Portfolio (Quarterly) Guide ↗

Boyer Financial Services, Inc.

· CIK 0002108122

13F Portfolio $118M AUM 57 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 16 New 28 Added 9 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	IWF	ISHARES TR	—	19,488.0	$2.4M	1.99%	NEW	—	$121.16	+2.0%
2	ACYN	FIRST TR EXCHANGE-TRADED FD	—	110,015.0	$2.3M	1.91%	NEW	—	$20.55	+1.2%
3	JIVE	J P MORGAN EXCHANGE TRADED F	—	22,235.0	$2.1M	1.73%	NEW	—	$92.26	+5.8%
4	IWD	ISHARES TR	—	3,315.0	$818K	0.69%	NEW	—	$246.81	+4.3%
5	—	FIDELITY COVINGTON TRUST	—	4,430.0	$353K	0.30%	NEW	—	$79.67	—
6	DNL	WISDOMTREE TR	—	7,600.0	$347K	0.29%	NEW	—	$45.62	+2.3%
7	DLN	WISDOMTREE TR	—	3,555.0	$345K	0.29%	NEW	—	$97.14	+3.6%
8	AIRR	FIRST TR EXCHANGE TRADED FD	—	2,496.0	$314K	0.27%	NEW	—	$125.93	-10.8%
9	CRDO	CREDO TECHNOLOGY GROUP HOLDI	Technology	1,246.0	$301K	0.25%	NEW	—	$241.91	-1.4%
10	GRID	FIRST TR EXCHANGE-TRADED FD	—	1,483.0	$273K	0.23%	NEW	—	$184.16	-1.2%
11	CIBR	FIRST TR EXCHANGE-TRADED FD	—	2,902.0	$263K	0.22%	NEW	—	$90.68	+9.6%
12	QUAL	ISHARES TR	—	1,160.0	$253K	0.21%	NEW	—	$218.43	+2.6%
13	APP	APPLOVIN CORP	Technology	423.0	$223K	0.19%	NEW	—	$527.06	-40.8%
14	JEPI	J P MORGAN EXCHANGE TRADED F	—	3,883.0	$220K	0.19%	NEW	—	$56.71	+2.0%
15	BUFR	FIRST TR EXCHNG TRADED FD VI	—	5,913.0	$216K	0.18%	NEW	—	$36.55	+2.4%
16	GE	GE AEROSPACE	Industrials	541.0	$204K	0.17%	NEW	—	$377.52	-8.1%

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 50.6%

Consumer Cyclical 22.8%

Financial Services 6.3%

Communication Services 5.5%

Real Estate 4.9%

Healthcare 3.7%

Energy 3.5%

Industrials 2.8%