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CIK: 0001922884
Total reported value
$144.2M
$144.2M
75 檔
34.5%
In Q4 2025, Boyce & Associates Wealth Consulting, Inc.'s U.S. equity holdings reached a combined market value of $144.2M, distributed across 75 disclosed stock positions.
Boyce & Associates Wealth Consulting, Inc. executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 14.47% | +0.17% | -0.36% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.97% | +0.06% | -0.13% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 7.62% | -0.49% | -1.08% | |
| 4 | LVHI | Franklin International Low V | ETF-Other | 5.38% | -0.31% | -1.44% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.23% | +0.26% | +2.02% | |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 5.13% | +0.15% | +0.74% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.05% | -0.15% | -6.32% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | -0.01% | +2.75% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.48% | -0.15% | -0.60% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.38% | +0.17% | +0.92% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.07% | -66.11% | |
| 12 | AFLG | First Trust Active Factor La | ETF-Other | 2.20% | +0.15% | -0.14% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.86% | -0.39% | -0.90% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 1.75% | +0.07% | +9.37% | |
| 15 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.62% | +0.45% | -1.53% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.44% | +0.50% | +5.03% | |
| 17 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.41% | +0.11% | -0.42% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.39% | -2.57% | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.25% | +0.12% | -0.78% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-Other | 1.25% | -0.09% | +0.03% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.21% | -0.07% | -0.23% | |
| 22 | FCEF | First Trust Exchange-traded | ETF-Other | 1.17% | +0.04% | +1.14% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.13% | -17.26% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.98% | -0.02% | +5.17% | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.94% | -0.10% | -0.52% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.90% | -0.01% | -6.47% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.03% | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | +0.11% | +12.09% | |
| 29 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.72% | -0.04% | +0.23% | |
| 30 | AIRR | First Trust Rba American Ind | ETF-Other | 0.72% | +0.20% | +2.22% | |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.70% | +0.05% | +1.66% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | +0.08% | +12.67% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | — | |
| 34 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.61% | -0.03% | +0.69% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.04% | -33.17% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.54% | +0.03% | +0.18% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.52% | — | +0.35% | |
| 38 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.47% | +0.01% | +9.94% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.02% | -10.40% | |
| 40 | WCMI | Ft Wcm International ETF | ETF-Other | 0.46% | +0.08% | +3.63% | |
| 41 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.44% | -0.01% | — | |
| 42 | FPX | First Trust US Equity Opport | ETF-Other | 0.43% | +0.07% | -9.80% | |
| 43 | GTLS | Chart Industries Inc | Stock-Industrials | 0.38% | -0.03% | -3.30% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | +0.02% | -0.45% | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | +0.05% | -2.91% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.35% | -0.08% | +0.61% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.94% | +38.30% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.09% | +907.21% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.32% | -0.02% | -4.34% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.03% | -46.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | +0.6% | -0.13% | Trim |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.4% | +2.02% | Add |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | +0.4% | -0.36% | Trim |
| 4 | LVHI | Franklin International Low V | +0.4% | -1.44% | Trim |
| 5 | DFAI | Dimensional International Co | +0.3% | +9.37% | Add |
| 6 | IAU | Ishares Gold Trust | +0.2% | -0.90% | Trim |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.2% | +0.74% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +2.75% | Add |
| 9 | WMT | Walmart Inc | +0.1% | +38.30% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.1% | +12.09% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.1% | +12.67% | Add |
| 12 | UCON | First Trust Smith Unconstrai | +0.1% | -1.08% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -17.26% | Trim |
| 14 | DUHP | Dimensional US High Profi Et | +0.1% | +0.92% | Add |
| 15 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | -0.78% | Trim |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +5.17% | Add |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +5.03% | Add |
| 18 | DFAW | Dimensional World Eqty ETF | +0.1% | +9.94% | Add |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +1.66% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 21 | AIRR | First Trust Rba American Ind | +0.1% | +2.22% | Add |
| 22 | FCEF | First Trust Exchange-traded | +0.1% | +1.14% | Add |
| 23 | DFEM | Dimensional Emrg Mrkt Core | 0% | +12.66% | Add |
| 24 | GLDM | Spdr Gold Minishares Trust | 0% | +0.61% | Add |
| 25 | DFAX | Dimensional World Ex US Core | 0% | +0.35% | Add |
| 26 | WCMI | Ft Wcm International ETF | 0% | +3.63% | Add |
| 27 | FTCS | First Trust Capital Strength | 0% | -0.60% | Trim |
| 28 | FTC | First Trust Large Cap Growth | 0% | -1.53% | Trim |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | -6.47% | Trim |
| 30 | SKYY | First Trust Cloud Computing | 0% | -3.49% | Trim |
| 31 | NTR | Nutrien LTD | 0% | -12.10% | Trim |
| 32 | FNX | First Trust Mid Cap Core Alp | 0% | -14.71% | Trim |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | 0% | -10.79% | Trim |
| 34 | SCHG | Schwab US Large-cap Growth | 0% | -10.40% | Trim |
| 35 | FPX | First Trust US Equity Opport | 0% | -9.80% | Trim |
| 36 | ADSK | Autodesk Inc | -0.1% | -11.88% | Trim |
| 37 | NFLX | Netflix Inc | -0.1% | +907.21% | Add |
| 38 | AVGO | Broadcom Inc | -0.2% | -46.40% | Trim |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.3% | -6.32% | Trim |
| 40 | TSLA | Tesla Inc | -0.3% | -33.17% | Trim |
| 41 | SHW | Sherwin-williams Co/the | -0.3% | -55.27% | Trim |
| 42 | AAPL | Apple Inc | -3.8% | -66.11% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 44 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 46 | AXP | American Express Co | — | EXIT | Sold out |
| 47 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 48 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 49 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 50 | XOM | Exxon Mobil CORP | — | NEW | New buy |
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 75 disclosed positions in Q4 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 34.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-B
市值: $798.2K
Top Position Liquidated / Trimmed
ORCL
前期市值: $267.7K
During Q4 2025, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included DGRW (14.5%)、MOAT (9.0%)、UCON (7.6%). The largest single position, DGRW, represented 14.5% of total portfolio value.
In Q4 2025, Boyce & Associates Wealth Consulting, Inc. made 49 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 22 holdings, and fully liquidating 3 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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