Boulay Financial Advisors as of Dec. 31, 2025
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 5 positions in its portfolio as reported in the December 2025 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) | 29.2 | $248M | 9.1M | 27.21 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 26.0 | $221M | 2.1M | 103.56 | |
| Ishares Tr rus200 grw idx (IWY) | 19.2 | $163M | 589k | 276.94 | |
| Sch Fnd Intl Lg Etf (FNDF) | 13.1 | $111M | 2.5M | 45.21 | |
| Kelly Strategic Etf Trust (RUNN) | 12.6 | $107M | 3.2M | 33.34 |
