CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 944361
Institutional-grade research for retail investors
13F Reported Value
ⓘ$7.6B
Holdings
253
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC disclosed 253 positions worth $7.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 42 new positions and exited 12 — including a new stake in $TPL and a full exit from $DOV. The portfolio is most concentrated in Other (84.7% of disclosed assets). All figures are sourced directly from CLIFTONLARSONALLEN WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 944361.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS - S&P 5
21.3% weight
Held 7 quarters
VANGUARD TAX-MANAGED FDS -
10.3% weight
Held 7 quarters
$IVZ8.7% weight
Held 7 quarters
VANGUARD MUN BD FDS - TAX
4.3% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
3.8% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
7 quarters accumulating
VANGUARD MUN BD FDS - TAX
7 quarters accumulating
SPDR SERIES TRUST - ST STR
7 quarters accumulating
VANGUARD INTL EQUITY INDEX
7 quarters accumulating
VANGUARD SCOTTSDALE FDS -
7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareEnergyConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$1.6B2,353,485 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$787.6M11,054,365 sh- —
Quality
$663.6M7,364,726 sh VANGUARD MUN BD FDS - TAX EXEMPT BD
—Quality
$323.4M6,394,230 shSPDR SERIES TRUST - ST STR SP600 SML
—Quality
$289.6M5,022,048 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$252.2M4,224,614 shSPDR SERIES TRUST - ST STR AGGRE ETF
—Quality
$249.8M9,787,519 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$247.5M4,196,999 shISHARES TR - MBS ETF
—Quality
$185.0M1,957,539 shPROSHARES TR - S&P 500 DV ARIST
—Quality
$150.9M2,687,604 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6B | 2,353,485 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $787.6M | 11,054,365 |
| Invesco Ltd.$IVZ | — | $663.6M | 7,364,726 |
| VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $323.4M | 6,394,230 |
| SPDR SERIES TRUST - ST STR SP600 SML | — | $289.6M | 5,022,048 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $252.2M | 4,224,614 |
| SPDR SERIES TRUST - ST STR AGGRE ETF | — | $249.8M | 9,787,519 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $247.5M | 4,196,999 |
| ISHARES TR - MBS ETF | — | $185.0M | 1,957,539 |
| PROSHARES TR - S&P 500 DV ARIST | — | $150.9M | 2,687,604 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's 253 positions.
Showing top 10 of 253 holdings.
Sector Allocation
Other
$6.4B
Financials
$867.1M
Technology
$162.8M
Healthcare
$27.8M
Energy
$22.5M
Consumer Discretionary
$21.5M
Utilities
$19.8M
Consumer Staples
$17.7M
Full Holdings — CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Q2 2026)
All 253 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.6B | 21.3% | +2% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $787.6M | 10.3% | +2% | — |
| 3 | $IVZ | Invesco Ltd. | $663.6M | 8.7% | +0% | — |
| 4 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $323.4M | 4.3% | +1% | — |
