Boulder Wealth Advisors
Boulder Wealth Advisors reported 35 stocks worth $274M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SCHB (17.3%), IVV (14.5%) and QUAL (12.4%). Compared with Q1 2026, the fund opened new positions in VTI, CGHM and VUG, added to SCHB, IVV and QUAL, trimmed AVGO, AAPL and BRK.B and sold out of ICSH, JPLD and NEAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHB Schwab US Broad Market ETF | $47.5M | 17.3% | 1.6M | +24K (+1%) | 7 of 7 | |
| 2 |  IVV Ishares TR | $39.9M | 14.5% | 53K | +930 (+2%) | 7 of 7 | |
| 3 |  QUAL Ishares TR | $33.9M | 12.4% | 155K | +3,901 (+3%) | 7 of 7 | |
| 4 |  PRF Invesco Exchange Traded FD T | $30.5M | 11.1% | 565K | +15K (+3%) | 7 of 7 | |
| 5 |  IWF Ishares TR | $27.6M | 10.1% | 222K | +168K (+306%) | 7 of 7 | |
| 6 |  AVGO Broadcom Inc | $26.1M | 9.5% | 69K | −4,805 (−7%) | 7 of 7 | |
| 7 |  CGMU Capital Grp Fixed Incm ETF T | $10.4M | 3.8% | 378K | +38K (+11%) | 3 of 7 | |
| 8 |  VONV Vanguard Russell 1000 Value ETF | $9.7M | 3.5% | 91K | +49K (+114%) | 2 of 7 | |
| 9 |  CGSM Capital Grp Fixed Incm ETF T | $8.3M | 3.0% | 316K | +66K (+26%) | 3 of 7 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $7M | 2.6% | 19K | New position | 1 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Boulder Wealth Advisors 13F FAQ
What does Boulder Wealth Advisors own?
Boulder Wealth Advisors reported 35 stocks worth $274M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SCHB (17.3%), IVV (14.5%) and QUAL (12.4%). The table above lists every position in the filing (the top 10 without an account).
What did Boulder Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 14 added to, 8 trimmed and 5 sold out. New positions include VTI, CGHM and VUG. It sold all of ICSH, JPLD and NEAR.
When will Boulder Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Boulder Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $274M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.