Sign In
test

Lindsay Marie Rider

Boulder Wealth Advisors, Llc

Assets Managed
$250.871M
Holdings
33
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
6.04%(2Q avg: 8.02%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Boulder Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Boulder Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 250.871M in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 8.02%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.97%
16.19%
$40.601M
1.618M shares@ $25.11 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -25.02%
13.63%
$34.176M
52,321 shares@ $653.21 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.58%
11.53%
$28.902M
150,681 shares@ $191.81 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Increased 12.74%
10.43%
$26.158M
550,343 shares@ $47.54 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -9.77%
9.32%
$23.375M
54,820 shares@ $426.4 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 943.61%
9.11%
$22.853M
73,835 shares@ $309.51 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
New Position
4.47%
$11.205M
221,346 shares@ $50.63 avg price
JPLD
Jpmorgan Ltd Duration Etf
Recent Activity
Increased 422.21%
3.94%
$9.878M
189,278 shares@ $52.2 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 134.24%
3.92%
$9.815M
192,536 shares@ $50.98 avg price
CGMU
Cap Group Municipal Income
Recent Activity
Decreased -1.45%
3.69%
$9.236M
340,188 shares@ $27.15 avg price

1-10 of 33