BW

Boulder Wealth Advisors, LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$250.9M

Reporting period: 2026-03-31 · Number of holdings: 33

Boulder Wealth Advisors, LLC disclosed 33 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $250.9M and a quarterly turnover rate of 43.2%.

Personality snowflake

Concentration
37.82
Portfolio Stability
43.21
Momentum/Contrarian
100
Sector conviction
100
Diversification
66
Sizing Uniformity
85.21

Recent moves

  • Add AVGO

    +943.6%　$20.4M

  • Trim IVV

    -25.0%　-$13.6M

  • Add JPLD

    +422.2%　$8.0M

  • Trim IWF

    -9.8%　-$5.4M

  • Trim JCPB

    -96.0%　-$5.5M

  • Add JMST

    +134.2%　$5.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHBSchwab US Broad Market ETFETF-Other16.18%-1.41%+1.97%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth13.62%-6.58%-25.03%
3QUALIshares Msci USA Quality FacETF-Other11.52%-0.81%+2.58%
4PRFInvesco Rafi US 1000 ETFETF-Other10.43%+0.75%+12.73%
5IWFIshares Russell 1000 GrowthETF-Other9.32%-2.83%-9.77%
6AVGOBroadcom INCStock-Tech9.11%+8.08%+943.60%
7ICSHIshares Ultra Short DurationETF-Other4.47%+4.47%NEW
8JPLDJpmorgan LTD Duration ETFETF-Other3.94%+3.14%+422.20%
9JMSTJPM Ultra-short Muni IncomeETF-Other3.91%+2.14%+134.23%
10CGMUCap Group Municipal IncomeETF-Other3.68%-0.31%-1.45%
11CGSMCap Group Short Muni IncomeETF-Other2.63%+1.71%+204.06%
12JMUBJpmorgan Municipal ETFETF-Other2.59%-0.68%-15.14%
13AAPLApple INCStock-Tech1.75%+0.89%+130.39%
14VONVVanguard Russell 1000 ValueETF-Other1.59%+1.59%NEW
15SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.30%-0.69%-24.60%
16ESGUIshares Esg Aware Msci USAETF-Other0.77%-1.45%-61.22%
17BRK-BBerkshire Hathaway Inc-cl BStock-Other0.72%-0.19%-11.56%
18MSFTMicrosoft CORPStock-Tech0.38%-0.17%-5.41%
19GOOGLAlphabet Inc-cl AStock-Comm Services0.22%-0.04%—
20NVDANvidia CORPStock-Tech0.22%-0.05%-9.21%
21GOOGAlphabet Inc-cl CStock-Comm Services0.21%-0.03%+1.68%
22SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.20%-0.03%—
23NEARIshares Sh Dba ETF Usd INCETF-Other0.20%-0.02%-5.67%
24NVDANVIDIA CorporationStock-Tech0.14%+0.14%NEW
25VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.12%-0.02%—
26AMZNAmazon.com INCStock-Consumer Disc0.12%-0.04%-16.81%
27SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.11%-0.01%-0.11%
28XELXcel Energy INCStock-Utilities0.10%——
29TSLATesla INCStock-Consumer Disc0.10%-0.02%+8.43%
30JPMJpmorgan Chase & CoStock-Financials0.10%-0.01%+5.94%
31METAMeta Platforms Inc-class AStock-Comm Services0.09%-0.03%-6.15%
32JCPBJpmorgan Core Plus Bond ETFETF-Other0.09%-2.34%-96.04%
33COSTCostco Wholesale CORPStock-Consumer Staples0.08%+0.08%NEW

Holding changes this quarter

Boulder Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Ishares Ultra Short Duration (ICSH); Sold out: Cap Group Growth Equity (CGGR); New buy: Vanguard Russell 1000 Value (VONV); Sold out: Cap Group Muni High-income (CGHM); Sold out: Jpmorgan US Tech Leaders (JTEK).

