13F HOLDINGS REPORT
Boulder Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001986152-25-000036
Total Value
$171.8M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 1,560,616 | $33.6M | 19.56% |
| 2 | ISHARES TR | 464287200 | 47,794 | $26.9M | 15.63% |
| 3 | ISHARES TR | 46432F339 | 134,051 | $22.9M | 13.33% |
| 4 | ISHARES TR | 464287614 | 60,603 | $21.9M | 12.74% |
| 5 | INVESCO EXCHANGE TRADED FD T | IVZ | 534,386 | $21.6M | 12.57% |
| 6 | ISHARES TR | 46434V878 | 210,213 | $10.7M | 6.20% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 191,512 | $9.0M | 5.24% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 163,246 | $8.3M | 4.83% |
| 9 | ISHARES TR | 46435G425 | 32,056 | $3.9M | 2.27% |
| 10 | SPDR SER TR | 78464A409 | 41,549 | $3.3M | 1.94% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,962 | $2.1M | 1.23% |
| 12 | APPLE INC | AAPL | 6,722 | $1.5M | 0.87% |
| 13 | MICROSOFT CORP | MSFT | 2,739 | $1.0M | 0.60% |
| 14 | BROADCOM INC | AVGO | 5,810 | $972,688 | 0.57% |
| 15 | NVIDIA CORPORATION | NVDA | 6,351 | $688,327 | 0.40% |
| 16 | SELECT SECTOR SPDR TR | 81369Y803 | 3,068 | $633,481 | 0.37% |
| 17 | SPDR S&P 500 ETF TR | SPY | 787 | $440,089 | 0.26% |
| 18 | META PLATFORMS INC | META | 741 | $427,097 | 0.25% |
| 19 | VANGUARD WORLD FD | 921910840 | 2,496 | $321,585 | 0.19% |
| 20 | AMAZON COM INC | AMZN | 1,559 | $296,615 | 0.17% |
| 21 | ALPHABET INC | GOOG | 1,843 | $287,869 | 0.17% |
| 22 | ALPHABET INC | GOOG | 1,471 | $227,475 | 0.13% |
| 23 | INVESCO QQQ TR | IVZ | 463 | $217,110 | 0.13% |
| 24 | VANGUARD INDEX FDS | 922908363 | 409 | $210,189 | 0.12% |
| 25 | PALO ALTO NETWORKS INC | PANW | 1,204 | $205,451 | 0.12% |
| 26 | SPDR SER TR | 78464A854 | 3,123 | $205,368 | 0.12% |