Boulder Wealth Advisors
Latest statistics and disclosures from Boulder Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SCHB, IWF, QUAL, PRF, and represent 76.42% of Boulder Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$14M), JMUB (+$9.4M), JPLD (+$8.2M), QUAL, NEAR, AVGO, SCHB, ESGU, TSLA, XEL.
- Started 5 new stock positions in XEL, JPLD, TSLA, NEAR, JMUB.
- Reduced shares in these 10 stocks: ICSH (-$8.6M), JCPB (-$7.7M), PRF, , NVDA, , PANW, JMST, AAPL, GOOG.
- Sold out of its positions in META, PANW, XLK.
- Boulder Wealth Advisors was a net buyer of stock by $15M.
- Boulder Wealth Advisors has $215M in assets under management (AUM), dropping by 25.18%.
- Central Index Key (CIK): 0001874080
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Portfolio Holdings for Boulder Wealth Advisors
Boulder Wealth Advisors holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.5 | $46M | +44% | 69k | 669.30 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 18.8 | $40M | 1.6M | 25.71 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 13.3 | $29M | 61k | 468.41 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 13.2 | $28M | +8% | 146k | 194.50 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 9.7 | $21M | -13% | 460k | 45.21 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 4.4 | $9.4M | NEW | 186k | 50.47 |
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| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 3.8 | $8.2M | NEW | 156k | 52.48 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.8 | $8.1M | -2% | 159k | 51.04 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.3 | $5.0M | +6% | 34k | 145.60 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 2.0 | $4.4M | 42k | 104.51 |
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| Broadcom (AVGO) | 1.0 | $2.3M | +17% | 6.8k | 329.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.2M | +8% | 4.3k | 502.74 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.0 | $2.1M | -80% | 41k | 50.75 |
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| Apple (AAPL) | 0.7 | $1.6M | -8% | 6.1k | 254.62 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.7 | $1.4M | -84% | 29k | 47.55 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.4M | -4% | 2.6k | 517.88 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.4 | $779k | NEW | 15k | 51.28 |
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| NVIDIA Corporation (NVDA) | 0.3 | $699k | -41% | 3.7k | 186.59 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $524k | 787.00 | 665.95 |
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| Amazon (AMZN) | 0.2 | $379k | +10% | 1.7k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $345k | -23% | 1.4k | 243.53 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $344k | 2.5k | 137.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $338k | -5% | 1.4k | 243.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $333k | +33% | 544.00 | 612.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $314k | +12% | 523.00 | 600.37 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $288k | +17% | 3.7k | 78.34 |
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| Tesla Motors (TSLA) | 0.1 | $280k | NEW | 630.00 | 444.72 |
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| Xcel Energy (XEL) | 0.1 | $264k | NEW | 3.3k | 80.65 |
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Past Filings by Boulder Wealth Advisors
SEC 13F filings are viewable for Boulder Wealth Advisors going back to 2022
- Boulder Wealth Advisors 2025 Q3 filed Nov. 13, 2025
- Boulder Wealth Advisors 2025 Q1 filed April 28, 2025
- Boulder Wealth Advisors 2024 Q4 filed Feb. 6, 2025
- Boulder Wealth Advisors 2024 Q3 filed Dec. 3, 2024
- Boulder Wealth Advisors 2024 Q1 filed Dec. 3, 2024
- Boulder Wealth Advisors 2024 Q2 filed Dec. 3, 2024
- Boulder Wealth Advisors 2022 Q4 filed Feb. 21, 2023