Boulder Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Boulder Wealth Advisors, LLCInvestment ActivityBoulder Wealth Advisors, LLC has $250.87 million in total holdings as of March 31, 2026.Boulder Wealth Advisors, LLC owns shares of 33 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 24.49% of the portfolio was purchased this quarter.About 15.00% of the portfolio was sold this quarter.This quarter, Boulder Wealth Advisors, LLC has purchased 38 new stocks and bought additional shares in 11 stocks.Boulder Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 9 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $40,600,639iShares Core S&P 500 ETF $34,176,327iShares MSCI USA Quality Factor ETF $28,902,105Invesco RAFI US 1000 ETF $26,157,803iShares Russell 1000 Growth ETF $23,375,053 Largest New Holdings this Quarter 46434V878 - iShares Ultra Short-Term Bond Active ETF $11,204,535 Holding92206C714 - Vanguard Russell 1000 Value ETF $3,992,199 Holding67066G954 - NVIDIA CORPORATION $339,563 Holding22160K105 - Costco Wholesale $205,265 Holding Largest Purchases this Quarter Broadcom 66,760 shares (about $20.66M)iShares Ultra Short-Term Bond Active ETF 221,346 shares (about $11.20M)J P MORGAN EXCHANGE TRADED F 153,032 shares (about $7.99M)JPMorgan Ultra-Short Municipal ETF 110,337 shares (about $5.62M)CAPITAL GRP FIXED INCM ETF T 168,317 shares (about $4.42M) Largest Sales this Quarter iShares Core S&P 500 ETF 17,465 shares (about $11.41M)JPMorgan Core Plus Bond ETF 116,833 shares (about $5.50M)iShares ESG Aware MSCI USA ETF 21,566 shares (about $3.05M)iShares Russell 1000 Growth ETF 5,936 shares (about $2.53M)JPMorgan Municipal ETF 23,216 shares (about $1.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoulder Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$40,600,639$783,672 â–²2.0%1,617,55516.2%ETFIVViShares Core S&P 500 ETF$34,176,327$11,408,221 â–¼-25.0%52,32113.6%ETFQUALiShares MSCI USA Quality Factor ETF$28,902,105$726,000 â–²2.6%150,68111.5%ETFPRFInvesco RAFI US 1000 ETF$26,157,803$2,954,512 â–²12.7%550,34310.4%ETFIWFiShares Russell 1000 Growth ETF$23,375,053$2,531,089 â–¼-9.8%54,8209.3%ETFAVGOBroadcom$22,852,560$20,662,787 â–²943.6%73,8359.1%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$11,204,535$11,204,535 â–²New Holding221,3464.5%ETFJ P MORGAN EXCHANGE TRADED F$9,878,419$7,986,740 â–²422.2%189,2783.9%JPMORGAM LTD DURJMSTJPMorgan Ultra-Short Municipal ETF$9,815,485$5,624,980 â–²134.2%192,5363.9%ETFCGMUCapital Group Municipal Income ETF$9,236,104$136,293 â–¼-1.5%340,1883.7%ETFCAPITAL GRP FIXED INCM ETF T$6,591,050$4,423,371 â–²204.1%250,8012.6%SHORT DURATION MJMUBJPMorgan Municipal ETF$6,506,149$1,160,568 â–¼-15.1%130,1492.6%ETFAAPLApple$4,387,044$2,482,845 â–²130.4%17,2861.7%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$3,992,199$3,992,199 â–²New Holding42,5881.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,264,221$1,064,967 â–¼-24.6%33,3391.3%ETFESGUiShares ESG Aware MSCI USA ETF$1,931,939$3,049,864 â–¼-61.2%13,6610.8%ManufacturingBRK.BBerkshire Hathaway$1,818,085$237,683 â–¼-11.6%3,7940.7%FinanceMSFTMicrosoft$944,764$54,050 â–¼-5.4%2,5520.4%Computer and TechnologyGOOGLAlphabet$555,8530.0%1,9330.2%Computer and TechnologyNVDANVIDIA$545,249$55,292 â–¼-9.2%3,1260.2%Computer and TechnologyGOOGAlphabet$520,480$8,608 â–²1.7%1,8140.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$511,6430.0%7870.2%FinanceNEARiShares Short Duration Bond Active ETF$496,861$29,840 â–¼-5.7%9,7740.2%ETFNVIDIA CORPORATION$339,563$339,563 â–²New Holding7000.1%PUTVOOVanguard S&P 500 ETF$306,5430.0%5130.1%ETFAMZNAmazon.com$289,704$58,524 â–¼-16.8%1,3910.1%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$266,512$306 â–¼-0.1%3,4820.1%ETFXELXcel Energy$259,7690.0%3,2700.1%UtilitiesTSLATesla$243,868$18,959 â–²8.4%6560.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$241,304$13,537 â–²5.9%8200.1%FinanceMETAMeta Platforms$227,197$14,879 â–¼-6.1%3970.1%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$226,784$5,500,489 â–¼-96.0%4,8170.1%ETFCOSTCostco Wholesale$205,265$205,265 â–²New Holding2060.1%Retail/WholesaleCGGRCapital Group Growth ETF$0$6,398,788 â–¼-100.0%00.0%ETFCAPITAL GRP FIXED INCM ETF T$0$3,107,770 â–¼-100.0%00.0%MUNICIPAL HIGH IJ P MORGAN EXCHANGE TRADED F$0$1,662,742 â–¼-100.0%00.0%U S TECH LEADERSSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$0$478,682 â–¼-100.0%00.0%ETFMGVVanguard Mega Cap Value ETF$0$352,335 â–¼-100.0%00.0%ETFQQQInvesco QQQ$0$315,141 â–¼-100.0%00.0%FinanceUSOUnited States Oil Fund$0$626 â–¼-100.0%00.0%ETFPFEPfizer$0$612 â–¼-100.0%00.0%MedicalGRABGrab$0$46 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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