Boulder Wealth Advisors

Boulder Wealth Advisors as of Dec. 31, 2025

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