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Filers›Family Office›Boulder Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Boulder Wealth Advisors, LLC

Boulder Wealth's family office based in Stamford, CT — $251M in tracked AUM across 33 positions as of Q1 2026.

BW
Boulder Wealth·Stamford, CT·Family Office
CIK 0001874080 · last filed Mar 31, 2026
Total AUM
$251M
▲ 4.7%
vs prior
Holdings
33
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Financials
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive 13F Filing Analysis: Boulder Wealth Advisors, LLC
1. Portfolio Overview

Boulder Wealth Advisors, LLC manages a concentrated portfolio valued at approximately $93.37 million as of the reporting period September 30, 2025. This represents a growth of +11.7% (or $9.77 million) from the previous quarter's value of $83.60 million. The portfolio is highly streamlined, consisting of only 18 holdings, which indicates a preference for a focused investment strategy rather th...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$41M1.6M16.2%
02
IVV
ISHARES TR
$34M52K13.6%
03
QUAL
ISHARES TR
$29M151K11.5%
04
PRF
INVESCO EXCHANGE TRADED FD T
$26M550K10.4%
05
IWF
ISHARES TR
$23M55K9.3%
06
AVGO
BROADCOM INC
$23M74K9.1%
07
ICSH
ISHARES TR
$11M221K4.5%
08
JPLD
J P MORGAN EXCHANGE TRADED F
$10M189K3.9%
09
JMST
J P MORGAN EXCHANGE TRADED F
$10M193K3.9%
10
CGMU
CAPITAL GRP FIXED INCM ETF T
$9M340K3.7%

Filing history

Filing history loading…
AI Agent · grounded in Boulder
haiku-4-5 · 33 positions indexed
Sector mix
  • Financials36%
  • Cons. Disc.6%
  • Communications5%
  • Industrials10%
  • Energy21%
  • Other22%
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