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The Analysis of Boulder Wealth Advisors, LLC's Holdings & P&L

Currently, Boulder Wealth Advisors, LLC holds 32 types of securities in its portfolio with a total value $250.5M. In the most recent quarter, they have increased their positions in N/A (+66.8K shares, valued at $20.7M), ICSH (+221.3K shares, valued at $11.2M), JPLD (+153.0K shares, valued at $8.0M); decreased their positions in IVV (-17.5K shares, valued at $11.4M), JCPB (-116.8K shares, valued at $5.5M), ESGU (-21.6K shares, valued at $3.0M); initiated new positions in ICSH (+221.3K shares, valued at $11.2M), VONV (+42.6K shares, valued at $4.0M), COST (+206 shares, valued at $205.3K).

1M P&L

-69.9M-24.15%

3M P&L

-63.0M-22.31%

HY P&L

-61.5M-21.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.0M

96.3%

2Consumer Electronics4.4M

2.2%

3Software - Infrastructure944.8K

0.5%

Top Industries by Stock Count

1N/A17 stocks

65.4%

2Consumer Electronics1 stocks

3.8%

3Software - Infrastructure1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.6M shares1.97%2026-03-312026-05-08

IVV ISHARES TR52.3K shares-25.03%2026-03-312026-05-08

QUAL ISHARES TR150.7K shares2.58%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T550.3K shares12.73%2026-03-312026-05-08

IWF ISHARES TR54.8K shares-9.77%2026-03-312026-05-08

BROADCOM INC BROADCOM INC73.8K shares943.60%2026-03-312026-05-08

ICSH ISHARES TR221.3K sharesnew addition2026-03-312026-05-08

JPLD J P MORGAN EXCHANGE TRADED F189.3K shares422.20%2026-03-312026-05-08

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JMST J P MORGAN EXCHANGE TRADED F192.5K shares134.23%2026-03-312026-05-08

CGMU CAPITAL GRP FIXED INCM ETF T340.2K shares-1.45%2026-03-312026-05-08

CGSM CAPITAL GRP FIXED INCM ETF T250.8K shares204.06%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F130.1K shares-15.14%2026-03-312026-05-08

AAPL APPLE INC17.3K shares130.39%2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS42.6K sharesnew addition2026-03-312026-05-08

SPYG SPDR SERIES TRUST33.3K shares-24.60%2026-03-312026-05-08

ESGU ISHARES TR13.7K shares-61.22%2026-03-312026-05-08

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-11.56%2026-03-312026-05-08

MSFT MICROSOFT CORP2.6K shares-5.41%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.9K shares0.00%2026-03-312026-05-08

NVDA NVIDIA CORPORATION3.1K shares-9.21%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.8K shares1.68%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T787 shares0.00%2026-03-312026-05-08

NEAR ISHARES U S ETF TR9.8K shares-5.67%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS513 shares0.00%2026-03-312026-05-08

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AMZN AMAZON COM INC1.4K shares-16.81%2026-03-312026-05-08

SPYM SPDR SERIES TRUST3.5K shares-0.11%2026-03-312026-05-08

XEL XCEL ENERGY INC3.3K shares0.00%2026-03-312026-05-08

TSLA TESLA INC656 shares8.43%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO820 shares5.94%2026-03-312026-05-08

META META PLATFORMS INC397 shares-6.15%2026-03-312026-05-08

JCPB J P MORGAN EXCHANGE TRADED F4.8K shares-96.04%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION206 sharesnew addition2026-03-312026-05-08

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SCHB

SCHWAB STRATEGIC TR

1.97%

Shares1.6M

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-25.03%

Shares52.3K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

2.58%

Shares150.7K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

12.73%

Shares550.3K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-9.77%

Shares54.8K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

943.60%

Shares73.8K

Event2026-03-31

Filed2026-05-08

ICSH

ISHARES TR

New

Shares221.3K

Event2026-03-31

Filed2026-05-08

JPLD

J P MORGAN EXCHANGE TRADED F

422.20%

Shares189.3K

Event2026-03-31

Filed2026-05-08

JMST

J P MORGAN EXCHANGE TRADED F

134.23%

Shares192.5K

Event2026-03-31

Filed2026-05-08

CGMU

CAPITAL GRP FIXED INCM ETF T

-1.45%

Shares340.2K

Event2026-03-31

Filed2026-05-08

CGSM

CAPITAL GRP FIXED INCM ETF T

204.06%

Shares250.8K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

-15.14%

Shares130.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

130.39%

Shares17.3K

Event2026-03-31

Filed2026-05-08

VONV

VANGUARD SCOTTSDALE FDS

New

Shares42.6K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

-24.60%

Shares33.3K

Event2026-03-31

Filed2026-05-08

ESGU

ISHARES TR

-61.22%

Shares13.7K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-11.56%

Shares3.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-5.41%

Shares2.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-9.21%

Shares3.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

1.68%

Shares1.8K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares787

Event2026-03-31

Filed2026-05-08

NEAR

ISHARES U S ETF TR

-5.67%

Shares9.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares513

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-16.81%

Shares1.4K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

-0.11%

Shares3.5K

Event2026-03-31

Filed2026-05-08

XEL

XCEL ENERGY INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

8.43%

Shares656

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

5.94%

Shares820

Event2026-03-31

Filed2026-05-08