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: $293K101 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$2K	0.7%Prev: 0.3%	5,996 SH	Increased+2,534 SH
ALPHABET INC	CAP STK CL C	$11K	3.9%Prev: 0.5%	32,328 SH	Increased+25,643 SH
AMAZON COM INC	COM	$1K	0.5%Prev: 0.6%	5,914 SH	Increased-409 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$750	0.3%Prev: 0.2%	9,966 SH	Increased+1,870 SH
AMERICAN CENTY ETF TR	LARGE CAP GROWTH	$1K	0.4%Prev: 0.6%	16,101 SH	Decreased-9,166 SH
APPLE INC	COM	$10K	3.2%Prev: 3.1%	32,861 SH	Increased-2,332 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2K	0.6%Prev: 0.7%	3,639 SH	Increased+511 SH
CAPITAL ONE FINL CORP	COM	$281	0.1%	1,400 SH	New
CATERPILLAR INC	COM	$625	0.2%Prev: 0.1%	587 SH	Increased-1 SH
CLAYMORE EXCHANGE TRD FD TR	GUGG S&P GBL WTR	$2K	0.7%Prev: 1.2%	33,164 SH	Decreased-10,905 SH
CROWDSTRIKE HLDGS INC	CL A	$288	0.1%	377 SH	New
DBX ETF TR	XTRACKERS MSCI	$251	0.1%	6,543 SH	New
DBX ETF TR	XTRCKR MSCI US	$21K	7.1%Prev: 6.4%	298,421 SH	Increased+35,928 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$11K	3.8%Prev: 2.9%	276,824 SH	Increased+45,585 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5K	1.7%Prev: 1.6%	176,587 SH	Increased+40,723 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$17K	6.0%Prev: 5.9%	423,682 SH	Increased+27,445 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$657	0.2%Prev: 0.1%	8,020 SH	Increased+3,418 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VAL	$6K	2.1%Prev: 2.4%	113,213 SH	Increased-19,308 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$11K	3.9%Prev: 3.9%	138,520 SH	Increased-4,883 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$463	0.2%Prev: 0.1%	9,928 SH	Increased+1,148 SH
EA SERIES TRUST	STANCE SUTAINAB	$5K	1.8%	157,978 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$218	0.1%	5,934 SH	New
EXXON MOBIL CORP	COM	$813	0.3%Prev: 0.2%	5,946 SH	Increased+2,256 SH
FIRST TR EXCHANGE TRADED FD	NAS CLNEDG GREEN	$1K	0.3%Prev: 0.3%	16,497 SH	Increased-2,661 SH
FIRST TR EXCHANGE TRADED FD	NO AMER ENERGY	$649	0.2%Prev: 0.3%	14,925 SH	Decreased-5,156 SH
FIRST TR EXCHANGE TRADED FD	SENIOR LN FD	$4K	1.3%Prev: 1.4%	86,128 SH	Increased+12,568 SH
GE AEROSPACE	COM NEW	$234	0.1%	627 SH	New
HANNON ARMSTRONG SUST INFR C	COM	$419	0.1%Prev: 0.1%	10,729 SH	Increased-2,168 SH
INVESCO EXCH TRADED FD TR II	BLOOMBERG ENHANC	$4K	1.5%	240,471 SH	New
INVESCO EXCH TRADED FD TR II	GLBL CLEAN ENRG	$289	0.1%Prev: 0.1%	14,764 SH	Increased-4,847 SH
INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$340	0.1%	12,685 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	$3K	0.9%Prev: 0.8%	3,661 SH	Increased+264 SH
ISHARES TR	CORE MSCI TOTAL	$417	0.1%Prev: 0.1%	4,364 SH	Increased+1,595 SH
ISHARES TR	CORE S&P MCP ETF	$678	0.2%Prev: 0.5%	8,791 SH	Decreased-8,703 SH
