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Boulder Wealth Advisors, LLC
RIA/Wealth
Boulder Wealth Advisors, LLC is a RIA/Wealth based in Boulder, CO led by Gary Ross Shirman, reporting $291.0M in AUM as of Q3 2025 with 96% ETF concentration, 93% concentrated in top 10 holdings, and 21% allocation to IVV.
Managing PartnerGary Ross Shirman
- Portfolio Value
- $215.1M
- Positions
- 28
- Top Holding
- IVV at 21.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Boulder Wealth Advisors, LLC's portfolio (92.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $46.2M | 21.48% | +$14.2M Bought | — 69.0K shares | |
ETF ETF | $40.4M | 18.80% | +$311.7K Bought | — 1.6M shares | |
ETF ETF | $28.6M | 13.31% | +$240.8K Bought | — 61.1K shares | |
ETF ETF | $28.3M | 13.16% | +$2.2M Bought | — 145.5K shares | |
ETF ETF | $20.8M | 9.67% | -$3.4M Sold | — 460.1K shares | |
ETF ETF | $9.4M | 4.35% | +$9.4M New | — 185.6K shares | |
ETF ETF | $8.2M | 3.81% | +$8.2M New | — 156.2K shares | |
ETF ETF | $8.1M | 3.78% | -$199.3K Sold | — 159.3K shares | |
ETF ETF | $5.0M | 2.31% | +$303.9K Bought | — 34.1K shares | |
ETF ETF | $4.4M | 2.03% | +$24.0K Bought | — 41.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Boulder Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+44.42% | |
+33.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-90.92% | |
-84.63% | |
-80.63% | |
-41.02% | |
-23.11% |
Analytics
Portfolio insights and performance metrics for Boulder Wealth Advisors, LLC
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