Boulay Financial Advisors
$1.1B 13F equity value
6 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FNDX | Schwab Strategic TR | 9,744,092 | $303M | 28.1% |
| MOAT | VanEck ETF Trust | 2,287,619 | $238M | 22.0% |
| IWY | Ishares TR | 617,030 | $179M | 16.6% |
| FNDF | Schwab Strategic TR | 2,647,681 | $140M | 12.9% |
| XCEM | Columbia ETF TR II | 2,228,872 | $118M | 10.9% |
| FNDA | Schwab Strategic TR | 2,689,045 | $102M | 9.5% |
Track Boulay Financial Advisors's 13F portfolio: $1.1B in reported holdings, 6 positions. Top holdings and quarterly changes on SentiSense.
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