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Boulder Wealth Advisors, LLC

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13F filer, CIK 1874080, BOULDER, CO

Boulder Wealth Advisors, LLC reported $236,594,547 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05. Its ten largest share positions make up 86.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-26-000010

Period
2025-12-31
Reported value
$237M
Holdings
38
Top 10 weight
86.58%
New
11
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CGMUnew+345,208$9.45M
CGGRnew+143,890$6.4M
JCPBadded+92,215$4.37M
CGHMnew+121,969$3.11M
CGSMnew+82,484$2.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JPLDreduced-119,948-$6.28M
JMSTreduced-77,143-$3.93M
ICSHexited-40,709-$2.07M
JMUBreduced-32,191-$1.63M
NEARreduced-4,823-$246K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001986152-26-000010, largest first. % of portfolio is the value over $236,594,547, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,409 shares; 2024Q4: 46,914 shares; 2025Q1: 47,794 shares; 2025Q2: not loaded; 2025Q3: 69,022 shares; 2025Q4: 69,786 shares 69,786$47.8M20.2%+764Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,586,333 shares 1,586,333$41.6M17.59%+13,592Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,121 shares; 2024Q4: 131,215 shares; 2025Q1: 134,051 shares; 2025Q2: not loaded; 2025Q3: 145,520 shares; 2025Q4: 146,896 shares 146,896$29.2M12.33%+1,376Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,175 shares; 2024Q4: 61,014 shares; 2025Q1: 60,603 shares; 2025Q2: not loaded; 2025Q3: 61,117 shares; 2025Q4: 60,756 shares 60,756$28.8M12.15%-361Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,805 shares; 2024Q4: 469,184 shares; 2025Q1: 534,386 shares; 2025Q2: not loaded; 2025Q3: 460,109 shares; 2025Q4: 488,182 shares 488,182$22.9M9.68%+28,073Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 345,208 shares 345,208$9.45M3.99%newTimeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 185,556 shares; 2025Q4: 153,365 shares 153,365$7.74M3.27%-32,191Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 143,890 shares 143,890$6.4M2.7%newTimeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,599 shares; 2024Q4: 184,703 shares; 2025Q1: 191,512 shares; 2025Q2: not loaded; 2025Q3: 29,435 shares; 2025Q4: 121,650 shares 121,650$5.76M2.43%+92,215Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,341 shares; 2024Q4: 175,552 shares; 2025Q1: 32,056 shares; 2025Q2: not loaded; 2025Q3: 34,143 shares; 2025Q4: 35,227 shares 35,227$5.25M2.22%+1,084Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,952 shares; 2024Q4: 40,328 shares; 2025Q1: 41,549 shares; 2025Q2: not loaded; 2025Q3: 41,779 shares; 2025Q4: 44,216 shares 44,216$4.72M1.99%+2,437Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,672 shares; 2024Q4: 110,897 shares; 2025Q1: 163,246 shares; 2025Q2: not loaded; 2025Q3: 159,342 shares; 2025Q4: 82,199 shares 82,199$4.19M1.77%-77,143Timeline
CGHMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 121,969 shares 121,969$3.11M1.31%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,743 shares; 2025Q1: 5,810 shares; 2025Q2: not loaded; 2025Q3: 6,831 shares; 2025Q4: 7,075 shares 7,075$2.45M1.03%+244Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 82,484 shares 82,484$2.17M0.92%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,842 shares; 2025Q1: 3,962 shares; 2025Q2: not loaded; 2025Q3: 4,299 shares; 2025Q4: 4,290 shares 4,290$2.16M0.91%-9Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,504 shares; 2025Q1: 6,722 shares; 2025Q2: not loaded; 2025Q3: 6,131 shares; 2025Q4: 7,503 shares 7,503$2.04M0.86%+1,372Timeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 156,194 shares; 2025Q4: 36,246 shares 36,246$1.9M0.8%-119,948Timeline
JTEKJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 18,460 shares 18,460$1.66M0.7%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,705 shares; 2025Q1: 2,739 shares; 2025Q2: not loaded; 2025Q3: 2,624 shares; 2025Q4: 2,698 shares 2,698$1.3M0.55%+74Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 6,078 shares; 2025Q1: 6,351 shares; 2025Q2: not loaded; 2025Q3: 3,746 shares; 2025Q4: 3,443 shares 3,443$642K0.27%-303Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 1,471 shares; 2025Q2: not loaded; 2025Q3: 1,391 shares; 2025Q4: 1,933 shares 1,933$605K0.26%+542Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,997 shares; 2025Q1: 1,843 shares; 2025Q2: not loaded; 2025Q3: 1,417 shares; 2025Q4: 1,784 shares 1,784$560K0.24%+367Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: not loaded; 2025Q3: 787 shares; 2025Q4: 787 shares 787$536K0.23%0Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,184 shares; 2025Q4: 10,361 shares 10,361$529K0.22%-4,823Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,492 shares 9,492$479K0.2%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,533 shares; 2025Q1: 1,559 shares; 2025Q2: not loaded; 2025Q3: 1,726 shares; 2025Q4: 1,672 shares 1,672$386K0.16%-54Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,496 shares; 2025Q2: not loaded; 2025Q3: 2,496 shares; 2025Q4: 2,496 shares 2,496$352K0.15%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: not loaded; 2025Q3: 544 shares; 2025Q4: 513 shares 513$322K0.14%-31Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 408 shares; 2025Q1: 463 shares; 2025Q2: not loaded; 2025Q3: 523 shares; 2025Q4: 513 shares 513$315K0.13%-10Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: not loaded; 2025Q3: 3,673 shares; 2025Q4: 3,486 shares 3,486$280K0.12%-187Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 741 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 423 shares 423$279K0.12%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 630 shares; 2025Q4: 605 shares 605$272K0.11%-25Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 774 shares 774$249K0.11%newTimeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270$242K0.1%0Timeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 31 shares 31$626<0.01%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 58 shares 58$612<0.01%newTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 100 shares 100$46<0.01%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ICSHISHARES TR40,709$2.07Mshares

How Q4 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 0001986152-26-000010 base2026-02-05acceptance time not in the bulk data set