§ 13F · FUND PROFILE
Boulder Wealth Advisors, LLC.
AUM · $274M (13F)Positions · 35Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.64M | $48M | 17.3% | +1% |
| 2 | IVV | ISHARES TR | 53K | $40M | 14.5% | +2% |
| 3 | QUAL | ISHARES TR | 155K | $34M | 12.4% | +3% |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | 565K | $31M | 11.1% | +3% |
| 5 | IWF | ISHARES TR | 222K | $28M | 10.1% | +306% |
| 6 | AVGO | BROADCOM INC | 69K | $26M | 9.5% | −7% |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | 378K | $10M | 3.8% | +11% |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | 91K | $10M | 3.5% | +114% |
| 9 | CGSM | CAPITAL GRP FIXED INCM ETF T | 316K | $8M | 3.0% | +26% |
| 10 | VTI | VANGUARD INDEX FDS | 19K | $7M | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOULDER SIGNAL
AC read
Boulder Wealth Advisors, LLC is a Other fund managing $274 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →