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CIK: 0001922884
Total reported value
$144.2M
$144.2M
70 檔
34.0%
During the Q2 2025 filing period, Boyce & Associates Wealth Consulting, Inc. (CIK: 0001922884) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $144.2M across 70 reported positions.
In Q2 2025, Boyce & Associates Wealth Consulting, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, MOAT, UCON) accounted for 34.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPMO
市值: $1.5M
Top Position Liquidated / Trimmed
FTGS
前期市值: $2.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 13.19% | +0.17% | +8.97% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 10.19% | +0.06% | -9.98% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 9.66% | -0.49% | -2.77% | |
| 4 | LVHI | Franklin International Low V | ETF-Other | 6.27% | -0.31% | +8.94% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.45% | -0.15% | -5.01% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.08% | +0.26% | +1358.12% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.75% | -0.01% | +2.59% | |
| 8 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.86% | +0.15% | +13.94% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.82% | -0.15% | -4.42% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.28% | +0.17% | +5.61% | |
| 11 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.88% | — | -16.26% | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.84% | +0.12% | -22.22% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.07% | +0.90% | |
| 14 | AFLG | First Trust Active Factor La | ETF-Other | 1.79% | +0.15% | +23.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.39% | +123.13% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.49% | +0.07% | +10.41% | |
| 17 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.47% | +0.11% | +17.44% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.44% | -0.39% | -8.87% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.41% | +0.50% | — | |
| 20 | AMLP | Alerian Mlp ETF | ETF-Other | 1.25% | -0.09% | +4.50% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.16% | -0.07% | +16.86% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.97% | -0.01% | -14.87% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.02% | +7.42% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.91% | — | — | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.88% | -0.10% | +25.35% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.03% | +4.99% | |
| 27 | FCEF | First Trust Exchange-traded | ETF-Other | 0.79% | +0.04% | +30.96% | |
| 28 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 0.72% | — | -29.50% | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.71% | -0.04% | -31.24% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.13% | +4.52% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | +0.11% | -1.23% | |
| 32 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.67% | -0.01% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.04% | +86.31% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | +0.08% | +12.11% | |
| 35 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.56% | +0.45% | +17.57% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.56% | — | +0.17% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.02% | +3.94% | |
| 38 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.53% | -0.03% | +12.35% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.53% | +0.03% | +0.23% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.50% | — | -3.18% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.09% | — | |
| 42 | FPX | First Trust US Equity Opport | ETF-Other | 0.47% | +0.07% | +0.74% | |
| 43 | FTGC | First Trust Global Tactical | ETF-Other | 0.46% | — | -10.60% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.49% | — | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.40% | +0.02% | — | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.38% | +0.02% | -8.38% | |
| 47 | ADSK | Autodesk Inc | Stock-Tech | 0.38% | -0.06% | — | |
| 48 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.38% | +0.01% | +18.92% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.37% | -0.02% | +1.92% | |
| 50 | GTLS | Chart Industries Inc | Stock-Industrials | 0.35% | -0.03% | +2.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +3.8% | +1358.12% | Add |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +1.4% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +1% | +2.59% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.9% | +123.13% | Add |
| 5 | MGV | Vanguard Mega Cap Value ETF | +0.9% | NEW | New buy |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.6% | +8.97% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | NEW | New buy |
| 8 | TSLA | Tesla Inc | +0.3% | +86.31% | Add |
| 9 | AFLG | First Trust Active Factor La | +0.3% | +23.33% | Add |
| 10 | JAVA | Jpmorgan Active Value ETF | +0.3% | NEW | New buy |
| 11 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | +13.94% | Add |
| 12 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | +0.2% | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 15 | DFAI | Dimensional International Co | +0.2% | +10.41% | Add |
| 16 | RDVI | Ft Vest Rising Dividend Achi | +0.2% | +17.44% | Add |
| 17 | FCEF | First Trust Exchange-traded | +0.2% | +30.96% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 19 | FTC | First Trust Large Cap Growth | +0.1% | +17.57% | Add |
| 20 | FMHI | First Trust Municipal High I | +0.1% | +25.35% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +4.99% | Add |
| 22 | FPX | First Trust US Equity Opport | +0.1% | +0.74% | Add |
| 23 | DUHP | Dimensional US High Profi Et | +0.1% | +5.61% | Add |
| 24 | JMUB | Jpmorgan Municipal ETF | +0.1% | +16.86% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.52% | Add |
| 26 | DFAW | Dimensional World Eqty ETF | +0.1% | +18.92% | Add |
| 27 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.94% | Add |
| 28 | AVUV | Avantis US Small Cap Value | 0% | +12.11% | Add |
| 29 | SKYY | First Trust Cloud Computing | 0% | — | Unchanged |
| 30 | ADSK | Autodesk Inc | 0% | — | Unchanged |
| 31 | FPE | Ft-preferred Secur & Inc ETF | 0% | +12.35% | Add |
| 32 | LVHI | Franklin International Low V | — | +8.94% | Add |
| 33 | FTGC | First Trust Global Tactical | -0.1% | -10.60% | Trim |
| 34 | VT | Vanguard Tot World Stk ETF | -0.2% | -14.87% | Trim |
| 35 | MUB | Ishares National Muni Bond E | -0.2% | -25.95% | Trim |
| 36 | BOTZ | Global X Robotics & Artifici | -0.2% | EXIT | Sold out |
| 37 | XOM | Exxon Mobil CORP | -0.2% | EXIT | Sold out |
| 38 | AAPL | Apple Inc | -0.3% | +0.90% | Add |
| 39 | FTCS | First Trust Capital Strength | -0.4% | -4.42% | Trim |
| 40 | XJQCX | Nuveen Credit Strategies Inc | -0.4% | -29.50% | Trim |
| 41 | FTSL | First Trust Senior Loan ETF | -0.4% | -31.24% | Trim |
| 42 | XPND | First Trust Expanded Tech | -0.5% | EXIT | Sold out |
| 43 | DFEV | Dimensional Emrg Mrkt Val | -0.5% | -22.22% | Trim |
| 44 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.7% | -16.26% | Trim |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.8% | -5.01% | Trim |
| 46 | AFSM | First Trust Active Factor Sm | -0.9% | EXIT | Sold out |
| 47 | FTHI | Fthi/first Trust Exchange-tr | -1.2% | EXIT | Sold out |
| 48 | UCON | First Trust Smith Unconstrai | -1.2% | -2.77% | Trim |
| 49 | MOAT | Vaneck Morningstar Wide Moat | -1.4% | -9.98% | Trim |
| 50 | FTGS | First Trust Grwth Strgth ETF | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Boyce & Associates Wealth Consulting, Inc. reported a total U.S. public equity portfolio value of $144.2M across 70 disclosed positions in Q2 2025.
During Q2 2025, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included DGRW (13.2%)、MOAT (10.2%)、UCON (9.7%). The largest single position, DGRW, represented 13.2% of total portfolio value.
In Q2 2025, Boyce & Associates Wealth Consulting, Inc. made 47 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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