Boulder Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed December 3, 2024), Boulder Wealth Advisors, LLC reported 23 stock positions worth $161.5 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 18.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 17.3%) and iShares Russell 1000 Growth (IWF, 16.4%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001874080
- Portfolio Value
- $161.5M (Q1 2024)
- SEC Filing
- 0001986152-24-000058 ↗ filed Dec 3, 2024
Holdings Value
Holdings 23 stocks · $161.5M
| SCHB Schwab US Broad Market ETF | 18.30% | 484,118 | $29.6M | — |
| IVV iShares Core S&P 500 ETF | 17.35% | 53,273 | $28.0M | — |
| IWF iShares Russell 1000 Growth | 16.41% | 78,611 | $26.5M | — |
| ESGU iShares ESG Aware MSCI USA | 12.07% | 169,546 | $19.5M | — |
| QUAL iShares MSCI USA Quality Fac | 10.51% | 103,290 | $17.0M | — |
| PRF Invesco Rafi US 1000 ETF | 8.19% | 343,589 | $13.2M | — |
| JCPB JPMorgan Core Plus Bond ETF | 5.37% | 186,019 | $8.7M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 4.65% | 68,174 | $7.5M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.49% | 32,885 | $2.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 3,670 | $1.5M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.85% | 27,156 | $1.4M | — |
| AAPL Apple Inc. | 0.72% | 6,745 | $1.2M | — |
| MSFT Microsoft Corp. | 0.66% | 2,544 | $1.1M | — |
| AVGO Broadcom Inc. | 0.52% | 627 | $832K | — |
| XLK SS Technology Select Sector | 0.40% | 3,068 | $639K | — |
| NVDA Nvidia Corp. | 0.34% | 599 | $541K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 787 | $412K | — |
| META Meta Platforms Inc. Class A | 0.20% | 675 | $328K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 2,496 | $298K | — |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,814 | $274K | — |
| GOOG Alphabet Inc. Class C | 0.14% | 1,503 | $229K | — |
| TSLA Tesla Inc. | 0.14% | 1,298 | $228K | — |
| VOO Vanguard S&P 500 ETF | 0.13% | 445 | $214K | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 35 | $274.3M | SCHB, IVV, QUAL, PRF, IWF |
| Q1 2026 | 32 | $250.5M | SCHB, IVV, QUAL, PRF, IWF |
| Q4 2025 | 38 | $236.6M | IVV, SCHB, QUAL, IWF, PRF |
| Q3 2025 | 28 | $215.1M | IVV, SCHB, IWF, QUAL, PRF |
| Q1 2025 | 26 | $171.8M | SCHB, IVV, QUAL, IWF, PRF |
| Q4 2024 | 27 | $194.0M | SCHB, IVV, IWF, QUAL, ESGU |
| Q3 2024 | 27 | $184.0M | SCHB, IVV, QUAL, ESGU, IWF |
| Q2 2024 | 24 | $171.4M | SCHB, IVV, IWF, ESGU, QUAL |
| Q1 2024 | 23 | $161.5M | SCHB, IVV, IWF, ESGU, QUAL |