Boulay Financial Advisors, LLC - Portfolio Stock Holdings

Boulay Financial Advisors, LLC disclosed 6 stock positions in a recent SEC 13F filing. $1,080,082,845 of stock holdings were filed, with the largest holdings including FNDX, MOAT, and IWY. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,420,741,792 and has 44 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.