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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
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RDVY FIRST TR EXCHANGE TRADED FD 22,398.0 $1.8M 1.51% -266.0 -1.2% $80.14 +2.8%
22 QTUM ETF SER SOLUTIONS 6,715.0 $1.0M 0.88% +1K +20.7% $155.02 -4.0%
23 JIRE J P MORGAN EXCHANGE TRADED F 10,924.0 $904K 0.76% -17K -60.2% $82.79 +3.0%
24 AAPL APPLE INC Technology 2,658.0 $820K 0.69% +878.0 +49.3% $308.63 +1.6%
25 IWD ISHARES TR 3,315.0 $818K 0.69% NEW $246.81 +4.7%
26 MSFT MICROSOFT CORP Technology 1,898.0 $741K 0.63% +116.0 +6.5% $390.53 +27.1%
27 NVDA NVIDIA CORPORATION Technology 3,785.0 $737K 0.62% +485.0 +14.7% $194.81 +7.6%
28 FWD AB ACTIVE ETFS INC 5,211.0 $717K 0.60% -981.0 -15.8% $137.54 -6.0%
29 TSLA TESLA INC Consumer Cyclical 1,820.0 $716K 0.60% +252.0 +16.1% $393.45 -12.1%
30 AMZN AMAZON COM INC Consumer Cyclical 2,921.0 $709K 0.60% -167.0 -5.4% $242.64 +7.3%
31 CGSD CAPITAL GRP FIXED INCM ETF T 20,709.0 $533K 0.45% -16K -43.8% $25.74 +0.1%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,161.0 $504K 0.43% +9.0 +0.8% $434.16 -3.8%
33 VTI VANGUARD INDEX FDS 1,267.0 $467K 0.39% -31.0 -2.4% $368.76 +2.6%
34 AVGO BROADCOM INC Technology 1,161.0 $418K 0.35% +79.0 +7.3% $360.43 -1.3%
35 GOOGL ALPHABET INC Communication Services 1,125.0 $405K 0.34% +202.0 +21.9% $360.03 -5.0%
36 EPD ENTERPRISE PRODS PARTNERS L 10,141.0 $373K 0.32% +163.0 +1.6% $36.75
37 PSA PUBLIC STORAGE Real Estate 1,111.0 $366K 0.31% $329.78 -3.8%
38 FIDELITY COVINGTON TRUST 4,430.0 $353K 0.30% NEW $79.67
39 DNL WISDOMTREE TR 7,600.0 $347K 0.29% NEW $45.62 +2.0%
40 DLN WISDOMTREE TR 3,555.0 $345K 0.29% NEW $97.14 +3.8%
Page 2 of 3  ·  57 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 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%