Boulder Wealth Advisors, LLC holds a concentrated book of 35 stocks worth $274.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Broadcom Inc. Their largest long position is Schwab US Broad Market ETF at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boulder Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 49 / 35 | $476.8B |
| JPMORGAN CHASE & CO | 49 / 35 | $432.3B |
| ROYAL BANK OF CANADA | 49 / 35 | $133.7B |
| WELLS FARGO & COMPANY/MN | 49 / 35 | $125.8B |
| UBS Group AG | 49 / 35 | $119.3B |
| LPL Financial LLC | 49 / 35 | $86.6B |
| ENVESTNET ASSET MANAGEMENT INC | 49 / 35 | $76.8B |
| JONES FINANCIAL COMPANIES LLLP | 49 / 35 | $63.1B |
Ranked by how many of Boulder Wealth Advisors, LLC's top 35 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $47.5M | 1.64M | 17.3% | ▲+1.5% Added · +24K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $39.9M | 53.3K | 14.5% | ▲+1.8% Added · +930 sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $33.9M | 154.6K | 12.4% | ▲+2.6% Added · +4K sh | |
| 4 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $30.5M | 565.2K | 11.1% | ▲+2.7% Added · +15K sh | |
| 5 | Ishares TR RUS 1000 GRW ETF | $27.6M | 222.4K | 10.1% | ▲+306% Added · +168K sh | |
| 6 | Broadcom Inc COM | $26.1M | 69.0K | 9.5% | ▼−6.5% Reduced · −5K sh | |
| 7 | Capital Grp Fixed Incm ETF T MUN INM ETF | $10.4M | 377.9K | 3.8% | ▲+11% Added · +38K sh | |
| 8 | Vanguard Scottsdale FDS VNG RUS1000VAL | $9.7M | 91.3K | 3.5% | ▲+114% Added · +49K sh | |
| 9 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $8.3M | 316.3K | 3.0% | ▲+26% Added · +66K sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $7.0M | 19.0K | 2.6% | ▲New New position | |
| 11 | J P Morgan Exchange Traded F MUNICIPAL ETF | $6.6M | 130.6K | 2.4% | ▲+0.4% Added · +484 sh | |
| 12 | Apple Inc COM | $4.4M | 15.3K | 1.6% | ▼−11% Reduced · −2K sh | |
| 13 | SPDR Series Trust ST STR P500GRW | $4.1M | 34.8K | 1.5% | ▲+4.5% Added · +2K sh | |
| 14 | SPDR Series Trust ST STR P500ETF | $2.4M | 27.2K | 0.9% | ▲+682% Added · +24K sh | |
| 15 | Capital Grp Fixed Incm ETF T MUN HIGH ETF | $2.3M | 87.1K | 0.8% | ▲New New position | |
| 16 | Ishares TR ESG AWR MSCI USA | $2.2M | 13.7K | 0.8% | —Held | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.6K | 0.7% | ▼−5.9% Reduced · −223 sh | |
| 18 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.6M | 30.5K | 0.6% | ▼−84% Reduced · −162K sh | |
| 19 | Vanguard Index FDS GROWTH ETF | $1.4M | 16.8K | 0.5% | ▲New New position | |
| 20 | Microsoft Corp COM | $973K | 2.6K | 0.4% | ▲+2.2% Added · +56 sh | |
| 21 | Alphabet Inc CAP STK CL A | $691K | 1.9K | 0.3% | —Held | |
| 22 | Alphabet Inc CAP STK CL C | $654K | 1.9K | 0.2% | ▲+2.0% Added · +36 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $588K | 787 | 0.2% | —Held | |
| 24 | Nvidia Corporation COM | $554K | 2.8K | 0.2% | ▼−11% Reduced · −358 sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $352K | 513 | 0.1% | —Held | |
| 26 | Dell Technologies Inc CL C | $302K | 701 | 0.1% | ▲New New position | |
| 27 | Pimco ETF TR SHTRM MUN BD ACT | $294K | 5.8K | 0.1% | ▲New New position | |
| 28 | JPMorgan Chase & Co COM | $279K | 854 | 0.1% | ▲+4.1% Added · +34 sh | |
| 29 | Amazon Com Inc COM | $276K | 1.2K | 0.1% | ▼−17% Reduced · −235 sh | |
| 30 | Ast Spacemobile Inc COM CL A | $264K | 3.0K | 0.1% | ▲New New position | |
| 31 | Tesla Inc COM | $263K | 625 | 0.1% | ▼−4.7% Reduced · −31 sh | |
| 32 | Xcel Energy Inc COM | $263K | 3.3K | 0.1% | —Held | |
| 33 | Schwab Strategic TR US DIVIDEND EQ | $232K | 7.3K | 0.1% | ▲New New position | |
| 34 | Meta Platforms Inc CL A | $209K | 371 | 0.1% | ▼−6.5% Reduced · −26 sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $207K | 281 | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1874080/holdings"
Use Arkolith to show Boulder Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 35 | $274.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 33 | $250.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 42 | $236.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 28 | $215.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 26 | $171.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 27 | $194.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Dec 3, 2024 | 24 | $171.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Dec 3, 2024 | 23 | $161.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.