Boulder Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed December 3, 2024), Boulder Wealth Advisors, LLC reported 24 stock positions worth $171.4 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 18.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 17.4%) and iShares Russell 1000 Growth (IWF, 17.0%). Compared with Q1 2024, it opened 1 new position, added to 13 and reduced 4. The biggest buy was iShares Russell 1000 Growth (IWF, shares +2%) and the biggest sale Alphabet Class A (GOOGL, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001874080
- Portfolio Value
- $171.4M (Q2 2024)
- SEC Filing
- 0001986152-24-000059 ↗ filed Dec 3, 2024
Holdings Value
Holdings 24 stocks · $171.4M
| SCHB Schwab US Broad Market ETF | 18.21% | 496,442 | $31.2M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 17.39% | 54,474 | $29.8M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 17.00% | 79,924 | $29.1M | Add +1.7% |
| ESGU iShares ESG Aware MSCI USA | 12.02% | 172,642 | $20.6M | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 10.53% | 105,697 | $18.0M | Add +2.3% |
| PRF Invesco Rafi US 1000 ETF | 7.81% | 352,906 | $13.4M | Add +2.7% |
| JCPB JPMorgan Core Plus Bond ETF | 5.04% | 186,376 | $8.6M | Add +0.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.99% | 70,452 | $6.8M | Add +3.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.65% | 35,221 | $2.8M | Add +7.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.22% | 41,254 | $2.1M | Add +51.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 3,670 | $1.5M | No change |
| AAPL Apple Inc. | 0.81% | 6,599 | $1.4M | Reduce -2.2% |
| MSFT Microsoft Corp. | 0.66% | 2,544 | $1.1M | No change |
| AVGO Broadcom Inc. | 0.56% | 602 | $966K | Reduce -4.0% |
| NVDA Nvidia Corp. | 0.46% | 6,370 | $787K | Add +6.3% |
| XLK SS Technology Select Sector | 0.40% | 3,068 | $694K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 787 | $428K | No change |
| META Meta Platforms Inc. Class A | 0.21% | 698 | $352K | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,820 | $334K | Add +21.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.17% | 2,496 | $296K | No change |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,472 | $268K | Reduce -18.9% |
| TSLA Tesla Inc. | 0.14% | 1,212 | $240K | Reduce -6.6% |
| VOO Vanguard S&P 500 ETF | 0.13% | 445 | $223K | No change |
| AMZN Amazon.com Inc. | 0.13% | 1,150 | $222K | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| IWF iShares Russell 1000 Growth | Add +1.7% | 17.00% | +0.59 |
| JMST JPM Ultra-Short Muni Income | Add +51.9% | 1.22% | +0.37 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.1% | 1.65% | +0.16 |
| AMZN Amazon.com Inc. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +6.3% | 0.46% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +21.1% | 0.19% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +2.3% | 17.39% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +2.3% | 10.53% | +0.02 |
| META Meta Platforms Inc. Class A | Add +3.4% | 0.21% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +1.8% | 12.02% | −0.05 |
| SCHB Schwab US Broad Market ETF | Add +2.5% | 18.21% | −0.10 |
| JCPB JPMorgan Core Plus Bond ETF | Add +0.2% | 5.04% | −0.34 |
| PRF Invesco Rafi US 1000 ETF | Add +2.7% | 7.81% | −0.37 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +3.3% | 3.99% | −0.66 |
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 |