Boyce & Associates Wealth Consulting, Inc.

CIK 0001922884 · CEDAR PARK, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Boyce & Associates Wealth Consulting, Inc. reported 82 positions worth $144.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: DGRW (13.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$144.2M
2026 Q2
Positions
82
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.7%
Est. Net Flow (Q)
2026 Q2
10 / 82 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DGRWWISDOMTREE TRSH$19.7M13.68%206,369
2MOATVANECK ETF TRUSTSH$10.9M7.57%105,069
3UCONFIRST TR EXCHNG TRADED FD VISH$8.9M6.17%357,500
4FNDXSCHWAB STRATEGIC TRSH$7.6M5.24%243,240
5LVHILEGG MASON ETF INVTSH$6.9M4.76%169,039
6GPIXGOLDMAN SACHS ETF TRSH$6.1M4.25%110,235
7JSCPJ P MORGAN EXCHANGE TRADED FSH$5.8M4.00%122,458
8NVDANVIDIA CORPORATIONSH$4.9M3.36%24,246
9FTCFIRST TR EXCHANGE-TRADED ALPSH$4.2M2.92%21,706
10VFLOVICTORY PORTFOLIOS IISH$3.9M2.73%85,992

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Boyce & Associates Wealth Consulting, Inc. hold as of Q2 2026?

Boyce & Associates Wealth Consulting, Inc. reported 82 positions worth $144.2M in its Q2 2026 13F filing. Largest positions: DGRW (13.7%), MOAT (7.6%), UCON (6.2%), FNDX (5.2%) and LVHI (4.8%).

What did Boyce & Associates Wealth Consulting, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Boyce & Associates Wealth Consulting, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.