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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

Institutional Manager · CIK 0001874080

Boulder Wealth Advisors, LLC

BOULDER, CO · File #028-23134

Latest AUM
$236.6M
Positions
42
Top-10 Concentration
86.6%
Filings
8

Sector Allocation

Financials
9.8%$23.2M
Technology
2.7%$6.4M
Healthcare
0.0%$612

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
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%