Boulder Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Boulder Wealth Advisors, LLC reported 26 stock positions worth $171.8 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 19.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.6%) and iShares MSCI USA Quality Fac (QUAL, 13.3%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 16 and reduced 5. The biggest buy was Invesco Rafi US 1000 ETF (PRF, shares +14%) and the biggest sale iShares ESG Aware MSCI USA (ESGU, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001874080
- Portfolio Value
- $171.8M (Q1 2025)
- SEC Filing
- 0001986152-25-000036 ↗ filed Apr 28, 2025
Holdings Value
Holdings 26 stocks · $171.8M
| SCHB Schwab US Broad Market ETF | 19.56% | 1,560,616 | $33.6M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 15.63% | 47,794 | $26.9M | Add +1.9% |
| QUAL iShares MSCI USA Quality Fac | 13.33% | 134,051 | $22.9M | Add +2.2% |
| IWF iShares Russell 1000 Growth | 12.74% | 60,603 | $21.9M | Reduce -0.7% |
| PRF Invesco Rafi US 1000 ETF | 12.57% | 534,386 | $21.6M | Add +13.9% |
| ICSH iShares Ultra Short Duration | 6.20% | 210,213 | $10.7M | Add +58.1% |
| JCPB JPMorgan Core Plus Bond ETF | 5.24% | 191,512 | $9.0M | Add +3.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.83% | 163,246 | $8.3M | Add +47.2% |
| ESGU iShares ESG Aware MSCI USA | 2.27% | 32,056 | $3.9M | Reduce -81.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.94% | 41,549 | $3.3M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 3,962 | $2.1M | Add +3.1% |
| AAPL Apple Inc. | 0.87% | 6,722 | $1.5M | Add +3.4% |
| MSFT Microsoft Corp. | 0.60% | 2,739 | $1.0M | Add +1.3% |
| AVGO Broadcom Inc. | 0.57% | 5,810 | $973K | Add +1.2% |
| NVDA Nvidia Corp. | 0.40% | 6,351 | $688K | Add +4.5% |
| XLK SS Technology Select Sector | 0.37% | 3,068 | $633K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 787 | $440K | No change |
| META Meta Platforms Inc. Class A | 0.25% | 741 | $427K | Add +3.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.19% | 2,496 | $322K | No change |
| AMZN Amazon.com Inc. | 0.17% | 1,559 | $297K | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.17% | 1,843 | $288K | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,471 | $227K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 463 | $217K | Add +13.5% |
| VOO Vanguard S&P 500 ETF | 0.12% | 409 | $210K | No change |
| PANW Palo Alto Networks Inc. | 0.12% | 1,204 | $205K | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.12% | 3,123 | $205K | New |
Portfolio Sells Q4 2024 → Q1 2025
| ESGU iShares ESG Aware MSCI USA | Reduce -81.7% | 2.27% | −9.38 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −3.85 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 0.17% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.13% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -2.1% | 0.12% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 12.74% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| PRF Invesco Rafi US 1000 ETF | Add +13.9% | 12.57% | +2.81 |
| ICSH iShares Ultra Short Duration | Add +58.1% | 6.20% | +2.75 |
| JMST JPM Ultra-Short Muni Income | Add +47.2% | 4.83% | +1.93 |
| SCHB Schwab US Broad Market ETF | Add +2.3% | 19.56% | +1.71 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 15.63% | +1.40 |
| QUAL iShares MSCI USA Quality Fac | Add +2.2% | 13.33% | +1.29 |
| JCPB JPMorgan Core Plus Bond ETF | Add +3.7% | 5.24% | +0.86 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.1% | 1.23% | +0.33 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.12% | +0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.0% | 1.94% | +0.12 |
| META Meta Platforms Inc. Class A | Add +3.9% | 0.25% | +0.03 |
| AAPL Apple Inc. | Add +3.4% | 0.87% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +13.5% | 0.13% | +0.02 |
| MSFT Microsoft Corp. | Add +1.3% | 0.60% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.17% | −0.00 |
| NVDA Nvidia Corp. | Add +4.5% | 0.40% | −0.02 |
| AVGO Broadcom Inc. | Add +1.2% | 0.57% | −0.12 |
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 |