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CIK: 0002108122
Total reported value
$118.4M
$118.4M
51 檔
36.1%
According to the latest 13F quarterly dataset, Boyer Financial Services, Inc. managed an equity portfolio of $118.4M at the end of Q4 2025, spanning 51 distinct U.S. exchange-listed positions.
During Q4 2025, Boyer Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDG | Cap Group Dividend Growers | ETF-Other | 10.85% | -1.18% | — | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 9.96% | -0.86% | — | |
| 3 | CGBL | Cap Group Core Balanced | ETF-Other | 9.57% | -1.28% | — | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 9.03% | +0.13% | — | |
| 5 | CGGO | Cap Group Global Growth | ETF-Other | 5.93% | +0.17% | — | |
| 6 | CGCB | Cap Group Core Bond | ETF-Other | 5.29% | -1.16% | — | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.71% | -0.04% | — | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 4.04% | -0.04% | — | |
| 9 | CGUS | Cap Group Core Equity | ETF-Other | 4.00% | -0.24% | — | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.94% | -0.13% | — | |
| 11 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 3.90% | -1.31% | — | |
| 12 | TBG | Tbg Dividend Focus ETF | ETF-Other | 2.45% | -0.08% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.22% | -0.39% | — | |
| 14 | CGGE | Cap Group Global Eq | ETF-Other | 2.17% | +0.06% | — | |
| 15 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.95% | +0.34% | — | |
| 16 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.85% | +0.02% | — | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.67% | -1.45% | — | |
| 18 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.59% | -1.08% | EXIT | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.34% | -0.12% | — | |
| 20 | WCMI | Ft Wcm International ETF | ETF-Other | 1.25% | +0.34% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.07% | — | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.02% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.01% | — | |
| 24 | CGSD | Cap Group Short Duration | ETF-Other | 0.79% | -0.56% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.01% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.21% | — | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.02% | — | |
| 28 | QTUM | Defiance Quantum ETF | ETF-Other | 0.62% | +0.25% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.08% | — | |
| 30 | FWD | AB Disruptors ETF | ETF-Other | 0.56% | -0.10% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | -0.05% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.06% | — | |
| 33 | EME | Emcor Group Inc | Stock-Industrials | 0.39% | — | — | |
| 34 | EPD | Enterprise Products Partners | Stock-Energy | 0.34% | -0.09% | — | |
| 35 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.33% | — | — | |
| 36 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.33% | -0.05% | — | |
| 37 | PSA | Public Storage | Stock-Real Estate | 0.30% | -0.01% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.02% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.09% | — | |
| 40 | APGE | Apogee Therapeutics Inc | Stock-Other | 0.25% | — | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | — | — | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.02% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.07% | — | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.22% | +0.18% | NEW | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.21% | +0.19% | NEW | |
| 46 | ✓ | Stock-Other | 0.19% | -0.09% | — | ||
| 47 | MRKR | Marker Therapeutics Inc | Stock-Other | 0.06% | — | — | |
| 48 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.04% | — | — | |
| 49 | CRDL | Cardiol Therapeutics Inc-a | Stock-Other | 0.03% | — | — | |
| 50 | NIPG | Nip Group Inc | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Boyer Financial Services, Inc. reported a total U.S. public equity portfolio value of $118.4M across 51 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 CGDG, CGDV, CGBL) accounted for 36.1% of total reported equity market value during Q4 2025.
During Q4 2025, Boyer Financial Services, Inc.'s top holdings by market value included CGDG (10.8%)、CGDV (10.0%)、CGBL (9.6%). The largest single position, CGDG, represented 10.8% of total portfolio value.
In Q4 2025, Boyer Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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