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 |
|---|---|---|---|---|---|---|---|
| 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% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 869 | $52.0K | <0.1% | – | – | – |
| 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% | – | – | – |
| VMWVmware LLC | CL A COM | 476 | $58.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 510 | $63.0K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 840 | $74.0K | 0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 921 | $77.0K | 0.1% | – | – | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,725 | $80.0K | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 315 | $84.0K | 0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 330 | $88.0K | 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% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 390 | $137.0K | 0.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,049 | $144.0K | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 960 | $230.0K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 561 | $314.0K | 0.3% | – | – | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,100 | $671.0K | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 5,896 | $766.0K | 0.7% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 20,119 | $1.02M | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,657 | $1.13M | 1.0% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,628 | $1.19M | 1.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 38,638 | $1.94M | 1.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,200 | $4.97M | 4.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 113,239 | $5.67M | 5.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,802 | $7.16M | 6.4% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 167,268 | $8.24M | 7.4% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 105,574 | $9.95M | 8.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 215,018 | $10.9M | 9.7% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 141,105 | $12.0M | 10.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 114,235 | $12.4M | 11.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 306,330 | $13.7M | 12.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 43,785 | $16.8M | 15.1% | – | – | – |