Boulder Wealth Advisors

Boulder Wealth Advisors as of June 30, 2026

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 155k 219.43
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 11.1 $31M 565k 54.03
Ishares Tr Rus 1000 Grw Etf (IWF) 10.1 $28M 222k 124.17
Broadcom (AVGO) 9.5 $26M 69k 377.75
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 3.8 $10M 378k 27.47
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.5 $9.7M 91k 106.31
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) 3.0 $8.3M 316k 26.39
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $7.0M 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 15k 289.37
Spdr Series Trust ST STR P500GRW (SPYG) 1.5 $4.1M 35k 118.99
Spdr Series Trust St Str P500etf (SPYM) 0.9 $2.4M 27k 87.88
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) 0.8 $2.3M 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 3.6k 500.39
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $1.6M 31k 51.00
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.4M 17k 86.14
Microsoft Corporation (MSFT) 0.4 $973k 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 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 701.00 431.43
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $294k 5.8k 50.50
JPMorgan Chase & Co. (JPM) 0.1 $279k 854.00 327.21
Amazon (AMZN) 0.1 $276k 1.2k 238.34
Ast Spacemobile Com Cl A (ASTS) 0.1 $264k 3.0k 88.86
Tesla Motors (TSLA) 0.1 $263k 625.00 420.60
Xcel Energy (XEL) 0.1 $263k 3.3k 80.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $232k 7.3k 31.71
Meta Platforms Cl A (META) 0.1 $209k 371.00 563.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $207k 281.00 736.40