| 5 | — | SPDR SERIES TRUST - ST STR SP600 SML | $289.6M | 3.8% | +2% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $252.2M | 3.3% | +2% | — |
| 7 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $249.8M | 3.3% | +5% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $247.5M | 3.3% | +7% | — |
| 9 | — | ISHARES TR - MBS ETF | $185.0M | 2.4% | +2% | — |
| 10 | — | PROSHARES TR - S&P 500 DV ARIST | $150.9M | 2.0% | +96% | — |
| 11 | — | SPDR SERIES TRUST - ST INTER BD ETF | $148.9M | 2.0% | +4% | — |
| 12 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $131.4M | 1.7% | -0% | — |
| 13 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $115.6M | 1.5% | +4% | — |
| 14 | — | SPDR SERIES TRUST - ST STR P500GRW | $108.5M | 1.4% | -6% | — |
| 15 | — | ISHARES TR - S&P 500 GRWT ETF | $104.8M | 1.4% | -10% | — |
| 16 | $IVZ | Invesco Ltd. | $100.8M | 1.3% | -2% | — |
| 17 | — | ISHARES TR - CORE MSCI EAFE | $96.0M | 1.3% | -9% | — |
| 18 | — | ISHARES TR - S&P 500 VAL ETF | $84.0M | 1.1% | -12% | — |
| 19 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $74.5M | 1.0% | -2% | — |
| 20 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $73.2M | 1.0% | -2% | — |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $70.6M | 0.9% | +9% | — |
| 22 | — | ISHARES TR - PFD AND INCM SEC | $62.6M | 0.8% | +6% | — |
| 23 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $61.5M | 0.8% | +4% | — |
| 24 | — | ISHARES TR - MSCI USA QLT FCT | $55.7M | 0.7% | -5% | — |
| 25 |  $AAPL | Apple Inc. | $50.8M | 0.7% | +3% | 76.1 |
| 26 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | $49.6M | 0.7% | +0% | — |
| 27 | — | ISHARES TR - 10+ YR INVST GRD | $48.0M | 0.6% | +4% | — |
| 28 | — | ISHARES TR - NATIONAL MUN ETF | $47.0M | 0.6% | -18% | — |
| 29 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $42.7M | 0.6% | +0% | — |
| 30 | — | ISHARES INC - CORE MSCI EMKT | $41.8M | 0.6% | -14% | — |
| 31 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $41.3M | 0.5% | -5% | — |
| 32 | — | ISHARES TR - RUS TP200 GR ETF | $39.1M | 0.5% | -11% | — |
| 33 | — | ISHARES TR - CORE S&P500 ETF | $38.2M | 0.5% | -15% | — |
| 34 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $35.9M | 0.5% | +1% | — |
| 35 |  $STT | STATE STREET CORP | $35.0M | 0.5% | -2% | 61.5 |
| 36 |  $MSFT | MICROSOFT CORP | $32.3M | 0.4% | +17% | 83.7 |
| 37 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $31.5M | 0.4% | -26% | — |
| 38 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $31.0M | 0.4% | -11% | — |
| 39 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $29.1M | 0.4% | +19% | — |
| 40 | — | ISHARES TR - CORE S&P SCP ETF | $26.2M | 0.3% | -1% | — |
| 41 | $IVZ | Invesco Ltd. | $24.9M | 0.3% | -5% | — |
| 42 | — | ISHARES TR - IBONDS 26 TRM TS | $23.4M | 0.3% | -11% | — |
| 43 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $23.0M | 0.3% | -3% | — |
| 44 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $22.6M | 0.3% | -13% | — |
| 45 |  $NVDA | NVIDIA CORP | $22.5M | 0.3% | +63% | 90.2 |
| 46 | — | ISHARES TR - IBONDS 27 TRM TS | $21.9M | 0.3% | +4% | — |
| 47 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $20.2M | 0.3% | -4% | — |
| 48 | — | ISHARES TR - MSCI INTL QUALTY | $19.1M | 0.3% | -21% | — |
| 49 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $18.6M | 0.2% | +2% | — |
| 50 |  $SPY | SPDR S&P 500 ETF TRUST | $18.2M | 0.2% | -3% | — |
| 51 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $18.0M | 0.2% | -1% | — |
| 52 |  $ROK | ROCKWELL AUTOMATION, INC | $16.6M | 0.2% | +0% | 68.2 |
| 53 | — | ISHARES TR - RUS 1000 GRW ETF | $14.3M | 0.2% | +338% | — |
| 54 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $13.8M | 0.2% | +93% | — |
| 55 | — | ISHARES TR - CORE MSCI TOTAL | $13.5M | 0.2% | -22% | — |
| 56 | — | ISHARES TR - CORE S&P TTL STK | $12.8M | 0.2% | -8% | — |
| 57 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $12.5M | 0.2% | +2% | — |
| 58 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $12.4M | 0.2% | +1% | — |
| 59 | — | ISHARES TR - CORE US AGGBD ET | $12.2M | 0.2% | +18% | — |
| 60 | — | ISHARES TR - INVT GRAD SY ETF | $11.5M | 0.1% | -22% | — |
| 61 | — | ISHARES TR - ESG MSCI LEADR | $11.5M | 0.1% | +5% | — |
| 62 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $11.3M | 0.1% | +150% | — |
| 63 | — | ISHARES TR - CALIF MUN BD ETF | $11.3M | 0.1% | +2% | — |
| 64 |  $GOOG | Alphabet Inc. | $10.7M | 0.1% | +8% | 80.2 |
| 65 | — | ISHARES TR - IBONDS 28 TRM TS | $10.3M | 0.1% | +20% | — |
| 66 |  $AMZN | AMAZON COM INC | $10.2M | 0.1% | -2% | 74.6 |
| 67 | — | SPDR SERIES TRUST - ST STR SP DIV | $10.0M | 0.1% | +0% | — |
| 68 | — | ISHARES TR - ESG AWR US AGRGT | $9.9M | 0.1% | +9% | — |
| 69 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $9.6M | 0.1% | -24% | — |
| 70 | — | VANECK ETF TRUST - LONG MUNI ETF | $9.0M | 0.1% | +10% | — |
| 71 | — | ISHARES TR - CORE S&P MCP ETF | $8.6M | 0.1% | -0% | — |
| 72 | — | ISHARES TR - 3 7 YR TREAS BD | $8.5M | 0.1% | -22% | — |
| 73 | — | ISHARES TR - IBONDS DEC2026 | $8.3M | 0.1% | +10% | — |
| 74 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.3M | 0.1% | +593% | — |
| 75 |  $JNJ | JOHNSON & JOHNSON | $8.2M | 0.1% | +17% | 72.8 |
| 76 |  $WMT | Walmart Inc. | $8.1M | 0.1% | -2% | 63.2 |
| 77 | — | ISHARES TR - IBONDS DEC 27 | $7.9M | 0.1% | +12% | — |
| 78 |  $TPL | Texas Pacific Land Corp | $7.9M | 0.1% | NEW | 79.1 |
| 79 |  $JPM | JPMORGAN CHASE & CO | $7.7M | 0.1% | +13% | 35.6 |
| 80 | — | ISHARES TR - IBONDS DEC 28 | $7.6M | 0.1% | +10% | — |
| 81 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $7.2M | 0.1% | +2% | — |
| 82 |  $KO | COCA COLA CO | $7.2M | 0.1% | +54% | 74 |
| 83 |  $ADP | AUTOMATIC DATA PROCESSING INC | $7.2M | 0.1% | -2% | 77.9 |
| 84 | — | ISHARES TR - IBONDS DEC 26 | $6.9M | 0.1% | +16% | — |
| 85 |  $XOM | EXXON MOBIL CORP | $6.9M | 0.1% | +13% | 61.8 |
| 86 |  $ABBV | AbbVie Inc. | $6.7M | 0.1% | +19% | 59.3 |
| 87 | — | ISHARES TR - RUS 1000 VAL ETF | $6.7M | 0.1% | -48% | — |
| 88 | — | ISHARES TR - IBONDS DEC 2029 | $6.4M | 0.1% | +13% | — |
| 89 | — | ISHARES TR - IBONDS 27 ETF | $6.3M | 0.1% | +30% | — |
| 90 |  $PG | PROCTER & GAMBLE Co | $6.2M | 0.1% | +23% | 72.9 |
| 91 | — | ISHARES TR - IBOXX HI YD ETF | $6.2M | 0.1% | -21% | — |
| 92 |  $INTC | INTEL CORP | $6.2M | 0.1% | +43% | 41.5 |
| 93 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $6.1M | 0.1% | NEW | 71.8 |
| 94 | — | ISHARES TR - ESG AW MSCI EAFE | $5.9M | 0.1% | +10% | — |
| 95 | — | ISHARES TR - 7-10 YR TRSY BD | $5.8M | 0.1% | -22% | — |
| 96 | — | VANGUARD WORLD FD - INF TECH ETF | $5.8M | 0.1% | NEW | — |
| 97 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $5.7M | 0.1% | -2% | — |
| 98 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $5.7M | 0.1% | -4% | — |
| 99 |  $MRK | Merck & Co., Inc. | $5.6M | 0.1% | +28% | 70.9 |
| 100 | — | ISHARES TR - IBDS DEC28 ETF | $5.6M | 0.1% | +33% | — |
| 101 | — | ISHARES TR - SHRT NAT MUN ETF | $5.2M | 0.1% | -8% | — |
| 102 | — | ISHARES TR - IBONDS 29 TRM TS | $5.1M | 0.1% | -2% | — |
| 103 |  $CSCO | CISCO SYSTEMS, INC. | $5.1M | 0.1% | +47% | 72.3 |
| 104 | — | ISHARES TR - IBONDS DEC 29 | $5.0M | 0.1% | +52% | — |
| 105 | — | VANGUARD INDEX FDS - VALUE ETF | $4.9M | 0.1% | -14% | — |
| 106 |  $GOOGL | Alphabet Inc. | $4.9M | 0.1% | +5% | 80.2 |
| 107 |  $AVGO | Broadcom Inc. | $4.6M | 0.1% | +7% | 86.4 |
| 108 | — | ISHARES TR - IBOND DEC 2030 | $4.6M | 0.1% | +8% | — |
| 109 |  $DVN | DEVON ENERGY CORP/DE | $4.3M | 0.1% | +5% | 70.2 |
| 110 |  $CEG | Constellation Energy Corp | $4.3M | 0.1% | +4% | 62.5 |
| 111 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $4.1M | 0.1% | -20% | — |
| 112 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.0M | 0.1% | +1% | — |
| 113 | — | ISHARES TR - IBONDS DEC 2030 | $3.9M | 0.1% | +8% | — |
| 114 |  $WM | WASTE MANAGEMENT INC | $3.9M | 0.1% | NEW | 70.7 |
| 115 |  $BMO | BANK OF MONTREAL /CAN/ | $3.9M | 0.1% | +13% | — |
| 116 | — | ISHARES TR - RUSSELL 2000 ETF | $3.8M | 0.1% | -35% | — |
| 117 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.8M | 0.1% | +4% | — |
| 118 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $3.8M | 0.1% | NEW | — |
| 119 | — | ISHARES TR - IBONDS DEC 2030 | $3.8M | 0.1% | +54% | — |
| 120 |  $CVX | CHEVRON CORP | $3.7M | 0.1% | +63% | 54.7 |
| 121 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | $3.5M | 0.1% | -13% | — |
| 122 |  $MPC | Marathon Petroleum Corp | $3.4M | 0.0% | +21% | 50.7 |
| 123 |  $RTX | RTX Corp | $3.4M | 0.0% | +23% | 70 |
| 124 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $3.4M | 0.0% | -0% | — |
| 125 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $3.4M | 0.0% | -1% | — |
| 126 | — | ISHARES TR - USD INV GRDE ETF | $3.3M | 0.0% | -15% | — |
| 127 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.3M | 0.0% | +11% | 68.4 |
| 128 | — | ISHARES TR - CORE DIV GRWTH | $3.2M | 0.0% | +5% | — |
| 129 | — | ISHARES TR - US TREAS BD ETF | $3.2M | 0.0% | -26% | — |
| 130 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.1M | 0.0% | NEW | 66.7 |
| 131 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $3.0M | 0.0% | -6% | — |
| 132 |  $MCD | MCDONALDS CORP | $2.9M | 0.0% | NEW | 73.9 |
| 133 |  $WT | WisdomTree, Inc. | $2.8M | 0.0% | -3% | 62.9 |
| 134 | — | ISHARES TR - MSCI EMG MKT ETF | $2.7M | 0.0% | -0% | — |
| 135 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $2.7M | 0.0% | -18% | — |
