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 $871.3M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDX ($266.5M, 30.58%), MOAT ($214.7M, 24.64%), IWY ($151.8M, 17.42%), FNDF ($133.3M, 15.30%), XCEM ($105.0M, 12.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Strategic TR | $266.5M | 30.58% | 9.6M | Added |
| 2 | MOAT | VanEck ETF Trust | $214.7M | 24.64% | 2.2M | Added |
| 3 | IWY | Ishares TR | $151.8M | 17.42% | 610,081 | Added |
| 4 | FNDF | Schwab Strategic TR | $133.3M | 15.30% | 2.7M | Added |
| 5 | XCEM | Columbia ETF TR II | $105.0M | 12.05% | 2.6M | New |
| 6 | RUNN | Strategic Trust | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31