Boulder Wealth Advisors, LLC
Boulder Wealth Advisors, LLC reported 35 positions worth $274.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SCHB (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHB | SH | $47.5M | 17.33% | 1,641,481 | — | — | |
| ▸ 2 | IVV | SH | $39.9M | 14.54% | 53,251 | — | — | |
| ▸ 3 | QUAL | SH | $33.9M | 12.37% | 154,582 | — | — | |
| ▸ 4 | PRF | SH | $30.5M | 11.13% | 565,247 | — | — | |
| ▸ 5 | IWF | SH | $27.6M | 10.07% | 222,414 | — | — | |
| ▸ 6 | AVGO | SH | $26.1M | 9.51% | 69,030 | — | — | |
| ▸ 7 | CGMU | SH | $10.4M | 3.78% | 377,874 | — | — | |
| ▸ 8 | VONV | SH | $9.7M | 3.54% | 91,302 | — | — | |
| ▸ 9 | CGSM | SH | $8.3M | 3.04% | 316,322 | — | — | |
| ▸ 10 | VTI | SH | $7.0M | 2.56% | 18,989 | — | — |
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Frequently Asked Questions
What stocks does Boulder Wealth Advisors, LLC hold as of Q2 2026?
Boulder Wealth Advisors, LLC reported 35 positions worth $274.3M in its Q2 2026 13F filing. Largest positions: SCHB (17.3%), IVV (14.5%), QUAL (12.4%), PRF (11.1%) and IWF (10.1%).
What did Boulder Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Boulder Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.