| 136 |  $NEE | NEXTERA ENERGY INC | $2.6M | 0.0% | -15% | 71.7 |
| 137 | — | ISHARES TR - SELECT DIVID ETF | $2.6M | 0.0% | -1% | — |
| 138 |  $EXC | EXELON CORP | $2.5M | 0.0% | +4% | 63.9 |
| 139 |  $BITB | Bitwise Bitcoin ETF | $2.5M | 0.0% | +2% | — |
| 140 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $2.5M | 0.0% | +0% | — |
| 141 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $2.4M | 0.0% | +9% | — |
| 142 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $2.4M | 0.0% | -15% | — |
| 143 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $2.4M | 0.0% | NEW | — |
| 144 | — | ISHARES TR - USD GRN BOND ETF | $2.3M | 0.0% | +4% | — |
| 145 | — | ISHARES TR - CORE HIGH DV ETF | $2.3M | 0.0% | +400% | — |
| 146 | $WT | WisdomTree, Inc. | $2.2M | 0.0% | +1% | 62.9 |
| 147 | — | ISHARES TR - CORE 80 20 ETF | $2.2M | 0.0% | -12% | — |
| 148 | — | ISHARES TR - IBONDS DEC 2031 | $2.1M | 0.0% | +8% | — |
| 149 | — | ISHARES TR - ESG AWARE MSCI | $2.1M | 0.0% | +7% | — |
| 150 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $2.1M | 0.0% | NEW | — |
| 151 |  $DUK | Duke Energy CORP | $2.1M | 0.0% | +9% | 64 |
| 152 | — | ISHARES TR - MSCI EAFE ETF | $2.1M | 0.0% | -35% | — |
| 153 |  $SBAC | SBA COMMUNICATIONS CORP | $2.1M | 0.0% | +0% | 71.3 |
| 154 |  $EMR | EMERSON ELECTRIC CO | $2.0M | 0.0% | NEW | 65.9 |
| 155 |  $PEP | PEPSICO INC | $2.0M | 0.0% | +15% | 62.7 |
| 156 |  $C | CITIGROUP INC | $1.9M | 0.0% | NEW | 54.8 |
| 157 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.8M | 0.0% | NEW | — |
| 158 |  $CPER | United States Commodity Index Funds Trust | $1.8M | 0.0% | +0% | — |
| 159 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | $1.8M | 0.0% | +0% | — |
| 160 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.8M | 0.0% | +50% | — |
| 161 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.8M | 0.0% | +107% | 70.1 |
| 162 |  $SO | SOUTHERN CO | $1.7M | 0.0% | +54% | 65.1 |
| 163 |  $UBS | UBS Group AG | $1.7M | 0.0% | -4% | — |
| 164 | — | ISHARES TR - IBONDS DEC 2032 | $1.7M | 0.0% | +5% | — |
| 165 |  $MMM | 3M CO | $1.7M | 0.0% | NEW | 60.7 |
| 166 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.6M | 0.0% | +42% | — |
| 167 |  $XEL | XCEL ENERGY INC | $1.5M | 0.0% | NEW | — |
| 168 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | $1.5M | 0.0% | NEW | — |
| 169 |  $VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.0% | +61% | 71.6 |
| 170 |  $ENB | ENBRIDGE INC | $1.5M | 0.0% | +22% | — |
| 171 | — | ISHARES TR - ESG MSCI EM LDRS | $1.5M | 0.0% | +8% | — |
| 172 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.0% | +42% | 67 |
| 173 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $1.5M | 0.0% | +0% | — |
| 174 |  $CARR | CARRIER GLOBAL Corp | $1.4M | 0.0% | +12% | 61.5 |
| 175 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $1.4M | 0.0% | -1% | — |
| 176 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.0% | NEW | — |
| 177 |  $DIS | Walt Disney Co | $1.3M | 0.0% | NEW | 68.9 |
| 178 |  $WFC | WELLS FARGO & COMPANY/MN | $1.3M | 0.0% | +18% | — |
