Boulder Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Boulder Wealth Advisors, LLC held in its portfolio 37 assets valued at $236,594,547 (i.e. $236.60M).
The most valuable assets in the portfolio included: ISHARES TR ($47.80M), SCHWAB STRATEGIC TR ($41.61M), and ISHARES TR ($29.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boulder Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 69786 | 47798901 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 1586333 | 41609520 | US BRD MKT ETF |
| ISHARES TR | 146896 | 29176436 | MSCI USA QLT FCT |
| ISHARES TR | 60756 | 28755584 | RUS 1000 GRW ETF |
| INVESCO EXCHANGE TRADED FD T | 488182 | 22905499 | RAFI US 1000 ETF |
| CAPITAL GRP FIXED INCM ETF T | 345208 | 9451795 | MUNICIPAL INCOME |
| J P MORGAN EXCHANGE TRADED F | 153365 | 7744933 | MUNICIPAL ETF |
| CAPITAL GROUP GROWTH ETF | 143890 | 6398788 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 121650 | 5760127 | CORE PLUS BD ETF |
| ISHARES TR | 35227 | 5248118 | ESG AWR MSCI USA |
| SPDR SERIES TRUST | 47702 | 4997494 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 82199 | 4187217 | ULTRA SHT MUNCPL |
| CAPITAL GRP FIXED INCM ETF T | 121969 | 3107770 | MUNICIPAL HIGH I |
| BROADCOM INC | 7075 | 2448526 | COM |
| CAPITAL GRP FIXED INCM ETF T | 82484 | 2172629 | SHORT DURATION M |
| BERKSHIRE HATHAWAY INC DEL | 4290 | 2156369 | CL B NEW |
| APPLE INC | 7503 | 2039736 | COM |
| J P MORGAN EXCHANGE TRADED F | 36246 | 1897065 | JPMORGAM LTD DUR |
| J P MORGAN EXCHANGE TRADED F | 18460 | 1662742 | U S TECH LEADERS |
| MICROSOFT CORP | 2698 | 1304986 | COM |
| NVIDIA CORPORATION | 3443 | 642200 | COM |
| ALPHABET INC | 1933 | 605029 | CAP STK CL A |
| ALPHABET INC | 1784 | 559698 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 787 | 536488 | TR UNIT |
| ISHARES U S ETF TR | 10361 | 529447 | SHORT DURATION B |
| PIMCO ETF TR | 9492 | 478682 | SHTRM MUN BD ACT |
| AMAZON COM INC | 1672 | 385931 | COM |
| VANGUARD WORLD FD | 2496 | 352335 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 513 | 321718 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 513 | 315141 | UNIT SER 1 |
| META PLATFORMS INC | 423 | 279310 | CL A |
| TESLA INC | 605 | 272081 | COM |
| JPMORGAN CHASE & CO. | 774 | 249446 | COM |
| XCEL ENERGY INC | 3270 | 241522 | COM |
| UNITED STS OIL FD LP | 31 | 626 | UNITS |
| PFIZER INC | 58 | 612 | COM |
| GRAB HOLDINGS LIMITED | 100 | 46 | CLASS A ORD |
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