ISHARES TR	CORE S&P SCP ETF	$2K	0.7%Prev: 0.7%	14,491 SH	Increased-1,307 SH
ISHARES TR	CORE S&P US GWT	$4K	1.4%Prev: 1.5%	21,049 SH	Increased-2,436 SH
ISHARES TR	CORE S&P500 ETF	$1K	0.4%Prev: 0.3%	1,557 SH	Increased+398 SH
ISHARES TR	EAFE SML CP ETF	$248	0.1%Prev: 0.1%	3,017 SH	Increased
ISHARES TR	ESG ADVNCD HY BD	$5K	1.6%Prev: 1.8%	100,698 SH	Increased+14,095 SH
ISHARES TR	ESG AWRE 1 5 YR	$7K	2.3%Prev: 2.2%	267,908 SH	Increased+64,420 SH
ISHARES TR	ESG AWRE USD ETF	$5K	1.6%Prev: 1.9%	203,978 SH	Increased+10,343 SH
ISHARES TR	MSCI EAFE ETF	$566	0.2%Prev: 0.2%	5,452 SH	Increased-361 SH
ISHARES TR	MSCI EMG MKT ETF	$2K	0.7%Prev: 0.7%	32,101 SH	Increased-1,083 SH
ISHARES TR	MSCI KLD400 SOC	$256	0.1%Prev: 0.1%	1,798 SH	Decreased-909 SH
ISHARES TR	RUS 1000 ETF	$225	0.1%	550 SH	New
ISHARES TR	RUS 1000 GRW ETF	$6K	2.0%Prev: 2.7%	48,008 SH	Decreased+33,089 SH
ISHARES TR	RUS 1000 VAL ETF	$4K	1.2%Prev: 1.3%	15,060 SH	Increased-569 SH
ISHARES TR	RUS MID-CAP ETF	$426	0.1%Prev: 0.2%	3,858 SH	Increased-341 SH
ISHARES TR	RUSSELL 2000 ETF	$1K	0.4%Prev: 0.5%	4,291 SH	Increased-878 SH
ISHARES TR	S&P 500 GRWT ETF	$2K	0.7%Prev: 1.7%	15,041 SH	Decreased-19,992 SH
ISHARES TR	S&P 500 VAL ETF	$371	0.1%Prev: 0.2%	1,632 SH	Decreased-502 SH
ISHARES TR	US HLTHCARE ETF	$366	0.1%Prev: 0.1%	5,455 SH	Increased
ISHARES TR	USA ESG SLCT ETF	$1K	0.5%Prev: 0.8%	9,395 SH	Decreased-4,074 SH
JOHNSON & JOHNSON	COM	$553	0.2%Prev: 0.1%	2,177 SH	Increased-56 SH
JPMORGAN CHASE & CO.	COM	$408	0.1%Prev: 0.1%	1,247 SH	Increased+554 SH
MANAGED PORTFOLIO SERIES	TORTOISE GLOBAL	$611	0.2%Prev: 0.3%	11,843 SH	Decreased-1,927 SH
MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$7K	2.3%Prev: 2.5%	601,126 SH	Increased+48,449 SH
META PLATFORMS INC	CL A	$464	0.2%Prev: 0.3%	824 SH	Decreased-63 SH
MICROSOFT CORP	COM	$1K	0.4%Prev: 0.6%	3,261 SH	Decreased+422 SH
MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$284	0.1%Prev: 0.5%	3,736 SH	Decreased-14,230 SH
NETFLIX INC	COM	$203	0.1%Prev: 0.2%	2,842 SH	Decreased+2,573 SH
NOVO-NORDISK A S	ADR	$211	0.1%Prev: 0.1%	4,400 SH	Decreased+171 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$10K	3.5%Prev: 3.7%	244,578 SH	Increased-12,209 SH
NUSHARES ETF TR	NUVEEN ESG INTL	$2K	0.5%Prev: 0.5%	40,106 SH	Increased+8,164 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1K	0.4%Prev: 0.6%	9,891 SH	Decreased-3,855 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$558	0.2%Prev: 0.2%	11,164 SH	Increased
NUSHARES ETF TR	NUVEEN ESG SMLCP	$7K	2.4%Prev: 2.4%	133,688 SH	Increased-4,621 SH
NUSHARES ETF TR	NUVEEN ESG US	$4K	1.2%Prev: 1.6%	161,515 SH	Decreased-2,226 SH
NVIDIA CORPORATION	COM	$1K	0.4%Prev: 0.4%	5,774 SH	Increased+487 SH
PFIZER INC	COM	$570	0.2%Prev: 0.2%	23,676 SH	Increased+1,190 SH
PROCTER AND GAMBLE CO	COM	$1K	0.4%Prev: 0.4%	7,747 SH	Increased+1,521 SH
PROFESSIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$519	0.2%	9,761 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$508	0.2%Prev: 0.2%	18,331 SH	Increased+1,640 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1K	0.4%Prev: 0.4%	43,678 SH	Increased+625 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1K	0.4%Prev: 0.4%	40,545 SH	Increased+2,994 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1K	0.4%Prev: 0.5%	32,658 SH	Increased-4,560 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1K	0.5%Prev: 0.5%	48,224 SH	Increased+633 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2K	0.8%Prev: 1.2%	60,877 SH	Decreased-40,867 SH
SHOPIFY INC	CL A	$2K	0.6%	14,550 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$8K	2.7%Prev: 3.7%	10,547 SH	Decreased-3,444 SH
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5K	1.7%	7,098 SH	New
TIDAL ETF TR	ADASINA SOCIAL	$233	0.1%Prev: 0.1%	10,186 SH	Increased
VANGUARD BD INDEX FD INC	SHORT TRM BOND	$4K	1.3%Prev: 1.4%	49,866 SH	Increased+9,121 SH
VANGUARD INDEX FDS	MID CAP ETF	$7K	2.3%Prev: 2.2%	82,492 SH	Increased+64,387 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2K	0.8%Prev: 1.1%	23,884 SH	Decreased-4,162 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$540	0.2%Prev: 0.1%	787 SH	Increased+210 SH
VANGUARD INDEX FDS	VALUE ETF	$979	0.3%Prev: 0.7%	4,494 SH	Decreased-4,303 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$546	0.2%Prev: 0.2%	9,145 SH	Increased-851 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1K	0.4%Prev: 0.6%	8,195 SH	Decreased-2,466 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$11K	3.7%Prev: 4.0%	218,240 SH	Increased+30,276 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$362	0.1%Prev: 0.1%	5,076 SH	Increased+187 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$17K	5.8%Prev: 4.6%	62,091 SH	Increased+14,751 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$9K	3.0%Prev: 1.9%	54,393 SH	Increased+20,174 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$4K	1.5%Prev: 1.4%	51,015 SH	Increased+42,325 SH
VISA INC	COM CL A	$235	0.1%	686 SH	New
WALMART INC	COM	$308	0.1%Prev: 0.1%	2,723 SH	Increased+15 SH
WISDOMTREE TR	EMG MKTS SMCAP	$343	0.1%Prev: 0.1%	5,307 SH	Increased-683 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$781	0.3%Prev: 0.3%	14,911 SH	Increased-629 SH
WISDOMTREE TR	US QTLY DIV GRT	$1K	0.4%Prev: 0.4%	10,991 SH	Increased+1,223 SH

Sold (vs prior filing)

ABBVIE INC — $209
ACCENTURE PLC IRELAND — $219
CONSTELLATION ENERGY CORP — $222
DBX ETF TR — $276
FIRST WESTN FINL INC — $897
HOME DEPOT INC — $266
INVESCO EXCH TRADED FD TR II — $4K
INVESTMENT MANAGERS SER TR I — $5K
ISHARES — $317
ISHARES TR — $200
SPDR S&P MIDCAP 400 ETF TR — $5K
THERMO FISHER SCIENTIFIC INC — $194

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