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Boulder Wealth Advisors, LLC 13F holdings

Filed 2026-08-07 · Boulder Wealth Advisors, LLC · 35 positions · $274.3M

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Ticker	Company	Shares	Value	% of portfolio
SCHB	SCHWAB STRATEGIC TR	1.6M	$47.5M	17.3%
IVV	ISHARES TR	53.3K	$39.9M	14.5%
QUAL	ISHARES TR	154.6K	$33.9M	12.4%
PRF	INVESCO EXCHANGE TRADED FD T	565.2K	$30.5M	11.1%
IWF	ISHARES TR	222.4K	$27.6M	10.1%
AVGO	BROADCOM INC	69.0K	$26.1M	9.5%
CGMU	CAPITAL GRP FIXED INCM ETF T	377.9K	$10.4M	3.8%
VONV	VANGUARD SCOTTSDALE FDS	91.3K	$9.7M	3.5%
CGSM	CAPITAL GRP FIXED INCM ETF T	316.3K	$8.3M	3.0%
VTI	VANGUARD INDEX FDS	19.0K	$7.0M	2.6%
JMUB	J P MORGAN EXCHANGE TRADED F	130.6K	$6.6M	2.4%
AAPL	APPLE INC	15.3K	$4.4M	1.6%
SPYG	SPDR SERIES TRUST	34.8K	$4.1M	1.5%
SPYM	SPDR SERIES TRUST	27.2K	$2.4M	0.9%
CGHM	CAPITAL GRP FIXED INCM ETF T	87.1K	$2.3M	0.8%
ESGU	ISHARES TR	13.7K	$2.2M	0.8%
BRK-B	BERKSHIRE HATHAWAY INC DEL	3.6K	$1.8M	0.7%
JMST	J P MORGAN EXCHANGE TRADED F	30.5K	$1.6M	0.6%
VUG	VANGUARD INDEX FDS	16.8K	$1.4M	0.5%
MSFT	MICROSOFT CORP	2.6K	$972,898	0.4%
GOOGL	ALPHABET INC	1.9K	$690,796	0.3%
GOOG	ALPHABET INC	1.9K	$653,699	0.2%
SPY	STATE STR SPDR S&P 500 ETF T	787	$587,507	0.2%
NVDA	NVIDIA CORPORATION	2.8K	$553,756	0.2%
VOO	VANGUARD INDEX FDS	513	$352,334	0.1%
DELL	DELL TECHNOLOGIES INC	701	$302,429	0.1%
SMMU	PIMCO ETF TR	5.8K	$293,557	0.1%
JPM	JPMORGAN CHASE & CO	854	$279,438	0.1%
AMZN	AMAZON COM INC	1.2K	$275,521	0.1%
ASTS	AST SPACEMOBILE INC	3.0K	$263,736	0.1%
TSLA	TESLA INC	625	$262,875	0.1%
XEL	XCEL ENERGY INC	3.3K	$262,581	0.1%
SCHD	SCHWAB STRATEGIC TR	7.3K	$232,339	0.1%
META	META PLATFORMS INC	371	$208,981	0.1%
QQQ	INVESCO QQQ TR	281	$206,928	0.1%

Top Fund Holdings

13F

Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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