Colorado Capital Management, Inc.

CIK 0001664147 • 7 13F filings • Apr 18, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $259K104 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$205	0.1%	887 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$180	0.1%	730 SH	New
ALPHABET INC	CAP STK CL A	$872	0.3%Prev: 0.7%	3,585 SH	Decreased-2,411 SH
ALPHABET INC	CAP STK CL C	$8K	3.0%Prev: 3.9%	31,561 SH	Decreased-767 SH
AMAZON COM INC	COM	$1K	0.5%Prev: 0.5%	6,150 SH	Decreased+236 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$616	0.2%Prev: 0.3%	9,124 SH	Decreased-842 SH
AMERICAN CENTY ETF TR	LARGE CAP GROWTH	$2K	0.7%Prev: 0.4%	26,843 SH	Increased+10,742 SH
APPLE INC	COM	$9K	3.4%Prev: 3.2%	34,669 SH	Decreased+1,808 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2K	0.6%Prev: 0.6%	3,120 SH	Decreased-519 SH
CAPITAL ONE FINL CORP	COM	$298	0.1%Prev: 0.1%	1,400 SH	Increased
CATERPILLAR INC	COM	$280	0.1%Prev: 0.2%	587 SH	Decreased
CLAYMORE EXCHANGE TRD FD TR	GUGG S&P GBL WTR	$3K	1.0%Prev: 0.7%	42,071 SH	Increased+8,907 SH
CONSTELLATION ENERGY CORP	COM	$247	0.1%	750 SH	New
DBX ETF TR	XTRAK MSCI EAFE	$293	0.1%	6,318 SH	New
DBX ETF TR	XTRCKR MSCI US	$17K	6.6%Prev: 7.1%	276,405 SH	Decreased-22,016 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$8K	3.0%Prev: 3.8%	244,391 SH	Decreased-32,433 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4K	1.5%Prev: 1.7%	146,699 SH	Decreased-29,888 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15K	5.9%Prev: 6.0%	419,421 SH	Decreased-4,261 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$385	0.1%Prev: 0.2%	5,349 SH	Decreased-2,671 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VAL	$6K	2.3%Prev: 2.1%	132,093 SH	Decreased+18,880 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$10K	3.9%Prev: 3.9%	146,294 SH	Decreased+7,774 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$382	0.1%Prev: 0.2%	8,989 SH	Decreased-939 SH
ENTERPRISE PRODS PARTNERS L	COM	$203	0.1%Prev: 0.1%	6,501 SH	Decreased+567 SH
EXXON MOBIL CORP	COM	$589	0.2%Prev: 0.3%	5,225 SH	Decreased-721 SH
FIRST TR EXCHANGE TRADED FD	NAS CLNEDG GREEN	$737	0.3%Prev: 0.3%	17,564 SH	Decreased+1,067 SH
FIRST TR EXCHANGE TRADED FD	NO AMER ENERGY	$741	0.3%Prev: 0.2%	19,345 SH	Increased+4,420 SH
FIRST TR EXCHANGE TRADED FD	SENIOR LN FD	$4K	1.4%Prev: 1.3%	76,640 SH	Decreased-9,488 SH
HANNON ARMSTRONG SUST INFR C	COM	$387	0.1%Prev: 0.1%	12,621 SH	Decreased+1,892 SH
HOME DEPOT INC	COM	$294	0.1%	726 SH	New
INVESCO EXCH TRADED FD TR II	FNDMNTL HY CRP	$4K	1.5%	214,418 SH	New
INVESCO EXCH TRADED FD TR II	GLBL CLEAN ENRG	$247	0.1%Prev: 0.1%	16,374 SH	Decreased+1,610 SH
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$1K	0.5%Prev: 0.5%	27,045 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1K	0.4%Prev: 0.4%	6,074 SH	Decreased+5 SH
INVESCO QQQ TR	UNIT SER 1	$2K	0.8%Prev: 0.9%	3,406 SH	Decreased-255 SH
INVESTMENT MANAGERS SER TR I	AXS CHANGE FINAN	$5K	1.9%	179,777 SH	New
ISHARES	MSCI ISR CAP ETF	$335	0.1%	3,342 SH	New
