Boulay Financial Advisors, LLC Portfolio Holdings

Boulay Financial Advisors, LLC

  • $712 Billion
  • Q3 2025

Boulay Financial Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $712 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $231B, Vaneck Morningstar Wide Moat E with a value of $210B, Ishares Tr Russell 200 Growth with a value of $157B, and Strategic Trust with a value of $115B.

Examining the 13F form we can see an increase of $49.4B in the current position value, from $663B to 712B.

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 $712 Billion
ETFs: $597 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$231 Billion 32.39% of portfolio
8,772,604
Q3 2025 Added 2.85%
$0
$210 Billion 29.48% of portfolio
2,119,374
Q3 2025 Added 1.97%
$0
$157 Billion 21.98% of portfolio
572,205
Q3 2025 Reduced 2.4%
Strategic Trust
-
$115 Billion 16.15% of portfolio
-
Q3 2025 Reduced 0.6%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $712 Billion
  • Prior Value $663 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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