Colorado Capital Management, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$268K
Q ending 2026-03-31
Prior quarter
$266K
Q ending 2025-12-31
Change
+0.7% QoQ · +24.9% YoY
Positions
105
reported holdings

Largest positions

Top 100 of 105 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dbx Etf TrUSSGShares$18K297K
Dimensional Etf TrustDFAIShares$17K425K
Vanguard World FdMGCShares$14K60K
Vanguard Malvern FdsVTIPShares$11K215K
Dimensional Etf TrustDFASShares$10K143K
Alphabet IncGOOGShares$10K34K
Dimensional Etf TrustDFAEShares$9K269K
Nushares Etf TrNUEMShares$9K241K
Apple IncAAPLShares$8K33K
Spdr S&P 500 Etf TrSPYShares$8K12K
Vanguard World FdMGVShares$7K50K
Ishares TrSUSBShares$6K257K
Dimensional Etf TrustDFUVShares$6K127K
Manager Directed PortfoliosVGSRShares$6K591K
Nushares Etf TrNUSCShares$6K135K
Vanguard Index FdsVOShares$6K20K
Ishares TrIWFShares$6K13K
Spdr S&P Midcap 400 Etf TrMDYShares$5K8K
Ishares TrSUSCShares$5K205K
Ishares TrHYXFShares$5K98K
Dimensional Etf TrustDFGRShares$4K166K
Ea Series TrustCHGXShares$4K162K
Invesco Exch Traded Fd Tr IiIFLNShares$4K237K
First Tr Exchange Traded FdFTSLShares$4K83K
Vanguard Bd Index Fd IncBSVShares$4K47K
Vanguard World FdMGKShares$4K10K
Nushares Etf TrNUBDShares$4K161K
Ishares TrIUSGShares$3K22K
Ishares TrIWDShares$3K15K
Ishares TrIVWShares$3K24K
Claymore Exchange Trd Fd TrShares$2K38K
Vanguard Index FdsVNQShares$2K26K
Invesco Qqq TrQQQShares$2K4K
Schwab Strategic TrSCHMShares$2K68K
Alphabet IncGOOGLShares$2K7K
Shopify IncSHOPShares$2K16K
Ishares TrEEMShares$2K32K
Ishares TrIJRShares$2K15K
Berkshire Hathaway Inc DelBRK/BShares$2K4K
Ishares TrSUSAShares$2K11K
Microsoft CorpMSFTShares$1K4K
Nushares Etf TrNUDMShares$1K38K
Vanguard Index FdsVTVShares$1K7K
Invesco Exchange Traded Fd TPRFShares$1K27K
Vanguard Intl Equity Index FVSSShares$1K9K
Ishares TrIWMShares$1K5K
Amazon Com IncAMZNShares$1K6K
Schwab Strategic TrSCHXShares$1K48K
Schwab Strategic TrSCHDShares$1K39K
Invesco Exchange Traded Fd TRSPShares$1K6K
Ishares TrIJHShares$1K17K
Procter And Gamble CoPGShares$1K8K
Schwab Strategic TrSCHBShares$1K44K
Nushares Etf TrNULGShares$1K12K
Exxon Mobil CorpXOMShares$1K6K
American Centy Etf TrACGRShares$99417K
Wisdomtree TrDGRWShares$96511K
Ishares TrIVVShares$9581K
Schwab Strategic TrSCHGShares$95033K
Nvidia CorporationNVDAShares$9265K
First Tr Exchange Traded FdQCLNShares$81618K
First Tr Exchange Traded FdEMLPShares$73317K
Wisdomtree TrIHDGShares$72115K
American Centy Etf TrAVDSShares$6749K
Pfizer IncPFEShares$66524K
Managed Portfolio SeriesShares$60912K
Vanguard Intl Equity Index FVWOShares$57611K
Johnson & JohnsonJNJShares$5702K
Ishares TrEFAShares$5636K
Professionally Managed PortfoAKREShares$51610K
Meta Platforms IncMETAShares$514899
Nushares Etf TrNULVShares$50811K
Dimensional Etf TrustDCORShares$4887K
Vanguard Index FdsVOOShares$471789
Ishares TrIVEShares$4602K
Schwab Strategic TrSCHFShares$45218K
Dimensional Etf TrustDFSUShares$43811K
Caterpillar IncCATShares$416587
Hannon Armstrong Sust Infr CHASIShares$40611K
IsharesEISShares$3883K
Ishares TrIWRShares$3754K
Jpmorgan Chase & Co.JPMShares$3711K
Vanguard Tax-Managed FdsVEAShares$3455K
Invesco Exch Traded Fd Tr IiBABShares$33913K
Walmart IncWMTShares$3373K
Ishares TrIYHShares$3365K
Ishares TrIXUSShares$3304K
Morgan Stanley Etf TrustCVMCShares$3235K
Wisdomtree TrDGSShares$3195K
Dbx Etf TrDBEFShares$3126K
Invesco Exch Traded Fd Tr IiPBDShares$28016K
Netflix IncNFLXShares$2583K
Capital One Finl CorpCOFShares$2551K
Enterprise Prods Partners LEPDShares$2467K
Ishares TrSCZShares$2373K
Thermo Fisher Scientific IncTMOShares$235479
Wisdomtree TrEUDGShares$2286K
Visa IncVShares$223739
Ishares TrDSIShares$2182K
Dbx Etf TrEASGShares$2176K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.