Boulder Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 26Value: $171.8MLatest: 2025Q1

Boulder Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 26 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  "AVGO",
  "META",
  "MSFT",
  null,
  "IWF",
  "PANW",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPYG",
  "SPLG",
  "PRF",
  "AMZN",
  "SCHB",
  "MGV",
  "VOO",
  "ESGU",
  "BRK-B",
  "QQQ",
  "GOOG",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 26
Total Value: 171820990
Accession Number: 0001986152-25-000036
Form Type: 13F-HR
CIK: boulder-wealth-advisors
Manager Name: Boulder-Wealth-Advisors

Data Enrichment

88% identified

23 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

26 positions • $171.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524102

SCHB|808524102

Shares:1.6M

Value:$33.6M

% of Portfolio:19.6% ($33.6M/$171.8M)

464287200

IVV|464287200

Shares:47.8K

Value:$26.9M

% of Portfolio:15.6% ($26.9M/$171.8M)

46432F339

QUAL|46432F339

Shares:134.1K

Value:$22.9M

% of Portfolio:13.3% ($22.9M/$171.8M)

464287614

IWF|464287614

Shares:60.6K

Value:$21.9M

% of Portfolio:12.7% ($21.9M/$171.8M)

46137V613

PRF|46137V613

Shares:534.4K

Value:$21.6M

% of Portfolio:12.6% ($21.6M/$171.8M)

46434V878

Shares:210.2K

Value:$10.7M

% of Portfolio:6.2% ($10.7M/$171.8M)

46641Q670

Shares:191.5K

Value:$9.0M

% of Portfolio:5.2% ($9.0M/$171.8M)

46641Q654

Shares:163.2K

Value:$8.3M

% of Portfolio:4.8% ($8.3M/$171.8M)

46435G425

ESGU|46435G425

Shares:32.1K

Value:$3.9M

% of Portfolio:2.3% ($3.9M/$171.8M)

78464A409

SPYG|78464A409

Shares:41.5K

Value:$3.3M

% of Portfolio:1.9% ($3.3M/$171.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$171.8M)

Apple Inc.

AAPL|037833100

Shares:6.7K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$171.8M)

MICROSOFT CORP

MSFT|594918104

Shares:2.7K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$171.8M)

Broadcom Inc.

AVGO|11135F101

Shares:5.8K

Value:$972.7K

% of Portfolio:0.6% ($972.7K/$171.8M)

NVIDIA CORP

NVDA|67066G104

Shares:6.4K

Value:$688.3K

% of Portfolio:0.4% ($688.3K/$171.8M)

81369Y803

XLK|81369Y803

Shares:3.1K

Value:$633.5K

% of Portfolio:0.4% ($633.5K/$171.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:787

Value:$440.1K

% of Portfolio:0.3% ($440.1K/$171.8M)

Meta Platforms, Inc.

META|30303M102

Shares:741

Value:$427.1K

% of Portfolio:0.2% ($427.1K/$171.8M)

921910840

MGV|921910840

Shares:2.5K

Value:$321.6K

% of Portfolio:0.2% ($321.6K/$171.8M)

AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$296.6K

% of Portfolio:0.2% ($296.6K/$171.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHBcusip808524102)	1.6M	QoQ +2.31% (-35.3K) YoY +222.36% (+1.1M)	All Managers (Combined)	$33.6M	19.6% ($33.6M/$171.8M)	QoQ -2.95% (-$1.0M) YoY +13.68% (+$4.0M)
(IVVcusip464287200)	47.8K	QoQ +1.87% (-880) YoY -10.28% (-5.5K)	All Managers (Combined)	$26.9M	15.6% ($26.9M/$171.8M)	QoQ -2.75% (-$761.9K) YoY -4.11% (-$1.2M)
(QUALcusip46432F339)	134.1K	QoQ +2.16% (-2.8K) YoY +29.78% (+30.8K)	All Managers (Combined)	$22.9M	13.3% ($22.9M/$171.8M)	QoQ -1.96% (-$458.8K) YoY +34.94% (+$5.9M)
(IWFcusip464287614)	60.6K	QoQ -0.67% (-411) YoY -22.90% (-18.0K)	All Managers (Combined)	$21.9M	12.7% ($21.9M/$171.8M)	QoQ -10.68% (-$2.6M) YoY -17.40% (-$4.6M)
(PRFcusip46137V613)	534.4K	QoQ +13.89% (+65.2K) YoY +55.53% (+190.8K)	All Managers (Combined)	$21.6M	12.6% ($21.6M/$171.8M)	QoQ +14.09% (+$2.7M) YoY +63.37% (+$8.4M)
(cusip46434V878)✕	210.2K	QoQ +58.07% (+77.2K) YoY NEW(+210.2K)	All Managers (Combined)	$10.7M	6.2% ($10.7M/$171.8M)	QoQ +58.92% (+$4.0M) YoY NEW(+$10.7M)
(cusip46641Q670)✕	191.5K	QoQ +3.68% (+6.8K) YoY +2.95% (+5.5K)	All Managers (Combined)	$9.0M	5.2% ($9.0M/$171.8M)	QoQ +5.86% (+$499.5K) YoY +3.82% (+$331.9K)
(cusip46641Q654)✕	163.2K	QoQ +47.20% (+52.3K) YoY +501.14% (+136.1K)	All Managers (Combined)	$8.3M	4.8% ($8.3M/$171.8M)	QoQ +47.61% (+$2.7M) YoY +502.44% (+$6.9M)
(ESGUcusip46435G425)	32.1K	QoQ -81.73% (-143.5K) YoY -81.09% (-137.5K)	All Managers (Combined)	$3.9M	2.3% ($3.9M/$171.8M)	QoQ -82.71% (-$18.7M) YoY -79.95% (-$15.6M)
(SPYGcusip78464A409)	41.5K	QoQ +3.02% (-1.2K) YoY +26.34% (+8.7K)	All Managers (Combined)	$3.3M	1.9% ($3.3M/$171.8M)	QoQ -5.79% (-$205.5K) YoY +38.81% (+$933.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ +3.12% (+120) YoY +7.95% (+292)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$171.8M)	QoQ +21.16% (+$368.6K) YoY +36.72% (+$566.8K)
Apple Inc.(AAPLcusip037833100)	6.7K	QoQ +3.35% (-218) YoY -0.34% (-23)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$171.8M)	QoQ -8.32% (-$135.6K) YoY +29.09% (-$336.5K)
MICROSOFT CORP(MSFTcusip594918104)	2.7K	QoQ +1.25% (-34) YoY +7.66% (-195)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$171.8M)	QoQ -9.81% (-$111.8K) YoY -3.94% (-$42.2K)
Broadcom Inc.(AVGOcusip11135F101)	5.8K	QoQ +1.16% (-67) YoY +826.63% (+5.2K)	All Managers (Combined)	$972.7K	0.6% ($972.7K/$171.8M)	QoQ -26.94% (-$358.8K) YoY +16.95% (+$141.0K)
NVIDIA CORP(NVDAcusip67066G104)	6.4K	QoQ +4.49% (-273) YoY +960.26% (+5.8K)	All Managers (Combined)	$688.3K	0.4% ($688.3K/$171.8M)	QoQ -15.66% (-$127.9K) YoY +27.17% (+$147.1K)
(XLKcusip81369Y803)	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$633.5K	0.4% ($633.5K/$171.8M)	QoQ -11.19% (-$79.9K) YoY -0.85% (-$5.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	787	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$440.1K	0.3% ($440.1K/$171.8M)	QoQ -4.55% (-$21.0K) YoY +6.94% (+$28.6K)
Meta Platforms, Inc.(METAcusip30303M102)	741	QoQ +3.92% (+28) YoY +9.77% (+66)	All Managers (Combined)	$427.1K	0.2% ($427.1K/$171.8M)	QoQ +2.30% (+$9.6K) YoY +30.30% (+$99.3K)
(MGVcusip921910840)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$321.6K	0.2% ($321.6K/$171.8M)	QoQ +3.14% (+$9.8K) YoY +7.80% (+$23.3K)
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ +1.69% (-26) YoY NEW(+1.6K)	All Managers (Combined)	$296.6K	0.2% ($296.6K/$171.8M)	QoQ -11.80% (-$39.7K) YoY NEW(+$296.6K)