Boulder Wealth Advisors, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$236.6M
Holdings
38
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 69,786 | $47.8M | 20.20% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 1,586,333 | $41.6M | 17.59% | |
| 3 | QUALISHARES TR | 146,896 | $29.2M | 12.33% | |
| 4 | IWFISHARES TR | 60,756 | $28.8M | 12.15% | |
| 5 | PRFINVESCO EXCHANGE TRADED FD T | 488,182 | $22.9M | 9.68% | |
| 6 | CGMUCAPITAL GRP FIXED INCM ETF T | 345,208 | $9.5M | 3.99% | |
| 7 | JMUBJ P MORGAN EXCHANGE TRADED F | 153,365 | $7.7M | 3.27% | |
| 8 | CGGRCAPITAL GROUP GROWTH ETF | 143,890 | $6.4M | 2.70% | |
| 9 | JCPBJ P MORGAN EXCHANGE TRADED F | 121,650 | $5.8M | 2.43% | |
| 10 | ESGUISHARES TR | 35,227 | $5.2M | 2.22% | |
| 11 | SPYGSPDR SERIES TRUST | 44,216 | $4.7M | 1.99% | |
| 12 | JMSTJ P MORGAN EXCHANGE TRADED F | 82,199 | $4.2M | 1.77% | |
| 13 | CGHMCAPITAL GRP FIXED INCM ETF T | 121,969 | $3.1M | 1.31% | |
| 14 | AVGOBROADCOM INC | 7,075 | $2.4M | 1.03% | |
| 15 | CGSMCAPITAL GRP FIXED INCM ETF T | 82,484 | $2.2M | 0.92% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,290 | $2.2M | 0.91% | |
| 17 | AAPLAPPLE INC | 7,503 | $2.0M | 0.86% | |
| 18 | JPLDJ P MORGAN EXCHANGE TRADED F | 36,246 | $1.9M | 0.80% | |
| 19 | JOYTJ P MORGAN EXCHANGE TRADED F | 18,460 | $1.7M | 0.70% | |
| 20 | MSFTMICROSOFT CORP | 2,698 | $1.3M | 0.55% | |
| 21 | NVDANVIDIA CORPORATION | 3,443 | $642K | 0.27% | |
| 22 | GOOGLALPHABET INC | 1,933 | $605K | 0.26% | |
| 23 | GOOGALPHABET INC | 1,784 | $559K | 0.24% | |
| 24 | SPYSPDR S&P 500 ETF TR | 787 | $536K | 0.23% | |
| 25 | NEARISHARES U S ETF TR | 10,361 | $529K | 0.22% | |
| 26 | SMMUPIMCO ETF TR | 9,492 | $478K | 0.20% | |
| 27 | AMZNAMAZON COM INC | 1,672 | $385K | 0.16% | |
| 28 | MGVVANGUARD WORLD FD | 2,496 | $352K | 0.15% | |
| 29 | VOOVANGUARD INDEX FDS | 513 | $321K | 0.14% | |
| 30 | NDQINVESCO QQQ TR | 513 | $315K | 0.13% | |
| 31 | SPYMSPDR SERIES TRUST | 3,486 | $279K | 0.12% | |
| 32 | METAMETA PLATFORMS INC | 423 | $279K | 0.12% | |
| 33 | TSLATESLA INC | 605 | $272K | 0.11% | |
| 34 | JPMJPMORGAN CHASE & CO. | 774 | $249K | 0.11% | |
| 35 | XELXCEL ENERGY INC | 3,270 | $241K | 0.10% | |
| 36 | USOUNITED STS OIL FD LP | 31 | $0 | 0.00% | |
| 37 | PFEPFIZER INC | 58 | $0 | 0.00% | |
| 38 | GRABGRAB HOLDINGS LIMITED | 100 | $0 | 0.00% |