Titelia

Holdings of Boulder Wealth Advisors, LLC

31 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 88.6 % of the equity sleeve

Sector breakdown

  • Funds 26.0 %
  • Technology 11.8 %
  • Financials 0.8 %
  • Communication 0.5 %
  • Consumer discretionary 0.2 %
  • Utilities 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 60.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US31244M $100.00 %

Positions

RankCompanySharesValueWeight
1Schwab US Broad Market ETF 1,617,55540.6M $
2iShares Core S&P 500 ETF 52,32134.2M $
3iShares Trust 150,68128.9M $
4Invesco RAFI US 1000 ETF 550,34326.2M $
5iShares Russell 1000 Growth ETF 54,82023.4M $
6Broadcom Inc 73,83522.9M $
7iShares Ultra Short Duration B 221,34611.2M $
8JPMorgan Limited Duration Bond ETF 189,2789.9M $
9JPMorgan Ultra-Short Municipal Income ETF 192,5369.8M $
10CAPITAL GROUP MUNICIPAL INCOME ETF 340,1889.2M $
11CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 250,8016.6M $
12Apple Inc 17,2864.4M $
13VANGUARD SCOTTSDALE FUNDS 42,5884M $
14SPDR Series Trust 33,3393.3M $
15iShares ESG Aware MSCI USA ETF 13,6611.9M $
16Berkshire Hathaway Inc 3,7941.8M $
17Microsoft Corp 2,552944.8K $
18Alphabet Inc 1,933555.9K $
19NVIDIA Corp 3,126545.2K $
20Alphabet Inc 1,814520.5K $
21State Street SPDR S&P 500 ETF Trust 787511.6K $
22ISHARES U S ETF TR 9,774496.9K $
23Vanguard S&P 500 ETF 513306.5K $
24Amazon.com Inc 1,391289.7K $
25SPDR Series Trust 3,482266.5K $
26Xcel Energy Inc 3,270259.8K $
27Tesla Inc 656243.9K $
28JPMorgan Chase & Co 820241.3K $
29Meta Platforms Inc 397227.2K $
30Jpmorgan Core Plus Bond Etf 4,817226.8K $
31Costco Wholesale Corp 206205.3K $