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BOULAY FINANCIAL ADVISORS, LLC 13F portfolio summary

BOULAY FINANCIAL ADVISORS, LLC of BOULAY FINANCIAL ADVISORS, LLC has 6 current stock holdings with a reported portfolio value of $1.08B. The portfolio 1 year return is +20.91%. Top holdings include FNDX (28.06%), MOAT (22.02%), IWY (16.60%), FNDF (12.93%), XCEM (10.91%).

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BOULAY FINANCIAL ADVISORS, LLC

BOULAY FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30

BOULAY FINANCIAL ADVISORS, LLC runs BOULAY FINANCIAL ADVISORS, LLC and currently holds 6 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.08B. Their top holdings are FNDX, MOAT, IWY, FNDF, XCEM. The top five represent 90.5% of reported portfolio weight. BOULAY FINANCIAL ADVISORS, LLC ranks #838 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOULAY FINANCIAL ADVISORS, LLC initiated 1 new position. They added to 3 existing positions. They trimmed 2 positions. Their current best-performing preview position is XCEM with returns of +29.58%.

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Top 5 Holdings
FNDX28.1%
MOAT22.0%
IWY16.6%
FNDF12.9%
XCEM10.9%
Top 5: 90.5%
Portfolio Returns
1 Year
+20.91%
#632/1000
3 Year
+27.49%
#846/1000
5 Year
+27.49%
#839/1000

Portfolio Value

$1.08B

Alpha Score

24.7

#838 of 1000

Holdings

6

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6 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
FNDX
Schwab Strategic TR
28.06%$24.35$32.52+33.53%
Added
+1.84%
MOAT
VanEck ETF Trust
22.02%$89.77$114.42+27.45%
Added
+3.04%
IWY
Ishares TR
16.60%$247.92$285.65+15.22%
Added
+1.14%
FNDF
Schwab Strategic TR
12.93%$45.57$55.85+22.55%
Trimmed
-2.84%
XCEM
Columbia ETF TR II
10.91%$40.81$50.59+23.95%
Trimmed
-13.37%
FNDA
Schwab Strategic TR
9.48%$38.06$37.73-0.87%
New Buy