Boulder Wealth Advisors, LLC 13F Holdings · Q2 2026
Boulder Wealth Advisors, LLC reported 35 securities worth $274.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHB (17.33%), IVV (14.54%), QUAL (12.37%). Among its top 25 positions this quarter: 3 new, 13 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $47.5M | 17.33% | 1.6M | Added |
| 2 | IVV | ISHARES TR | $39.9M | 14.54% | 53,251 | Added |
| 3 | QUAL | ISHARES TR | $33.9M | 12.37% | 154,582 | Added |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | $30.5M | 11.13% | 565,247 | Added |
| 5 | IWF | ISHARES TR | $27.6M | 10.07% | 222,414 | Added |
| 6 | AVGO | BROADCOM INC | $26.1M | 9.51% | 69,030 | Trimmed |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | $10.4M | 3.78% | 377,874 | Added |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | $9.7M | 3.54% | 91,302 | Added |
| 9 | CGSM | CAPITAL GRP FIXED INCM ETF T | $8.3M | 3.04% | 316,322 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $7.0M | 2.56% | 18,989 | New |
| 11 | JMUB | J P MORGAN EXCHANGE TRADED F | $6.6M | 2.41% | 130,633 | Added |
| 12 | AAPL | APPLE INC | $4.4M | 1.61% | 15,299 | Trimmed |
| 13 | SPYG | SPDR SERIES TRUST | $4.1M | 1.51% | 34,844 | Added |
| 14 | SPYM | SPDR SERIES TRUST | $2.4M | 0.87% | 27,231 | Added |
| 15 | CGHM | CAPITAL GRP FIXED INCM ETF T | $2.3M | 0.82% | 87,133 | New |
| 16 | ESGU | ISHARES TR | $2.2M | 0.82% | 13,661 | Hold |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.65% | 3,571 | Trimmed |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.57% | 30,531 | Trimmed |
| 19 | VUG | VANGUARD INDEX FDS | $1.4M | 0.53% | 16,832 | New |
| 20 | MSFT | MICROSOFT CORP | $972,898 | 0.35% | 2,608 | Added |
| 21 | GOOGL | ALPHABET INC | $690,796 | 0.25% | 1,933 | Hold |
| 22 | GOOG | ALPHABET INC | $653,699 | 0.24% | 1,850 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $587,507 | 0.21% | 787 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $553,756 | 0.20% | 2,768 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $352,334 | 0.13% | 513 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR