Boulay Financial Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Boulay Financial Advisors, LLC reported 2 stock positions worth $299.3 million. Its top holding was Vaneck Morningstar Wide Moat (MOAT) at 53.2% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 46.8%).

Most Recent 13F
Q2 2026
Location
EDEN PRAIRIE, MN
CIK
0002056342
Portfolio Value
$299.3M (Q1 2025)
SEC Filing
0002056342-25-000003 ↗ filed May 9, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2025: $299.3M $299.3M Q1 2025 Q2 2025: $663.0M Q2 2025 Q3 2025: $712.4M Q3 2025 Q4 2025: $850.5M Q4 2025 Q1 2026: $871.3M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 2 stocks · $299.3M
MOAT Vaneck Morningstar Wide Moat 53.20% 1,809,509 $159.2M —
FNDX Schwab Fndmntl US LRG Co. ETF 46.80% 6,271,529 $140.1M —

Portfolio Sells Q1 2025

No earlier filing to compare with.

Portfolio Buys Q1 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.1BFNDX, MOAT, IWY, FNDF, XCEM
Q1 2026 5$871.3MFNDX, MOAT, IWY, FNDF, XCEM
Q4 2025 5$850.5MFNDX, MOAT, IWY, FNDF, RUNN
Q3 2025 4$712.4MFNDX, MOAT, IWY, RUNN
Q2 2025Amended 4$663.0MFNDX, MOAT, IWY, RUNN
Q1 2025 2$299.3MMOAT, FNDX