Boulder Wealth Advisors, LLC

Registered adviser

CIK

1874080

Location

BOULDER, CO

Portfolio Value

Small $274,294,370

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,514 / 8,827 ▼ 131

Top Industry

Semiconductors 71.9%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

10 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 115069

Roster of Nov 1, 2026

Regulatory AUM

$337,921,423

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$337,921,423	Individuals and high net worth (99%)
Mar 2025 to Mar 2026	$291,048,832	Individuals and high net worth (99%)
Apr 2024 to Feb 2025	$246,278,983	Individuals and high net worth (99%)
May 2023 to Mar 2024	$180,942,460	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$180,942,460	Individuals and high net worth (100%)
Feb 2022 to Jan 2023	$182,639,110	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.2% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Medium horizon

Value-weighted holding period 8.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 86.6%; sector active share 73.6% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

37.8%

+2.5 pts

Top 5

83.5%

+1.9 pts

Top 10

97.2%

−0.1 pts

HHI

2,045

Moderately concentrated+164

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.5%	$237,277,652	21
Technology	11.9%	$32,595,874	6
Financial Services	0.8%	$2,066,431	2
Communication Services	0.6%	$1,553,436	3
Consumer Cyclical	0.2%	$538,396	2
Utilities	0.1%	$262,581	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
IWF	iShares Russell 1000 Growth ETF	+167,594	222,414	$27,617,146
CGSM	Capital Group Short Duration Municipal Income ETF	+65,521	316,322	$8,346,155
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+48,714	91,302	$9,706,315
CGMU	Capital Group Municipal Income ETF	+37,686	377,874	$10,380,198
SCHB	Schwab U.S. Broad Market ETF	+23,926	1,641,481	$47,537,289
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+23,749	27,231	$2,393,060
PRF	Victory Portfolios II	+14,904	565,247	$30,540,295
QUAL	iShares MSCI USA Quality Factor ETF	+3,901	154,582	$33,919,928
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+1,505	34,844	$4,146,087
IVV	iShares Core S&P 500 ETF	+930	53,251	$39,879,141
JMUB	JPMorgan Municipal ETF	+484	130,633	$6,617,214
MSFT	Microsoft Corp	+56	2,608	$972,836
GOOG	Alphabet Inc.	+36	1,850	$653,660
JPM	Jpmorgan Chase & Co	+34	854	$279,539
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
JMST	JPMorgan Ultra-Short Municipal Income ETF	−162,005	30,531	$1,557,081
AVGO	Broadcom Inc.	−4,805	69,030	$26,076,082
AAPL	Apple Inc.	−1,987	15,299	$4,426,918
NVDA	Nvidia Corp	−358	2,768	$553,849
AMZN	Amazon Com Inc	−235	1,156	$275,521
BRK-B	Berkshire Hathaway Inc	−223	3,571	$1,786,892
TSLA	Tesla, Inc.	−31	625	$262,875
META	Meta Platforms, Inc.	−26	371	$208,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	18,989	$7,026,689
CGHM	Capital Group Municipal High-Income ETF	87,133	$2,252,388
VUG	VANGUARD GROWTH INDEX FUND	16,832	$1,449,908
DELL	Dell Technologies Inc.	701	$302,453
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	5,813	$293,556
ASTS	AST SpaceMobile, Inc.	2,968	$263,736
SCHD	Schwab U.S. Dividend Equity ETF	7,327	$232,339
QQQ	Invesco Qqq Trust, Series 1	281	$206,928
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ICSH	iShares Ultra Short Duration Bond Active ETF	221,346	$11,204,534
JPLD	JPMorgan Limited Duration Bond ETF	189,278	$9,878,418
NEAR	iShares Short Duration Bond Active ETF	9,774	$496,910
JCPB	JPMorgan Core Plus Bond ETF	4,817	$226,784
COST	Costco Wholesale Corp	206	$205,264
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $274,294,370 total · filing declares 35 positions · $274,293,983 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCHB	Schwab U.S. Broad Market ETF	Added	1,641,481	+23,926	$47,537,289	+17.1%	10	before history	17.33%
IVV	iShares Core S&P 500 ETF	Added	53,251	+930	$39,879,141	+16.7%	10	before history	14.54%
QUAL	iShares MSCI USA Quality Factor ETF	Added	154,582	+3,901	$33,919,928	+17.4%	10	before history	12.37%
PRF	Victory Portfolios II	Added	565,247	+14,904	$30,540,295	+16.8%	10	before history	11.13%
IWF	iShares Russell 1000 Growth ETF	Added	222,414	+167,594	$27,617,146	+18.1%	10	before history	10.07%
AVGO	Broadcom Inc. Technology	Reduced	69,030	-4,805	$26,076,082	+14.1%	10	before history	9.51%
CGMU	Capital Group Municipal Income ETF	Added	377,874	+37,686	$10,380,198	+12.4%	3	$27.38	3.78%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	91,302	+48,714	$9,706,315	+143.1%	2	$99.37	3.54%
CGSM	Capital Group Short Duration Municipal Income ETF	Added	316,322	+65,521	$8,346,155	+26.6%	3	$26.43	3.04%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	NEW	18,989	NEW	$7,026,689	NEW	1	unpriced	2.56%
JMUB	JPMorgan Municipal ETF	Added	130,633	+484	$6,617,214	+1.7%	4	before history	2.41%
AAPL	Apple Inc. Technology	Reduced	15,299	-1,987	$4,426,918	+0.9%	10	before history	1.61%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	34,844	+1,505	$4,146,087	+27.0%	10	before history	1.51%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	27,231	+23,749	$2,393,060	+797.9%	6	before history	0.87%
CGHM	Capital Group Municipal High-Income ETF	NEW	87,133	NEW	$2,252,388	NEW	1	$25.64	0.82%
ESGU	iShares ESG Aware MSCI USA ETF	Held	13,661	0	$2,235,895	+15.7%	10	before history	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,571	-223	$1,786,892	−1.7%	10	before history	0.65%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	30,531	-162,005	$1,557,081	−84.1%	10	before history	0.57%
VUG	VANGUARD GROWTH INDEX FUND	NEW	16,832	NEW	$1,449,908	NEW	1	unpriced	0.53%
MSFT	Microsoft Corp Technology	Added	2,608	+56	$972,836	+3.0%	10	before history	0.35%
GOOGL	Alphabet Inc. Communication Services	Held	1,933	0	$690,796	+24.3%	10	before history	0.25%
GOOG	Alphabet Inc. Communication Services	Added	1,850	+36	$653,660	+25.6%	10	before history	0.24%
SPY	Spdr S&P 500 ETF Trust	Held	787	0	$587,707	+14.8%	10	before history	0.21%
NVDA	Nvidia Corp Technology	Reduced	2,768	-358	$553,849	+1.6%	10	before history	0.20%
VOO	VANGUARD 500 INDEX FUND	Held	513	0	$352,333	+14.9%	10	before history	0.13%
DELL	Dell Technologies Inc. Technology	NEW	701	NEW	$302,453	NEW	1	$289.23	0.11%
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	NEW	5,813	NEW	$293,556	NEW	1	$50.43	0.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	854	+34	$279,539	+15.9%	3	$309.31	0.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,156	-235	$275,521	−4.9%	9	before history	0.10%
ASTS	AST SpaceMobile, Inc. Technology	NEW	2,968	NEW	$263,736	NEW	1	$87.23	0.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	625	-31	$262,875	+7.8%	4	before history	0.10%
XEL	Xcel Energy Inc Utilities	Held	3,270	0	$262,581	+1.1%	4	before history	0.10%
SCHD	Schwab U.S. Dividend Equity ETF	NEW	7,327	NEW	$232,339	NEW	1	$31.72	0.08%
META	Meta Platforms, Inc. Communication Services	Reduced	371	-26	$208,980	−8.0%	3	$667.77	0.08%
QQQ	Invesco Qqq Trust, Series 1	NEW	281	NEW	$206,928	NEW	1	$688.02	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.