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CIK: 0001922884
Total reported value
$144.2M
$144.2M
73 檔
34.8%
At the close of Q3 2025, Boyce & Associates Wealth Consulting, Inc. disclosed equity holdings valued at approximately $144.2M, spread across 73 reported holdings.
In Q3 2025, Boyce & Associates Wealth Consulting, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 17 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 | 14.10% | +0.17% | +12.40% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.40% | +0.06% | -13.01% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 7.52% | -0.49% | -14.13% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.99% | +0.07% | +196.27% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 5.03% | -0.31% | -16.21% | |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.92% | +0.15% | +82.91% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.84% | +0.26% | +23.78% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.30% | -0.15% | -11.94% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.76% | -0.01% | -5.19% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 2.47% | -0.15% | -5.32% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.28% | +0.17% | +5.13% | |
| 12 | AFLG | First Trust Active Factor La | ETF-Other | 2.14% | +0.15% | +24.94% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.65% | -0.39% | +8.97% | |
| 14 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.61% | +0.45% | +204.67% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.49% | +0.07% | +5.69% | |
| 16 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.37% | +0.11% | -1.17% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.36% | +0.50% | -0.59% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.39% | -29.88% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.22% | -0.09% | +12.66% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.19% | -0.07% | +12.29% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.16% | +0.12% | -33.58% | |
| 22 | FCEF | First Trust Exchange-traded | ETF-Other | 1.12% | +0.04% | +55.80% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.13% | +21.29% | |
| 24 | FMHI | First Trust Municipal High I | ETF-Other | 0.92% | -0.10% | +14.60% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | -0.01% | -1.78% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.90% | -0.02% | +3.72% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.04% | +0.71% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.03% | — | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.70% | -0.04% | +9.94% | |
| 30 | AIRR | First Trust Rba American Ind | ETF-Other | 0.67% | +0.20% | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | +0.11% | -0.53% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.64% | +0.05% | — | |
| 33 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.59% | -0.03% | +19.93% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | +0.08% | +6.39% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.03% | +87.29% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.52% | +0.03% | +0.21% | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.50% | — | +0.23% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | +0.02% | -5.88% | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.48% | — | +0.30% | |
| 40 | FPX | First Trust US Equity Opport | ETF-Other | 0.47% | +0.07% | -1.64% | |
| 41 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.43% | -0.01% | — | |
| 42 | WCMI | Ft Wcm International ETF | ETF-Other | 0.43% | +0.08% | — | |
| 43 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.41% | +0.01% | +11.94% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.09% | — | |
| 45 | GTLS | Chart Industries Inc | Stock-Industrials | 0.37% | -0.03% | -2.15% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.36% | +0.02% | -1.64% | |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | +0.05% | +4.81% | |
| 48 | ADSK | Autodesk Inc | Stock-Tech | 0.34% | -0.06% | -1.87% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.32% | -0.02% | -5.82% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.31% | -0.08% | +6.01% |
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 73 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DGRW, MOAT, UCON) accounted for 34.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPMO
市值: $1.7M
Top Position Liquidated / Trimmed
KNG
前期市值: $2.5M
During Q3 2025, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included DGRW (14.1%)、MOAT (8.4%)、UCON (7.5%). The largest single position, DGRW, represented 14.1% of total portfolio value.
In Q3 2025, Boyce & Associates Wealth Consulting, Inc. made 49 total portfolio adjustments, initiating 14 new buys, adding to 17 positions, trimming 8 holdings, and fully liquidating 10 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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