Boulder Wealth Advisors

Boulder Wealth Advisors as of March 31, 2026

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