Institutions / Boulder Wealth Advisors, LLC
Boulder Wealth Advisors, LLC
CIK 1874080 · Institution · as of Jun 30, 2026
Portfolio value
$274.29M
Positions
35
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$274.29M+15.9%Positions
35-7.9%Top holdings
Jun 30, 2026View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $47.54M | 17.3% |
| iShares Tr | $39.88M | 14.5% |
| iShares MSCI UAE ETF | $33.92M | 12.4% |
| Invesco Exchange Traded Fd T | $30.54M | 11.1% |
| iShares Tr | $27.62M | 10.1% |
| Broadcom Inc. | $26.08M | 9.5% |
| Capital Grp Fixed Incm ETF T | $10.38M | 3.8% |
| Vanguard Scottsdale Fds | $9.71M | 3.5% |
| Capital Grp Fixed Incm ETF T | $8.35M | 3.0% |
| Vanguard Index Fds | $7.03M | 2.6% |
| J P Morgan Exchange Traded F | $6.62M | 2.4% |
| Apple Inc. | $4.43M | 1.6% |
| SPDR Series Trust | $4.15M | 1.5% |
| SPDR Series Trust | $2.39M | 0.9% |
| Capital Grp Fixed Incm ETF T | $2.25M | 0.8% |
| iShares Tr | $2.24M | 0.8% |
| Warren E. Buffett | $1.79M | 0.7% |
| J P Morgan Exchange Traded F | $1.56M | 0.6% |
| Vanguard Index Fds | $1.45M | 0.5% |
| Microsoft Corp | $972.9K | 0.4% |
| Alphabet Inc. | $690.8K | 0.3% |
| Alphabet Inc. | $653.7K | 0.2% |
| State Str SPDR S&P 500 ETF T | $587.5K | 0.2% |
| NVIDIA Corp | $553.8K | 0.2% |
| Vanguard Index Fds | $352.3K | 0.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Broadcom Inc. | $23.40M | +62K +875.69% | 69,030 9.51% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $20.07M | +162K +266.08% | 222,414 10.07% of portfolio | medium |
| Q2 2026 as of | Trim | 464287200 | $-12.38M | -17K -23.69% | 53,251 14.54% of portfolio | medium |
| Q2 2026 as of | New | 92206C714 | $9.71M | +91K | 91,302 3.54% of portfolio | medium |
| Q2 2026 as of | New | 922908769 | $7.03M | +19K | 18,989 2.56% of portfolio | medium |
| Q2 2026 as of | Exit | 14020G101 | $-6.40M | -144K -100.00% | — | medium |
| Q2 2026 as of | Add | 14020Y607 | $6.17M | +234K +283.49% | 316,322 3.04% of portfolio | medium |
| Q2 2026 as of | Exit | 46641Q670 | $-5.76M | -122K -100.00% | — | medium |
| Q2 2026 as of | Add | 46137V613 | $4.16M | +77K +15.79% | 565,247 11.13% of portfolio | low |
| Q2 2026 as of | Trim | 46435G425 | $-3.53M | -22K -61.22% | 13,661 0.82% of portfolio | low |