Colorado Capital Management, Inc.

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

Import this data to Google Sheets with:

=jivedata("colorado-capital-management-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $268K105 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$2K	0.8%Prev: 0.2%	7,174 SH	Increased+4,023 SH
ALPHABET INC	CAP STK CL C	$10K	3.6%Prev: 0.5%	33,732 SH	Increased+27,077 SH
AMAZON COM INC	COM	$1K	0.5%Prev: 0.5%	5,966 SH	Increased+310 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$674	0.3%Prev: 0.2%	9,380 SH	Increased+1,677 SH
AMERICAN CENTY ETF TR	LARGE CAP GROWTH	$994	0.4%Prev: 0.6%	16,736 SH	Decreased-7,734 SH
APPLE INC	COM	$8K	3.2%Prev: 3.6%	33,299 SH	Increased-1,967 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2K	0.7%Prev: 0.8%	3,639 SH	Increased+521 SH
CAPITAL ONE FINL CORP	COM	$255	0.1%	1,400 SH	New
CATERPILLAR INC	COM	$416	0.2%Prev: 0.1%	587 SH	Increased-75 SH
CLAYMORE EXCHANGE TRD FD TR	GUGG S&P GBL WTR	$2K	0.9%Prev: 1.5%	38,182 SH	Decreased-19,527 SH
CONSTELLATION ENERGY CORP	COM	$209	0.1%	750 SH	New
DBX ETF TR	XTRACKERS MSCI	$217	0.1%	6,170 SH	New
DBX ETF TR	XTRAK MSCI EAFE	$312	0.1%Prev: 0.1%	6,318 SH	Increased
DBX ETF TR	XTRCKR MSCI US	$18K	6.6%Prev: 5.6%	296,784 SH	Increased+58,033 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9K	3.4%Prev: 2.5%	268,745 SH	Increased+61,682 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4K	1.6%Prev: 1.6%	166,463 SH	Increased+37,313 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$17K	6.2%Prev: 5.6%	424,617 SH	Increased+40,684 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$488	0.2%Prev: 0.1%	6,766 SH	Increased+3,214 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VAL	$6K	2.3%Prev: 3.0%	127,074 SH	Decreased-31,658 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$10K	3.8%Prev: 4.1%	142,534 SH	Increased-5,215 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$438	0.2%Prev: 0.1%	10,663 SH	Increased+4,206 SH
EA SERIES TRUST	STANCE SUTAINAB	$4K	1.6%	162,346 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$246	0.1%	6,501 SH	New
EXXON MOBIL CORP	COM	$1K	0.4%Prev: 0.2%	5,946 SH	Increased+2,298 SH
FIRST TR EXCHANGE TRADED FD	NAS CLNEDG GREEN	$816	0.3%Prev: 0.3%	17,564 SH	Increased-2,960 SH
FIRST TR EXCHANGE TRADED FD	NO AMER ENERGY	$733	0.3%Prev: 0.4%	16,794 SH	Decreased-4,724 SH
FIRST TR EXCHANGE TRADED FD	SENIOR LN FD	$4K	1.4%Prev: 1.5%	83,128 SH	Increased+11,034 SH
HANNON ARMSTRONG SUST INFR C	COM	$406	0.2%Prev: 0.2%	11,040 SH	Decreased-2,868 SH
INVESCO EXCH TRADED FD TR II	FNDMNTL HY CRP	$4K	1.6%Prev: 1.7%	236,754 SH	Increased+34,410 SH
INVESCO EXCH TRADED FD TR II	GLBL CLEAN ENRG	$280	0.1%Prev: 0.2%	15,639 SH	Decreased-20,817 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$339	0.1%	12,590 SH	New
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$1K	0.5%Prev: 0.5%	27,045 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1K	0.4%Prev: 0.5%	6,069 SH	Increased-5 SH
