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CIK: 0001922884
Total reported value
$144.2M
$144.2M
80 檔
34.5%
The Q1 2026 SEC filing reveals that Boyce & Associates Wealth Consulting, Inc. held a total portfolio value of $144.2M, covering 80 public equity positions.
In Q1 2026, Boyce & Associates Wealth Consulting, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 41 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 | 13.51% | +0.17% | +5.17% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.51% | +0.06% | -0.77% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 6.66% | -0.49% | -1.63% | |
| 4 | LVHI | Franklin International Low V | ETF-Other | 5.07% | -0.31% | -5.33% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.98% | +0.26% | +2.92% | |
| 6 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 4.28% | -0.28% | — | |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.10% | +0.15% | -6.74% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.37% | -0.01% | +0.80% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.47% | +0.45% | +75.08% | |
| 10 | AFLG | First Trust Active Factor La | ETF-Other | 2.43% | +0.15% | +23.63% | |
| 11 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.40% | +0.33% | — | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.13% | -0.39% | +16.48% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.08% | +0.17% | +0.03% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.07% | -1.18% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.64% | +0.07% | +1.79% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.45% | -0.94% | +337.78% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.39% | +29.94% | |
| 18 | FCEF | First Trust Exchange-traded | ETF-Other | 1.43% | +0.04% | +38.63% | |
| 19 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.40% | +0.11% | +12.18% | |
| 20 | AIRR | First Trust Rba American Ind | ETF-Other | 1.24% | +0.20% | +69.72% | |
| 21 | AMLP | Alerian Mlp ETF | ETF-Other | 1.17% | -0.09% | -7.52% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.16% | +0.05% | +69.38% | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.14% | -0.07% | +5.48% | |
| 24 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.14% | +0.12% | -5.04% | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 1.08% | -0.10% | +27.13% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.01% | -0.02% | +2.32% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.49% | +711.75% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.13% | -3.97% | |
| 29 | FTCS | First Trust Capital Strength | ETF-Other | 0.82% | -0.15% | -63.49% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.81% | +0.11% | +20.07% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.78% | +0.50% | -35.79% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.75% | -0.01% | -5.12% | |
| 33 | WCMI | Ft Wcm International ETF | ETF-Other | 0.74% | +0.08% | +81.58% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.19% | +239.96% | |
| 35 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.72% | -0.04% | +14.03% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.03% | +2.39% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | +0.08% | +2.02% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.67% | -0.05% | — | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.67% | EXIT | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.15% | -82.49% | |
| 41 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.64% | -0.03% | +20.52% | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.49% | — | +0.09% | |
| 43 | WCME | Ft Wcm Developing World ETF | ETF-Other | 0.49% | +0.05% | +85.83% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.47% | +0.03% | +0.48% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.04% | +4.63% | |
| 46 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.43% | +0.01% | +0.25% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -0.39% | EXIT | |
| 48 | LNT | Alliant Energy CORP | Stock-Utilities | 0.39% | -0.01% | — | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.02% | +0.13% | |
| 50 | FPX | First Trust US Equity Opport | ETF-Other | 0.37% | +0.07% | -1.69% |
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 80 disclosed positions in Q1 2026.
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 Q1 2026.
Top New Position Initiated
JSCP
市值: $5.6M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $798.2K
During Q1 2026, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included DGRW (13.5%)、MOAT (7.5%)、UCON (6.7%). The largest single position, DGRW, represented 13.5% of total portfolio value.
In Q1 2026, Boyce & Associates Wealth Consulting, Inc. made 75 total portfolio adjustments, initiating 8 new buys, adding to 41 positions, trimming 23 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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