Boulay Financial Advisors, LLC Portfolio Holdings

Boulay Financial Advisors, LLC

  • $714 Billion
  • Q2 2025

Boulay Financial Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $714 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $210B, Vaneck Morningstar Wide Moat E with a value of $195B, Schwab Fundamental U S Large C with a value of $195B, and Strategic Trust with a value of $114B.

Examining the 13F form we can see an increase of $415B in the current position value, from $299B to 714B.

Boulay Financial Advisors, LLC is based out at Eden Prairie, MN

Below you can find more details about Boulay Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $714 Billion
ETFs: $600 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$210 Billion 29.35% of portfolio
586,277
Q2 2025 New
$0
$195 Billion 27.32% of portfolio
2,079,163
Q2 2025 Added 14.9%
$0
$195 Billion 27.32% of portfolio
8,538,518
Q2 2025 Added 36.15%
Strategic Trust
-
$114 Billion 16.01% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $714 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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