13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001922884
Total reported value
$164.7M
$164.7M
82 檔
32.8%
According to the latest 13F quarterly dataset, Boyce & Associates Wealth Consulting, Inc. managed an equity portfolio of $164.7M at the end of Q2 2026, spanning 82 distinct U.S. exchange-listed positions.
In Q2 2026, Boyce & Associates Wealth Consulting, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 52 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 | 13.68% | -2.76% | +1.66% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.57% | -3.09% | +2.41% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 6.17% | -2.94% | +0.64% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.24% | -0.03% | +3.00% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 4.76% | -0.74% | +2.41% | |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.25% | -0.62% | +1.98% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 4.00% | +0.14% | +2.59% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | +0.04% | -4.97% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.92% | +0.12% | +2.74% | |
| 10 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.73% | +1.87% | +6.95% | |
| 11 | AFLG | First Trust Active Factor La | ETF-Other | 2.58% | -0.05% | +3.08% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.25% | -2.25% | EXIT | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.92% | +3.87% | -0.54% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.20% | +20.89% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.74% | -0.06% | +4.14% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.71% | -0.41% | +7.53% | |
| 17 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.51% | +1.01% | +2.73% | |
| 18 | FCEF | First Trust Exchange-traded | ETF-Other | 1.47% | -1.21% | +5.04% | |
| 19 | AIRR | First Trust Rba American Ind | ETF-Other | 1.44% | -0.21% | +5.31% | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.28% | -0.23% | +24.04% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.26% | +0.10% | +1.43% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.21% | +0.28% | +5.48% | |
| 23 | AMLP | Alerian Mlp ETF | ETF-Other | 1.08% | -1.08% | EXIT | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.07% | -0.20% | +1.08% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.16% | +0.53% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.15% | +3.30% | |
| 27 | FMHI | First Trust Municipal High I | ETF-Other | 0.98% | +0.09% | -2.34% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.92% | -0.12% | +8.30% | |
| 29 | WCMI | Ft Wcm International ETF | ETF-Other | 0.82% | +0.51% | +3.57% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | -0.23% | +7.15% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.75% | -0.06% | — | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | -0.24% | -5.56% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.21% | +0.16% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.68% | -0.68% | EXIT | |
| 35 | FTCS | First Trust Capital Strength | ETF-Other | 0.67% | -0.13% | -12.17% | |
| 36 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.62% | +3.45% | +0.24% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.61% | -0.61% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.55% | EXIT | |
| 39 | WCME | Ft Wcm Developing World ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.10% | -57.90% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.09% | -44.62% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.50% | -0.05% | +0.21% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.15% | -16.88% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.49% | -0.06% | +0.52% | |
| 45 | FPX | First Trust US Equity Opport | ETF-Other | 0.44% | -0.04% | — | |
| 46 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.44% | -0.09% | +0.63% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.14% | -10.56% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | -0.03% | -0.57% | |
| 49 | LNT | Alliant Energy CORP | Stock-Utilities | 0.38% | -0.10% | — | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.36% | -0.09% | +0.19% |
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 82 disclosed positions in Q2 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 32.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
MGK
市值: $1.1M
Top Position Liquidated / Trimmed
VEA
前期市值: $879.8K
During Q2 2026, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included DGRW (13.7%)、MOAT (7.6%)、UCON (6.2%). The largest single position, DGRW, represented 13.7% of total portfolio value.
In Q2 2026, Boyce & Associates Wealth Consulting, Inc. made 74 total portfolio adjustments, initiating 4 new buys, adding to 52 positions, trimming 16 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.