Boulder Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Boulder Wealth Advisors, LLC reported 28 stock positions worth $215.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.5% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 18.8%) and iShares Russell 1000 Growth (IWF, 13.3%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001874080
- Portfolio Value
- $215.1M (Q3 2025)
- SEC Filing
- 0001986152-25-000110 ↗ filed Nov 13, 2025
Holdings Value
Holdings 28 stocks · $215.1M
| IVV iShares Core S&P 500 ETF | 21.48% | 69,022 | $46.2M | — |
| SCHB Schwab US Broad Market ETF | 18.80% | 1,572,741 | $40.4M | — |
| IWF iShares Russell 1000 Growth | 13.31% | 61,117 | $28.6M | — |
| QUAL iShares MSCI USA Quality Fac | 13.16% | 145,520 | $28.3M | — |
| PRF Invesco Rafi US 1000 ETF | 9.67% | 460,109 | $20.8M | — |
| JMUB JPMorgan Municipal ETF | 4.35% | 185,556 | $9.4M | — |
| JPLD JPMorgan Ltd. Duration ETF | 3.81% | 156,194 | $8.2M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 3.78% | 159,342 | $8.1M | — |
| ESGU iShares ESG Aware MSCI USA | 2.31% | 34,143 | $5.0M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.03% | 41,779 | $4.4M | — |
| AVGO Broadcom Inc. | 1.05% | 6,831 | $2.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 4,299 | $2.2M | — |
| ICSH iShares Ultra Short Duration | 0.96% | 40,709 | $2.1M | — |
| AAPL Apple Inc. | 0.73% | 6,131 | $1.6M | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.65% | 29,435 | $1.4M | — |
| MSFT Microsoft Corp. | 0.63% | 2,624 | $1.4M | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.36% | 15,184 | $779K | — |
| NVDA Nvidia Corp. | 0.33% | 3,746 | $699K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 787 | $524K | — |
| AMZN Amazon.com Inc. | 0.18% | 1,726 | $379K | — |
| GOOG Alphabet Inc. Class C | 0.16% | 1,417 | $345K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.16% | 2,496 | $344K | — |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,391 | $338K | — |
| VOO Vanguard S&P 500 ETF | 0.15% | 544 | $333K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 523 | $314K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 3,673 | $288K | — |
| TSLA Tesla Inc. | 0.13% | 630 | $280K | — |
| XEL Xcel Energy Inc. | 0.12% | 3,270 | $264K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
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 |