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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
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFSU DIMENSIONAL ETF TRUST 7,230.0 $337K 0.23% $46.63 +3.8%
62 CSCO CISCO SYS INC Technology 2,691.0 $316K 0.22% $117.47 -6.4%
63 SKYY FIRST TR EXCHANGE-TRADED FD 2,297.0 $309K 0.21% $134.57 +22.7%
64 VTV VANGUARD INDEX FDS 1,410.0 $307K 0.21% $217.90 +3.4%
65 NFLX NETFLIX INC. Communication Services 4,020.0 $287K 0.20% $71.40 +14.5%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 1,543.0 $279K 0.19% $180.91 +6.1%
67 SHW SHERWIN WILLIAMS CO Basic Materials 798.0 $275K 0.19% $344.11 +0.2%
68 VNOM VIPER ENERGY INC Energy 6,367.0 $270K 0.19% $42.40 +4.2%
69 SCHB SCHWAB STRATEGIC TR 8,967.0 $260K 0.18% -1K -11.9% $28.96 +2.6%
70 SPY STATE STR SPDR S&P 500 ETF T Financial Services 344.0 $257K 0.18% $746.72 +3.0%
71 ONEO SPDR SERIES TRUST 1,668.0 $255K 0.18% $152.90 +2.0%
72 FNX FIRST TR EXCHANGE-TRADED ALP 1,625.0 $238K 0.17% $146.32 -1.4%
73 IEF ISHARES TR 2,474.0 $234K 0.16% +341.0 +16.0% $94.57 -1.8%
74 JCPB J P MORGAN EXCHANGE TRADED F 4,983.0 $234K 0.16% NEW $46.94 -1.5%
75 SMH VANECK ETF TRUST 351.0 $230K 0.16% NEW $656.28 -15.7%
76 SHM SPDR SERIES TRUST 4,644.0 $223K 0.15% -34.0 -0.7% $47.97 -0.4%
77 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,676.0 $221K 0.15% -20.0 -1.2% $131.57 +5.1%
78 ACYN FIRST TR EXCHANGE-TRADED FD 10,344.0 $215K 0.15% NEW $20.79 -0.0%
79 SLV ISHARES SILVER TR Financial Services 4,014.0 $215K 0.15% $53.47 +12.2%
80 NTR NUTRIEN LTD Basic Materials 3,395.0 $214K 0.15% -399.0 -10.5% $62.95 +16.8%
Page 4 of 5  ·  82 positions

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%