Boulder Wealth Advisors Portfolio Changes in Q2 2026
This analysis details significant buying activity across various ETFs and a notable sale by Boulder Wealth Advisors during the second quarter of 2026.
As reported for the period ending June 30, 2026, Boulder Wealth Advisors (institution profile) showed active trading in its portfolio holdings. The firm's total assets under management stood at $272,041,595 as of this date.
Significant Purchases This Quarter
Boulder Wealth Advisors demonstrated substantial buying activity during Q2 2026. Notably, the firm increased its position in several exchange-traded funds (ETFs) significantly:
- ISHARES TR (IWF) saw a massive increase of 305.72% in shares, representing one of the largest buying activities.
- The firm also purchased VANGUARD SCOTTSDALE FDS (VONV), adding a considerable amount to its holdings.
- VANGUARD INDEX FDS (VTI) was bought entirely new, as the position increased by 100% in shares during this quarter.
- SPDR SERIES TRUST (SPLG), another ETF, showed a significant increase of over six hundred percent in its position.
- Furthermore, ISHARES TR (QUAL) experienced an increase of 2.59% and SCHWAB STRATEGIC TR (SCHB) saw a modest but positive change of just under one point percent.
A Notable Sale: J P MORGAN EXCHANGE TRADED FUND (JMST)
In contrast to the buying activities, Boulder Wealth Advisors divested from J P MORGAN EXCHANGE TRADED FUND (JMST) significantly during Q2 2026. The position was reduced by an estimated -84.14%, indicating a major sale or disposal of this holding.
New Holdings Introduced
The portfolio also reflected the addition of new positions:
- VANGUARD INDEX FDS (VUG) was added entirely new to the portfolio.
No Activity in Certain Areas
The data provided does not indicate any changes or activity for other sectors or specific holdings during this quarter. For instance, there were no reported transactions involving BROADCOM INC (AVGO) or AST SPACEMOBILE INC (ASTS).