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Boulay Financial Advisors, LLC
Boulay Financial Advisors, LLC is a registered investment adviser headquartered in Eden Prairie, Minnesota, founded in 2001 by the partners of the accounting firm Boulay PLLP. The firm provides investment advisory services, including investment portfolios, third-party managed programs, and financial planning, primarily serving individuals, high net worth individuals, pension plans, and charitable organizations. Boulay Financial Advisors is co-owned by BFA Holdings, LLC and Boulay PLLP and is affiliated with Boulay Insurance Solutions, LLC, and maintains relationships with external financial and insurance companies. As of 2025, the firm has about 40 employees, including investment adviser representatives and brokers.
Investment Strategy
Boulay Financial Advisors customizes investment strategies based on client financial history, goals, objectives, and risk tolerances. The firm offers an Investment Advisory Program, Third-Party Managed Program, and Financial Planning Program. Advisors work with clients to determine suitable investment profiles and asset allocations among various investment types, ensuring diversified portfolios that align with individual needs. For certain solutions, Boulay also leverages third-party managers such as Valmark Advisers, Inc. and is able to offer additional investment and insurance products through strategic affiliations. The approach emphasizes tailored recommendations, transparency, and fiduciary alignment with client objectives.
Latest 13F Filing Activity
Boulay Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 4 equity positions with a total 13F market value of $712M. The fund increased holdings in Schwab Strategic TR, Vaneck Etf Trust, Ishares TR among other positions. Boulay Financial Advisors, LLC reduced exposure to Strategic Trust, Ishares TR, Vaneck Etf Trust among others.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDX | Schwab Strategic TR | 32.39% | $230.7M | 8,772,604 | $23.92 | $26.30 | +$21.4M |
M MOAT | VanEck ETF Trust | 29.48% | $210.1M | 2,119,374 | $88.95 | $99.11 | +$15.1M |
I IWY | Ishares TR | 21.98% | $156.6M | 572,205 | $246.51 | $273.65 | +$12.1M |
R RUNN | Strategic Trust | 16.15% | $115.1M | 3,357,381 | $33.84 | $34.27 | +$764.4K |
Industry Allocation
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