StockDriftsStockDriftsTop 35 Boulder Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 17.33% | 1.64M | $47.5M | +1.48%(+23.93K) | $17.12(+74.72%) | 2026-06-30 | |
| IVV | ISHARES TR | 14.54% | 53.3K | $39.9M | +1.78%(+930) | $483.34(+60.83%) | 2026-06-30 | |
| QUAL | ISHARES TR | 12.37% | 154.6K | $33.9M | +2.59%(+3.90K) | $164.46(+37.58%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 11.13% | 565.2K | $30.5M | +2.71%(+14.90K) | $39.44(+42.30%) | 2026-06-30 | |
| IWF | ISHARES TR | 10.07% | 222.4K | $27.6M | +1.43%(+3.13K) | $74.85(+67.38%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 9.51% | 69.0K | $26.1M | -6.51%(-4.80K) | $305.97(+37.39%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.78% | 377.9K | $10.4M | +11.08%(+37.69K) | $27.33(-0.65%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 3.54% | 91.3K | $9.7M | +114.38%(+48.71K) | $96.25(+17.74%) | 2026-06-30 | |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 3.04% | 316.3K | $8.3M | +26.12%(+65.52K) | $26.32(-0.02%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.56% | 19.0K | $7.0M | new | $340.86(+12.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.01% |
Boulder Wealth Advisors, LLC reports $274.29M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (17.3%), IVV (14.5%) and QUAL (12.4%). The top 20 holdings account for 98.01% of reported assets. Its disclosed equity book has returned +15.18% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boulder Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1874080). View Boulder Wealth Advisors, LLC’s 13F filings on SEC