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Manager record

Boulay Financial Advisors, LLC

Eden Prairie, MN · CIK 2056342 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.08BReported 13F valueQ2 2026 · as filed
6Holdings listed
+24.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $663.0M$663.0MQ2 20254 holdingsQ3 2025: $712.4M$712.4MQ3 20254 holdingsQ4 2025: $850.5M$850.5MQ4 20255 holdingsQ1 2026: $871.3M$871.3MQ1 20265 holdingsQ2 2026: $1.1B$1.1BQ2 20266 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$1.08B · 6 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$871.32M · 5 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$850.48M · 5 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR/A · period Q2 2025

$663.05M · 4 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$712.41M · 4 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$713.83M · 4 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology