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.
Filing history
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