Boulder Wealth Advisors

BOULDER, COfiles as Boulder Wealth Advisors, LLC

$274m in 35 US stocks at the end of 30 June 2026. The top 10 are 87.9% of the money. It changed about 12.6% of the portfolio this quarter.

Value

$274m

Stocks

Top 10 share

87.9%

Turnover

12.6%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Index FDSVTI
2.6% of the fund
Capital GRP Fixed Incm ETF TCGHM
0.8% of the fund
Vanguard Index FDSVUG
0.5% of the fund
Dell TechnologiesDELL
0.1% of the fund
Pimco ETF TRSMMU
0.1% of the fund
AST SpaceMobileASTS
<0.1% of the fund
Schwab Strategic TRSCHD
<0.1% of the fund
Invesco QQQ TRQQQ
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRQUAL
12.4% of the fund
+3%
Invesco Exchange Traded FD TPRF
11.1% of the fund
+3%
Capital GRP Fixed Incm ETF TCGMU
3.8% of the fund
+11%
Vanguard Scottsdale FDSVONV
3.5% of the fund
+114%
Capital GRP Fixed Incm ETF TCGSM
3.0% of the fund
+26%
Spdr Series TrustSPYG
1.5% of the fund
+5%
Spdr Series TrustSPYM
0.9% of the fund
+682%
MicrosoftMSFT
0.4% of the fund
+2%
JPMorgan ChaseJPM
0.1% of the fund
+4%

Cut

Sold some of their stake.

BroadcomAVGO
9.5% of the fund
-7%
AppleAAPL
1.6% of the fund
-11%
Berkshire HathawayBRK-B
0.7% of the fund
-6%
J P Morgan Exchange Traded FJMST
0.6% of the fund
-84%
NvidiaNVDA
0.2% of the fund
-11%
Amazon.comAMZN
0.1% of the fund
-17%
TeslaTSLA
<0.1% of the fund
-5%
Meta PlatformsMETA
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Ishares TRICSH
-100%
J P Morgan Exchange Traded FJPLD
-100%
Ishares U S ETF TRNEAR
-100%
J P Morgan Exchange Traded FJCPB
-100%
Costco WholesaleCOST
-100%

Holdings

Schwab Strategic TRSCHB
Share
17.3%
Value
$48m
Shares
1,641,481
Held
Ishares TRIVV
Share
14.5%
Value
$40m
Shares
53,251
Held
Ishares TRQUAL
Share
12.4%
Value
$34m
Shares
154,582
+3%
Invesco Exchange Traded FD TPRF
Share
11.1%
Value
$31m
Shares
565,247
+3%
Ishares TRIWF
Share
10.1%
Value
$28m
Shares
222,414
Held
BroadcomAVGO
Share
9.5%
Value
$26m
Shares
69,030
-7%
Capital GRP Fixed Incm ETF TCGMU
Share
3.8%
Value
$10m
Shares
377,874
+11%
Vanguard Scottsdale FDSVONV
Share
3.5%
Value
$10m
Shares
91,302
+114%
Capital GRP Fixed Incm ETF TCGSM
Share
3.0%
Value
$8m
Shares
316,322
+26%
Vanguard Index FDSVTI
Share
2.6%
Value
$7m
Shares
18,989
New
J P Morgan Exchange Traded FJMUB
Share
2.4%
Value
$7m
Shares
130,633
Held
AppleAAPL
Share
1.6%
Value
$4m
Shares
15,299
-11%
Spdr Series TrustSPYG
Share
1.5%
Value
$4m
Shares
34,844
+5%
Spdr Series TrustSPYM
Share
0.9%
Value
$2m
Shares
27,231
+682%
Capital GRP Fixed Incm ETF TCGHM
Share
0.8%
Value
$2m
Shares
87,133
New
Ishares TRESGU
Share
0.8%
Value
$2m
Shares
13,661
Held
Berkshire HathawayBRK-B
Share
0.7%
Value
$2m
Shares
3,571
-6%
J P Morgan Exchange Traded FJMST
Share
0.6%
Value
$2m
Shares
30,531
-84%
Vanguard Index FDSVUG
Share
0.5%
Value
$1m
Shares
16,832
New
MicrosoftMSFT
Share
0.4%
Value
$972,898
Shares
2,608
+2%
AlphabetGOOGL
Share
0.3%
Value
$690,796
Shares
1,933
Held
AlphabetGOOG
Share
0.2%
Value
$653,699
Shares
1,850
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$587,507
Shares
787
Held
NvidiaNVDA
Share
0.2%
Value
$553,756
Shares
2,768
-11%
Vanguard Index FDSVOO
Share
0.1%
Value
$352,334
Shares
513
Held
Dell TechnologiesDELL
Share
0.1%
Value
$302,429
Shares
701
New
Pimco ETF TRSMMU
Share
0.1%
Value
$293,557
Shares
5,813
New
JPMorgan ChaseJPM
Share
0.1%
Value
$279,438
Shares
854
+4%
Amazon.comAMZN
Share
0.1%
Value
$275,521
Shares
1,156
-17%
AST SpaceMobileASTS
Share
<0.1%
Value
$263,736
Shares
2,968
New
TeslaTSLA
Share
<0.1%
Value
$262,875
Shares
625
-5%
Xcel EnergyXEL
Share
<0.1%
Value
$262,581
Shares
3,270
Held
Schwab Strategic TRSCHD
Share
<0.1%
Value
$232,339
Shares
7,327
New
Meta PlatformsMETA
Share
<0.1%
Value
$208,981
Shares
371
-7%
Invesco QQQ TRQQQ
Share
<0.1%
Value
$206,928
Shares
281
New

