• 13F History

Boulder Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$194M
Signature - Title
Tammi Ellis - 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 27 stock holdings with total value $194M as of Q4 2024. Top holdings included SCHB, IVV, IWF, QUAL, and ESGU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 27 $194M +$31.8M -$2.02M +$29.8M SCHB, IVV, IWF, QUAL, ESGU 13F-HR 2/6/2025, 02:44 PM
Q3 2024 27 $184M +$19M -$14.1M +$4.87M SCHB, IVV, QUAL, ESGU, IWF 13F-HR 12/3/2024, 10:55 AM
Q2 2024 24 $171M +$5.19M -$150K +$5.04M SCHB, IVV, IWF, ESGU, QUAL 13F-HR 12/3/2024, 11:05 AM
Q1 2024 23 $161M $0 $0 SCHB, IVV, IWF, ESGU, QUAL 13F-HR 12/3/2024, 11:02 AM
Q4 2022 117 $112M IVV, SCHB, VYM, ESGU, SPYG 13F-HR 2/21/2023, 09:22 AM