Investor
Boulder Wealth Advisors, LLC
CIK 0001874080 · filed 2026-05-08 · SEC filing
13F book
$250.9M
Positions
32
3 new · 9 sold
Largest name
16.2%
Schwab Strategic Tr
Est. mark
−$8.36M
Price effect on 29 names still held. Flow $22.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 1.62M | $40.6M | 16.2% | −$1.79M | Added−$1.01M |
| Ishares Tr | — | 52.3K | $34.2M | 13.6% | −$1.66M | Cut−$13.6M |
| Ishares Tr | — | 150.7K | $28.9M | 11.5% | −$1M | Added−$274.3K |
| Invesco Exchange Traded Fd T | — | 550.3K | $26.2M | 10.4% | $297.8K | Added$3.25M |
| Ishares Tr | — | 54.8K | $23.4M | 9.3% | −$2.57M | Cut−$5.38M |
| Broadcom Inc. | AVGO | 73.8K | $22.9M | 9.1% | −$258.8K | Added$20.4M |
| Ishares Tr | — | 221.3K | $11.2M | 4.5% | — | New |
| J P Morgan Exchange Traded F | — | 189.3K | $9.88M | 3.9% | −$5.39K | Added$7.98M |
| J P Morgan Exchange Traded F | — | 192.5K | $9.82M | 3.9% | $3.29K | Added$5.63M |
| Capital Grp Fixed Incm Etf T | — | 340.2K | $9.24M | 3.7% | −$78.2K | Cut−$215.7K |
| Capital Grp Fixed Incm Etf T | — | 250.8K | $6.59M | 2.6% | −$4.95K | Added$4.42M |
| J P Morgan Exchange Traded F | — | 130.1K | $6.51M | 2.6% | −$66.4K | Cut−$1.24M |
| Apple Inc. | AAPL | 17.3K | $4.39M | 1.7% | −$135.5K | Added$2.35M |
| Vanguard Scottsdale Fds | — | 42.6K | $3.99M | 1.6% | — | New |
| Spdr Series Trust | — | 33.3K | $3.26M | 1.3% | −$293.1K | Cut−$1.45M |
| Ishares Tr | — | 13.7K | $1.93M | 0.8% | −$103.3K | Cut−$3.32M |
| Berkshire Hathaway Inc Del | — | 3.79K | $1.82M | 0.7% | −$89K | Cut−$338.3K |
| Microsoft Corp | MSFT | 2.55K | $944.8K | 0.4% | −$289.6K | Cut−$360.2K |
| Alphabet Inc | — | 1.93K | $555.9K | 0.2% | −$49.2K | Held |
| Nvidia Corp | NVDA | 3.13K | $545.2K | 0.2% | −$37.8K | Cut−$97K |
| Alphabet Inc | — | 1.81K | $520.5K | 0.2% | −$47.8K | Added−$39.2K |
| Spdr S&P 500 Etf Tr | — | 787 | $511.6K | 0.2% | −$24.8K | Held |
| Ishares U S Etf Tr | — | 9.77K | $496.9K | 0.2% | −$2.59K | Cut−$32.6K |
| Vanguard Index Fds | — | 513 | $306.5K | 0.1% | −$15.2K | Held |
| Amazon Com Inc | AMZN | 1.39K | $289.7K | 0.1% | −$31.4K | Cut−$96.2K |
| Spdr Series Trust | — | 3.48K | $266.5K | 0.1% | −$12.8K | Cut−$13.1K |
| Xcel Energy Inc | — | 3.27K | $259.8K | 0.1% | $18.2K | Held |
| Tesla, Inc. | TSLA | 656 | $243.9K | 0.1% | −$47.2K | Added−$28.2K |
| Jpmorgan Chase & Co. | — | 820 | $241.3K | 0.1% | −$21.7K | Added−$8.14K |
| Meta Platforms, Inc. | META | 397 | $227.2K | 0.1% | −$34.9K | Cut−$52.1K |
| J P Morgan Exchange Traded F | — | 4.82K | $226.8K | 0.1% | −$1.3K | Cut−$5.53M |
| Costco Whsl Corp New | — | 206 | $205.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.