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 100.00% of Boulay Financial Advisors's stock portfolio.
  • Added to shares of these 5 stocks: XCEM (+$105M), FNDF (+$13M), FNDX (+$12M), MOAT (+$8.5M), IWY (+$5.2M).
  • Started 1 new stock position in XCEM.
  • Reduced shares in these 1 stock: RUNN (-$107M).
  • Sold out of its position in RUNN.
  • Boulay Financial Advisors was a net buyer of stock by $37M.
  • Boulay Financial Advisors has $871M in assets under management (AUM), dropping by 2.45%.
  • Central Index Key (CIK): 0002056342

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Positions held by Boulay Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boulay Financial Advisors

Boulay Financial Advisors holds 5 positions in its portfolio as reported in the March 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) 30.6 $267M +4% 9.6M 27.85
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Vaneck Vectors Etf Tr morningstar wide (MOAT) 24.6 $215M +4% 2.2M 96.70
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Ishares Tr rus200 grw idx (IWY) 17.4 $152M +3% 610k 248.84
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Sch Fnd Intl Lg Etf (FNDF) 15.3 $133M +10% 2.7M 48.93
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Columbia Etf Tr Ii Em Core Ex etf (XCEM) 12.1 $105M NEW 2.6M 40.81
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Past Filings by Boulay Financial Advisors

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