Titelia

Holdings of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

195 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.8 % of the equity sleeve

Sector breakdown

  • Funds 27.0 %
  • Technology 1.3 %
  • Consumer staples 0.3 %
  • Industrials 0.3 %
  • Health care 0.3 %
  • Energy 0.2 %
  • Financials 0.2 %
  • Communication 0.2 %
  • Utilities 0.2 %
  • Consumer discretionary 0.1 %
  • Unattributed 69.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1946.7B $99.99 %
2GB1630.2K $0.01 %

Positions

RankCompanySharesValueWeight
101Schwab U.S. Large-Cap ETF 134,0523.4M $
102iShares iBonds Dec 2029 Term C 140,9023.3M $
103NextEra Energy Inc 34,7853.2M $
104VanEck High Yield Muni ETF 63,0823.2M $
105Vanguard Small-Cap ETF 12,0753.2M $
106Vanguard Large-Cap ETF 10,3933.1M $
107Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 24,0383M $
108Vanguard FTSE Europe ETF 36,2653M $
109iShares MSCI EAFE ETF 30,6023M $
110Chevron Corp 13,8392.9M $
111Bitwise Bitcoin ETF 76,6932.8M $
112iShares Core Dividend Growth ETF 40,0032.8M $
113RTX Corp 14,5052.8M $
114Marathon Petroleum Corp 11,0522.7M $
115WisdomTree Trust 49,9592.6M $
116Exelon Corp 52,3382.6M $
117Bank of America Corp 52,0022.5M $
118iShares Select Dividend ETF 16,6562.5M $
119iShares iBonds Dec 2030 Term C 112,3632.5M $
120JPMorgan Active Growth ETF 28,4262.4M $
121Fifth Third Bancorp 50,1572.3M $
122Vanguard Index Funds 10,6752.3M $
123Cisco Systems, Inc. 29,4122.3M $
124iShares Core 80/20 Aggressive 25,5812.3M $
125iShares Core High Dividend ETF 16,5752.2M $
126iShares MSCI Emerging Markets ETF 39,5642.2M $
127WisdomTree Trust 51,4392.2M $
128Vanguard FTSE Pacific ETF 21,5742.1M $
129VanEck Morningstar Wide Moat ETF 21,5062.1M $
130SBA Communications Corp 11,6972M $
131Duke Energy Corp 15,2192M $
132PepsiCo Inc 12,7912M $
133Aflac Inc 17,9472M $
134iShares iBonds Dec 2031 Term C 93,8512M $
135iShares ESG Aware MSCI USA Small-Cap ETF 35,1191.7M $
136iShares iBonds Dec 2032 Term C 63,1431.6M $
137Invesco RAFI US 1500 Small-Mid ETF 32,7181.5M $
138Vanguard Total International S 18,7311.4M $
139Ishares Gold Trust 15,4921.4M $
140Intel Corp 30,7631.4M $
141Dimensional ETF Trust 17,4861.2M $
142AT&T Inc 42,0761.2M $
143Vanguard Total Bond Market ETF 16,1261.2M $
144NUVEEN QUALITY MUN INCOME FD 103,1381.2M $
145iShares J.P. Morgan USD Emerging Markets Bond ETF 12,5061.2M $
146Abbott Laboratories 11,3271.2M $
147VanEck Short High Yield Muni ETF 51,1671.2M $
148iShares Trust 15,3691.1M $
149Southern Co/The 11,5891.1M $
150Verizon Communications Inc 22,0701.1M $
151Select Sector Spdr Trust 22,4321.1M $
152iShares Bitcoin Trust ETF 27,6351.1M $
153iShares Trust 10,8381.1M $
154Wells Fargo & Co 13,1041M $
155iShares iBonds Dec 2033 Term C 39,6521M $
156Williams Cos Inc/The 13,8171M $
157DFA Dimensional US Marketwide Value ETF 20,446990.8K $
158Carrier Global Corp 17,508985.9K $
159Altria Group, Inc. 14,115931.4K $
160US Bancorp 17,522911.3K $
161Bristol-Myers Squibb Co 14,765895.5K $
162iShares Core 60/40 Balanced Al 13,455865.8K $
163iShares Core MSCI Europe ETF 11,300794.1K $
164Everpure Inc 13,142775.9K $
165State Street Utilities Select Sector SPDR ETF 16,765769.3K $
166First Trust Rising Dividend Achievers ETF 10,690729.9K $
167Dimensional U S Targeted Value ETF 11,314706.6K $
168Innovator U.S. Equity Buffer E 11,978638.8K $
169Pacer Funds Trust 10,113632.7K $
170British American Tobacco PLC 10,779630.2K $
171iShares 0-5 Year High Yield Corporate Bond ETF 14,836627.7K $
172Energy Transfer LP 31,806613.9K $
173Principal Exchange-Traded Funds 32,447610.7K $
174Innovator U.S. Equity Power Bu 13,229610.3K $
175Schwab Fundamental International Equity Etf 12,455609.4K $
176Mondelez International Inc 10,327595.2K $
177Comcast Corp 19,123549K $
178PG&E Corp 31,117546.7K $
179Enterprise Products Partners LP 14,000529.8K $
180NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 45,108506.6K $
181Ethereum Investment Trust 28,715490.2K $
182Pfizer Inc 16,814472.1K $
183Kraft Heinz Co/The 20,753466.7K $
184Pacer US Small Cap Cash Cows E 10,011449.2K $
185iShares iBonds Dec 2034 Term C 16,960442K $
186iShares Trust 18,074440.8K $
187iShares Trust 10,101429.2K $
188Nuveen Municipal High Income O 38,418398.8K $
189Matthews International Corp 12,771329.7K $
190Ford Motor Co 23,926276.1K $
191VF Corp 16,028272.3K $
192Cohen & Steers Quality Income 22,500271.1K $
193INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 14,515251.4K $
194iShares Trust 11,327231.1K $
195iShares Trust 10,073231K $