account_balance
Investment manager · 13F filer · SEC CIK 1874080
Boulder Wealth Advisors, LLC
Reported value$274Mas of Jun 30, 2026
Positions35 8 new, 5 sold out
Top 10 weight87.9%SCHB alone is 17%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
17.3%
IVViShares Tr
14.5%
QUALiShares Tr
12.4%Added +3%
PRFInvesco Exchange Traded Fd T
11.1%Added +3%
IWFiShares Tr
10.1%
AVGOBroadcom Inc.
9.5%Trimmed −7%
CGMUCapital GRP Fixed Incm ETF T
3.8%Added +11%
VONVVanguard Scottsdale FDS
3.5%Added +114%
CGSMCapital GRP Fixed Incm ETF T
3.0%+26%
VTIVanguard Index FDS
2.6%
JMUBJ P Morgan Exchange Traded F
2.4%
AAPLApple Inc.
1.6%
SCHBSchwab Strategic Tr
17.3%
IVViShares Tr
14.5%
QUALiShares Tr
12.4%+3%
PRFInvesco Exchange Traded Fd T
11.1%+3%
IWFiShares Tr
10.1%
AVGOBroadcom Inc.
9.5%
CGMU3.8%
VONV3.5%
CGSM
VTI
JMUB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 17.3% Held
IVV iShares Tr 14.5% Held
QUAL iShares Tr 12.4% Added +3%
PRF Invesco Exchange Traded Fd T 11.1% Added +3%
IWF iShares Tr 10.1% Held
AVGO Broadcom Inc. 9.5% Trimmed −7%CGMU Capital GRP Fixed Incm ETF T 3.8% Added +11%
VONV Vanguard Scottsdale FDS 3.5% Added +114%
CGSM Capital GRP Fixed Incm ETF T 3.0% Added +26%
VTI Vanguard Index FDS 2.6% New
JMUB J P Morgan Exchange Traded F 2.4% Held
AAPL Apple Inc. 1.6% Trimmed −11%What changed
Biggest moves since Mar 31, 2026
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