Boulder Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Boulder, CO
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$250,871
Net value change ($000)
+14,276 (6.0%)
New positions
3
Sold out positions
9
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 20,404 833.2%
ICSH 11,205 NEW
JPLD 7,981 420.7%
JMST 5,628 134.4%
CGSM 4,418 203.3%
VONV 3,992 NEW
PRF 3,253 14.2%
AAPL 2,347 115.0%
COST 205 NEW
XEL 18 7.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -13,623 -28.5%
CGGR -6,399 -100.0%
JCPB -5,533 -96.1%
IWF -5,381 -18.7%
ESGU -3,316 -63.2%
CGHM -3,108 -100.0%
JTEK -1,663 -100.0%
SPYG -1,454 -30.8%
JMUB -1,239 -16.0%
SCHB -1,009 -2.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 340 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type