Boulder Wealth Advisors, LLC
All 13F Filings
- Location
- Boulder, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 274,294
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 35 | 274,294 | 13F-HR | Boulder Wealth Advisors, LLC |
| Q1 2026 | 5/8/2026 | 33 | 250,871 | 13F-HR | Boulder Wealth Advisors, LLC |
| Q4 2025 | 2/5/2026 | 38 | 236,595 | 13F-HR | Boulder Wealth Advisors, LLC |
| Q3 2025 | 11/13/2025 | 28 | 215,084 | 13F-HR | Boulder Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.02 K | 13.5% | 3.927 K | 0 | 3.927 K |
| ETFs | 237.3 K | 86.5% | 19.84 K | 0 | 19.84 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
274,294
Holdings
35
QoQ value change ($000)
23,423
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.