13F Filings History of Boulay Financial Advisors, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$850,475,876
Signature - Title
Gerson Diaz - Operations and Compliance Sr. Associate
Location
Eden Prairie, MN
Summary
This page shows a list of all the recent 13F filings made by Boulay Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boulay Financial Advisors, LLC reported 5 stock holdings with total value $850,475,876 as of Q4 2025. Top holdings included FNDX, MOAT, IWY, FNDF, and RUNN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 5 $850,475,876 +$126,971,852 -$5,082,516 +$121,889,336 FNDX, MOAT, IWY, FNDF, RUNN 13F-HR 12 Feb 2026, 13:04
Q3 2025 4 $712,408,170 +$10,465,633 -$4,540,396 +$5,925,237 FNDX, MOAT, IWY, RUNN 13F-HR 14 Oct 2025, 15:03
Q2 2025 4 $663,048,938 +$339,431,719 $0 +$339,431,719 FNDX, MOAT, IWY, RUNN Restatement 14 Oct 2025, 15:23
Q1 2025 2 $299,303,564 $0 $0 $0 MOAT, FNDX 13F-HR 09 May 2025, 11:44