Boulder Wealth Advisors, LLC

CIK

1874080

Location

BOULDER, CO

Portfolio Value

Micro $33,082,233

Diversification

Highly concentrated

Filing Date

Global Rank

#7,314 / 8,592 ▲ 823

Top Industry

Semiconductors 71.8%

3Y Alpha vs SPY

-0.1%

Period ended 3 months ago

Filed May 8, 2026 · 42d

9 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.2%

SPY

+76.8%

Annualised alpha

-0.1%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

69.1%

+47.8 pts

Top 5

92.4%

+17.5 pts

Top 10

98.0%

+4.6 pts

HHI

4,997

Highly concentrated+3,624

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	86.8%	$28,729,530	4
Financial Services	6.2%	$2,059,295	2
Communication Services	2.4%	$782,988	2
Consumer Cyclical	1.6%	$533,571	2
Unclassified	1.5%	$511,817	1
Utilities	0.8%	$259,768	1
Consumer Defensive	0.6%	$205,264	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+66,760	73,835	$22,852,670
AAPL	Apple Inc.	+9,783	17,286	$4,387,013
TSLA	Tesla, Inc.	+51	656	$243,868
JPM	Jpmorgan Chase & Co	+46	820	$241,211
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−496	3,794	$1,818,084
NVDA	Nvidia Corp	−317	3,126	$545,174
AMZN	Amazon Com Inc	−281	1,391	$289,703
MSFT	Microsoft Corp	−146	2,552	$944,673
META	Meta Platforms, Inc.	−26	397	$227,135
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
COST	Costco Wholesale Corp /New	206	$205,264
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	513	$315,141
USO	United States Oil Fund, LP	31	$2,142
PFE	Pfizer Inc	58	$1,443
GRAB	Grab Holdings Ltd	100	$499
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $33,082,233 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	73,835	+66,760	$22,852,670	+833.3%	69.08%
AAPL	Apple Inc. Technology	Added	17,286	+9,783	$4,387,013	+115.1%	13.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,794	-496	$1,818,084	−15.7%	5.50%
MSFT	Microsoft Corp Technology	Reduced	2,552	-146	$944,673	−27.6%	2.86%
GOOGL	Alphabet Inc. Communication Services	Held	1,933	0	$555,853	−8.1%	1.68%
NVDA	Nvidia Corp Technology	Reduced	3,126	-317	$545,174	−15.1%	1.65%
SPY	Spdr S&P 500 ETF Trust	Held	787	0	$511,817	−4.6%	1.55%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,391	-281	$289,703	−24.9%	0.88%
XEL	Xcel Energy Inc Utilities	Held	3,270	0	$259,768	+7.6%	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	656	+51	$243,868	−10.4%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	820	+46	$241,211	−3.3%	0.73%
META	Meta Platforms, Inc. Communication Services	Reduced	397	-26	$227,135	−18.7%	0.69%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	206	NEW	$205,264	NEW	0.62%