Boulder Wealth Advisors, LLC reported 14 positions worth $37.02M for the quarter ended Jun 30, 2026, up 11.9% on the prior quarter. It opened 2 new positions, added to 3, trimmed 7 and exited 1. Its largest holding is Broadcom Inc. at 70.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -4,805 | -6.5% | $1.82M | 70.44% |
| AAPL Apple Inc. | -1,987 | -11.5% | $574.97K | 11.96% |
| COST Costco Wholesale Corp | -206 | -100.0% | $205.27K | Exited |
| BRK-B Berkshire Hathaway Inc | -223 | -5.9% | $111.59K | 4.83% |
| NVDA Nvidia Corp | -358 | -11.5% | $71.62K | 1.5% |
| AMZN Amazon Com Inc | -235 | -16.9% | $56.01K | 0.744% |
| META Meta Platforms, Inc. | -26 | -6.5% | $14.65K | 0.565% |
| TSLA Tesla, Inc. | -31 | -4.7% | $13.04K | 0.71% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| COST Costco Wholesale Corp | -206 | $205.27K | 0.62% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 69.0K | $26.08M | 70.44% | -4,805 | -6.5% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 15.3K | $4.43M | 11.96% | -1,987 | -11.5% | Reduced | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,571 | $1.79M | 4.83% | -223 | -5.9% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,608 | $972.90K | 2.63% | +56 | +2.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 1,933 | $690.80K | 1.87% | 0 | 0.0% | Unchanged | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 1,850 | $653.70K | 1.77% | +36 | +2.0% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 2,768 | $553.76K | 1.5% | -358 | -11.5% | Reduced | 0% |
| 8 | DELL Dell Technologies Inc. | Technology | 701 | $302.43K | 0.817% | +701 | – | New | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 854 | $279.44K | 0.755% | +34 | +4.1% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 1,156 | $275.52K | 0.744% | -235 | -16.9% | Reduced | 0% |
| 11 | ASTS AST SpaceMobile, Inc. | Communication Services | 2,968 | $263.74K | 0.712% | +2,968 | – | New | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 625 | $262.88K | 0.71% | -31 | -4.7% | Reduced | 0% |
| 13 | XEL Xcel Energy Inc | Utilities | 3,270 | $262.58K | 0.709% | 0 | 0.0% | Unchanged | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 371 | $208.98K | 0.565% | -26 | -6.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Boulder Wealth Advisors.
As of its Q2 2026 13F filing, Boulder Wealth Advisors, LLC’s five largest positions were Broadcom Inc. (AVGO) at 70.4%, Apple Inc. (AAPL) at 12.0%, Berkshire Hathaway Inc (BRK-B) at 4.8%, Microsoft Corp (MSFT) at 2.6%, Alphabet Inc. (GOOGL) at 1.9% of the reported portfolio.
Boulder Wealth Advisors, LLC reported a 13F portfolio worth $37.02M across 14 positions for Q2 2026. That is up 11.9% from the previous quarter.
Its largest purchases by value were Dell Technologies Inc. ($302.43K), AST SpaceMobile, Inc. ($263.74K), Microsoft Corp ($20.89K). It opened 2 new positions.
Its largest sales by value were Broadcom Inc. ($1.82M), Apple Inc. ($574.97K), Costco Wholesale Corp ($205.27K). It exited 1 positions entirely.
From the Form 13F-HR reports Boulder Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.