John Boyer, Inc.

CIK 0001597484 · TAMPA, FL · Quarter end: 2025-09-30 · Filed on: 2026-08-07 · Open the SEC source
The most recent 13F EDGAR holds under this CIK is 2025 Q3, filed 2026-08-07. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

John Boyer, Inc. reported 38 positions worth $100.3M as of September 30, 2025 (13F filed August 7, 2026). Largest holding: SCHB (30.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$100.3M
2025 Q3
Positions
38
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.7%
Est. Net Flow (Q)
2025 Q3
10 / 38 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHBSCHWAB STRATEGIC TRSH$30.9M30.78%1,200,829
2VGTVANGUARD WORLD FDSH$12.4M12.39%16,628
3VIGVANGUARD SPECIALIZED FUNDSSH$6.4M6.42%29,837
4IJRISHARES TRSH$6.1M6.03%50,911
5IJHISHARES TRSH$6.0M5.94%91,289
6VYMVANGUARD WHITEHALL FDSSH$5.2M5.23%37,238
7SCHXSCHWAB STRATEGIC TRSH$4.0M3.97%151,084
8SCHASCHWAB STRATEGIC TRSH$3.3M3.30%118,767
9SCHMSCHWAB STRATEGIC TRSH$3.0M2.99%101,022
10AAPLAPPLE INCSH$2.6M2.62%10,306

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

Frequently Asked Questions

What stocks does John Boyer, Inc. hold as of Q3 2025?

John Boyer, Inc. reported 38 positions worth $100.3M in its Q3 2025 13F filing. Largest positions: SCHB (30.8%), VGT (12.4%), VIG (6.4%), IJR (6.0%) and IJH (5.9%).

What did John Boyer, Inc. buy in Q3 2025?

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

What did John Boyer, Inc. sell in Q3 2025?

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.