INVESCO QQQ TR	UNIT SER 1	$2K	0.8%Prev: 0.8%	3,664 SH	Increased+176 SH
ISHARES	MSCI ISR CAP ETF	$388	0.1%Prev: 0.1%	3,342 SH	Increased
ISHARES TR	0-3 MNTH TREASRY	$215	0.1%	2,136 SH	New
ISHARES TR	CORE MSCI TOTAL	$330	0.1%	3,807 SH	New
ISHARES TR	CORE S&P MCP ETF	$1K	0.4%Prev: 0.5%	16,839 SH	Increased-655 SH
ISHARES TR	CORE S&P SCP ETF	$2K	0.7%Prev: 0.8%	14,729 SH	Increased-1,590 SH
ISHARES TR	CORE S&P US GWT	$3K	1.2%Prev: 1.4%	21,570 SH	Increased-2,300 SH
ISHARES TR	CORE S&P500 ETF	$958	0.4%Prev: 0.3%	1,467 SH	Increased+292 SH
ISHARES TR	EAFE SML CP ETF	$237	0.1%	3,017 SH	New
ISHARES TR	ESG ADVNCD HY BD	$5K	1.7%Prev: 1.8%	97,836 SH	Increased+15,788 SH
ISHARES TR	ESG AWRE 1 5 YR	$6K	2.4%Prev: 2.2%	257,211 SH	Increased+67,608 SH
ISHARES TR	ESG AWRE USD ETF	$5K	1.8%Prev: 2.2%	204,823 SH	Decreased-1,151 SH
ISHARES TR	MSCI EAFE ETF	$563	0.2%Prev: 0.2%	5,799 SH	Increased-99 SH
ISHARES TR	MSCI EMG MKT ETF	$2K	0.7%Prev: 0.7%	32,413 SH	Increased-771 SH
ISHARES TR	MSCI KLD400 SOC	$218	0.1%Prev: 0.1%	1,798 SH	Decreased-909 SH
ISHARES TR	RUS 1000 ETF	$196	0.1%	550 SH	New
ISHARES TR	RUS 1000 GRW ETF	$6K	2.1%Prev: 2.6%	13,162 SH	Decreased-2,383 SH
ISHARES TR	RUS 1000 VAL ETF	$3K	1.2%Prev: 1.4%	15,239 SH	Increased-390 SH
ISHARES TR	RUS MID-CAP ETF	$375	0.1%Prev: 0.2%	3,858 SH	Increased-341 SH
ISHARES TR	RUSSELL 2000 ETF	$1K	0.5%Prev: 0.5%	5,022 SH	Increased-233 SH
ISHARES TR	S&P 500 GRWT ETF	$3K	1.0%Prev: 1.6%	23,901 SH	Decreased-12,681 SH
ISHARES TR	S&P 500 VAL ETF	$460	0.2%Prev: 0.2%	2,177 SH	Increased-199 SH
ISHARES TR	US HLTHCARE ETF	$336	0.1%Prev: 0.2%	5,455 SH	Increased
ISHARES TR	USA ESG SLCT ETF	$2K	0.6%Prev: 0.9%	11,492 SH	Decreased-3,444 SH
JOHNSON & JOHNSON	COM	$570	0.2%Prev: 0.2%	2,334 SH	Increased+113 SH
JPMORGAN CHASE & CO.	COM	$371	0.1%	1,261 SH	New
MANAGED PORTFOLIO SERIES	TORTOISE GLOBAL	$609	0.2%Prev: 0.4%	12,087 SH	Decreased-3,909 SH
MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$6K	2.3%Prev: 2.5%	590,875 SH	Increased+59,110 SH
META PLATFORMS INC	CL A	$514	0.2%Prev: 0.2%	899 SH	Decreased-2 SH
MICROSOFT CORP	COM	$1K	0.5%Prev: 0.5%	3,975 SH	Increased+1,357 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$323	0.1%Prev: 0.6%	5,039 SH	Decreased-16,876 SH
NETFLIX INC	COM	$258	0.1%Prev: 0.1%	2,680 SH	Decreased+2,392 SH
NEUBERGER REAL ESTATE	COM	$32	0.0%	11,280 SH	New
NUSHARES ETF TR	NUVEEN ESG EMRGN	$9K	3.3%Prev: 3.3%	241,008 SH	Increased-3,611 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$1K	0.5%Prev: 0.5%	38,498 SH	Increased+6,381 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1K	0.4%Prev: 0.5%	11,533 SH	Decreased-2,566 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$508	0.2%Prev: 0.2%	11,164 SH	Increased
NUSHARES ETF TR	NUVEEN ESG SMLCP	$6K	2.3%Prev: 2.5%	134,754 SH	Increased-3,771 SH
NUSHARES ETF TR	NUVEEN ESG US	$4K	1.3%Prev: 1.8%	160,978 SH	Decreased-15,428 SH
NVIDIA CORPORATION	COM	$926	0.3%Prev: 0.3%	5,308 SH	Increased-471 SH
