Boulder Wealth Advisors

Boulder Wealth Advisors as of Sept. 30, 2025

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 69k 669.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 18.8 $40M 1.6M 25.71
Ishares Tr Rus 1000 Grw Etf (IWF) 13.3 $29M 61k 468.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 13.2 $28M 146k 194.50
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 9.7 $21M 460k 45.21
J P Morgan Exchange Traded F Municipal Etf (JMUB) 4.4 $9.4M 186k 50.47
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 3.8 $8.2M 156k 52.48
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 3.8 $8.1M 159k 51.04
Ishares Tr Esg Awr Msci Usa (ESGU) 2.3 $5.0M 34k 145.60
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.0 $4.4M 42k 104.51
Broadcom (AVGO) 1.0 $2.3M 6.8k 329.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.2M 4.3k 502.74
Ishares Tr Ultra Short Dur (ICSH) 1.0 $2.1M 41k 50.75
Apple (AAPL) 0.7 $1.6M 6.1k 254.62
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.7 $1.4M 29k 47.55
Microsoft Corporation (MSFT) 0.6 $1.4M 2.6k 517.88
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $779k 15k 51.28
NVIDIA Corporation (NVDA) 0.3 $699k 3.7k 186.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $524k 787.00 665.95
Amazon (AMZN) 0.2 $379k 1.7k 219.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $345k 1.4k 243.53
Vanguard World Mega Cap Val Etf (MGV) 0.2 $344k 2.5k 137.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $338k 1.4k 243.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $333k 544.00 612.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $314k 523.00 600.37
Spdr Series Trust Portfolio S&p500 (SPYM) 0.1 $288k 3.7k 78.34
Tesla Motors (TSLA) 0.1 $280k 630.00 444.72
Xcel Energy (XEL) 0.1 $264k 3.3k 80.65