§ 13F · FUND PROFILE
Boulder Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215M (13F)Positions · 28Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.62M | $41M | 16.2% | +2% |
| 2 | IVV | ISHARES TR | 52K | $34M | 13.6% | −25% |
| 3 | QUAL | ISHARES TR | 151K | $29M | 11.5% | +3% |
| 4 | PRF | INVESCO EXCHANGE TRADED FD T | 550K | $26M | 10.4% | +13% |
| 5 | IWF | ISHARES TR | 55K | $23M | 9.3% | −10% |
| 6 | AVGO | BROADCOM INC | 74K | $23M | 9.1% | +944% |
| 7 | ICSH | ISHARES TR | 221K | $11M | 4.5% | NEW |
| 8 | JPLD | J P MORGAN EXCHANGE TRADED F | 189K | $10M | 3.9% | +422% |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | 193K | $10M | 3.9% | +134% |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | 340K | $9M | 3.7% | −1% |
§ 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 $215 million in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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