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.
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
Top Holdings
SCHB
SCHWAB STRATEGIC TR
30.8%
VGT
VANGUARD WORLD FD
12.4%
VIG
VANGUARD SPECIALIZED FUNDS
6.4%
IJR
ISHARES TR
6.0%
IJH
ISHARES TR
5.9%
VYM
VANGUARD WHITEHALL FDS
5.2%
SCHX
SCHWAB STRATEGIC TR
4.0%
SCHA
SCHWAB STRATEGIC TR
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.