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BOULAY FINANCIAL ADVISORS, LLC 13F portfolio summary

BOULAY FINANCIAL ADVISORS, LLC of BOULAY FINANCIAL ADVISORS, LLC has 5 current stock holdings with a reported portfolio value of $871.3M. The portfolio 1 year return is +12.72%. Top holdings include FNDX (30.58%), MOAT (24.64%), IWY (17.42%), FNDF (15.30%), XCEM (12.05%).

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BOULAY FINANCIAL ADVISORS, LLC

BOULAY FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

BOULAY FINANCIAL ADVISORS, LLC runs BOULAY FINANCIAL ADVISORS, LLC and currently holds 5 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $871.32M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BOULAY FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BOULAY FINANCIAL ADVISORS, LLC's portfolio at BOULAY FINANCIAL ADVISORS, LLC has delivered returns of +12.72%. Their 3-year annualized return is +12.72%. Looking at the 5-year horizon, BOULAY FINANCIAL ADVISORS, LLC has achieved +12.72% annualized returns at BOULAY FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.72%
#0/1000
3 Year
+12.72%
#0/1000
5 Year
+12.72%
#0/1000

Portfolio Value

$871.32M

Alpha Score

11.3

#0 of 1000

Holdings

5

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change