Boulay Financial Advisors
$1.1B 13F equity value
6 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Boulay Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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