Portfolio (Quarterly) Guide ↗

Boyce & Associates Wealth Consulting, Inc.

· CIK 0001922884

13F Portfolio $132M AUM 80 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 31 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BERKSHIRE HATHAWAY INC DEL	—	1,588	$798K	0.67%	SOLD
2	GS	GOLDMAN SACHS GROUP INC	Financial Services	315	$277K	0.23%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	698	$207K	0.17%	SOLD

Sector Allocation

Technology 41.3%

Financial Services 19.0%

Consumer Defensive 10.0%

Communication Services 7.3%

Consumer Cyclical 7.1%

Energy 5.9%

Utilities 3.4%

Basic Materials 2.5%

Industrials 2.1%

Healthcare 1.4%