Data as of Q4 2025 (Dec 31, 2025)

Boulder Wealth Advisors, LLC

•CIK: 1874080•Filing: Q4 2025

**Boulder Wealth Advisors, LLC** manages $237M across a diversified portfolio of 38 positions. The strategy exhibits a notable tilt toward broad market exposure, anchored by significant allocations to IVV ($47.8M) and SCHB ($41.6M). Further concentration is evident in sector-specific plays, including QUAL ($29.2M) and IWF ($28.8M). This structure suggests a tactical approach balancing core index exposure with targeted growth themes.

Total AUM
$236.6M
QoQ Performance
+10.0%
Positions
27
Top 10 Concentration
86.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
SCHB
QUAL
IWF
PRF
IVV20.2%
SCHB17.6%
QUAL12.3%
IWF12.2%
PRF9.7%
CGMU4.0%
JMUB3.3%
CGGR2.7%

📈 Biggest Buys

CGMU
CAPITAL GRP FIXED INCM ETF T
NEW
4.0% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
NEW
2.7% of portfolio
JCPB
J P MORGAN EXCHANGE TRADED F
+313.3%
2.4% of portfolio
CGHM
CAPITAL GRP FIXED INCM ETF T
NEW
1.3% of portfolio
CGSM
CAPITAL GRP FIXED INCM ETF T
NEW
0.9% of portfolio

📉 Biggest Sells

JPLD
J P MORGAN EXCHANGE TRADED F
-76.8%
0.8% of portfolio
JMST
J P MORGAN EXCHANGE TRADED F
-48.4%
1.8% of portfolio
JMUB
J P MORGAN EXCHANGE TRADED F
-17.3%
3.3% of portfolio
NEAR
ISHARES U S ETF TR
-31.8%
0.2% of portfolio
IWF
ISHARES TR
-0.6%
12.2% of portfolio

Sector Breakdown

Other74.8%
ETF20.6%
Technology3.3%
Financial1.0%
Consumer0.3%
Healthcare0.0%

🚪 Exited Positionssold since Q3 2025

ICSH
ISHARES TR
SOLD
$2.1M

Changes from Q3 2025

NEW11 new positions
↑12 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

IVV20.2%
ISHARES TR
$47.8M
SCHB17.6%
SCHWAB STRATEGIC TR
$41.6M
QUAL12.3%
ISHARES TR
$29.2M
IWF12.2%
ISHARES TR
$28.8M
PRF9.7%
INVESCO EXCHANGE TRADED FD T
$22.9M

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