Arkolith/Funds/Boulay Financial Advisors, LLC

Boulay Financial Advisors, LLC

CIK 2056342Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Boulay Financial Advisors, LLC holds a concentrated book of 6 stocks worth $1.1B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Schwab FNDMNTL US SM Co ETF and trimmed Schwab FNDMN Intl LRG Co ETF. Their largest long position is Schwab FNDMNTL US LRG Co ETF at 28% of the equity book.

Opened
1
bought for the first time
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
91%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Boulay Financial Advisors, LLC

Manager / fundShared namesTheir $ in those
BANK OF AMERICA CORP /DE/6 / 6$2.1B
MORGAN STANLEY6 / 6$1.6B
LPL Financial LLC6 / 6$1.5B
AMERIPRISE FINANCIAL INC6 / 6$1.4B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6 / 6$905.4M
WELLS FARGO & COMPANY/MN6 / 6$698.5M
RAYMOND JAMES FINANCIAL INC6 / 6$517.3M
ENVESTNET ASSET MANAGEMENT INC6 / 6$488.9M

Ranked by how many of Boulay Financial Advisors, LLC's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

6 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
COM
$303.0M9.74M
28.1%
+1.8%
Added · +176K sh
2VanEck ETF Trust
COM
$237.8M2.29M
22.0%
+3.0%
Added · +67K sh
3Ishares TR
COM
$179.3M617.0K
16.6%
+1.1%
Added · +7K sh
4Schwab Strategic TR
COM
$139.7M2.65M
12.9%
−2.8%
Reduced · −78K sh
5Columbia ETF TR II
COM
$117.9M2.23M
10.9%
−13%
Reduced · −344K sh
6Schwab Strategic TR
COM
$102.3M2.69M
9.5%
New
New position
Showing all 6 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 20266$1.1B13F-HR
Q1 2026Mar 31, 2026May 13, 20265$871.3M13F-HR
Q4 2025Dec 31, 2025Feb 12, 20265$850.5M13F-HR
Q2 2025Jun 30, 2025Oct 14, 20254$663.0M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.