Boulder Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Boulder Wealth Advisors, Llc disclosed 34 stock positions valued at approximately $274.29M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 34
- Portfolio Value
- $274.29M
Holdings by Sector
Boulder Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 17.33% | 1,641,481 | +23,926 | +1.48% | $47,537,299 |
| ISHARES TR | IVV | Other | 14.54% | 53,251 | +930 | +1.78% | $39,878,866 |
| ISHARES TR | QUAL | Other | 12.37% | 154,582 | +3,901 | +2.59% | $33,919,935 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 11.13% | 565,247 | +14,904 | +2.71% | $30,540,295 |
| ISHARES TR | IWF | Other | 10.07% | 222,414 | +167,594 | +305.72% | $27,617,104 |
| BROADCOM INC | AVGO | Technology | 9.51% | 69,030 | -4,805 | -6.51% | $26,076,221 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 3.78% | 377,874 | +37,686 | +11.08% | $10,380,199 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 3.54% | 91,302 | +48,714 | +114.38% | $9,706,316 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 3.04% | 316,322 | +65,521 | +26.12% | $8,346,156 |
| VANGUARD INDEX FDS | VTI | Other | 2.56% | 18,989 | +18,989 | +100.00% | $7,026,690 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.41% | 130,633 | +484 | +0.37% | $6,617,215 |
| APPLE INC | AAPL | Technology | 1.61% | 15,299 | -1,987 | -11.49% | $4,426,998 |
| SPDR SERIES TRUST | SPYG | Other | 1.51% | 34,844 | +1,505 | +4.51% | $4,146,088 |
| SPDR SERIES TRUST | SPLG | Other | 0.87% | 27,231 | +23,749 | +682.05% | $2,393,060 |
| ISHARES TR | ESGU | Other | 0.82% | 13,661 | - | - | $2,235,896 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.65% | 3,571 | -223 | -5.88% | $1,786,893 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.57% | 30,531 | -162,005 | -84.14% | $1,557,081 |
| VANGUARD INDEX FDS | VUG | Other | 0.53% | 16,832 | +16,832 | +100.00% | $1,449,908 |
| MICROSOFT CORP | MSFT | Technology | 0.35% | 2,608 | +56 | +2.19% | $972,898 |
| ALPHABET INC | GOOGL | Communication Services | 0.25% | 1,933 | - | - | $690,796 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 1,850 | +36 | +1.98% | $653,699 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.21% | 787 | - | - | $587,507 |
| NVIDIA CORPORATION | NVDA | Technology | 0.20% | 2,768 | -358 | -11.45% | $553,756 |
| VANGUARD INDEX FDS | VOO | Other | 0.13% | 513 | - | - | $352,334 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.11% | 701 | +701 | +100.00% | $302,429 |
| PIMCO ETF TR | SMMU | Other | 0.11% | 5,813 | -3,679 | -38.76% | $293,557 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 854 | +34 | +4.15% | $279,438 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.10% | 1,156 | -235 | -16.89% | $275,521 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.10% | 2,968 | +2,968 | +100.00% | $263,736 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 625 | -31 | -4.73% | $262,875 |
Showing 30 of 34 holdings in the latest reporting period.