13F Filings History of Boulder Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$236,594,190
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Boulder, CO
Summary
This page shows a list of all the recent 13F filings made by Boulder Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boulder Wealth Advisors, LLC reported 40 stock holdings with total value $236,594,190 as of Q4 2025. Top holdings included IVV, SCHB, QUAL, IWF, and PRF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 40 $236,594,190 +$31,838,296 -$14,441,851 +$17,396,445 IVV, SCHB, QUAL, IWF, PRF 13F-HR 05 Feb 2026, 11:21
Q3 2025 28 $215,083,574 +$36,907,645 -$21,951,721 +$14,955,924 IVV, SCHB, IWF, QUAL, PRF 13F-HR 13 Nov 2025, 17:18
Q1 2025 26 $171,820,990 +$11,788,897 -$25,455,232 -$13,666,335 SCHB, IVV, QUAL, IWF, PRF 13F-HR 28 Apr 2025, 17:04
Q4 2024 27 $194,029,859 +$31,790,273 -$2,024,951 +$29,765,322 SCHB, IVV, IWF, QUAL, ESGU 13F-HR 06 Feb 2025, 14:44
Q3 2024 27 $184,009,035 +$18,990,876 -$14,120,851 +$4,870,025 SCHB, IVV, QUAL, ESGU, IWF 13F-HR 03 Dec 2024, 10:55
Q2 2024 24 $171,411,037 +$5,189,724 -$150,168 +$5,039,556 SCHB, IVV, IWF, ESGU, QUAL 13F-HR 03 Dec 2024, 11:05
Q1 2024 23 $161,470,305 $0 $0 $0 SCHB, IVV, IWF, ESGU, QUAL 13F-HR 03 Dec 2024, 11:02
Q4 2022 117 $111,749,000 $0 $0 $0 IVV, SCHB, VYM, ESGU, SPYG 13F-HR 21 Feb 2023, 10:22