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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADSK AUTODESK INC Technology 1,043.0 $203K 0.14% -55.0 -5.0% $194.42 +34.1%
82 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 25,966.0 $135K 0.09% $5.21 -32.6%
Page 5 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%