Boulder Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$250.5M
Q ending 2026-03-31
Prior quarter
$236.6M
Q ending 2025-12-31
Change
+5.9% QoQ · +45.8% YoY
Positions
33
reported holdings
Largest positions
All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHB | Shares | $40.6M | 1.6M |
| Ishares Tr | IVV | Shares | $34.2M | 52K |
| Ishares Tr | QUAL | Shares | $28.9M | 151K |
| Invesco Exchange Traded Fd T | PRF | Shares | $26.2M | 550K |
| Ishares Tr | IWF | Shares | $23.4M | 55K |
| Broadcom Inc | AVGO | Shares | $22.9M | 74K |
| Ishares Tr | ICSH | Shares | $11.2M | 221K |
| J P Morgan Exchange Traded F | JPLD | Shares | $9.9M | 189K |
| J P Morgan Exchange Traded F | JMST | Shares | $9.8M | 193K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $9.2M | 340K |
| Capital Grp Fixed Incm Etf T | CGSM | Shares | $6.6M | 251K |
| J P Morgan Exchange Traded F | JMUB | Shares | $6.5M | 130K |
| Apple Inc | AAPL | Shares | $4.4M | 17K |
| Vanguard Scottsdale Fds | VONV | Shares | $4.0M | 43K |
| Spdr Series Trust | SPYG | Shares | $3.3M | 33K |
| Ishares Tr | ESGU | Shares | $1.9M | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Microsoft Corp | MSFT | Shares | $945K | 3K |
| Alphabet Inc | GOOGL | Shares | $556K | 2K |
| Nvidia Corporation | NVDA | Shares | $545K | 3K |
| Alphabet Inc | GOOG | Shares | $520K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $512K | 787 |
| Ishares U S Etf Tr | NEAR | Shares | $497K | 10K |
| Nvidia Corporation | Put | $340K | 700 | |
| Vanguard Index Fds | VOO | Shares | $307K | 513 |
| Amazon Com Inc | AMZN | Shares | $290K | 1K |
| Spdr Series Trust | SPYM | Shares | $267K | 3K |
| Xcel Energy Inc | XEL | Shares | $260K | 3K |
| Tesla Inc | TSLA | Shares | $244K | 656 |
| Jpmorgan Chase & Co | JPM | Shares | $241K | 820 |
| Meta Platforms Inc | META | Shares | $227K | 397 |
| J P Morgan Exchange Traded F | JCPB | Shares | $227K | 5K |
| Costco Wholesale Corporation | COST | Shares | $205K | 206 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.