Institutional Fund
Boulder Wealth Advisors, LLC
Boulder, COCIK 18740804 filings on record
Portfolio Value
$250.53M
Q1 2026
Holdings
32
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+5.9%
from $236.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr16.2%
- Ishares Tr13.6%
- Ishares Tr11.5%
- Invesco Exchange Traded Fd T10.4%
- Ishares Tr9.3%
- Broadcom Inc9.1%
- Other29.7%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.62M | $40.60M | 16.2% | +31.2K | Added |
| 2 | Ishares Tr | 52.3K | $34.18M | 13.6% | −17.5K | Reduced |
| 3 | Ishares Tr | 150.7K | $28.90M | 11.5% | +3.8K | Added |
| 4 | Invesco Exchange Traded Fd T | 550.3K | $26.16M | 10.4% | +62.2K | Added |
| 5 | Ishares Tr | 54.8K | $23.38M | 9.3% | −5.9K | Reduced |
| 6 | Broadcom Inc | 73.8K | $22.85M | 9.1% | +66.8K | Added |
| 7 | Ishares Tr | 221.3K | $11.20M | 4.5% | +221.3K | New |
| 8 | J P Morgan Exchange Traded F | 189.3K | $9.88M | 3.9% | +153.0K | Added |
| 9 | J P Morgan Exchange Traded F | 192.5K | $9.82M | 3.9% | +110.3K | Added |
| 10 | Capital Grp Fixed Incm ETF T | 340.2K | $9.24M | 3.7% | −5.0K | Reduced |
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