Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- Latest filing
- Aug 7, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Dec 3, 2024. Long positions only.
- Positions
- 23
- No filing for Q4 2023
- Portfolio value
- $161.5M
- No filing for Q4 2023
Boulder Wealth Advisors, LLC did not file a 13F for Q4 2023, 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 484,118 | $29.6M | 18.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 53,273 | $28.0M | 17.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,611 | $26.5M | 16.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 169,546 | $19.5M | 12.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 103,290 | $17.0M | 10.5% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 343,589 | $13.2M | 8.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 186,019 | $8.68M | 5.4% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 68,174 | $7.50M | 4.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 32,885 | $2.41M | 1.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,670 | $1.54M | 1.0% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 27,156 | $1.38M | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 6,745 | $1.16M | 0.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,544 | $1.07M | 0.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 627 | $831.7K | 0.5% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,068 | $639.0K | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 599 | $541.2K | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $411.5K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 675 | $327.8K | 0.2% | – | – | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $298.3K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,814 | $273.8K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,503 | $228.8K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 1,298 | $228.2K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $213.9K | 0.1% | – | – | – |