Long-term investor
Boulder Wealth Advisors, LLC @boulderwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001874080).
Record
- Tracked since 2025-03-31 (548 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +3.7% · 1 year +3.5% · all +3.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524102 · 17.3% · long · since 2025-03-31
- 464287200 · 14.5% · long · since 2025-03-31
- 46432F339 · 12.4% · long · since 2025-03-31
- 46137V613 · 11.1% · long · since 2025-03-31
- 464287614 · 10.1% · long · since 2025-03-31
- AVGO · 9.5% · long · since 2025-03-31
- 14020Y201 · 3.8% · long · since 2025-12-31
- 92206C714 · 3.5% · long · since 2026-03-31
- 14020Y607 · 3.0% · long · since 2025-12-31
- 922908769 · 2.6% · long · since 2026-06-30
- 46641Q647 · 2.4% · long · since 2025-09-30
- AAPL · 1.6% · long · since 2025-03-31