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Boulder Wealth Advisors, LLC

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13F filer, CIK 1874080, BOULDER, CO

Boulder Wealth Advisors, LLC reported $215,083,574 across 28 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 92.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-25-000110

Period
2025-09-30
Reported value
$215M
Holdings
28
Top 10 weight
92.71%
New
Sold out

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001986152-25-000110, largest first. % of portfolio is the value over $215,083,574, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,409 shares; 2024Q4: 46,914 shares; 2025Q1: 47,794 shares; 2025Q2: not loaded; 2025Q3: 69,022 shares 69,022$46.2M21.48%Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,321 shares; 2024Q4: 1,525,273 shares; 2025Q1: 1,560,616 shares; 2025Q2: not loaded; 2025Q3: 1,572,741 shares 1,572,741$40.4M18.8%Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,175 shares; 2024Q4: 61,014 shares; 2025Q1: 60,603 shares; 2025Q2: not loaded; 2025Q3: 61,117 shares 61,117$28.6M13.31%Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,121 shares; 2024Q4: 131,215 shares; 2025Q1: 134,051 shares; 2025Q2: not loaded; 2025Q3: 145,520 shares 145,520$28.3M13.16%Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,805 shares; 2024Q4: 469,184 shares; 2025Q1: 534,386 shares; 2025Q2: not loaded; 2025Q3: 460,109 shares 460,109$20.8M9.67%Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 185,556 shares 185,556$9.37M4.35%Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 156,194 shares 156,194$8.2M3.81%Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,672 shares; 2024Q4: 110,897 shares; 2025Q1: 163,246 shares; 2025Q2: not loaded; 2025Q3: 159,342 shares 159,342$8.13M3.78%Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,341 shares; 2024Q4: 175,552 shares; 2025Q1: 32,056 shares; 2025Q2: not loaded; 2025Q3: 34,143 shares 34,143$4.97M2.31%Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,952 shares; 2024Q4: 40,328 shares; 2025Q1: 41,549 shares; 2025Q2: not loaded; 2025Q3: 41,779 shares 41,779$4.37M2.03%Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,743 shares; 2025Q1: 5,810 shares; 2025Q2: not loaded; 2025Q3: 6,831 shares 6,831$2.25M1.05%Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,842 shares; 2025Q1: 3,962 shares; 2025Q2: not loaded; 2025Q3: 4,299 shares 4,299$2.16M1%Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,862 shares; 2024Q4: 132,984 shares; 2025Q1: 210,213 shares; 2025Q2: not loaded; 2025Q3: 40,709 shares 40,709$2.07M0.96%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,504 shares; 2025Q1: 6,722 shares; 2025Q2: not loaded; 2025Q3: 6,131 shares 6,131$1.56M0.73%Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,599 shares; 2024Q4: 184,703 shares; 2025Q1: 191,512 shares; 2025Q2: not loaded; 2025Q3: 29,435 shares 29,435$1.4M0.65%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,705 shares; 2025Q1: 2,739 shares; 2025Q2: not loaded; 2025Q3: 2,624 shares 2,624$1.36M0.63%Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,184 shares 15,184$779K0.36%Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 6,078 shares; 2025Q1: 6,351 shares; 2025Q2: not loaded; 2025Q3: 3,746 shares 3,746$699K0.32%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: not loaded; 2025Q3: 787 shares 787$524K0.24%Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,533 shares; 2025Q1: 1,559 shares; 2025Q2: not loaded; 2025Q3: 1,726 shares 1,726$379K0.18%Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,997 shares; 2025Q1: 1,843 shares; 2025Q2: not loaded; 2025Q3: 1,417 shares 1,417$345K0.16%Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,496 shares; 2025Q2: not loaded; 2025Q3: 2,496 shares 2,496$344K0.16%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 1,471 shares; 2025Q2: not loaded; 2025Q3: 1,391 shares 1,391$338K0.16%Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: not loaded; 2025Q3: 544 shares 544$333K0.15%Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 408 shares; 2025Q1: 463 shares; 2025Q2: not loaded; 2025Q3: 523 shares 523$314K0.15%Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: not loaded; 2025Q3: 3,673 shares 3,673$288K0.13%Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 630 shares 630$280K0.13%Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,270 shares 3,270$264K0.12%Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001986152-25-000110 base2025-11-13acceptance time not in the bulk data set