Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- Latest filing
- Aug 7, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 21, 2023. Long positions only.
- Positions
- 138
- No filing for Q3 2022
- Portfolio value
- $111.7M
- No filing for Q3 2022
Boulder Wealth Advisors, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 43,785 | $16.8M | 15.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 306,330 | $13.7M | 12.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 114,235 | $12.4M | 11.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 141,105 | $12.0M | 10.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 215,018 | $10.9M | 9.7% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 105,574 | $9.95M | 8.9% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 167,268 | $8.24M | 7.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,802 | $7.16M | 6.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 113,239 | $5.67M | 5.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,200 | $4.97M | 4.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 38,638 | $1.94M | 1.7% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,628 | $1.19M | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,657 | $1.13M | 1.0% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 20,119 | $1.02M | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 5,896 | $766.0K | 0.7% | – | – | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,100 | $671.0K | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 561 | $314.0K | 0.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 960 | $230.0K | 0.2% | – | – | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,049 | $144.0K | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 390 | $137.0K | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,362 | $121.0K | 0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,426 | $121.0K | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 330 | $88.0K | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 315 | $84.0K | 0.1% | – | – | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,725 | $80.0K | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 921 | $77.0K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 840 | $74.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 510 | $63.0K | 0.1% | – | – | History |
| VMWVmware LLC | CL A COM | 476 | $58.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 500 | $55.0K | <0.1% | – | – | History |
| North Las Vegas Nev Go Ltd Tax Bldg Ref B Rev CLBL660393R35 | GO LTD TAX BLDG REF B REV CLBL | – | $55.0K | <0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 869 | $52.0K | <0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 260 | $50.0K | <0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 340 | $50.0K | <0.1% | – | – | History |
| TDToronto Dominion Bank | Stock | 774 | $50.0K | <0.1% | – | – | History |
| United States Treasury Bills Bill912796XR5 | BILL | – | $50.0K | <0.1% | – | – | – |
| United States Treasury Bills912796YJ2 | 912796YJ | – | $50.0K | <0.1% | – | – | – |
| United States Treasury Bills Bill912796YN3 | BILL | – | $50.0K | <0.1% | – | – | – |
| Versailles Ky Pub Pptys Inc Re First Mtg Rev BDS CLBL925199AT8 | FIRST MTG REV BDS CLBL | – | $46.0K | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 320 | $43.0K | <0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 161 | $42.0K | <0.1% | – | – | History |
| Bowling Green St Univ Ohio Gen Gen Receipts BDS Rev CLBL102885HK9 | GEN RECEIPTS BDS REV CLBL | – | $42.0K | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 189 | $40.0K | <0.1% | – | – | – |
| UALUnited Airlines Holdings, Inc. | COM | 1,066 | $40.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 113 | $39.0K | <0.1% | – | – | History |
| Williamsport Pa San Auth SWR R BDS Rev CLBL970225DV7 | BDS REV CLBL | – | $39.0K | <0.1% | – | – | – |
| River City Inc Ky PKG Auth Rev First Mtg Rev Ref BDS CLBL76804ACV5 | FIRST MTG REV REF BDS CLBL | – | $38.0K | <0.1% | – | – | – |
| Hillsborough Cnty Fla SCH BRD Ref Cops Rev CLBL43232VTR2 | REF COPS REV CLBL | – | $37.0K | <0.1% | – | – | – |
| Miami Dade Cnty Fla SCH BRD Go SCH BDS CLBL59333RGT5 | GO SCH BDS CLBL | – | $37.0K | <0.1% | – | – | – |
| Lexington Cnty SC Health Svcs Dist Inc Hosp Rev, BDS, Lexington Med Ctr529050ER3 | Revenue Supported Bonds - non-taxable | – | $36.0K | <0.1% | – | – | – |
| Westminster Colo Economic Dev Rev Ref BDS CLBL960660BB3 | REV REF BDS CLBL | – | $35.0K | <0.1% | – | – | – |
| Tucson Ariz Rev Ref Obligs CLBL898797EJ0 | REV REF OBLIGS CLBL | – | $33.0K | <0.1% | – | – | – |
| Kentucky Economic Dev Fin Auth Rev BDS CLBL49126KKP5 | REV BDS CLBL | – | $32.0K | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 194 | $31.0K | <0.1% | – | – | History |
| Miami-Dade Cnty Fla Pub Facs R Rev and Ref BDS CLBL59333TDX5 | REV AND REF BDS CLBL | – | $31.0K | <0.1% | – | – | – |
| El Monte Calif WTR Auth BDS Rev CLBL28335TCE1 | BDS REV CLBL | – | $28.0K | <0.1% | – | – | – |
| FFord Motor Co | Stock | 2,294 | $27.0K | <0.1% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 402 | $27.0K | <0.1% | – | – | – |
| Co Health Fac19648FAJ3 | Convertible/ | – | $27.0K | <0.1% | – | – | – |
| New York N Y Tax Exempt Go BDS CLBL64966LZX2 | TAX EXEMPT GO BDS CLBL | – | $26.0K | <0.1% | – | – | – |
| DELLDell Technologies Inc. | Stock | 628 | $25.0K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 265 | $23.0K | <0.1% | – | – | History |
| South Broward Hosp Dist Fla Re Ref Rev BDS836753LQ4 | REF REV BDS | – | $21.0K | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 114 | $20.0K | <0.1% | – | – | History |
| BXBlackstone Inc. | COM | 263 | $20.0K | <0.1% | – | – | History |
| United States Treasury Notes Note912828ZD5 | NOTE | – | $20.0K | <0.1% | – | – | – |
| BABoeing Co | Stock | 100 | $19.0K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 50 | $17.0K | <0.1% | – | – | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 195 | $14.0K | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 403 | $13.0K | <0.1% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 565 | $13.0K | <0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 100 | $10.0K | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 30 | $10.0K | <0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 106 | $10.0K | <0.1% | – | – | History |
| Colorado WTR Res & PWR Dev Aut Rev BDS CLBL19679RHF0 | REV BDS CLBL | – | $10.0K | <0.1% | – | – | – |
| NEMNEWMONT Corp | Stock | 200 | $9.00K | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 90 | $9.00K | <0.1% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 116 | $8.00K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 18 | $8.00K | <0.1% | – | – | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 200 | $8.00K | <0.1% | – | – | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 223 | $8.00K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 100 | $8.00K | <0.1% | – | – | – |
| FANGDiamondback Energy, Inc. | Stock | 50 | $7.00K | <0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 50 | $7.00K | <0.1% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 140 | $7.00K | <0.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 146 | $7.00K | <0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 140 | $6.00K | <0.1% | – | – | – |
| COPConocoPhillips | Stock | 54 | $6.00K | <0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 12 | $6.00K | <0.1% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 7 | $6.00K | <0.1% | – | – | History |
| Vanguard World FD921910733 | ESG US STK ETF | 95 | $6.00K | <0.1% | – | – | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 215 | $6.00K | <0.1% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 10 | $5.00K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 10 | $5.00K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 107 | $5.00K | <0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 75 | $5.00K | <0.1% | – | – | History |
| PWRQuanta Services, Inc. | COM | 37 | $5.00K | <0.1% | – | – | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,350 | $5.00K | <0.1% | – | – | History |
| SUNSunoco LP | COM UT REP LP | 120 | $5.00K | <0.1% | – | – | History |
| EQNREquinor ASA | SPONSORED ADR | 130 | $5.00K | <0.1% | – | – | History |