Boulder Wealth Advisors, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$215.1B
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 69,022 | $46.2B | 21.48% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 1,572,741 | $40.4B | 18.80% | |
| 3 | IWFISHARES TR | 61,117 | $28.6B | 13.31% | |
| 4 | QUALISHARES TR | 145,520 | $28.3B | 13.16% | |
| 5 | PRFINVESCO EXCHANGE TRADED FD T | 460,109 | $20.8B | 9.67% | |
| 6 | JMUBJ P MORGAN EXCHANGE TRADED F | 185,556 | $9.4B | 4.35% | |
| 7 | JPLDJ P MORGAN EXCHANGE TRADED F | 156,194 | $8.2B | 3.81% | |
| 8 | JMSTJ P MORGAN EXCHANGE TRADED F | 159,342 | $8.1B | 3.78% | |
| 9 | ESGUISHARES TR | 34,143 | $5.0B | 2.31% | |
| 10 | SPYGSPDR SERIES TRUST | 41,779 | $4.4B | 2.03% | |
| 11 | AVGOBROADCOM INC | 6,831 | $2.3B | 1.05% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,299 | $2.2B | 1.00% | |
| 13 | ICSHISHARES TR | 40,709 | $2.1B | 0.96% | |
| 14 | AAPLAPPLE INC | 6,131 | $1.6B | 0.73% | |
| 15 | JCPBJ P MORGAN EXCHANGE TRADED F | 29,435 | $1.4B | 0.65% | |
| 16 | MSFTMICROSOFT CORP | 2,624 | $1.4B | 0.63% | |
| 17 | NEARISHARES U S ETF TR | 15,184 | $778.6M | 0.36% | |
| 18 | NVDANVIDIA CORPORATION | 3,746 | $699.0M | 0.32% | |
| 19 | SPYSPDR S&P 500 ETF TR | 787 | $524.1M | 0.24% | |
| 20 | AMZNAMAZON COM INC | 1,726 | $379.0M | 0.18% | |
| 21 | GOOGALPHABET INC | 1,417 | $345.1M | 0.16% | |
| 22 | MGVVANGUARD WORLD FD | 2,496 | $343.8M | 0.16% | |
| 23 | GOOGLALPHABET INC | 1,391 | $338.2M | 0.16% | |
| 24 | VOOVANGUARD INDEX FDS | 544 | $333.2M | 0.15% | |
| 25 | NDQINVESCO QQQ TR | 523 | $314.0M | 0.15% | |
| 26 | SPYMSPDR SERIES TRUST | 3,673 | $287.7M | 0.13% | |
| 27 | TSLATESLA INC | 630 | $280.2M | 0.13% | |
| 28 | XELXCEL ENERGY INC | 3,270 | $263.7M | 0.12% |