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Boulder Wealth Advisors, LLC

Portfolio Manager
Boulder Wealth Advisors, LLC
Performance
-4.35% (2026 Q1)
AUM (13F)
$250.53M
# of Holdings
32
Performance Rank
Allocation (Top 20)
98.49%

Boulder Wealth Advisors, LLC Holdings Map

Top 32 Boulder Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
16.21%1.62M$40.6M
+1.97%(+31.22K)
2025-Q1: 1.56M shares2025-Q2: 0 shares2025-Q3: 1.57M shares2025-Q4: 1.59M shares2026-Q1: 1.62M shares
$16.09(+79.48%)
2026-03-31
IVV
ISHARES TR
13.64%52.3K$34.2M
-25.03%(-17.46K)
2025-Q1: 47.8K shares2025-Q2: 0 shares2025-Q3: 69.0K shares2025-Q4: 69.8K shares2026-Q1: 52.3K shares
$479.63(+56.04%)
2026-03-31
QUAL
ISHARES TR
11.54%150.7K$28.9M
+2.58%(+3.79K)
2025-Q1: 134.1K shares2025-Q2: 0 shares2025-Q3: 145.5K shares2025-Q4: 146.9K shares2026-Q1: 150.7K shares
$163.46(+33.63%)
2026-03-31
PRF
INVESCO EXCHANGE TRADED FD T
10.44%550.3K$26.2M
+12.73%(+62.16K)
2025-Q1: 534.4K shares2025-Q2: 0 shares2025-Q3: 460.1K shares2025-Q4: 488.2K shares2026-Q1: 550.3K shares
$39.15(+38.60%)
2026-03-31
IWF
ISHARES TR
9.33%54.8K$23.4M
-9.77%(-5.94K)
2025-Q1: 60.6K shares2025-Q2: 0 shares2025-Q3: 61.1K shares2025-Q4: 60.8K shares2026-Q1: 54.8K shares
$300.06(-59.62%)
2026-03-31
AVGO
BROADCOM INC
9.12%73.8K$22.9M
+943.60%(+66.76K)
2025-Q1: 5.8K shares2025-Q2: 0 shares2025-Q3: 6.8K shares2025-Q4: 7.1K shares2026-Q1: 73.8K shares
$305.97(+17.80%)
2026-03-31
ICSH
ISHARES TR
4.47%221.3K$11.2Mnew2025-Q1: 210.2K shares2025-Q2: 0 shares2025-Q3: 40.7K shares2025-Q4: 0 shares2026-Q1: 221.3K shares
$50.60(-0.32%)
2026-03-31
JPLD
J P MORGAN EXCHANGE TRADED F
3.94%189.3K$9.9M
+422.20%(+153.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 156.2K shares2025-Q4: 36.2K shares2026-Q1: 189.3K shares
$52.29(-0.57%)
2026-03-31
JMST
J P MORGAN EXCHANGE TRADED F
3.92%192.5K$9.8M
+134.23%(+110.34K)
2025-Q1: 163.2K shares2025-Q2: 0 shares2025-Q3: 159.3K shares2025-Q4: 82.2K shares2026-Q1: 192.5K shares
$50.88(+0.10%)
2026-03-31
CGMU
CAPITAL GRP FIXED INCM ETF T
3.69%340.2K$9.2M
-1.45%(-5.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 345.2K shares2026-Q1: 340.2K shares
$27.34(+0.57%)
2026-03-31

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