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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Boulder Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001986152-25-000110

Total Value
$215.1M
Positions
28
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (28)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720069,022$46.2M21.48%
2SCHWAB STRATEGIC TR8085241021,572,741$40.4M18.80%
3ISHARES TR46428761461,117$28.6M13.31%
4ISHARES TR46432F339145,520$28.3M13.16%
5INVESCO EXCHANGE TRADED FD TIVZ460,109$20.8M9.67%
6J P MORGAN EXCHANGE TRADED F46641Q647185,556$9.4M4.35%
7J P MORGAN EXCHANGE TRADED F46654Q773156,194$8.2M3.81%
8J P MORGAN EXCHANGE TRADED F46641Q654159,342$8.1M3.78%
9ISHARES TR46435G42534,143$5.0M2.31%
10SPDR SERIES TRUST78464A40941,779$4.4M2.03%
11BROADCOM INCAVGO6,831$2.3M1.05%
12BERKSHIRE HATHAWAY INC DELBRK-A4,299$2.2M1.00%
13ISHARES TR46434V87840,709$2.1M0.96%
14APPLE INCAAPL6,131$1.6M0.73%
15J P MORGAN EXCHANGE TRADED F46641Q67029,435$1.4M0.65%
16MICROSOFT CORPMSFT2,624$1.4M0.63%
17ISHARES U S ETF TR46431W50715,184$778,6360.36%
18NVIDIA CORPORATIONNVDA3,746$698,9500.32%
19SPDR S&P 500 ETF TRSPY787$524,1040.24%
20AMAZON COM INCAMZN1,726$378,9780.18%
21ALPHABET INCGOOG1,417$345,0750.16%
22VANGUARD WORLD FD9219108402,496$343,7990.16%
23ALPHABET INCGOOG1,391$338,1520.16%
24VANGUARD INDEX FDS922908363544$333,1930.15%
25INVESCO QQQ TRIVZ523$313,9940.15%
26SPDR SERIES TRUST78464A8543,673$287,7430.13%
27TESLA INCTSLA630$280,1740.13%
28XCEL ENERGY INCXELLL3,270$263,7260.12%