Boulder Wealth Advisors, LLC
CIK: 0001874080SEC EDGAR →
Portfolio Value
$236.6M
Holdings
38
As of
Q4 2025
New Positions
28
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 69,786 | $47.8M | 20.20% |
| 2 | SCHWAB STRATEGIC TR | 1,586,333 | $41.6M | 17.59% |
| 3 | ISHARES TR | 146,896 | $29.2M | 12.33% |
| 4 | ISHARES TR | 60,756 | $28.8M | 12.15% |
| 5 | INVESCO EXCHANGE TRADED FD T | 488,182 | $22.9M | 9.68% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 345,208 | $9.5M | 3.99% |
| 7 | J P MORGAN EXCHANGE TRADED F | 153,365 | $7.7M | 3.27% |
| 8 | CAPITAL GROUP GROWTH ETF | 143,890 | $6.4M | 2.70% |
| 9 | J P MORGAN EXCHANGE TRADED F | 121,650 | $5.8M | 2.43% |
| 10 | ISHARES TR | 35,227 | $5.2M | 2.22% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $223.7M | 94.5% |
| Technology | 6 | $6.4M | 2.7% |
| Unknown | 3 | $4.1M | 1.7% |
| Communication Services | 3 | $1.4M | 0.6% |
| Consumer Cyclical | 2 | $657K | 0.3% |
| Utilities | 1 | $241K | 0.1% |
| Healthcare | 1 | $0 | 0.0% |