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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 SCHB, IVV, QUAL, PRF, IWF, and represent 61.07% of Boulder Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$21M), ICSH (+$11M), JPLD (+$8.0M), JMST (+$5.6M), CGSM, VONV, PRF, AAPL, SCHB, QUAL.
Started 4 new stock positions in VONV, ICSH, COST, Nvidia Corp option.
Reduced shares in these 10 stocks: IVV (-$11M), CGGR (-$6.4M), JCPB (-$5.5M), CGHM, ESGU, IWF, JTEK, JMUB, SPYG, .
Sold out of its positions in CGGR, CGHM, QQQ, JTEK, PFE, SMMU, USO, MGV, GRAB.
Boulder Wealth Advisors was a net buyer of stock by $24M.
Boulder Wealth Advisors has $251M in assets under management (AUM), dropping by 6.03%.
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 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	16.2	$41M		1.6M	25.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	13.6	$34M	-25%	52k	653.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	11.5	$29M	+2%	151k	191.81	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	10.4	$26M	+12%	550k	47.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	9.3	$23M	-9%	55k	426.40	View chart
Broadcom (AVGO)	9.1	$23M	+943%	74k	309.51	View chart
Ishares Tr Ultra Short Dur (ICSH)	4.5	$11M	NEW	221k	50.62	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	3.9	$9.9M	+422%	189k	52.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	3.9	$9.8M	+134%	193k	50.98	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	3.7	$9.2M		340k	27.15	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	2.6	$6.6M	+204%	251k	26.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.6	$6.5M	-15%	130k	49.99	View chart
Apple (AAPL)	1.7	$4.4M	+130%	17k	253.79	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.6	$4.0M	NEW	43k	93.74	View chart
Spdr Series Trust State Street Spd (SPYG)	1.3	$3.3M	-24%	33k	97.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$1.9M	-61%	14k	141.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.8M	-11%	3.8k	479.20	View chart
Microsoft Corporation (MSFT)	0.4	$945k	-5%	2.6k	370.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$556k		1.9k	287.56	View chart
NVIDIA Corporation (NVDA)	0.2	$545k	-9%	3.1k	174.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$521k		1.8k	286.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$512k		787.00	650.12	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$497k	-5%	9.8k	50.84	View chart
Nvidia Corporation Put Put Option	0.1	$340k	NEW	700.00	485.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$307k		513.00	597.55	View chart
Amazon (AMZN)	0.1	$290k	-16%	1.4k	208.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$267k		3.5k	76.54	View chart
Xcel Energy (XEL)	0.1	$260k		3.3k	79.44	View chart
Tesla Motors (TSLA)	0.1	$244k	+8%	656.00	371.75	View chart
JPMorgan Chase & Co. (JPM)	0.1	$241k	+5%	820.00	294.27	View chart
Meta Platforms Cl A (META)	0.1	$227k	-6%	397.00	572.28	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$227k	-96%	4.8k	47.08	View chart
Costco Wholesale Corporation (COST)	0.1	$205k	NEW	206.00	996.43	View chart

Past Filings by Boulder Wealth Advisors

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

Boulder Wealth Advisors 2026 Q1 filed May 8, 2026
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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