Boulay Financial Advisors, LLC
All 13F Filings
- Location
- Eden Prairie, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,080,083
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 6 | 1,080,083 | 13F-HR | Boulay Financial Advisors, LLC |
| Q1 2026 | 5/13/2026 | 5 | 871,316 | 13F-HR | Boulay Financial Advisors, LLC |
| Q4 2025 | 2/12/2026 | 5 | 850,476 | 13F-HR | Boulay Financial Advisors, LLC |
| Q3 2025 | 10/14/2025 | 4 | 712,408 | 13F-HR | Boulay Financial Advisors, LLC |
| Q2 2025 | 10/14/2025 | 4 | 663,049 | 13F-HR/A - RESTATEMENT | Boulay Financial Advisors, LLC |
| Q2 2025 | 7/17/2025 | 4 | 713,834 | 13F-HR | Boulay Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 1.08 M | 100.0% | 208.8 K | 0 | 208.8 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,080,083
Holdings
6
QoQ value change ($000)
208,767
(24.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.