Boulay Financial Advisors

Latest statistics and disclosures from Boulay Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are FNDX, MOAT, IWY, FNDF, XCEM, and represent 90.52% of Boulay Financial Advisors's stock portfolio.
  • Added to shares of these 4 stocks: FNDA (+$102M), MOAT (+$7.0M), FNDX (+$5.5M), IWY.
  • Started 1 new stock position in FNDA.
  • Reduced shares in these 2 stocks: XCEM (-$18M), FNDF.
  • Boulay Financial Advisors was a net buyer of stock by $95M.
  • Boulay Financial Advisors has $1.1B in assets under management (AUM), dropping by 23.96%.
  • Central Index Key (CIK): 0002056342

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Portfolio Holdings for Boulay Financial Advisors

Boulay Financial Advisors holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 28.1 $303M 9.7M 31.10
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Vaneck Vectors Etf Tr morningstar wide (MOAT) 22.0 $238M +3% 2.3M 103.96
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Ishares Tr rus200 grw idx (IWY) 16.6 $179M 617k 290.62
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Sch Fnd Intl Lg Etf (FNDF) 12.9 $140M -2% 2.6M 52.76
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Columbia Etf Tr Ii Em Core Ex etf (XCEM) 10.9 $118M -13% 2.2M 52.88
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 9.5 $102M NEW 2.7M 38.06
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Past Filings by Boulay Financial Advisors

SEC 13F filings are viewable for Boulay Financial Advisors going back to 2025