Boulder Wealth Advisors, LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Boulder Wealth Advisors, LLC reported 32 stock positions worth $250.5 million . Its top holding was Schwab US Broad Market ETF (SCHB) at 16.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.6% ) and iShares MSCI USA Quality Fac (QUAL, 11.5% ). Compared with Q4 2025, it opened 3 new positions, sold out of 9, added to 11 and reduced 14. The biggest buy was Broadcom (AVGO, shares +944% ) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −25% ).
Location BOULDER, CO
CIK 0001874080
Portfolio Value $250.5M (Q1 2026) Holdings 32 stocks · $250.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 SCHB Schwab US Broad Market ETF 1,617,555 $40.6M Add +2.0% IVV iShares Core S&P 500 ETF 52,321 $34.2M Reduce -25.0% QUAL iShares MSCI USA Quality Fac 150,681 $28.9M Add +2.6% PRF Invesco Rafi US 1000 ETF 550,343 $26.2M Add +12.7% IWF iShares Russell 1000 Growth 54,820 $23.4M Reduce -9.8% AVGO Broadcom Inc. 73,835 $22.9M Add +943.6% ICSH iShares Ultra Short Duration 221,346 $11.2M New JPLD JPMorgan Ltd. Duration ETF 189,278 $9.9M Add +422.2% JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 192,536 $9.8M Add +134.2% CGMU Cap Group Municipal Income 340,188 $9.2M Reduce -1.4% CGSM Cap Group Short Muni Income 250,801 $6.6M Add +204.1% JMUB JPMorgan Municipal ETF 130,149 $6.5M Reduce -15.1% AAPL Apple Inc. 17,286 $4.4M Add +130.4% VONV Vanguard Russell 1000 Value 42,588 $4.0M New SPYG SS SPDR P S&P 500 Growth ETF 33,339 $3.3M Reduce -24.6% ESGU iShares ESG Aware MSCI USA 13,661 $1.9M Reduce -61.2% BRK.B Berkshire Hathaway Inc. Class B 3,794 $1.8M Reduce -11.6% MSFT Microsoft Corp. 2,552 $945K Reduce -5.4% GOOGL Alphabet Inc. Class A 1,933 $556K No change NVDA Nvidia Corp. 3,126 $545K Reduce -9.2% GOOG Alphabet Inc. Class C 1,814 $520K Add +1.7% SPY SS SPDR S&P 500 ETF Trust-US 787 $512K No change NEAR iShares SH Dba ETF Usd Inc. 9,774 $497K Reduce -5.7% VOO Vanguard S&P 500 ETF 513 $307K No change AMZN Amazon.com Inc. 1,391 $290K Reduce -16.8% SPYM Ste STR SPDR PT S&P 500 ETF 3,482 $267K Reduce -0.1% XEL Xcel Energy Inc. 3,270 $260K No change TSLA Tesla Inc. 656 $244K Add +8.4% JPM JPMorgan Chase & Co. 820 $241K Add +5.9% META Meta Platforms Inc. Class A 397 $227K Reduce -6.2% JCPB JPMorgan Core Plus Bond ETF 4,817 $227K Reduce -96.0% COST Costco Wholesale Corp. 206 $205K New
Options reported separately and not counted above: NVIDIA CORPORATION puts ($340K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ IVV iShares Core S&P 500 ETF Reduce -25.0% 13.64% −6.56 IWF iShares Russell 1000 Growth Reduce -9.8% 9.33% −2.82 CGGR Cap Group Growth Equity Sold out 0.00% −2.70 JCPB JPMorgan Core Plus Bond ETF Reduce -96.0% 0.09% −2.34 ESGU iShares ESG Aware MSCI USA Reduce -61.2% 0.77% −1.45 CGHM Cap Group Muni High-Income Sold out 0.00% −1.31 JTEK JPMorgan US Tech Leaders Sold out 0.00% −0.70 SPYG SS SPDR P S&P 500 Growth ETF Reduce -24.6% 1.30% −0.69 JMUB JPMorgan Municipal ETF Reduce -15.1% 2.60% −0.68 CGMU Cap Group Municipal Income Reduce -1.4% 3.69% −0.31 SMMU PIMCO SHRT TRM Muni BND ETF Sold out 0.00% −0.20 BRK.B Berkshire Hathaway Inc. Class B Reduce -11.6% 0.73% −0.19 MSFT Microsoft Corp. Reduce -5.4% 0.38% −0.17 MGV Vngrd Mrgstr MG CP VL ETF-Ui Sold out 0.00% −0.15 QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.13 NVDA Nvidia Corp. Reduce -9.2% 0.22% −0.05 AMZN Amazon.com Inc. Reduce -16.8% 0.12% −0.05 META Meta Platforms Inc. Class A Reduce -6.2% 0.09% −0.03 NEAR iShares SH Dba ETF Usd Inc. Reduce -5.7% 0.20% −0.03 SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.1% 0.11% −0.01 PFE Pfizer Inc. Sold out 0.00% −0.00 USO United States Oil Fund LP Sold out 0.00% −0.00 GRAB Grab Holdings Ltd. Class A Sold out 0.00% 0.00
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ AVGO Broadcom Inc. Add +943.6% 9.12% +8.09 ICSH iShares Ultra Short Duration New 4.47% +4.47 JPLD JPMorgan Ltd. Duration ETF Add +422.2% 3.94% +3.14 JMST JPM Ultra-Short Muni Income Add +134.2% 3.92% +2.15 CGSM Cap Group Short Muni Income Add +204.1% 2.63% +1.71 VONV Vanguard Russell 1000 Value New 1.59% +1.59 AAPL Apple Inc. Add +130.4% 1.75% +0.89 PRF Invesco Rafi US 1000 ETF Add +12.7% 10.44% +0.76 COST Costco Wholesale Corp. New 0.08% +0.08 JPM JPMorgan Chase & Co. Add +5.9% 0.10% −0.01 TSLA Tesla Inc. Add +8.4% 0.10% −0.02 GOOG Alphabet Inc. Class C Add +1.7% 0.21% −0.03 QUAL iShares MSCI USA Quality Fac Add +2.6% 11.54% −0.80 SCHB Schwab US Broad Market ETF Add +2.0% 16.21% −1.38
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ NVIDIA CORPORATION put New 700 $340K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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