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CIK: 0001922884
Total reported value
$164.7M
$164.7M
73 檔
30.4%
At the close of Q3 2025, Boyce & Associates Wealth Consulting, Inc. disclosed equity holdings valued at approximately $164.7M, spread across 73 reported holdings.
Boyce & Associates Wealth Consulting, Inc. executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 10 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 14.10% | -2.76% | +12.40% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.40% | -3.09% | -13.01% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 7.52% | -2.94% | -14.13% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.99% | +3.87% | +196.27% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 5.03% | -0.74% | -16.21% | |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.92% | -0.62% | +82.91% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.84% | -0.03% | +23.78% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.30% | -0.15% | -11.94% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.76% | +0.04% | -5.19% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 2.47% | -0.13% | -5.32% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.28% | -2.25% | EXIT | |
| 12 | AFLG | First Trust Active Factor La | ETF-Other | 2.14% | -0.05% | +24.94% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.65% | -0.06% | +8.97% | |
| 14 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.61% | +0.12% | +204.67% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.49% | -0.41% | +5.69% | |
| 16 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.37% | +1.01% | -1.17% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.36% | -0.23% | -0.59% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.20% | -29.88% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 1.22% | -1.08% | EXIT | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.19% | -0.20% | +12.29% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.16% | +0.10% | -33.58% | |
| 22 | FCEF | First Trust Exchange-traded | ETF-Other | 1.12% | -1.21% | +55.80% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.16% | +21.29% | |
| 24 | FMHI | First Trust Municipal High I | ETF-Other | 0.92% | +0.09% | +14.60% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | -0.24% | -1.78% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.90% | -0.15% | +3.72% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.14% | +0.71% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.21% | — | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.70% | -0.68% | EXIT | |
| 30 | AIRR | First Trust Rba American Ind | ETF-Other | 0.67% | -0.21% | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | -0.12% | -0.53% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.64% | +0.28% | — | |
| 33 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.59% | -0.61% | EXIT | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | -0.23% | +6.39% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.05% | +87.29% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.52% | -0.05% | +0.21% | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.50% | -0.02% | +0.23% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | -0.03% | -5.88% | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.48% | -0.06% | +0.30% | |
| 40 | FPX | First Trust US Equity Opport | ETF-Other | 0.47% | -0.04% | -1.64% | |
| 41 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.43% | -0.02% | — | |
| 42 | WCMI | Ft Wcm International ETF | ETF-Other | 0.43% | +0.51% | — | |
| 43 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.41% | -0.09% | +11.94% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.02% | — | |
| 45 | GTLS | Chart Industries Inc | Stock-Industrials | 0.37% | -0.31% | EXIT | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.36% | -0.09% | -1.64% | |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | -0.09% | +4.81% | |
| 48 | ADSK | Autodesk Inc | Stock-Tech | 0.34% | -0.01% | -1.87% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.32% | -0.03% | -5.82% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.31% | -0.27% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +4.6% | +23.78% | Add |
| 2 | AAPL | Apple Inc | +3.9% | +196.27% | Add |
| 3 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +2.4% | +82.91% | Add |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | +1.5% | +12.40% | Add |
| 5 | FTC | First Trust Large Cap Growth | +1.2% | +204.67% | Add |
| 6 | NVDA | Nvidia CORP | +1% | -5.19% | Trim |
| 7 | AFLG | First Trust Active Factor La | +0.7% | +24.94% | Add |
| 8 | TSLA | Tesla Inc | +0.5% | +0.71% | Add |
| 9 | FCEF | First Trust Exchange-traded | +0.5% | +55.80% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.4% | -29.88% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.4% | +21.29% | Add |
| 12 | DFAI | Dimensional International Co | +0.2% | +5.69% | Add |
| 13 | FMHI | First Trust Municipal High I | +0.1% | +14.60% | Add |
| 14 | JMUB | Jpmorgan Municipal ETF | +0.1% | +12.29% | Add |
| 15 | DFAW | Dimensional World Eqty ETF | +0.1% | +11.94% | Add |
| 16 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +19.93% | Add |
| 17 | FPX | First Trust US Equity Opport | +0.1% | -1.64% | Trim |
| 18 | DUHP | Dimensional US High Profi Et | +0.1% | +5.13% | Add |
| 19 | AVUV | Avantis US Small Cap Value | +0.1% | +6.39% | Add |
| 20 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | -1.17% | Add |
| 21 | GLDM | Spdr Gold Minishares Trust | +0.1% | +6.01% | Add |
| 22 | GTLS | Chart Industries Inc | 0% | -2.15% | Unchanged |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +4.81% | Add |
| 24 | DFEM | Dimensional Emrg Mrkt Core | 0% | +6.23% | Add |
| 25 | IAU | Ishares Gold Trust | 0% | +8.97% | Trim |
| 26 | SCHG | Schwab US Large-cap Growth | 0% | -5.88% | Trim |
| 27 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 28 | DFSU | Dimensional US Sus Core1 ETF | 0% | +6.57% | Add |
| 29 | AMZN | Amazon.com Inc | — | — | Add |
| 30 | DFUS | Dimensional US Eq Mkt ETF | — | +0.21% | Add |
| 31 | HYLN | Hyliion Holdings CORP | — | — | Unchanged |
| 32 | ADSK | Autodesk Inc | 0% | -1.87% | Trim |
| 33 | ABBV | Abbvie Inc | 0% | +0.79% | Add |
| 34 | DFAX | Dimensional World Ex US Core | 0% | +0.30% | Trim |
| 35 | NTR | Nutrien LTD | 0% | -9.78% | Trim |
| 36 | FNX | First Trust Mid Cap Core Alp | 0% | -7.25% | Trim |
| 37 | DFAC | Dimensional US Core Equity 2 | 0% | -0.53% | Trim |
| 38 | SCHB | Schwab US Broad Market ETF | 0% | +0.04% | Trim |
| 39 | VTV | Vanguard Value ETF | 0% | -1.12% | Trim |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | 0% | -1.29% | Trim |
| 41 | AWK | American Water Works Co Inc | -0.1% | +0.57% | Add |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | -0.1% | +3.15% | Add |
| 43 | DFAS | Dimensional US Small Cap ETF | -0.1% | -1.64% | Trim |
| 44 | ONEO | Ss Spdr R1000 Mom Foc ETF | -0.1% | -22.97% | Trim |
| 45 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -5.82% | Trim |
| 46 | SKYY | First Trust Cloud Computing | -0.1% | -33.98% | Trim |
| 47 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +3.72% | Add |
| 48 | SHW | Sherwin-williams Co/the | -0.1% | +0.23% | Add |
| 49 | MUB | Ishares National Muni Bond E | -0.2% | +0.21% | Trim |
| 50 | AMLP | Alerian Mlp ETF | -0.2% | +12.66% | Add |
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 73 disclosed positions in Q3 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 30.4% 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 79 total portfolio adjustments, initiating 14 new buys, adding to 30 positions, trimming 25 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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