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CIK: 0002108122
Total reported value
$125.0M
$125.0M
57 檔
41.8%
In Q2 2026, Boyer Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $125.0M, distributed across 57 disclosed stock positions.
In Q2 2026, Boyer Financial Services, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDG | Cap Group Dividend Growers | ETF-Other | 10.13% | -0.54% | +6.62% | |
| 2 | CGBL | Cap Group Core Balanced | ETF-Other | 9.41% | -0.71% | +0.77% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 9.27% | -0.40% | -0.16% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 9.01% | -0.08% | +10.09% | |
| 5 | CGGO | Cap Group Global Growth | ETF-Other | 6.30% | -0.43% | +5.64% | |
| 6 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.87% | -0.43% | +24.71% | |
| 7 | CGCB | Cap Group Core Bond | ETF-Other | 4.23% | -0.39% | -1.09% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.92% | -0.37% | +11.02% | |
| 9 | CGUS | Cap Group Core Equity | ETF-Other | 3.81% | -0.18% | +2.87% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 3.00% | -0.38% | +25.14% | |
| 11 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 2.71% | -0.19% | +28.59% | |
| 12 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.47% | -0.25% | -18.41% | |
| 13 | CGGE | Cap Group Global Eq | ETF-Other | 2.41% | -0.05% | +12.34% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.25% | -0.13% | +1.32% | |
| 15 | TBG | Tbg Dividend Focus ETF | ETF-Other | 2.24% | -1.11% | +13.29% | |
| 16 | CGNG | Cap Group New Geography Eq | ETF-Other | 2.09% | -0.54% | +10.69% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.99% | -0.04% | — | |
| 18 | WCMI | Ft Wcm International ETF | ETF-Other | 1.96% | -0.13% | +31.35% | |
| 19 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 1.91% | +1.95% | — | |
| 20 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.73% | +0.26% | — | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.52% | -0.07% | -1.17% | |
| 22 | QTUM | Defiance Quantum ETF | ETF-Other | 0.88% | +0.07% | +20.73% | |
| 23 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.76% | -0.07% | -60.25% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.05% | +49.33% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.03% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.15% | +6.51% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.08% | +14.70% | |
| 28 | FWD | AB Disruptors ETF | ETF-Other | 0.61% | -0.05% | -15.84% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.07% | +16.07% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.02% | -5.41% | |
| 31 | CGSD | Cap Group Short Duration | ETF-Other | 0.45% | -0.01% | -43.78% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | -0.01% | +0.78% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.01% | -2.39% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | -0.02% | +7.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.03% | +21.89% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.31% | -0.02% | +1.63% | |
| 37 | PSA | Public Storage | Stock-Real Estate | 0.31% | -0.06% | — | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.30% | -0.01% | — | |
| 39 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.29% | -0.02% | — | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.29% | -0.01% | — | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.27% | +0.02% | — | |
| 42 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.25% | -0.06% | — | |
| 43 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.23% | -0.01% | — | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | — | +706.23% | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.22% | -0.01% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 47 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.22% | -0.22% | EXIT | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.22% | +0.03% | +6.52% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.21% | — | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.01% | +4.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +2% | NEW | New buy |
| 2 | ACYN | Ft Lad Autocall Bar Inc ETF | +1.9% | NEW | New buy |
| 3 | JIVE | JPM Interntl Value ETF | +1.7% | NEW | New buy |
| 4 | IWD | Ishares Russell 1000 Value E | +0.7% | NEW | New buy |
| 5 | CGMM | Cap Group Small And Mid Cap | +0.3% | +28.59% | Add |
| 6 | WCMI | Ft Wcm International ETF | +0.3% | +31.35% | Add |
| 7 | FHLC | Fidelity Msci Health Care | +0.3% | NEW | New buy |
| 8 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | +0.3% | NEW | New buy |
| 9 | DLN | Wisdomtree US Largecap Divid | +0.3% | NEW | New buy |
| 10 | AIRR | First Trust Rba American Ind | +0.3% | NEW | New buy |
| 11 | QTUM | Defiance Quantum ETF | +0.3% | +20.73% | Add |
| 12 | CRDO | Credo Technology Group Holding Ltd | +0.3% | NEW | New buy |
| 13 | GRID | First Trst Nasd Cl Edg Sgiif | +0.2% | NEW | New buy |
| 14 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.2% | +49.33% | Add |
| 16 | QUAL | Ishares Msci USA Quality Fac | +0.2% | NEW | New buy |
| 17 | APP | Applovin Corp-class A | +0.2% | NEW | New buy |
| 18 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | NEW | New buy |
| 20 | CGGO | Cap Group Global Growth | +0.2% | +5.64% | Add |
| 21 | GE | General Electric | +0.2% | NEW | New buy |
| 22 | CGGR | Cap Group Growth Equity | +0.1% | +10.09% | Add |
| 23 | CGGE | Cap Group Global Eq | +0.1% | +12.34% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.89% | Add |
| 25 | CGNG | Cap Group New Geography Eq | 0% | +10.69% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.78% | Add |
| 27 | VGT | Vanguard Info Tech ETF | 0% | +706.23% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +14.70% | Add |
| 29 | CRDL | Cardiol Therapeutics Inc-a | — | +47.62% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +7.30% | Add |
| 31 | PSA | Public Storage | 0% | — | Unchanged |
| 32 | ✓ | Kindly Md Inc | 0% | EXIT | Sold out |
| 33 | TSLA | Tesla Inc | 0% | +16.07% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 35 | JNJ | Johnson & Johnson | 0% | +4.07% | Add |
| 36 | MNTK | Montauk Renewables Inc | 0% | EXIT | Sold out |
| 37 | CGCP | Cap Group Core Plus Income | 0% | +24.71% | Add |
| 38 | JBND | Jpmorgan Active Bond ETF | 0% | +25.14% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -2.39% | Trim |
| 40 | LEN | Lennar Corp-a | -0.1% | — | Unchanged |
| 41 | MSFT | Microsoft CORP | -0.1% | +6.51% | Add |
| 42 | GLD | Spdr Gold Shares | -0.1% | +5.80% | Add |
| 43 | TBG | Tbg Dividend Focus ETF | -0.1% | +13.29% | Add |
| 44 | AMZN | Amazon.com Inc | -0.1% | -5.41% | Trim |
| 45 | ✓ | -0.1% | -25.75% | Trim | |
| 46 | CVX | Chevron CORP | -0.1% | +6.52% | Add |
| 47 | EPD | Enterprise Products Partners | -0.1% | +1.63% | Add |
| 48 | FWD | AB Disruptors ETF | -0.1% | -15.84% | Trim |
| 49 | RDVY | First Trust Rising Dividend | -0.1% | -1.17% | Trim |
| 50 | SDVY | First Trust Smid Cap Rising | -0.1% | +11.02% | Add |
According to official SEC Form 13F filings, Boyer Financial Services, Inc. reported a total U.S. public equity portfolio value of $125.0M across 57 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 CGDG, CGBL, CGDV) accounted for 41.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
IWF
市值: $2.4M
Top Position Liquidated / Trimmed
SMTH
前期市值: $1.0M
During Q2 2026, Boyer Financial Services, Inc.'s top holdings by market value included CGDG (10.1%)、CGBL (9.4%)、CGDV (9.3%). The largest single position, CGDG, represented 10.1% of total portfolio value.
In Q2 2026, Boyer Financial Services, Inc. made 57 total portfolio adjustments, initiating 16 new buys, adding to 28 positions, trimming 10 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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