Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boulay Financial Advisors, LLC (CIK 2056342) reported $1.08B across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FNDX ($303.0M, 28.06%), MOAT ($237.8M, 22.02%), IWY ($179.3M, 16.60%), FNDF ($139.7M, 12.93%), XCEM ($117.9M, 10.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Strategic TR | $303.0M | 28.06% | 9.7M | Added |
| 2 | MOAT | VanEck ETF Trust | $237.8M | 22.02% | 2.3M | Added |
| 3 | IWY | Ishares TR | $179.3M | 16.60% | 617,030 | Added |
| 4 | FNDF | Schwab Strategic TR | $139.7M | 12.93% | 2.6M | Trimmed |
| 5 | XCEM | Columbia ETF TR II | $117.9M | 10.91% | 2.2M | Trimmed |
| 6 | FNDA | Schwab Strategic TR | $102.3M | 9.48% | 2.7M | New |
Source: SEC Form 13F filings · as of 2026-06-30