4,148	Timeline
EEMISHARES TR	36,125	$1.58M	0.03%	-15,148	Timeline
BACBANK OF AMER CORP	37,567	$1.57M	0.03%	+5,528	Timeline
IBTOISHARES TR	62,223	$1.56M	0.03%	+36,116	Timeline
WMTWALMART INC	17,373	$1.53M	0.03%	-1,694	Timeline
AGGYWISDOMTREE TR	34,080	$1.48M	0.03%	-9,468	Timeline
USCIUNITED STS COMMODITY INDEX F	20,031	$1.44M	0.03%	0	Timeline
DGROISHARES TR	23,302	$1.44M	0.03%	+1,204	Timeline
ABTABBOTT LABORATORIES	10,584	$1.4M	0.03%	+21	Timeline
DISDISNEY WALT CO	13,679	$1.35M	0.03%	+629	Timeline
ESMLISHARES TR	34,970	$1.34M	0.03%	+4,407	Timeline
RPGINVESCO EXCHANGE TRADED FD T	33,980	$1.3M	0.02%	0	Timeline
VGSHVANGUARD SCOTTSDALE FDS	21,780	$1.28M	0.02%	-688,098	Timeline
IBDVISHARES TR	55,287	$1.2M	0.02%	+3,440	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	102,098	$1.14M	0.02%	-7,493	Timeline
IBMSISHARES TR	44,218	$1.12M	0.02%	+6,155	Timeline
IBDWISHARES TR	53,892	$1.12M	0.02%	+5,360	Timeline
NADNUVEEN QUALITY MUNCP INCOME	94,123	$1.08M	0.02%	0	Timeline
DFUSDIMENSIONAL ETF TRUST	17,771	$1.07M	0.02%	-407	Timeline
LDEMISHARES TR	21,025	$1.02M	0.02%	+3,458	Timeline
EFVISHARES TR	16,578	$977K	0.02%	-947	Timeline
VCSHVANGUARD SCOTTSDALE FDS	12,171	$961K	0.02%	0	Timeline
IBDXISHARES TR	38,013	$950K	0.02%	-1,208	Timeline
AORISHARES TR	16,390	$944K	0.02%	-114	Timeline
WPMWHEATON PRECIOUS METALS CORP	11,888	$923K	0.02%	0	Timeline
IWRISHARES TR	10,680	$909K	0.02%	0	Timeline
DFUVDIMENSIONAL ETF TRUST	21,139	$871K	0.02%	+47	Timeline
HIMUBLACKROCK ETF TRUST II	17,145	$849K	0.02%	new	Timeline
CSCOCISCO SYS INC	12,974	$801K	0.01%	+2,769	Timeline
IBTKISHARES TR	38,811	$763K	0.01%	+21,106	Timeline
IAUISHARES GOLD TR	12,901	$761K	0.01%	+28	Timeline
MDLZMONDELEZ INTL INC	10,862	$737K	0.01%	new	Timeline
ENBENBRIDGE INC	16,324	$723K	0.01%	+520	Timeline
IEURISHARES TR	11,300	$680K	0.01%	new	Timeline
NMZNUVEEN MUN HIGH INCOME OPPOR	59,911	$654K	0.01%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	18,000	$615K	0.01%	0	Timeline
IUSBISHARES TR	12,747	$587K	0.01%	-54,702	Timeline
ETENERGY TRANSFER L P	31,331	$582K	0.01%	+100	Timeline
PCGPG&E CORP	33,014	$567K	0.01%	+1,842	Timeline
AGIALAMOS GOLD INC	20,552	$550K	0.01%	0	Timeline
FNDFSCHWAB STRATEGIC TR	14,918	$539K	0.01%	-3,387	Timeline
ITMVANECK ETF TRUST	10,289	$468K	0.01%	-72,902	Timeline
SPIPSPDR SERIES TRUST	16,589	$438K	0.01%	0	Timeline
AGZDWISDOMTREE TR	18,188	$407K	0.01%	0	Timeline
IBDZISHARES TR	15,445	$398K	0.01%	0	Timeline
HEFAISHARES TR	10,101	$367K	0.01%	0	Timeline
IBTPISHARES TR	13,875	$356K	0.01%	new	Timeline
TAT&T INC	12,127	$343K	0.01%	+1,792	Timeline
RVTROYCE SMALL CAP TRUST INC	23,224	$331K	0.01%	0	Timeline
SCHDSCHWAB STRATEGIC TR	11,618	$325K	0.01%	new	Timeline
PMLPIMCO MUN INCOME FD II	40,000	$324K	0.01%	0	Timeline
PFEPFIZER INC	12,550	$318K	0.01%	-2,113	Timeline
SHYDVANECK ETF TRUST	13,724	$309K	0.01%	-24,789	Timeline
INTCINTEL CORP	13,087	$297K	0.01%	+1,440	Timeline
RQICOHEN & STEERS QUALITY INCOM	23,179	$291K	0.01%	0	Timeline
MATWMATTHEWS INTL CORP	12,771	$284K	0.01%	0	Timeline
COMTISHARES U S ETF TR	10,362	$274K	0.01%	-1,104	Timeline
FNDXSCHWAB STRATEGIC TR	10,634	$251K	<0.01%	-5,357	Timeline
IBTMISHARES TR	10,223	$234K	<0.01%	0	Timeline
IBTLISHARES TR	11,498	$234K	<0.01%	0	Timeline
BTTBLACKROCK MUN TARGET TERM TR	10,857	$230K	<0.01%	0	Timeline
ETHEGRAYSCALE ETHEREUM STAKING E	14,372	$219K	<0.01%	0	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
PEPPEPSICO INC	12,226	$1.86M	shares
GISGENERAL MILLS INC	18,827	$1.2M	shares
EFGISHARES TR	10,075	$976K	shares
AEMAGNICO EAGLE MINES LTD	11,739	$918K	shares
IBDYISHARES TR	36,116	$907K	shares
VZVERIZON COMMUNICATIONS INC	13,127	$525K	shares
ICSHISHARES TR	10,114	$510K	shares
PWZINVESCO EXCH TRADED FD TR II	10,326	$255K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000944361-25-000004	base		2025-04-17	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC