Loading…
CIK 0001874080 • 5 13F filings • Apr 28, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("boulder-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $605K | 0.3%Prev: 0.2% | 1,933 SH | Increased+542 SH |
| ALPHABET INC | CAP STK CL C | $560K | 0.2%Prev: 0.2% | 1,784 SH | Increased+367 SH |
| AMAZON COM INC | COM | $386K | 0.2%Prev: 0.2% | 1,672 SH | Increased-54 SH |
| APPLE INC | COM | $2.0M | 0.9%Prev: 0.7% | 7,503 SH | Increased+1,372 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 0.9%Prev: 1.0% | 4,290 SH | Decreased-9 SH |
| BROADCOM INC | COM | $2.4M | 1.0%Prev: 1.0% | 7,075 SH | Increased+244 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.4M | 2.7% | 143,890 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | $3.1M | 1.3% | 121,969 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $9.5M | 4.0% | 345,208 SH | New |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $2.2M | 0.9% | 82,484 SH | New |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $46 | 0.0% | 100 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $22.9M | 9.7%Prev: 9.7% | 488,182 SH | Increased+28,073 SH |
| INVESCO QQQ TR | UNIT SER 1 | $315K | 0.1%Prev: 0.1% | 513 SH | Increased-10 SH |
| ISHARES TR | CORE S&P500 ETF | $47.8M | 20.2%Prev: 21.5% | 69,786 SH | Increased+764 SH |
| ISHARES TR | ESG AWR MSCI USA | $5.2M | 2.2%Prev: 2.3% | 35,227 SH | Increased+1,084 SH |
| ISHARES TR | MSCI USA QLT FCT | $29.2M | 12.3%Prev: 13.2% | 146,896 SH | Increased+1,376 SH |
| ISHARES TR | RUS 1000 GRW ETF | $28.8M | 12.2%Prev: 13.3% | 60,756 SH | Increased-361 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $529K | 0.2%Prev: 0.4% | 10,361 SH | Decreased-4,823 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $5.8M | 2.4%Prev: 0.7% | 121,650 SH | Increased+92,215 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $1.9M | 0.8%Prev: 3.8% | 36,246 SH | Decreased-119,948 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $7.7M | 3.3%Prev: 4.4% | 153,365 SH | Decreased-32,191 SH |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $1.7M | 0.7% | 18,460 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $4.2M | 1.8%Prev: 3.8% | 82,199 SH | Decreased-77,143 SH |
| JPMORGAN CHASE & CO. | COM | $249K | 0.1% | 774 SH | New |
| META PLATFORMS INC | CL A | $279K | 0.1% | 423 SH | New |
| MICROSOFT CORP | COM | $1.3M | 0.6%Prev: 0.6% | 2,698 SH | Decreased+74 SH |
| NVIDIA CORPORATION | COM | $642K | 0.3%Prev: 0.3% | 3,443 SH | Decreased-303 SH |
| PFIZER INC | COM | $612 | 0.0% | 58 SH | New |
| PIMCO ETF TR | SHTRM MUN BD ACT | $479K | 0.2% | 9,492 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $41.6M | 17.6%Prev: 18.8% | 1,586,333 SH | Increased+13,592 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $536K | 0.2%Prev: 0.2% | 787 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $5.0M | 2.1% | 47,702 SH | New |
| TESLA INC | COM | $272K | 0.1%Prev: 0.1% | 605 SH | Decreased-25 SH |
| UNITED STS OIL FD LP | UNITS | $626 | 0.0% | 31 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $322K | 0.1%Prev: 0.2% | 513 SH | Decreased-31 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $352K | 0.1%Prev: 0.2% | 2,496 SH | Increased |
| XCEL ENERGY INC | COM | $242K | 0.1%Prev: 0.1% | 3,270 SH | Decreased |
| 13F-HR |
| 0001986152-26-000115 |
| $274.3M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000077 | $250.5M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001986152-25-000036 | $171.8M | View |