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CIK: 0001874080
Total reported value
$274.3M
$274.3M
26 檔
46.2%
According to the latest 13F quarterly dataset, Boulder Wealth Advisors, LLC managed an equity portfolio of $274.3M at the end of Q1 2025, spanning 26 distinct U.S. exchange-listed positions.
During Q1 2025, Boulder Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 19.56% | +1.15% | +2.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.63% | +0.92% | +1.88% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.33% | +0.85% | +2.16% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.74% | +0.75% | -0.67% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 12.57% | +0.70% | +13.90% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 6.20% | -4.47% | EXIT | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.24% | -0.09% | EXIT | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.83% | -3.34% | +47.21% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.27% | +0.05% | -81.74% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | +0.21% | +3.03% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.07% | +3.12% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.87% | -0.14% | +3.35% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.03% | +1.26% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.40% | +1.17% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | -0.02% | +4.49% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | — | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.01% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | +3.93% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.19% | — | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | -0.02% | +1.70% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.03% | -7.71% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.03% | -0.07% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.08% | NEW | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.12% | — | -2.11% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.76% | — |
According to official SEC Form 13F filings, Boulder Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.3M across 26 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, IVV, QUAL) accounted for 46.2% of total reported equity market value during Q1 2025.
During Q1 2025, Boulder Wealth Advisors, LLC's top holdings by market value included SCHB (19.6%)、IVV (15.6%)、QUAL (13.3%). The largest single position, SCHB, represented 19.6% of total portfolio value.
In Q1 2025, Boulder Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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