Boulder Wealth Advisors, LLC ETF holdings
Boulder, CO
Reported $237.3M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$237.3M
ETFs held
21
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
86.5%
of $274.3M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $47.5M | 1,641,481 | +23,926 shares |
| IVV | iShares Core S&P 500 ETF | $39.9M | 53,251 | +930 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $33.9M | 154,582 | +3,901 shares |
| PRF | Invesco RAFI US 1000 ETF | $30.5M | 565,247 | +14,904 shares |
| IWF | iShares Russell 1000 Growth ETF | $27.6M | 222,414 | +167,594 shares |
| CGMU | Capital Group Municipal Income ETF | $10.4M | 377,874 | +37,686 shares |
| VONV | Vanguard Russell 1000 Value ETF | $9.7M | 91,302 | +48,714 shares |
| CGSM | Capital Group Short Duration Municipal Income ETF | $8.3M | 316,322 | +65,521 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.0M | 18,989 | New position |
| JMUB | JPMorgan Municipal ETF | $6.6M | 130,633 | +484 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001874080. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Boulder Wealth Advisors, LLC own?
Boulder Wealth Advisors, LLC reported 21 ETF positions worth $237.3M in its Form 13F for June 30, 2026. The largest was SCHB, at $47.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.