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Boulder Wealth Advisors, LLC

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13F filer, CIK 1874080, BOULDER, CO

Boulder Wealth Advisors, LLC reported $250,533,938 across 33 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 86.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-26-000077

Period
2026-03-31
Reported value
$251M
Holdings
33
Top 10 weight
86.3%
New
4
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOadded+66,760$20.7M
ICSHnew+221,346$11.2M
JPLDadded+153,032$7.99M
JMSTadded+110,337$5.62M
CGSMadded+168,317$4.42M

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
IVVreduced-17,465-$11.4M
CGGRexited-143,890-$6.4M
JCPBreduced-116,833-$5.5M
CGHMexited-121,969-$3.11M
ESGUreduced-21,566-$3.05M

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, Q1 2026

Share positions as resolved from 13F-HR 0001986152-26-000077, largest first. % of portfolio is the value over $250,531,513, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,617,555 shares 1,617,555$40.6M16.21%+31,222Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,321 shares 52,321$34.2M13.64%-17,465Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 150,681 shares 150,681$28.9M11.54%+3,785Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 550,343 shares 550,343$26.2M10.44%+62,161Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,820 shares 54,820$23.4M9.33%-5,936Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,835 shares 73,835$22.9M9.12%+66,760Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,862 shares; 2024Q4: 132,984 shares; 2025Q1: 210,213 shares; 2025Q2: not loaded; 2025Q3: 40,709 shares; 2025Q4: not reported; 2026Q1: 221,346 shares 221,346$11.2M4.47%newTimeline
JPLDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 156,194 shares; 2025Q4: 36,246 shares; 2026Q1: 189,278 shares 189,278$9.88M3.94%+153,032Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 192,536 shares 192,536$9.82M3.92%+110,337Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 345,208 shares; 2026Q1: 340,188 shares 340,188$9.24M3.69%-5,020Timeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 82,484 shares; 2026Q1: 250,801 shares 250,801$6.59M2.63%+168,317Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 185,556 shares; 2025Q4: 153,365 shares; 2026Q1: 130,149 shares 130,149$6.51M2.6%-23,216Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,286 shares 17,286$4.39M1.75%+9,783Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,588 shares 42,588$3.99M1.59%newTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,339 shares 33,339$3.26M1.3%-10,877Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,661 shares 13,661$1.93M0.77%-21,566Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,794 shares 3,794$1.82M0.73%-496Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,552 shares 2,552$945K0.38%-146Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,933 shares 1,933$556K0.22%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,126 shares 3,126$545K0.22%-317Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,814 shares 1,814$520K0.21%+30Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: not loaded; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787$512K0.2%0Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 15,184 shares; 2025Q4: 10,361 shares; 2026Q1: 9,774 shares 9,774$497K0.2%-587Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: not loaded; 2025Q3: 544 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513$307K0.12%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,391 shares 1,391$290K0.12%-281Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: not loaded; 2025Q3: 3,673 shares; 2025Q4: 3,486 shares; 2026Q1: 3,482 shares 3,482$267K0.11%-4Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270$260K0.1%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 630 shares; 2025Q4: 605 shares; 2026Q1: 656 shares 656$244K0.1%+51Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 820 shares 820$241K0.1%+46Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 741 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: 397 shares 397$227K0.09%-26Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,817 shares 4,817$227K0.09%-116,833Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206 shares 206$205K0.08%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
NVIDIA CORPORATIONNVIDIA CORPORATION PUTput700$340Knew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CGGRCAPITAL GROUP GROWTH ETF143,890$6.4Mshares
CGHMCAPITAL GRP FIXED INCM ETF T121,969$3.11Mshares
JTEKJ P MORGAN EXCHANGE TRADED F18,460$1.66Mshares
SMMUPIMCO ETF TR9,492$479Kshares
MGVVANGUARD WORLD FD2,496$352Kshares
QQQINVESCO QQQ TR513$315Kshares
USOUNITED STS OIL FD LP31$626shares
PFEPFIZER INC58$612shares
GRABGRAB HOLDINGS LIMITED100$46shares

How Q1 2026 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 0001986152-26-000077 base2026-05-08acceptance time not in the bulk data set