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CIK: 0001874080
Total reported value
$274.3M
$274.3M
28 檔
59.9%
As reported in its official Q3 2025 Form 13F filing, Boulder Wealth Advisors, LLC's tracked investment portfolio stood at $274.3M with 28 total positions.
In Q3 2025, Boulder Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.48% | +0.92% | +44.42% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 18.80% | +1.15% | +0.78% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 13.31% | +0.75% | +0.85% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.16% | +0.85% | +8.56% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 9.67% | +0.70% | -13.90% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.35% | -0.18% | — | |
| 7 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.81% | -3.94% | EXIT | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.78% | -3.34% | -2.39% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.31% | +0.05% | +6.51% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.03% | +0.21% | +0.55% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.40% | +17.57% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.07% | +8.51% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.96% | -4.47% | EXIT | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.14% | -8.79% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.65% | -0.09% | EXIT | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.03% | -4.20% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.36% | -0.20% | EXIT | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.02% | -41.02% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.02% | +10.71% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.03% | -23.11% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.16% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.03% | -5.44% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | +33.01% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.08% | NEW | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.76% | +17.61% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 28 | XEL | Xcel Energy Inc | Stock-Utilities | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.9% | +44.42% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.6% | +0.85% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +17.57% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.55% | Add |
| 5 | ESGU | Ishares Esg Aware Msci USA | 0% | +6.51% | Add |
| 6 | MSFT | Microsoft CORP | 0% | -4.20% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | 0% | +33.01% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | 0% | -5.44% | Trim |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.96% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +17.61% | Add |
| 11 | AMZN | Amazon.com Inc | 0% | +10.71% | Add |
| 12 | GOOG | Alphabet Inc-cl C | 0% | -23.11% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 14 | MGV | Vanguard Mega Cap Value ETF | 0% | — | Unchanged |
| 15 | NVDA | Nvidia CORP | -0.1% | -41.02% | Trim |
| 16 | AAPL | Apple Inc | -0.1% | -8.79% | Trim |
| 17 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +8.56% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +8.51% | Add |
| 19 | SCHB | Schwab US Broad Market ETF | -0.8% | +0.78% | Add |
| 20 | JMST | JPM Ultra-short Muni Income | -1.1% | -2.39% | Trim |
| 21 | PRF | Invesco Rafi US 1000 ETF | -2.9% | -13.90% | Trim |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | -4.6% | -84.63% | Trim |
| 23 | ICSH | Ishares Ultra Short Duration | -5.2% | -80.63% | Trim |
| 24 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 25 | JPLD | Jpmorgan LTD Duration ETF | — | NEW | New buy |
| 26 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 27 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 28 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 29 | TSLA | Tesla Inc | — | NEW | New buy |
| 30 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 31 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Boulder Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.3M across 28 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHB, IWF) accounted for 59.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMUB
市值: $9.4M
Top Position Liquidated / Trimmed
XLK
前期市值: $633.5K
During Q3 2025, Boulder Wealth Advisors, LLC's top holdings by market value included IVV (21.5%)、SCHB (18.8%)、IWF (13.3%). The largest single position, IVV, represented 21.5% of total portfolio value.
In Q3 2025, Boulder Wealth Advisors, LLC made 29 total portfolio adjustments, initiating 5 new buys, adding to 12 positions, trimming 9 holdings, and fully liquidating 3 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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