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 65.44% of Boulder Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$21M), VTI (+$7.0M), VONV (+$5.2M), CGHM, SPYM, CGSM, VUG, CGMU, QUAL, PRF.
- Started 8 new stock positions in VUG, QQQ, CGHM, SMMU, VTI, DELL, SCHD, ASTS.
- Reduced shares in these 10 stocks: ICSH (-$11M), JPLD (-$9.9M), JMST (-$8.3M), AVGO, AAPL, NEAR, , JCPB, , BRK.B.
- Sold out of its positions in COST, NEAR, ICSH, JCPB, JPLD, Nvidia Corp option.
- Boulder Wealth Advisors was a net buyer of stock by $13M.
- Boulder Wealth Advisors has $274M in assets under management (AUM), dropping by 9.34%.
- Central Index Key (CIK): 0001874080
Tip: Access up to 7 years of quarterly data
Positions held by Boulder Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Boulder Wealth Advisors
Boulder Wealth Advisors holds 35 positions in its portfolio as reported in the June 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) | 17.3 | $48M | 1.6M | 28.96 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 14.5 | $40M | 53k | 748.88 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 12.4 | $34M | +2% | 155k | 219.43 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 11.1 | $31M | +2% | 565k | 54.03 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 10.1 | $28M | +305% | 222k | 124.17 |
|
| Broadcom (AVGO) | 9.5 | $26M | -6% | 69k | 377.75 |
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 3.8 | $10M | +11% | 378k | 27.47 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.5 | $9.7M | +114% | 91k | 106.31 |
|
| Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) | 3.0 | $8.3M | +26% | 316k | 26.39 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $7.0M | NEW | 19k | 370.04 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.4 | $6.6M | 131k | 50.66 |
|
|
| Apple (AAPL) | 1.6 | $4.4M | -11% | 15k | 289.37 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 1.5 | $4.1M | +4% | 35k | 118.99 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.9 | $2.4M | +682% | 27k | 87.88 |
|
| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.8 | $2.3M | NEW | 87k | 25.85 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $2.2M | 14k | 163.67 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.8M | -5% | 3.6k | 500.39 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $1.6M | -84% | 31k | 51.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.4M | NEW | 17k | 86.14 |
|
| Microsoft Corporation (MSFT) | 0.4 | $973k | +2% | 2.6k | 373.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $691k | 1.9k | 357.37 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $654k | 1.9k | 353.35 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $588k | 787.00 | 746.51 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $554k | -11% | 2.8k | 200.06 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $352k | 513.00 | 686.81 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $302k | NEW | 701.00 | 431.43 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $294k | NEW | 5.8k | 50.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $279k | +4% | 854.00 | 327.21 |
|
| Amazon (AMZN) | 0.1 | $276k | -16% | 1.2k | 238.34 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $264k | NEW | 3.0k | 88.86 |
|
| Tesla Motors (TSLA) | 0.1 | $263k | -4% | 625.00 | 420.60 |
|
| Xcel Energy (XEL) | 0.1 | $263k | 3.3k | 80.30 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $232k | NEW | 7.3k | 31.71 |
|
| Meta Platforms Cl A (META) | 0.1 | $209k | -6% | 371.00 | 563.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $207k | NEW | 281.00 | 736.40 |
|
Past Filings by Boulder Wealth Advisors
SEC 13F filings are viewable for Boulder Wealth Advisors going back to 2022
- Boulder Wealth Advisors 2026 Q2 filed Aug. 7, 2026
- 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