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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 Q4 2025 · Filed February 5, 2026 · Accession 0001986152-26-000010

Total Value
$236.6M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720069,786$47.8M20.20%
2SCHWAB STRATEGIC TR8085241021,586,333$41.6M17.59%
3ISHARES TR46432F339146,896$29.2M12.33%
4ISHARES TR46428761460,756$28.8M12.15%
5INVESCO EXCHANGE TRADED FD TIVZ488,182$22.9M9.68%
6CAPITAL GRP FIXED INCM ETF T14020Y201345,208$9.5M3.99%
7J P MORGAN EXCHANGE TRADED F46641Q647153,365$7.7M3.27%
8CAPITAL GROUP GROWTH ETF14020G101143,890$6.4M2.70%
9J P MORGAN EXCHANGE TRADED F46641Q670121,650$5.8M2.43%
10ISHARES TR46435G42535,227$5.2M2.22%
11SPDR SERIES TRUST78464A40944,216$4.7M1.99%
12J P MORGAN EXCHANGE TRADED F46641Q65482,199$4.2M1.77%
13CAPITAL GRP FIXED INCM ETF T14020Y805121,969$3.1M1.31%
14BROADCOM INCAVGO7,075$2.4M1.03%
15CAPITAL GRP FIXED INCM ETF T14020Y60782,484$2.2M0.92%
16BERKSHIRE HATHAWAY INC DELBRK-A4,290$2.2M0.91%
17APPLE INCAAPL7,503$2.0M0.86%
18J P MORGAN EXCHANGE TRADED F46654Q77336,246$1.9M0.80%
19J P MORGAN EXCHANGE TRADED F46654Q73218,460$1.7M0.70%
20MICROSOFT CORPMSFT2,698$1.3M0.55%
21NVIDIA CORPORATIONNVDA3,443$642,2000.27%
22ALPHABET INCGOOG1,933$605,0290.26%
23ALPHABET INCGOOG1,784$559,6980.24%
24SPDR S&P 500 ETF TRSPY787$536,4880.23%
25ISHARES U S ETF TR46431W50710,361$529,4470.22%
26PIMCO ETF TR72201R8749,492$478,6820.20%
27AMAZON COM INCAMZN1,672$385,9310.16%
28VANGUARD WORLD FD9219108402,496$352,3350.15%
29VANGUARD INDEX FDS922908363513$321,7180.14%
30INVESCO QQQ TRIVZ513$315,1410.13%
31SPDR SERIES TRUST78464A8543,486$279,6470.12%
32META PLATFORMS INCMETA423$279,3100.12%
33TESLA INCTSLA605$272,0810.11%
34JPMORGAN CHASE & CO.VYLD774$249,4460.11%
35XCEL ENERGY INCXELLL3,270$241,5220.10%
36PFIZER INCPFE23$4140.00%
37UNITED STS OIL FD LPUNTCW10$3780.00%
38UNITED STS OIL FD LPUNTCW10$1750.00%
39PFIZER INCPFE10$1350.00%
40UNITED STS OIL FD LPUNTCW11$730.00%
41PFIZER INCPFE25$630.00%
42GRAB HOLDINGS LIMITEDGRABW100$460.00%