Boulay Financial Advisors, Llc Portfolio Stock Holdings
Boulay Financial Advisors, Llc disclosed 5 stock positions valued at approximately $871.3 million in its latest SEC 13F filing. The largest holdings include Schwab Strategic TR, VanEck ETF Trust, and Ishares TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 5
- Portfolio Value
- $871.3M
Holdings by Sector
Boulay Financial Advisors, Llc Portfolio Holdings in Q1 2026
5 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Schwab Strategic TR | FNDX | Other | 30.58% | 9,567,867 | +441,607 | +4.84% | $266,465,102 |
| VanEck ETF Trust | MOAT | Other | 24.64% | 2,220,212 | +87,513 | +4.10% | $214,694,509 |
| Ishares TR | IWY | Other | 17.42% | 610,081 | +20,929 | +3.55% | $151,812,565 |
| Schwab Strategic TR | FNDF | Other | 15.30% | 2,725,199 | +263,894 | +10.72% | $133,344,008 |
| Columbia ETF TR II | XCEM | Other | 12.05% | 2,572,904 | +2,572,904 | +100.00% | $105,000,218 |