Boulay Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Boulay Financial Advisors, LLC held in its portfolio 4 assets valued at $850,475,876 (i.e. $850.48M).

The most valuable assets in the portfolio included: Schwab Strategic TR ($359.60M), VanEck ETF Trust ($220.86M), and Ishares TR ($163.16M).

The chart below shows the top 4 valuable assets, and the table below shows the top 4 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Boulay Financial Advisors, LLC Portfolio

Schwab Strategic TR

VanEck ETF Trust

Ishares TR

Strategic Trust

Boulay Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
Schwab Strategic TR	11587565	359601174	COM
VanEck ETF Trust	2132699	220862327	COM
Ishares TR	589152	163159808	COM
Strategic Trust	3204936	106852567	COM