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Boulay Financial Advisors, LLC

13F filer · CIK 0002056342
Reported Aug 4, 2026
Net seller this quarter
13F portfolio value$1.08BU.S. long equity reported on 13F
Positions10 new · 0 closed
Net flow last quarter-$4.09MBuys minus sells
Top 10 positions weight12.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 20261 positions
FNDFSchwab Strategic Trust$140M12.93%Not reported-2.8%Q4 2025
Q1 2026Reported May 13, 20261 positions
FNDFSchwab Strategic Trust$133M15.30%Not reported+10.7%Q4 2025
Q4 2025Reported Feb 12, 20261 positions
FNDFSchwab Strategic Trust$111M13.08%Not reportedNewQ4 2025
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