Boulder Wealth Advisors, LLC

Boulder Wealth Advisors, LLC reported 35 holdings worth US$274M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Boulder Wealth Advisors, LLC reported 35 holdings worth US$274M as of Jun 30, 2026. Largest: Broadcom Inc., Apple Inc and Berkshire Hathaway Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
35
Value as reported
US$274M

The filing in full

CompanySharesValue as reported% of portfolio
Broadcom Inc.69,030US$26.1M9.5%
Apple Inc15,299US$4.43M1.6%
Berkshire Hathaway Inc.3,571US$1.79M0.65%
Alphabet Inc (google) Class C3,762US$1.34M0.49%
Microsoft Corp.2,608US$973K0.35%
Nvidia Corporation2,768US$554K0.20%
Dell Technologies Inc.701US$302K0.11%
Jp Morgan Chase & Co.854US$279K0.10%
Amazon.com, Inc.1,156US$276K0.10%
Ast Spacemobile, Inc.2,968US$264K0.10%
Tesla, Inc.625US$263K0.10%
Xcel Energy Inc.3,270US$263K0.10%
Meta Platforms, Inc.371US$209K0.08%
Costco Wholesale Corporation0US$00.00%

Source

View original at SEC

Related