| 179 |  $MO | ALTRIA GROUP, INC. | $1.3M | 0.0% | +25% | 72.1 |
| 180 |  $NAD | Nuveen Quality Municipal Income Fund | $1.3M | 0.0% | +0% | — |
| 181 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2M | 0.0% | NEW | — |
| 182 |  $PFE | PFIZER INC | $1.2M | 0.0% | +196% | 69 |
| 183 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | NEW | — |
| 184 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.2M | 0.0% | NEW | — |
| 185 | — | ISHARES TR - RUS MID CAP ETF | $1.2M | 0.0% | -2% | — |
| 186 |  $CVS | CVS HEALTH Corp | $1.1M | 0.0% | NEW | 51.3 |
| 187 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $1.1M | 0.0% | NEW | — |
| 188 | — | ISHARES TR - JPMORGAN USD EMG | $1.1M | 0.0% | -6% | — |
| 189 | — | PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD | $1.1M | 0.0% | +81% | — |
| 190 | — | VANECK ETF TRUST - SHRT HGH YLD MUN | $1.1M | 0.0% | -6% | — |
| 191 |  $COP | CONOCOPHILLIPS | $1.1M | 0.0% | NEW | 74.8 |
| 192 | — | EVERPURE INC - CL A | $1.0M | 0.0% | +0% | — |
| 193 | — | ISHARES TR - IBONDS DEC 2031 | $1.0M | 0.0% | -5% | — |
| 194 |  $MDLZ | Mondelez International, Inc. | $1.0M | 0.0% | +71% | 53.9 |
| 195 |  $T | AT&T INC. | $991,146 | 0.0% | +14% | 71.9 |
| 196 |  $USB | US BANCORP DE | $983,916 | 0.0% | -7% | 71.4 |
| 197 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $979,877 | 0.0% | -17% | — |
| 198 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $979,543 | 0.0% | NEW | — |
| 199 | — | SCHWAB STRATEGIC TR - MORTGAGE BACKED | $978,670 | 0.0% | +51% | — |
| 200 | — | ISHARES TR - IBONDS DEC 2035 | $964,806 | 0.0% | +201% | — |
| 201 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $957,801 | 0.0% | NEW | — |
| 202 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $903,307 | 0.0% | -50% | — |
| 203 |  $FITB | FIFTH THIRD BANCORP | $897,918 | 0.0% | -68% | — |
| 204 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $866,532 | 0.0% | +0% | — |
| 205 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $863,650 | 0.0% | NEW | — |
| 206 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $862,789 | 0.0% | NEW | — |
| 207 | — | PACER FDS TR - US CASH COWS 100 | $855,250 | 0.0% | +36% | — |
| 208 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $850,161 | 0.0% | -61% | — |
| 209 | — | SPDR SERIES TRUST - ST STR P400MID | $837,069 | 0.0% | NEW | — |
| 210 |  $WMB | WILLIAMS COMPANIES, INC. | $822,944 | 0.0% | -20% | 72.8 |
| 211 | — | DOUBLELINE ETF TRUST - MULT SEC INC ETF | $813,644 | 0.0% | NEW | — |
| 212 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $805,239 | 0.0% | +6% | — |
| 213 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $790,861 | 0.0% | +0% | — |
| 214 |  $IBIT | iShares Bitcoin Trust ETF | $756,183 | 0.0% | -18% | — |
| 215 | — | ISHARES TR - IBONDS DEC 2033 | $728,893 | 0.0% | -29% | — |
| 216 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $709,874 | 0.0% | +8% | — |
| 217 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $705,145 | 0.0% | +0% | — |
| 218 | — | ISHARES TR - IBONDS DEC 2036 | $698,970 | 0.0% | NEW | — |
| 219 |  $D | DOMINION ENERGY, INC | $696,763 | 0.0% | NEW | 74.9 |
