13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001874080
Total reported value
$274.3M
$274.3M
33 檔
55.9%
During the Q1 2026 filing period, Boulder Wealth Advisors, LLC (CIK: 0001874080) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $274.3M across 33 reported positions.
In Q1 2026, Boulder Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 16.18% | +1.15% | +1.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.62% | +0.92% | -25.03% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.52% | +0.85% | +2.58% | |
| 4 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 10.43% | +0.70% | +12.73% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.32% | +0.75% | -9.77% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 9.11% | +0.40% | +943.60% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.47% | -4.47% | EXIT | |
| 8 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.94% | -3.94% | EXIT | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 3.91% | -3.34% | +134.23% | |
| 10 | CGMU | Cap Group Municipal Income | ETF-Other | 3.68% | +0.10% | -1.45% | |
| 11 | CGSM | Cap Group Short Muni Income | ETF-Other | 2.63% | +0.41% | +204.06% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.59% | -0.18% | -15.14% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.75% | -0.14% | +130.39% | |
| 14 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.59% | +1.95% | — | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.30% | +0.21% | -24.60% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.77% | +0.05% | -61.22% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | -11.56% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.03% | -5.41% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.02% | -9.21% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.03% | +1.68% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.20% | -0.20% | EXIT | |
| 24 | NVDA | NVIDIA Corporation | Stock-Tech | 0.14% | -0.14% | EXIT | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | -0.02% | -16.81% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.76% | -0.11% | |
| 28 | XEL | Xcel Energy Inc | Stock-Utilities | 0.10% | — | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | — | +8.43% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | +5.94% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.01% | -6.15% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.09% | -0.09% | EXIT | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +8.1% | +943.60% | Add |
| 2 | JPLD | Jpmorgan LTD Duration ETF | +3.1% | +422.20% | Add |
| 3 | JMST | JPM Ultra-short Muni Income | +2.1% | +134.23% | Add |
| 4 | CGSM | Cap Group Short Muni Income | +1.7% | +204.06% | Add |
| 5 | AAPL | Apple Inc | +0.9% | +130.39% | Add |
| 6 | PRF | Invesco Rafi US 1000 ETF | +0.8% | +12.73% | Add |
| 7 | XEL | Xcel Energy Inc | — | — | Unchanged |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -0.11% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | 0% | +5.94% | Add |
| 10 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | -5.67% | Trim |
| 11 | TSLA | Tesla Inc | 0% | +8.43% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 13 | META | Meta Platforms Inc-class A | 0% | -6.15% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | 0% | +1.68% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | 0% | -16.81% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | -0.1% | -9.21% | Trim |
| 19 | MSFT | Microsoft CORP | -0.2% | -5.41% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -11.56% | Trim |
| 21 | CGMU | Cap Group Municipal Income | -0.3% | -1.45% | Trim |
| 22 | JMUB | Jpmorgan Municipal ETF | -0.7% | -15.14% | Trim |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.7% | -24.60% | Trim |
| 24 | QUAL | Ishares Msci USA Quality Fac | -0.8% | +2.58% | Add |
| 25 | SCHB | Schwab US Broad Market ETF | -1.4% | +1.97% | Add |
| 26 | ESGU | Ishares Esg Aware Msci USA | -1.5% | -61.22% | Trim |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | -2.3% | -96.04% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | -2.8% | -9.77% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -6.6% | -25.03% | Trim |
| 30 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 31 | CGGR | Cap Group Growth Equity | — | EXIT | Sold out |
| 32 | VONV | Vanguard Russell 1000 Value | — | NEW | New buy |
| 33 | CGHM | Cap Group Muni High-income | — | EXIT | Sold out |
| 34 | JTEK | Jpmorgan US Tech Leaders | — | EXIT | Sold out |
| 35 | SMMU | Pimco Shrt Trm Muni Bnd ETF | — | EXIT | Sold out |
| 36 | MGV | Vanguard Mega Cap Value ETF | — | EXIT | Sold out |
| 37 | NVDA | NVIDIA Corporation | — | NEW | New buy |
| 38 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 39 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 40 | USO | United States Oil Fund LP | — | EXIT | Sold out |
| 41 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 42 | GRAB | Grab Holdings Limited | — | 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 33 disclosed positions in Q1 2026.
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 SCHB, IVV, QUAL) accounted for 55.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ICSH
市值: $11.2M
Top Position Liquidated / Trimmed
CGGR
前期市值: $6.4M
During Q1 2026, Boulder Wealth Advisors, LLC's top holdings by market value included SCHB (16.2%)、IVV (13.6%)、QUAL (11.5%). The largest single position, SCHB, represented 16.2% of total portfolio value.
In Q1 2026, Boulder Wealth Advisors, LLC made 38 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 14 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.