Boulay Financial Advisors, LLC 13F Holdings
CIK 0002056342 · EDEN PRAIRIE, MN
As of Sep 30, 2025, Boulay Financial Advisors, LLC reported 4 positions worth $712.4M in its SEC Form 13F filing.
Top 4 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 8,772,604 | $230.7M | 32.39% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 2,119,374 | $210.1M | 29.48% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 572,205 |