Boulder Wealth Advisors, LLC Portfolio Holdings

Boulder Wealth Advisors, LLC

  • $207 Million
  • Q3 2025

Boulder Wealth Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $46.2M, Schwab Strategic Tr Us Broad M with a value of $40.4M, Ishares Russell 1000 Gr ETF with a value of $28.6M, Ishares Msci Usa Quality Facto with a value of $28.3M, and Invesco Exchange Traded Fd Tr with a value of $20.8M.

Examining the 13F form we can see an increase of $35.1M in the current position value, from $172M to 207M.

Boulder Wealth Advisors, LLC is based out at Boulder, CO

Below you can find more details about Boulder Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $207 Million
ETFs: $197 Million
Technology: $5.87 Million
Financial Services: $2.16 Million
Communication Services: $683,000
Consumer Cyclical: $658,000
Utilities: $263,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.2 Million 22.33% of portfolio
69,022
Q3 2025 Added 44.42%
$0
$40.4 Million 19.55% of portfolio
1,572,741
Q3 2025 Added 0.78%
$0
$28.6 Million 13.84% of portfolio
61,117
Q3 2025 Added 0.85%
$0
$28.3 Million 13.68% of portfolio
145,520
Q3 2025 Added 8.56%
$0
$20.8 Million 10.05% of portfolio
460,109
Q3 2025 Reduced 13.9%
$0
$9.37 Million 4.53% of portfolio
185,556
Q3 2025 New
$0
$8.13 Million 3.93% of portfolio
159,342
Q3 2025 Reduced 2.39%
$0
$4.97 Million 2.4% of portfolio
34,143
Q3 2025 Added 6.51%
$0
$4.37 Million 2.11% of portfolio
41,779
Q3 2025 Added 0.55%
$139B
$2.25 Million 1.09% of portfolio
6,831
Q3 2025 Added 17.57%
$662B
$2.16 Million 1.04% of portfolio
4,299
Q3 2025 Added 8.51%
$0
$2.07 Million 1.0% of portfolio
40,709
Q3 2025 Reduced 80.63%
$4.3T
$1.56 Million 0.75% of portfolio
6,131
Q3 2025 Reduced 8.79%
$0
$1.4 Million 0.68% of portfolio
29,435
Q3 2025 Reduced 84.63%
$3.78T
$1.36 Million 0.66% of portfolio
2,624
Q3 2025 Reduced 4.2%
$0
$778,000 0.38% of portfolio
15,184
Q3 2025 New
$0
$524,000 0.25% of portfolio
787
Q1 2024 New
$2.39T
$378,000 0.18% of portfolio
1,726
Q3 2025 Added 10.71%
$0
$343,000 0.17% of portfolio
2,496
Q1 2024 New
$1.74T
$345,000 0.17% of portfolio
1,417
Q3 2025 Reduced 23.11%
$0
$333,000 0.16% of portfolio
544
Q3 2025 Added 33.01%
$1.65T
$338,000 0.16% of portfolio
1,391
Q3 2025 Reduced 5.44%
$0
$313,000 0.15% of portfolio
523
Q3 2025 Added 12.96%
$1.29T
$280,000 0.14% of portfolio
630
Q3 2025 New
$0
$287,000 0.14% of portfolio
3,673
Q3 2025 Added 17.61%
$44.1B
$263,000 0.13% of portfolio
3,270
Q3 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $207 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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