Position changes disclosed by Boulder Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVGOBroadcom INC+8.1%+943.60%Add
2JPLDJpmorgan LTD Duration ETF+3.1%+422.20%Add
3JMSTJPM Ultra-short Muni Income+2.1%+134.23%Add
4CGSMCap Group Short Muni Income+1.7%+204.06%Add
5AAPLApple INC+0.9%+130.39%Add
6PRFInvesco Rafi US 1000 ETF+0.8%+12.73%Add
7XELXcel Energy INC——Unchanged
8SPYMSte Str Spdr Pt S&p 500 ETF0%-0.11%Trim
9JPMJpmorgan Chase & Co0%+5.94%Add
10NEARIshares Sh Dba ETF Usd INC0%-5.67%Trim
11TSLATesla INC0%+8.43%Add
12VOOVanguard S&p 500 ETF0%—Unchanged
13METAMeta Platforms Inc-class A0%-6.15%Trim
14GOOGAlphabet Inc-cl C0%+1.68%Add
15SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
16AMZNAmazon.com INC0%-16.81%Trim
17GOOGLAlphabet Inc-cl A0%—Unchanged
18NVDANvidia CORP-0.1%-9.21%Trim
19MSFTMicrosoft CORP-0.2%-5.41%Trim
20BRK-BBerkshire Hathaway Inc-cl B-0.2%-11.56%Trim
21CGMUCap Group Municipal Income-0.3%-1.45%Trim
22JMUBJpmorgan Municipal ETF-0.7%-15.14%Trim
23SPYGSs Spdr P S&p 500 Growth ETF-0.7%-24.60%Trim
24QUALIshares Msci USA Quality Fac-0.8%+2.58%Add
25SCHBSchwab US Broad Market ETF-1.4%+1.97%Add
26ESGUIshares Esg Aware Msci USA-1.5%-61.22%Trim
27JCPBJpmorgan Core Plus Bond ETF-2.3%-96.04%Trim
28IWFIshares Russell 1000 Growth-2.8%-9.77%Trim
29IVVIshares Core S&p 500 ETF-6.6%-25.03%Trim
30ICSHIshares Ultra Short Duration—NEWNew buy
31CGGRCap Group Growth Equity—EXITSold out
32VONVVanguard Russell 1000 Value—NEWNew buy
33CGHMCap Group Muni High-income—EXITSold out
34JTEKJpmorgan US Tech Leaders—EXITSold out
35SMMUPimco Shrt Trm Muni Bnd ETF—EXITSold out
36MGVVanguard Mega Cap Value ETF—EXITSold out
37NVDANVIDIA Corporation—NEWNew buy
38QQQInvesco Qqq Trust Series 1—EXITSold out
39COSTCostco Wholesale CORP—NEWNew buy
40USOUnited States Oil Fund LP—EXITSold out
41PFEPfizer INC—EXITSold out
42GRABGrab Holdings Limited—EXITSold out

FAQ

What is Boulder Wealth Advisors, LLC and what type of investor is it?
Boulder Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $250.9M, spread across 33 disclosed positions.
What are Boulder Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Boulder Wealth Advisors, LLC's top holdings by market value are: 1. Schwab US Broad Market ETF (SCHB) — $40.6M (16.2%) 2. Ishares Core S&p 500 ETF (IVV) — $34.2M (13.6%) 3. Ishares Msci USA Quality Fac (QUAL) — $28.9M (11.5%) 4. Invesco Rafi US 1000 ETF (PRF) — $26.2M (10.4%) 5. Ishares Russell 1000 Growth (IWF) — $23.4M (9.3%)
What changes did Boulder Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Boulder Wealth Advisors, LLC made 38 notable position adjustments: 4 new positions were initiated, 11 existing holdings were added to, 14 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Ishares Ultra Short Duration (ICSH); Sold out: Cap Group Growth Equity (CGGR); New buy: Vanguard Russell 1000 Value (VONV); Sold out: Cap Group Muni High-income (CGHM); Sold out: Jpmorgan US Tech Leaders (JTEK)
What sectors does Boulder Wealth Advisors, LLC focus on?
Boulder Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 87.0% • Financials: 6.2% • Communication Services: 3.9% • Consumer Discretionary: 1.6% • Utilities: 0.8% • Consumer Staples: 0.6%