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Boulder Wealth Advisors

Latest statistics and disclosures from Boulder Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SCHB, QUAL, IWF, PRF, and represent 71.96% of Boulder Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGMU (+$9.5M), CGGR (+$6.4M), JCPB, CGHM, CGSM, JTEK, PRF, IVV, SMMU, AAPL.
Started 11 new stock positions in CGHM, PFE, USO, JTEK, SMMU, JPM, CGMU, META, GRAB, CGGR. CGSM.
Reduced shares in these 10 stocks: JPLD (-$6.3M), JMST, ICSH, JMUB, NEAR, IWF, NVDA, VOO, SPYM, AMZN.
Sold out of its position in ICSH.
Boulder Wealth Advisors was a net buyer of stock by $17M.
Boulder Wealth Advisors has $237M in assets under management (AUM), dropping by 10.00%.
Central Index Key (CIK): 0001874080

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Positions held by Boulder Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boulder Wealth Advisors

Boulder Wealth Advisors holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.2	$48M		70k	684.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	17.6	$42M		1.6M	26.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	12.3	$29M		147k	198.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	12.2	$29M		61k	473.30	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	9.7	$23M	+6%	488k	46.92	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	4.0	$9.5M	NEW	345k	27.38	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	3.3	$7.7M	-17%	153k	50.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.7	$6.4M	NEW	144k	44.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$5.8M	+313%	122k	47.35	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.2	$5.2M	+3%	35k	148.98	View chart
Spdr Series Trust State Street Spd (SPYG)	2.0	$4.7M	+5%	44k	106.70	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.8	$4.2M	-48%	82k	50.94	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	1.3	$3.1M	NEW	122k	25.48	View chart
Broadcom (AVGO)	1.0	$2.4M	+3%	7.1k	346.08	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.9	$2.2M	NEW	83k	26.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.2M		4.3k	502.65	View chart
Apple (AAPL)	0.9	$2.0M	+22%	7.5k	271.86	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.8	$1.9M	-76%	36k	52.34	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.7	$1.7M	NEW	19k	90.07	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	+2%	2.7k	483.69	View chart
NVIDIA Corporation (NVDA)	0.3	$642k	-8%	3.4k	186.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$605k	+38%	1.9k	313.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$560k	+25%	1.8k	313.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$537k		787.00	681.69	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$529k	-31%	10k	51.10	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$479k	NEW	9.5k	50.43	View chart
Amazon (AMZN)	0.2	$386k	-3%	1.7k	230.82	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$352k		2.5k	141.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$322k	-5%	513.00	627.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$315k		513.00	614.31	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$280k	-5%	3.5k	80.22	View chart
Meta Platforms Cl A (META)	0.1	$279k	NEW	423.00	660.31	View chart
Tesla Motors (TSLA)	0.1	$272k	-3%	605.00	449.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$249k	NEW	774.00	322.28	View chart
Xcel Energy (XEL)	0.1	$242k		3.3k	73.86	View chart
United Sts Oil Units (USO)	0.0	$1.2k	NEW	31.00	37.80	View chart
Pfizer (PFE)	0.0	$783.000000	NEW	58.00	13.50	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$46.000000	NEW	100.00	0.46	View chart

Past Filings by Boulder Wealth Advisors

SEC 13F filings are viewable for Boulder Wealth Advisors going back to 2022

Boulder Wealth Advisors 2025 Q4 filed Feb. 5, 2026
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

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