Boulder Wealth Advisors, Llc Portfolio Stock Holdings
Boulder Wealth Advisors, Llc disclosed 32 stock positions valued at approximately $250.5 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 32
- Portfolio Value
- $250.5M
Holdings by Sector
Boulder Wealth Advisors, Llc Portfolio Holdings in Q1 2026
32 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 16.21% | 1,617,555 | +31,222 | +1.97% | $40,600,639 |
| ISHARES TR | IVV | Other | 13.64% | 52,321 | -17,465 | -25.03% | $34,176,327 |
| ISHARES TR | QUAL | Other | 11.54% | 150,681 | +3,785 | +2.58% | $28,902,105 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 10.44% | 550,343 | +62,161 | +12.73% | $26,157,803 |
| ISHARES TR | IWF | Other | 9.33% | 54,820 | -5,936 | -9.77% | $23,375,053 |
| BROADCOM INC | AVGO | Technology | 9.12% | 73,835 | +66,760 | +943.60% | $22,852,560 |
| ISHARES TR | ICSH | Other | 4.47% | 221,346 | +221,346 | +100.00% | $11,204,535 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 3.94% | 189,278 | +153,032 | +422.20% | $9,878,419 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 3.92% | 192,536 | +110,337 | +134.23% | $9,815,485 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 3.69% | 340,188 | -5,020 | -1.45% | $9,236,104 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 2.63% | 250,801 | +168,317 | +204.06% | $6,591,050 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.60% | 130,149 | -23,216 | -15.14% | $6,506,149 |
| APPLE INC | AAPL | Technology | 1.75% | 17,286 | +9,783 | +130.39% | $4,387,044 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 1.59% | 42,588 | +42,588 | +100.00% | $3,992,199 |
| SPDR SERIES TRUST | SPYG | Other | 1.30% | 33,339 | -10,877 | -24.60% | $3,264,221 |
| ISHARES TR | ESGU | Other | 0.77% | 13,661 | -21,566 | -61.22% | $1,931,939 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 3,794 | -496 | -11.56% | $1,818,085 |
| MICROSOFT CORP | MSFT | Technology | 0.38% | 2,552 | -146 | -5.41% | $944,764 |
| ALPHABET INC | GOOGL | Communication Services | 0.22% | 1,933 | - | - | $555,853 |
| NVIDIA CORPORATION | NVDA | Technology | 0.22% | 3,126 | -317 | -9.21% | $545,249 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 1,814 | +30 | +1.68% | $520,480 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.20% | 787 | - | - | $511,643 |
| ISHARES U S ETF TR | NEAR | Other | 0.20% | 9,774 | -587 | -5.67% | $496,861 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 513 | - | - | $306,543 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 1,391 | -281 | -16.81% | $289,704 |
| SPDR SERIES TRUST | SPLG | Other | 0.11% | 3,482 | -4 | -0.11% | $266,512 |
| XCEL ENERGY INC | XEL | Utilities | 0.10% | 3,270 | - | - | $259,769 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 656 | +51 | +8.43% | $243,868 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 820 | +46 | +5.94% | $241,304 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 397 | -26 | -6.15% | $227,197 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.09% | 4,817 | -116,833 | -96.04% | $226,784 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.08% | 206 | +206 | +100.00% | $205,265 |