Boulder Wealth Advisors, LLC: 13F holdings
CIK 18740802026Q2
| Positions | 35 |
|---|
| Reported value | $274.3m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 35 (+2 vs prior quarter) |
|---|
| Reported value | $274.3m (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHB SCHWAB STRATEGIC TR | 1,641,481 | $47.5m | 17.3% |
| IVV ISHARES TR | 53,251 | $39.9m | 14.5% |
| QUAL ISHARES TR | 154,582 | $33.9m | 12.4% |
| PRF INVESCO EXCHANGE TRADED FD T | 565,247 | $30.5m | 11.1% |
| IWF ISHARES TR | 222,414 | $27.6m | 10.1% |
| AVGO BROADCOM INC | 69,030 | $26.1m | 9.5% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 377,874 | $10.4m | 3.8% |
| VONV VANGUARD SCOTTSDALE FDS | 91,302 | $9.7m | 3.5% |
| CGSM CAPITAL GRP FIXED INCM ETF T | 316,322 | $8.3m | 3.0% |
| VTI VANGUARD INDEX FDS | 18,989 | $7.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1874080")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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