ISHARES TR	CORE MSCI TOTAL	$265	0.1%Prev: 0.1%	3,211 SH	Decreased-1,153 SH
ISHARES TR	CORE S&P MCP ETF	$1K	0.4%Prev: 0.2%	17,494 SH	Increased+8,703 SH
ISHARES TR	CORE S&P SCP ETF	$2K	0.7%Prev: 0.7%	15,487 SH	Decreased+996 SH
ISHARES TR	CORE S&P US GWT	$4K	1.4%Prev: 1.4%	22,710 SH	Decreased+1,661 SH
ISHARES TR	CORE S&P500 ETF	$979	0.4%Prev: 0.4%	1,463 SH	Decreased-94 SH
ISHARES TR	EAFE SML CP ETF	$231	0.1%Prev: 0.1%	3,017 SH	Decreased
ISHARES TR	ESG ADVNCD HY BD	$4K	1.6%Prev: 1.6%	89,179 SH	Decreased-11,519 SH
ISHARES TR	ESG AWRE 1 5 YR	$5K	2.1%Prev: 2.3%	212,347 SH	Decreased-55,561 SH
ISHARES TR	ESG AWRE USD ETF	$4K	1.7%Prev: 1.6%	186,445 SH	Decreased-17,533 SH
ISHARES TR	MSCI EAFE ETF	$542	0.2%Prev: 0.2%	5,806 SH	Decreased+354 SH
ISHARES TR	MSCI EMG MKT ETF	$2K	0.7%Prev: 0.7%	33,184 SH	Decreased+1,083 SH
ISHARES TR	MSCI KLD400 SOC	$341	0.1%Prev: 0.1%	2,707 SH	Increased+909 SH
ISHARES TR	RUS 1000 ETF	$211	0.1%Prev: 0.1%	577 SH	Decreased+27 SH
ISHARES TR	RUS 1000 GRW ETF	$7K	2.6%Prev: 2.0%	14,579 SH	Increased-33,429 SH
ISHARES TR	RUS 1000 VAL ETF	$3K	1.2%Prev: 1.2%	15,404 SH	Decreased+344 SH
ISHARES TR	RUS MID-CAP ETF	$372	0.1%Prev: 0.1%	3,858 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$1K	0.5%Prev: 0.4%	5,169 SH	Decreased+878 SH
ISHARES TR	S&P 500 GRWT ETF	$3K	1.2%Prev: 0.7%	26,011 SH	Increased+10,970 SH
ISHARES TR	S&P 500 VAL ETF	$441	0.2%Prev: 0.1%	2,134 SH	Increased+502 SH
ISHARES TR	S&P MC 400GR ETF	$211	0.1%	2,199 SH	New
ISHARES TR	US HLTHCARE ETF	$320	0.1%Prev: 0.1%	5,455 SH	Decreased
ISHARES TR	USA ESG SLCT ETF	$2K	0.7%Prev: 0.5%	13,030 SH	Increased+3,635 SH
JOHNSON & JOHNSON	COM	$412	0.2%Prev: 0.2%	2,221 SH	Decreased+44 SH
JPMORGAN CHASE & CO.	COM	$392	0.2%Prev: 0.1%	1,244 SH	Decreased-3 SH
MANAGED PORTFOLIO SERIES	TORTOISE GLOBAL	$652	0.3%Prev: 0.2%	12,237 SH	Increased+394 SH
MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$6K	2.3%Prev: 2.3%	558,671 SH	Decreased-42,455 SH
META PLATFORMS INC	CL A	$645	0.2%Prev: 0.2%	879 SH	Increased+55 SH
MICROSOFT CORP	COM	$1K	0.6%Prev: 0.4%	2,886 SH	Increased-375 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$723	0.3%Prev: 0.1%	11,381 SH	Increased+7,645 SH
NETFLIX INC	COM	$321	0.1%Prev: 0.1%	268 SH	Increased-2,574 SH
NOVO-NORDISK A S	ADR	$234	0.1%Prev: 0.1%	4,209 SH	Increased-191 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$9K	3.5%Prev: 3.5%	253,733 SH	Decreased+9,155 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$1K	0.5%Prev: 0.5%	35,532 SH	Decreased-4,574 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1K	0.5%Prev: 0.4%	13,460 SH	Increased+3,569 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$489	0.2%Prev: 0.2%	11,164 SH	Decreased
NUSHARES ETF TR	NUVEEN ESG SMLCP	$6K	2.3%Prev: 2.4%	133,180 SH	Decreased-508 SH
NUSHARES ETF TR	NUVEEN ESG US	$3K	1.3%Prev: 1.2%	154,495 SH	Decreased-7,020 SH
NVIDIA CORPORATION	COM	$968	0.4%Prev: 0.4%	5,187 SH	Decreased-587 SH
PFIZER INC	COM	$572	0.2%Prev: 0.2%	22,464 SH	Increased-1,212 SH