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHB	17.3%	$48m	1,641,481	Held
Ishares TRIVV	14.5%	$40m	53,251	Held
Ishares TRQUAL	12.4%	$34m	154,582	+3%
Invesco Exchange Traded FD TPRF	11.1%	$31m	565,247	+3%
Ishares TRIWF	10.1%	$28m	222,414	Held
BroadcomAVGO	9.5%	$26m	69,030	-7%
Capital GRP Fixed Incm ETF TCGMU	3.8%	$10m	377,874	+11%
Vanguard Scottsdale FDSVONV	3.5%	$10m	91,302	+114%
Capital GRP Fixed Incm ETF TCGSM	3.0%	$8m	316,322	+26%
Vanguard Index FDSVTI	2.6%	$7m	18,989	New
J P Morgan Exchange Traded FJMUB	2.4%	$7m	130,633	Held
AppleAAPL	1.6%	$4m	15,299	-11%
Spdr Series TrustSPYG	1.5%	$4m	34,844	+5%
Spdr Series TrustSPYM	0.9%	$2m	27,231	+682%
Capital GRP Fixed Incm ETF TCGHM	0.8%	$2m	87,133	New
Ishares TRESGU	0.8%	$2m	13,661	Held
Berkshire HathawayBRK-B	0.7%	$2m	3,571	-6%
J P Morgan Exchange Traded FJMST	0.6%	$2m	30,531	-84%
Vanguard Index FDSVUG	0.5%	$1m	16,832	New
MicrosoftMSFT	0.4%	$972,898	2,608	+2%
AlphabetGOOGL	0.3%	$690,796	1,933	Held
AlphabetGOOG	0.2%	$653,699	1,850	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$587,507	787	Held
NvidiaNVDA	0.2%	$553,756	2,768	-11%
Vanguard Index FDSVOO	0.1%	$352,334	513	Held
Dell TechnologiesDELL	0.1%	$302,429	701	New
Pimco ETF TRSMMU	0.1%	$293,557	5,813	New
JPMorgan ChaseJPM	0.1%	$279,438	854	+4%
Amazon.comAMZN	0.1%	$275,521	1,156	-17%
AST SpaceMobileASTS	<0.1%	$263,736	2,968	New
TeslaTSLA	<0.1%	$262,875	625	-5%
Xcel EnergyXEL	<0.1%	$262,581	3,270	Held
Schwab Strategic TRSCHD	<0.1%	$232,339	7,327	New
Meta PlatformsMETA	<0.1%	$208,981	371	-7%
Invesco QQQ TRQQQ	<0.1%	$206,928	281	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 27.5% since 30 September 2025.

Where the money is

Technology11.8%

Financial services0.8%

Media & telecom0.7%

Retail & consumer0.2%

Utilities0.1%

Other86.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.