§ 13F · FUND PROFILE
Boulder Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.1T (13F)Positions · 28Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 70K | $47.8T | 20.2% | +1% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 1.59M | $41.6T | 17.6% | +1% |
| 3 | QUAL | ISHARES TR | 147K | $29.2T | 12.3% | +1% |
| 4 | IWF | ISHARES TR | 61K | $28.8T | 12.2% | −1% |
| 5 | PRF | INVESCO EXCHANGE TRADED FD T | 488K | $22.9T | 9.7% | +6% |
| 6 | CGMU | CAPITAL GRP FIXED INCM ETF T | 345K | $9.5T | 4.0% | NEW |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | 153K | $7.7T | 3.3% | −17% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 144K | $6.4T | 2.7% | NEW |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | 122K | $5.8T | 2.4% | +313% |
| 10 | ESGU | ISHARES TR | 35K | $5.2T | 2.2% | +3% |
§ 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 $215083.6 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed