Boulder Wealth Advisors, LLC
- SEC CIK
- 0001874080
- Latest filing
- Aug 7, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only.
- Positions
- 28
- No filing for Q2 2025
- Portfolio value
- $215.1M
- No filing for Q2 2025
Boulder Wealth Advisors, LLC did not file a 13F for Q2 2025, 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 |
|---|---|---|---|---|---|---|---|
| XELXcel Energy Inc | Stock | 3,270 | $263.7K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 630 | $280.2K | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,673 | $287.7K | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 523 | $314.0K | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 544 | $333.2K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,391 | $338.2K | 0.2% | – | – | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,496 | $343.8K | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,417 | $345.1K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,726 | $379.0K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 787 | $524.1K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,746 | $699.0K | 0.3% | – | – | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 15,184 | $778.6K | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,624 | $1.36M | 0.6% | – | – | History |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 29,435 | $1.40M | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 6,131 | $1.56M | 0.7% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 40,709 | $2.07M | 1.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,299 | $2.16M | 1.0% | – | – | History |
| AVGOBroadcom Inc. | Stock | 6,831 | $2.25M | 1.0% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 41,779 | $4.37M | 2.0% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 34,143 | $4.97M | 2.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 159,342 | $8.13M | 3.8% | – | – | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 156,194 | $8.20M | 3.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 185,556 | $9.37M | 4.4% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 460,109 | $20.8M | 9.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 145,520 | $28.3M | 13.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 61,117 | $28.6M | 13.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,572,741 | $40.4M | 18.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 69,022 | $46.2M | 21.5% | – | – | – |