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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 Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 24,246.0 $4.9M 3.36% -1K -5.0% $200.09 +8.7%
2 AAPL APPLE INC Technology 9,577.0 $2.8M 1.92% -52.0 -0.5% $289.36 +10.5%
3 FMHI FIRST TR EXCH TRADED FD III 29,177.0 $1.4M 0.98% -700.0 -2.3% $48.49 -2.4%
4 VT VANGUARD INTL EQUITY INDEX F 6,791.0 $1.1M 0.74% -400.0 -5.6% $156.94 +2.6%
5 FTCS FIRST TR EXCHANGE-TRADED FD 10,261.0 $964K 0.67% -1K -12.2% $93.92 +7.9%
6 WMT WALMART INC Consumer Defensive 6,502.0 $736K 0.51% -9K -57.9% $113.26 -9.0%
7 MSFT MICROSOFT CORP Technology 1,951.0 $728K 0.51% -2K -44.6% $373.01 +37.7%
8 J P MORGAN EXCHANGE TRADED F 14,143.0 $715K 0.50% -3K -16.9% $50.57
9 TSLA TESLA INC Consumer Cyclical 1,414.0 $595K 0.41% -167.0 -10.6% $420.60 -17.1%
10 SCHG SCHWAB STRATEGIC TR 17,000.0 $575K 0.40% -98.0 -0.6% $33.84 +5.7%
11 GTLS CHART INDS INC Industrials 2,150.0 $449K 0.31% -50.0 -2.3% $208.94 +0.5%
12 SCHB SCHWAB STRATEGIC TR 8,967.0 $260K 0.18% -1K -11.9% $28.96 +2.6%
13 SHM SPDR SERIES TRUST 4,644.0 $223K 0.15% -34.0 -0.7% $47.97 -0.4%
14 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,676.0 $221K 0.15% -20.0 -1.2% $131.57 +5.1%
15 NTR NUTRIEN LTD Basic Materials 3,395.0 $214K 0.15% -399.0 -10.5% $62.95 +16.8%
16 ADSK AUTODESK INC Technology 1,043.0 $203K 0.14% -55.0 -5.0% $194.42 +34.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%