| 220 |  $ET | Energy Transfer LP | $672,374 | 0.0% | +11% | 64.5 |
| 221 |  $CSX | CSX CORP | $654,972 | 0.0% | NEW | 66.4 |
| 222 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $654,704 | 0.0% | +0% | — |
| 223 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $644,938 | 0.0% | NEW | — |
| 224 | — | PIMCO ETF TR - MULTISECTOR BD | $629,904 | 0.0% | NEW | — |
| 225 | — | ISHARES TR - 0-5YR HI YL CP | $629,195 | 0.0% | +0% | — |
| 226 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $600,799 | 0.0% | NEW | — |
| 227 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $585,921 | 0.0% | NEW | — |
| 228 |  $F | FORD MOTOR CO | $570,433 | 0.0% | +72% | 58.5 |
| 229 |  $CCZ | COMCAST CORP | $558,194 | 0.0% | +19% | 70.4 |
| 230 | — | ISHARES TR - NEW YORK MUN ETF | $553,713 | 0.0% | +1% | — |
| 231 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $531,738 | 0.0% | NEW | — |
| 232 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $525,718 | 0.0% | -1% | — |
| 233 |  $PCG | PG&E Corp | $523,388 | 0.0% | +0% | 59.3 |
| 234 | — | PACER FDS TR - US SM CAP CA ETF | $506,657 | 0.0% | +0% | — |
| 235 | — | ISHARES TR - HDG MSCI EAFE | $473,990 | 0.0% | +0% | — |
| 236 | — | ISHARES TR - IBONDS DEC 2034 | $471,558 | 0.0% | +7% | — |
| 237 | — | ISHARES TR - IBONDS DEC 2033 | $436,155 | 0.0% | +0% | — |
| 238 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $406,079 | 0.0% | +0% | — |
| 239 |  $ETHE | Grayscale Ethereum Staking ETF | $366,404 | 0.0% | +0% | — |
| 240 |  $MATW | MATTHEWS INTERNATIONAL CORP | $343,796 | 0.0% | +0% | 41.3 |
| 241 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $321,761 | 0.0% | NEW | — |
| 242 | — | BNY MELLON ETF TRUST II - MUN OPPTYS ETF | $311,193 | 0.0% | +0% | — |
| 243 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $276,975 | 0.0% | +0% | — |
| 244 |  $ARCC | ARES CAPITAL CORP | $273,225 | 0.0% | NEW | — |
| 245 | — | BNY MELLON ETF TRUST II - MUNICIPAL INTER | $270,290 | 0.0% | +0% | — |
| 246 |  $DNP | DNP SELECT INCOME FUND INC | $268,024 | 0.0% | NEW | — |
| 247 |  $VFC | V F CORP | $267,348 | 0.0% | +0% | 59.7 |
| 248 |  $AAL | American Airlines Group Inc. | $250,107 | 0.0% | NEW | 50.6 |
| 249 | $IVZ | Invesco Ltd. | $230,499 | 0.0% | +0% | — |
| 250 | — | ISHARES TR - IBONDS DEC 2031 | $228,693 | 0.0% | +0% | — |
| 251 | — | ISHARES TR - IBONDS DEC 2032 | $228,607 | 0.0% | +0% | — |
| 252 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $211,100 | 0.0% | NEW | — |
| 253 |  $FSCO | FS Credit Opportunities Corp. | $200,209 | 0.0% | NEW | — |
New Positions (42)
$TPL Texas Pacific Land Corp$7.9M$FSS FEDERAL SIGNAL CORP /DE/$6.1M VANGUARD WORLD FD - INF TECH ETF$5.8M
$WM WASTE MANAGEMENT INC$3.9M VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD$3.8M
$IBM INTERNATIONAL BUSINESS MACHINES CORP$3.1M$MCD MCDONALDS CORP$2.9M VANGUARD WORLD FD - MEGA GRWTH IND$2.4M
DIMENSIONAL ETF TRUST - EMERGING MKTS CO$2.1M
$EMR EMERSON ELECTRIC CO$2.0M$C CITIGROUP INC$1.9M SPDR SERIES TRUST - ST STR P500ETF$1.8M
$MMM 3M CO$1.7M$XEL XCEL ENERGY INC$1.5M PUTNAM ETF TRUST - FRANKLIN CALIF$1.5M
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