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CIK: 0001874080
Total reported value
$274.3M
$274.3M
38 檔
62.1%
At the close of Q4 2025, Boulder Wealth Advisors, LLC disclosed equity holdings valued at approximately $274.3M, spread across 38 reported holdings.
In Q4 2025, Boulder Wealth Advisors, LLC displayed an active expansion posture, initiating 11 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 | 20.20% | +0.92% | +1.11% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 17.59% | +1.15% | +0.86% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.33% | +0.85% | +0.95% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.15% | +0.75% | -0.59% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 9.68% | +0.70% | +6.10% | |
| 6 | CGMU | Cap Group Municipal Income | ETF-Other | 3.99% | +0.10% | — | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.27% | -0.18% | -17.35% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 2.70% | — | — | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.43% | -0.09% | EXIT | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.22% | +0.05% | +3.17% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.99% | +0.21% | +5.83% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.77% | -3.34% | -48.41% | |
| 13 | CGHM | Cap Group Muni High-income | ETF-Other | 1.31% | +0.82% | NEW | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.40% | +3.57% | |
| 15 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.92% | +0.41% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.07% | -0.21% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.14% | +22.38% | |
| 18 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.80% | -3.94% | EXIT | |
| 19 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.70% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | +2.82% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.02% | -8.09% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | +38.96% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.03% | +25.90% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.01% | — | |
| 25 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.22% | -0.20% | EXIT | |
| 26 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.20% | +0.11% | NEW | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | -0.02% | -3.13% | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.15% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | -5.70% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | +0.08% | NEW | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.76% | -5.09% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.01% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | -3.97% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | — | |
| 35 | XEL | Xcel Energy Inc | Stock-Utilities | 0.10% | — | — | |
| 36 | USO | United States Oil Fund LP | ETF-Other | — | — | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | — | — | — | |
| 38 | GRAB | Grab Holdings Limited | Stock-Tech | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +1.8% | +313.28% | Add |
| 2 | AAPL | Apple Inc | +0.1% | +22.38% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +38.96% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | +25.90% | Add |
| 5 | PRF | Invesco Rafi US 1000 ETF | 0% | +6.10% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 7 | VOO | Vanguard S&p 500 ETF | 0% | -5.70% | Trim |
| 8 | MGV | Vanguard Mega Cap Value ETF | 0% | — | Unchanged |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -5.09% | Trim |
| 10 | TSLA | Tesla Inc | 0% | -3.97% | Trim |
| 11 | AVGO | Broadcom Inc | 0% | +3.57% | Add |
| 12 | XEL | Xcel Energy Inc | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | 0% | -3.13% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.91% | Trim |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +5.83% | Add |
| 16 | NVDA | Nvidia CORP | -0.1% | -8.09% | Trim |
| 17 | MSFT | Microsoft CORP | -0.1% | +2.82% | Add |
| 18 | ESGU | Ishares Esg Aware Msci USA | -0.1% | +3.17% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.21% | Trim |
| 20 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.1% | -31.76% | Trim |
| 21 | QUAL | Ishares Msci USA Quality Fac | -0.8% | +0.95% | Add |
| 22 | JMUB | Jpmorgan Municipal ETF | -1.1% | -17.35% | Trim |
| 23 | IWF | Ishares Russell 1000 Growth | -1.2% | -0.59% | Trim |
| 24 | SCHB | Schwab US Broad Market ETF | -1.2% | +0.86% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | -1.3% | +1.11% | Add |
| 26 | JMST | JPM Ultra-short Muni Income | -2% | -48.41% | Trim |
| 27 | JPLD | Jpmorgan LTD Duration ETF | -3% | -76.79% | Trim |
| 28 | CGMU | Cap Group Municipal Income | — | NEW | New buy |
| 29 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 30 | CGHM | Cap Group Muni High-income | — | NEW | New buy |
| 31 | CGSM | Cap Group Short Muni Income | — | NEW | New buy |
| 32 | ICSH | Ishares Ultra Short Duration | — | EXIT | Sold out |
| 33 | JTEK | Jpmorgan US Tech Leaders | — | NEW | New buy |
| 34 | SMMU | Pimco Shrt Trm Muni Bnd ETF | — | NEW | New buy |
| 35 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 36 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 37 | USO | United States Oil Fund LP | — | NEW | New buy |
| 38 | PFE | Pfizer Inc | — | NEW | New buy |
| 39 | GRAB | Grab Holdings Limited | — | NEW | New buy |
According to official SEC Form 13F filings, Boulder Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.3M across 38 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHB, QUAL) accounted for 62.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGMU
市值: $9.5M
Top Position Liquidated / Trimmed
ICSH
前期市值: $2.1M
During Q4 2025, Boulder Wealth Advisors, LLC's top holdings by market value included IVV (20.2%)、SCHB (17.6%)、QUAL (12.3%). The largest single position, IVV, represented 20.2% of total portfolio value.
In Q4 2025, Boulder Wealth Advisors, LLC made 36 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 1 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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