Institutional Investor · CIK 0001874080
BOULDER WEALTH ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
34
Total Value
$240.37M
Total Shares
3.75M
Latest Filing
Aug 7, 2026
CIK
0001874080
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 1,641,481 | $47.54M | 0.1095% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 53,251 | $39.88M | 0.0046% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 565,247 | $30.54M | 0.3225% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 222,414 | $27.62M | 0.0204% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 69,030 | $26.08M | 0.0015% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 377,874 | $10.38M | 0.1614% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 91,302 | $9.71M | 0.0470% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 316,322 | $8.35M | 0.6952% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 18,989 | $7.03M | 0.0003% | SH | — | View | |
JPMorgan Municipal ETF(JMUB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 130,633 | $6.62M | 0.0766% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-07 | 15,299 | $4.43M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 34,844 | $4.15M | 0.0078% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 27,231 | $2.39M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 87,133 | $2.25M | 0.0693% | SH | — | View | |
iShares ESG Aware MSCI…(ESGU) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-07 | 13,661 | $2.24M | 0.0128% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-07 | 3,571 | $1.79M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 30,531 | $1.56M | 0.0219% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 16,832 | $1.45M | 0.0004% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-07 | 2,608 | $972.90K | 0.0000% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 1,933 | $690.80K | 0.0000% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 1,850 | $653.70K | 0.0000% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 787 | $587.51K | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-07 | 2,768 | $553.76K | 0.0000% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 513 | $352.33K | 0.0000% | SH | — | View |
Dell Technologies Inc.(12DA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-08-07 | 701 | $302.43K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-07 | 5,813 | $293.56K | 0.0255% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-07 | 854 | $279.44K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-07 | 1,156 | $275.52K | 0.0000% | SH | — | View |
AST SpaceMobile, Inc.(ASTS) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-08-07 | 2,968 | $263.74K | 0.0010% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-07 | 625 | $262.88K | 0.0000% | SH | — | View |
Xcel Energy Inc.(XEL) | Utilities | Regulated Electric | 2026-06-30 | 2026-08-07 | 3,270 | $262.58K | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-07 | 7,327 | $232.34K | 0.0003% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-07 | 371 | $208.98K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-07 | 281 | $206.93K | 0.0000% | SH | — | View |
Showing 1 to 34 of 34 results
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