Boulder Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Boulder Wealth Advisors, LLCInvestment ActivityBoulder Wealth Advisors, LLC has $274.29 million in total holdings as of June 30, 2026.Boulder Wealth Advisors, LLC owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.83% of the portfolio was purchased this quarter.About 12.13% of the portfolio was sold this quarter.This quarter, Boulder Wealth Advisors, LLC has purchased 33 new stocks and bought additional shares in 14 stocks.Boulder Wealth Advisors, LLC sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $47,537,299iShares Core S&P 500 ETF $39,878,866iShares MSCI USA Quality Factor ETF $33,919,935Invesco RAFI US 1000 ETF $30,540,295iShares Russell 1000 Growth ETF $27,617,104 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $7,026,690 Holding14020Y805 - CAPITAL GRP FIXED INCM ETF T $2,252,388 Holding922908736 - Vanguard Growth ETF $1,449,908 Holding24703L202 - Dell Technologies $302,429 Holding72201R874 - PIMCO Short Term Municipal Bond Exchange-Traded Fund $293,557 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 167,594 shares (about $20.81M)Vanguard Total Stock Market ETF 18,989 shares (about $7.03M)Vanguard Russell 1000 Value ETF 48,714 shares (about $5.18M)CAPITAL GRP FIXED INCM ETF T 87,133 shares (about $2.25M)SPDR Portfolio S&P 500 ETF 23,749 shares (about $2.09M) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 162,005 shares (about $8.26M)Broadcom 4,805 shares (about $1.82M)Apple 1,987 shares (about $574.97K)Berkshire Hathaway 223 shares (about $111.59K)NVIDIA 358 shares (about $71.62K) 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$47,537,299$692,897 â–²1.5%1,641,48117.3%ETFIVViShares Core S&P 500 ETF$39,878,866$696,463 â–²1.8%53,25114.5%ETFQUALiShares MSCI USA Quality Factor ETF$33,919,935$855,997 â–²2.6%154,58212.4%ETFPRFInvesco RAFI US 1000 ETF$30,540,295$805,263 â–²2.7%565,24711.1%ETFIWFiShares Russell 1000 Growth ETF$27,617,104$20,810,115 â–²305.7%222,41410.1%ETFAVGOBroadcom$26,076,221$1,815,098 â–¼-6.5%69,0309.5%TechnologyCGMUCapital Group Municipal Income ETF$10,380,199$1,035,234 â–²11.1%377,8743.8%ETFVONVVanguard Russell 1000 Value ETF$9,706,316$5,178,786 â–²114.4%91,3023.5%ETFCAPITAL GRP FIXED INCM ETF T$8,346,156$1,728,772 â–²26.1%316,3223.0%SHOR DUR MUN ETFVTIVanguard Total Stock Market ETF$7,026,690$7,026,690 â–²New Holding18,9892.6%ETFJMUBJPMorgan Municipal ETF$6,617,215$24,517 â–²0.4%130,6332.4%ETFAAPLApple$4,426,998$574,969 â–¼-11.5%15,2991.6%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$4,146,088$179,080 â–²4.5%34,8441.5%ETFSPLGSPDR Portfolio S&P 500 ETF$2,393,060$2,087,062 â–²682.1%27,2310.9%ETFCAPITAL GRP FIXED INCM ETF T$2,252,388$2,252,388 â–²New Holding87,1330.8%MUN HIGH ETFESGUiShares ESG Aware MSCI USA ETF$2,235,8960.0%13,6610.8%ETFBRK.BBerkshire Hathaway$1,786,893$111,587 â–¼-5.9%3,5710.7%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$1,557,081$8,262,255 â–¼-84.1%30,5310.6%ETFVUGVanguard Growth ETF$1,449,908$1,449,908 â–²New Holding16,8320.5%ETFMSFTMicrosoft$972,898$20,890 â–²2.2%2,6080.4%TechnologyGOOGLAlphabet$690,7960.0%1,9330.3%Communication ServicesGOOGAlphabet$653,699$12,721 â–²2.0%1,8500.2%Communication ServicesSPYSPDR S&P 500 ETF Trust$587,5070.0%7870.2%ETFNVDANVIDIA$553,756$71,620 â–¼-11.5%2,7680.2%TechnologyVOOVanguard S&P 500 ETF$352,3340.0%5130.1%ETFDELLDell Technologies$302,429$302,429 â–²New Holding7010.1%TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$293,557$293,557 â–²New Holding5,8130.1%ETFJPMJPMorgan Chase & Co.$279,438$11,125 â–²4.1%8540.1%FinanceAMZNAmazon.com$275,521$56,010 â–¼-16.9%1,1560.1%Consumer DiscretionaryASTSAST SpaceMobile$263,736$263,736 â–²New Holding2,9680.1%Communication ServicesTSLATesla$262,875$13,039 â–¼-4.7%6250.1%Consumer DiscretionaryXELXcel Energy$262,5810.0%3,2700.1%UtilitiesSCHDSchwab US Dividend Equity ETF$232,339$232,339 â–²New Holding7,3270.1%ETFMETAMeta Platforms$208,981$14,646 â–¼-6.5%3710.1%Communication ServicesQQQInvesco QQQ$206,928$206,928 â–²New Holding2810.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$0$11,204,535 â–¼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$9,878,419 â–¼-100.0%00.0%JPMORGAM LTD DURNEARiShares Short Duration Bond Active ETF$0$496,861 â–¼-100.0%00.0%ETFNVIDIA CORPORATION$0$339,563 â–¼-100.0%00.0%PUTJCPBJPMorgan Core Plus Bond ETF$0$226,784 â–¼-100.0%00.0%ETFCOSTCostco Wholesale$0$205,265 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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