Portfolio (Quarterly) Guide ↗

Boyce & Associates Wealth Consulting, Inc.

· CIK 0001922884

13F Portfolio $144M AUM 82 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 38 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VEA	VANGUARD TAX-MANAGED FDS	—	13,730	$880K	0.67%	SOLD
2	XLE	SELECT SECTOR SPDR TR	—	8,507	$521K	0.40%	SOLD

Sector Allocation

Technology 44.7%

Financial Services 18.1%

Communication Services 8.6%

Consumer Cyclical 8.6%

Energy 5.1%

Consumer Defensive 4.9%

Utilities 3.7%

Basic Materials 2.4%

Industrials 2.2%

Healthcare 1.7%