PROCTER AND GAMBLE CO	COM	$957	0.4%Prev: 0.4%	6,228 SH	Decreased-1,519 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$393	0.2%Prev: 0.2%	16,864 SH	Decreased-1,467 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1K	0.4%Prev: 0.4%	43,305 SH	Decreased-373 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1K	0.4%Prev: 0.4%	38,275 SH	Decreased-2,270 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1K	0.5%Prev: 0.4%	37,299 SH	Increased+4,641 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1K	0.5%Prev: 0.5%	47,845 SH	Decreased-379 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3K	1.1%Prev: 0.8%	100,223 SH	Increased+39,346 SH
SHOPIFY INC	CL A	$2K	0.9%Prev: 0.6%	16,450 SH	Increased+1,900 SH
SPDR S&P 500 ETF TR	TR UNIT	$8K	3.2%Prev: 2.7%	12,442 SH	Increased+1,895 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$5K	1.9%	8,419 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$232	0.1%	479 SH	New
TIDAL ETF TR	ADASINA SOCIAL	$207	0.1%Prev: 0.1%	10,186 SH	Decreased
VANGUARD BD INDEX FD INC	SHORT TRM BOND	$3K	1.3%Prev: 1.3%	42,992 SH	Decreased-6,874 SH
VANGUARD INDEX FDS	MID CAP ETF	$5K	2.1%Prev: 2.3%	18,552 SH	Decreased-63,940 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2K	1.0%Prev: 0.8%	27,234 SH	Increased+3,350 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$356	0.1%Prev: 0.2%	581 SH	Decreased-206 SH
VANGUARD INDEX FDS	VALUE ETF	$2K	0.6%Prev: 0.3%	8,431 SH	Increased+3,937 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$542	0.2%Prev: 0.2%	10,011 SH	Decreased+866 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1K	0.5%Prev: 0.4%	9,285 SH	Increased+1,090 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$10K	3.8%Prev: 3.7%	195,284 SH	Decreased-22,956 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$290	0.1%Prev: 0.1%	4,844 SH	Decreased-232 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$12K	4.8%Prev: 5.8%	50,728 SH	Decreased-11,363 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$5K	2.0%Prev: 3.0%	38,268 SH	Decreased-16,125 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$4K	1.4%Prev: 1.5%	9,074 SH	Decreased-41,941 SH
WALMART INC	COM	$279	0.1%Prev: 0.1%	2,711 SH	Decreased-12 SH
WISDOMTREE TR	EMG MKTS SMCAP	$342	0.1%Prev: 0.1%	5,990 SH	Decreased+683 SH
WISDOMTREE TR	EURO QTLY DIV GR	$259	0.1%	7,363 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$716	0.3%Prev: 0.3%	15,540 SH	Decreased+629 SH
WISDOMTREE TR	US QTLY DIV GRT	$869	0.3%Prev: 0.4%	9,768 SH	Decreased-1,223 SH

Sold (vs prior filing)

CROWDSTRIKE HLDGS INC — $288
DBX ETF TR — $251
EA SERIES TRUST — $5K
GE AEROSPACE — $234
INVESCO EXCH TRADED FD TR II — $4K
INVESCO EXCH TRADED FD TR II — $340
PROFESSIONALLY MANAGED PORTFO — $519
STATE STR SPDR S&P MIDCAP 40 — $5K
VISA INC — $235

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001664147-26-000005	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001664147-26-000001	$266K	View
Oct 24, 2025	Q3 2025