Boulay Financial Advisors, LLC: summary

Boulay Financial Advisors, LLC reported 315 positions with a reported value of $2.03B in its 13F for Q3 2026. Compared with Q2 2026: 309 new positions, 0 exited.

Top positions

• SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
• VANECK MORNINGSTAR WIDE MOAT ETF
• ISHARES RUSSELL TOP 200 GROWTH ETF
• SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
• STRATEGIC TRUST
• COLUMBIA ETF TR II
• SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
• VANGUARD ENERGY ETF
• SPROTT ASSET MANAGEMENT LP
• VANGUARD RUSSELL 1000 GROWTH ETF