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CIK: 0001922884
Total reported value
$164.7M
$164.7M
70 檔
29.8%
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 $164.7M across 70 reported positions.
In Q2 2025, Boyce & Associates Wealth Consulting, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 13.19% | -2.76% | +8.97% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 10.19% | -3.09% | -9.98% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 9.66% | -2.94% | -2.77% | |
| 4 | LVHI | Franklin International Low V | ETF-Other | 6.27% | -0.74% | +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% | -0.03% | +1358.12% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.75% | +0.04% | +2.59% | |
| 8 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.86% | -0.62% | +13.94% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.82% | -0.13% | -4.42% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.28% | -2.25% | EXIT | |
| 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% | +0.10% | -22.22% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.84% | +3.87% | +0.90% | |
| 14 | AFLG | First Trust Active Factor La | ETF-Other | 1.79% | -0.05% | +23.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | -0.20% | +123.13% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.49% | -0.41% | +10.41% | |
| 17 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.47% | +1.01% | +17.44% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.44% | -0.06% | -8.87% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.41% | -0.23% | — | |
| 20 | AMLP | Alerian Mlp ETF | ETF-Other | 1.25% | -1.08% | EXIT | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.16% | -0.20% | +16.86% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.97% | -0.24% | -14.87% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.15% | +7.42% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.91% | — | — | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.88% | +0.09% | +25.35% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.21% | +4.99% | |
| 27 | FCEF | First Trust Exchange-traded | ETF-Other | 0.79% | -1.21% | +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% | -0.68% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.16% | +4.52% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.68% | -0.12% | -1.23% | |
| 32 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.67% | -0.02% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.14% | +86.31% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | -0.23% | +12.11% | |
| 35 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.56% | +0.12% | +17.57% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.56% | -0.02% | +0.17% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | -0.03% | +3.94% | |
| 38 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.53% | -0.61% | EXIT | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.53% | -0.05% | +0.23% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.50% | -0.06% | -3.18% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.02% | — | |
| 42 | FPX | First Trust US Equity Opport | ETF-Other | 0.47% | -0.04% | +0.74% | |
| 43 | FTGC | First Trust Global Tactical | ETF-Other | 0.46% | — | -10.60% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.09% | — | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.40% | +0.05% | — | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.38% | -0.09% | -8.38% | |
| 47 | ADSK | Autodesk Inc | Stock-Tech | 0.38% | -0.01% | — | |
| 48 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.38% | -0.09% | +18.92% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.37% | -0.03% | +1.92% | |
| 50 | GTLS | Chart Industries Inc | Stock-Industrials | 0.35% | -0.31% | EXIT |
According to official SEC Form 13F filings, Boyce & Associates Wealth Consulting, Inc. reported a total U.S. public equity portfolio value of $164.7M across 70 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, MOAT, UCON) accounted for 29.8% 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
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 68 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 19 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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