Boulder Wealth Advisors, LLC
35 holdingsFiling period: 2026-06-30Current AUM: $275.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab Strategic TR | 1.64M | $47.5M | $48.3M | 17.55% | +23.9K | 2026-06-30 |
| 2 | IVV | iShares TR | 53.3K | $39.9M | $40.9M | 14.88% | +930 | 2026-06-30 |
| 3 | QUAL | iShares TR | 154.6K | $33.9M | $34.6M | 12.56% | +3.9K | 2026-06-30 |
| 4 | PRF | Invesco Exchange Traded FD T | 565.2K | $30.5M | $31.8M | 11.54% | +14.9K | 2026-06-30 |
| 5 | IWF | iShares TR | 222.4K | $27.6M | $26.9M | 9.77% | +167.6K | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 69.0K | $26.1M | $22.7M | 8.26% | -4,805 | 2026-06-30 |
| 7 | CGMU | Capital Grp Fixed Incm ETF T | 377.9K | $10.4M | $10.1M | 3.67% | +37.7K | 2026-06-30 |
| 8 | VONV | Vanguard Scottsdale Fds | 91.3K | $9.7M | $10.3M | 3.76% | +48.7K | 2026-06-30 |
| 9 | CGSM | Capital Grp Fixed Incm ETF T | 316.3K | $8.3M | $8.3M | 3.01% | +65.5K | 2026-06-30 |
| 10 | VTI | Vanguard Index Fds | 19.0K | $7.0M | $7.1M | 2.59% | -- | 2026-06-30 |
| 11 | JMUB | J P Morgan Exchange Traded F | 130.6K | $6.6M | $6.4M | 2.32% | +484 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 15.3K | $4.4M | $5.3M | 1.91% | -1,987 | 2026-06-30 |
| 13 | SPYG | Spdr Series Trust | 34.8K | $4.1M | $4.2M | 1.51% | +1.5K | 2026-06-30 |
| 14 | SPYM | Spdr Series Trust | 27.2K | $2.4M | $2.5M | 0.89% | +23.7K | 2026-06-30 |
| 15 | CGHM | Capital Grp Fixed Incm ETF T | 87.1K | $2.3M | $2.2M | 0.78% | -- | 2026-06-30 |
| 16 | ESGU | iShares TR | 13.7K | $2.2M | $2.3M | 0.83% | -- | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway Inc Del | 3.6K | $1.8M | $1.8M | 0.65% | -223 | 2026-06-30 |
| 18 | JMST | J P Morgan Exchange Traded F | 30.5K | $1.6M | $1.6M | 0.57% | -162,005 | 2026-06-30 |
| 19 | VUG | Vanguard Index Fds | 16.8K | $1.4M | $1.5M | 0.54% | -- | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 2.6K | $972K | $1.4M | 0.50% | +56 | 2026-06-30 |
| 21 | GOOGL | Alphabet Inc | 1.9K | $690K | $612K | 0.22% | -- | 2026-06-30 |
| 22 | GOOG | Alphabet Inc | 1.9K | $653K | $581K | 0.21% | +36 | 2026-06-30 |
| 23 | SPY | State Str Spdr S&P 500 ETF T | 787 | $587K | $602K | 0.22% | -- | 2026-06-30 |
| 24 | NVDA | NVIDIA Corporation | 2.8K | $553K | $597K | 0.22% | -358 | 2026-06-30 |
| 25 | VOO | Vanguard Index Fds | 513 | $352K | $361K | 0.13% | -- | 2026-06-30 |
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