Boulder Wealth Advisors, LLC - Portfolio overview

Boulder Wealth Advisors, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 16.14%
2. IVV - ISHARES TR, 13.59%
3. QUAL - ISHARES TR, 11.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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