Boulay Financial Advisors, LLC

hedge fund

Managed by Boulay Financial Advisors, Llc • Latest filing Q1 2025

Portfolio value

$299.3M

Q1 2025

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

—

Implied from 13F holdings

Top holdings

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	S SCHW-PJ —	$209.3M	8.53M	0.00%	—
2	V VAVX —	$194.9M	2.08M	0.00%	—
3	V VAVX —	$159.2M	1.81M	0.00%	—
4	I IAU —	$144.5M	586.3K	0.00%

Related funds

Overlap peers will appear here as data populates

Related fund suggestions coming soon.

1.SCHW-PJ

—

Value

$209.3M

8.53M

% Port

0.00%

2.VAVX

—

Value

$194.9M

2.08M

% Port

0.00%

3.VAVX

—

Value

$159.2M

1.81M

% Port

0.00%

4.IAU

—

Value

$144.5M

586.3K

% Port

0.00%

5.SCHW-PJ

—

Value

$140.1M

6.27M

% Port

0.00%

6.N/A

—

Value

$114.3M

3.38M

% Port

0.00%