Boulder Wealth Advisors, LLC 13F Holdings
CIK 0001874080 · BOULDER, CO
As of Sep 30, 2025, Boulder Wealth Advisors, LLC reported 28 positions worth $215.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 69,022 | $46.2M | 21.48% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 1,572,741 | $40.4M | 18.80% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 61,117 | $28.6M | 13.31% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 145,520 | $28.3M | 13.16% |
| INVESCO RAFI US 1000 ETF | PRF | — | 460,109 | $20.8M | 9.67% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 185,556 | $9.4M | 4.35% |
| JPMORGAN LIMITED DURATION BOND ETF | JPLD | — | 156,194 | $8.2M | 3.81% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 159,342 | $8.1M | 3.78% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 34,143 | $5.0M | 2.31% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 41,779 | $4.4M | 2.03% |
| BROADCOM INC | AVGO | Technology | 6,831 | $2.3M | 1.05% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,299 | $2.2M | 1.00% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 40,709 | $2.1M | 0.96% |
| APPLE INC | AAPL | Technology | 6,131 |