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Boulder Wealth Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $274,293,983
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $47,537,299
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $39,878,866
- ISHARES TR · MSCI USA QLT FCT · 46432F339 · shares: $33,919,935
- INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF · 46137V613 · shares: $30,540,295
- ISHARES TR · RUS 1000 GRW ETF · 464287614 · shares: $27,617,104
- BROADCOM INC · COM · 11135F101 · shares: $26,076,221
- CAPITAL GRP FIXED INCM ETF T · MUN INM ETF · 14020Y201 · shares: $10,380,199
- VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL · 92206C714 · shares: $9,706,316
- CAPITAL GRP FIXED INCM ETF T · SHOR DUR MUN ETF · 14020Y607 · shares: $8,346,156
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $7,026,690
Reported holdings
35 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 1,641,481 shares | $47,537,299 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 53,251 shares | $39,878,866 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 154,582 shares | $33,919,935 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 565,247 shares | $30,540,295 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 222,414 shares | $27,617,104 |
| BROADCOM INC | COM | 11135F101 | — | 69,030 shares | $26,076,221 |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | 14020Y201 | — | 377,874 shares | $10,380,199 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 91,302 shares | $9,706,316 |
| CAPITAL GRP FIXED INCM ETF T | SHOR DUR MUN ETF | 14020Y607 | — | 316,322 shares | $8,346,156 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 18,989 shares | $7,026,690 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 130,633 shares | $6,617,215 |
| APPLE INC | COM | 037833100 | — | 15,299 shares | $4,426,998 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 34,844 shares | $4,146,088 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 27,231 shares | $2,393,060 |
| CAPITAL GRP FIXED INCM ETF T | MUN HIGH ETF | 14020Y805 | — | 87,133 shares | $2,252,388 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 13,661 shares | $2,235,896 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,571 shares | $1,786,893 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 30,531 shares | $1,557,081 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 16,832 shares | $1,449,908 |
| MICROSOFT CORP | COM | 594918104 | — | 2,608 shares | $972,898 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,933 shares | $690,796 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,850 shares | $653,699 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 787 shares | $587,507 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,768 shares | $553,756 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 513 shares | $352,334 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 701 shares | $302,429 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | — | 5,813 shares | $293,557 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 854 shares | $279,438 |
| AMAZON COM INC | COM | 023135106 | — | 1,156 shares | $275,521 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 2,968 shares | $263,736 |
| TESLA INC | COM | 88160R101 | — | 625 shares | $262,875 |
| XCEL ENERGY INC | COM | 98389B100 | — | 3,270 shares | $262,581 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 7,327 shares | $232,339 |
| META PLATFORMS INC | CL A | 30303M102 | — | 371 shares | $208,981 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 281 shares | $206,928 |