PFIZER INC	COM	$665	0.2%Prev: 0.3%	23,676 SH	Increased+1,212 SH
PROCTER AND GAMBLE CO	COM	$1K	0.4%Prev: 0.5%	7,700 SH	Increased+1,476 SH
PROFESSIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$516	0.2%	9,761 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$452	0.2%Prev: 0.1%	18,249 SH	Increased+2,675 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1K	0.4%Prev: 0.4%	43,563 SH	Increased+510 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1K	0.4%Prev: 0.5%	38,944 SH	Increased+3,268 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$950	0.4%Prev: 0.4%	32,625 SH	Increased+155 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1K	0.5%Prev: 0.5%	48,107 SH	Increased+516 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2K	0.8%Prev: 1.3%	67,608 SH	Decreased-41,488 SH
SHOPIFY INC	CL A	$2K	0.7%	15,750 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$8K	2.9%Prev: 3.6%	11,992 SH	Decreased-1,999 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$5K	1.8%Prev: 2.3%	7,906 SH	Decreased-1,523 SH
THERMO FISHER SCIENTIFIC INC	COM	$235	0.1%Prev: 0.1%	479 SH	Decreased
TIDAL ETF TR	ADASINA SOCIAL	$199	0.1%Prev: 0.1%	10,186 SH	Increased
VANGUARD BD INDEX FD INC	SHORT TRM BOND	$4K	1.4%Prev: 1.6%	47,285 SH	Increased+4,007 SH
VANGUARD INDEX FDS	MID CAP ETF	$6K	2.1%Prev: 2.1%	19,715 SH	Increased+1,928 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2K	0.9%Prev: 1.2%	26,235 SH	Decreased-3,153 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$471	0.2%Prev: 0.3%	789 SH	Decreased-275 SH
VANGUARD INDEX FDS	VALUE ETF	$1K	0.5%Prev: 0.7%	7,030 SH	Decreased-1,776 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$576	0.2%Prev: 0.2%	10,659 SH	Increased+2,174 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1K	0.5%Prev: 0.6%	8,679 SH	Decreased-2,934 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$11K	4.0%Prev: 4.2%	214,673 SH	Increased+35,154 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$345	0.1%	5,387 SH	New
VANGUARD WORLD FD	MEGA CAP INDEX	$14K	5.2%Prev: 3.9%	59,521 SH	Increased+18,353 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$7K	2.7%Prev: 1.8%	49,905 SH	Increased+20,220 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$4K	1.4%Prev: 1.2%	9,904 SH	Increased+1,590 SH
VISA INC	COM CL A	$223	0.1%	739 SH	New
WALMART INC	COM	$337	0.1%Prev: 0.1%	2,715 SH	Increased
WISDOMTREE TR	EMG MKTS SMCAP	$319	0.1%Prev: 0.1%	5,307 SH	Increased-683 SH
WISDOMTREE TR	EURO QTLY DIV GR	$228	0.1%	6,250 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$721	0.3%Prev: 0.3%	14,967 SH	Increased-573 SH
WISDOMTREE TR	US QTLY DIV GRT	$965	0.4%Prev: 0.4%	10,991 SH	Increased+1,223 SH

Sold (vs prior filing)

ABBVIE INC — $236
ACCENTURE PLC IRELAND — $228
EA SERIES TRUST — $3K
HOME DEPOT INC — $266
INVESTMENT MANAGERS SER TR I — $1K
ISHARES TR — $274
NOVO-NORDISK A S — $294
VANGUARD MUN BD FDS — $209

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