Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boulder Wealth Advisors, LLC (CIK 1874080) reported $250.9M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($40.6M, 16.18%), IVV ($34.2M, 13.62%), QUAL ($28.9M, 11.52%), PRF ($26.2M, 10.43%), IWF ($23.4M, 9.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $40.6M | 16.18% | 1.6M | Added |
| 2 | IVV | ISHARES TR | $34.2M | 13.62% | 52,321 | Trimmed |
| 3 | QUAL | ISHARES TR | $28.9M | 11.52% | 150,681 | Added |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | $26.2M | 10.43% | 550,343 | Added |
| 5 | IWF | ISHARES TR | $23.4M | 9.32% | 54,820 | Trimmed |
| 6 | AVGO | BROADCOM INC | $22.9M | 9.11% | 73,835 | Added |
| 7 | ICSH | ISHARES TR | $11.2M | 4.47% | 221,346 | New |
| 8 | JPLD | J P MORGAN EXCHANGE TRADED F | $9.9M | 3.94% | 189,278 | Added |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | $9.8M | 3.91% | 192,536 | Added |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | $9.2M | 3.68% | 340,188 | Trimmed |
| 11 | CGSM | CAPITAL GRP FIXED INCM ETF T | $6.6M | 2.63% | 250,801 | Added |
| 12 | JMUB | J P MORGAN EXCHANGE TRADED F | $6.5M | 2.59% | 130,149 | Trimmed |
| 13 | AAPL | APPLE INC | $4.4M | 1.75% | 17,286 | Added |
| 14 | VONV | VANGUARD SCOTTSDALE FDS | $4.0M | 1.59% | 42,588 | New |
| 15 | SPYG | SPDR SERIES TRUST | $3.3M | 1.30% | 33,339 | Trimmed |
| 16 | ESGU | ISHARES TR | $1.9M | 0.77% | 13,661 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.72% | 3,794 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $944,764 | 0.38% | 2,552 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $555,853 | 0.22% | 1,933 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $545,249 | 0.22% | 3,126 | Trimmed |
| 21 | GOOG | ALPHABET INC | $520,480 | 0.21% | 1,814 | Added |
| 22 | NEAR | ISHARES U S ETF TR | $496,861 | 0.20% | 9,774 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $511,643 | 0.20% | 787 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $339,563 | 0.14% | 700 | New |
| 25 | AMZN | AMAZON COM INC | $289,704 | 0.12% | 1,391 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31