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CIK: 0002038325
Total reported value
$193.0M
$193.0M
125 檔
20.2%
In Q1 2026, Dickmeyer Boyce Financial Management, Inc.'s U.S. equity holdings reached a combined market value of $193.0M, distributed across 125 disclosed stock positions.
During Q1 2026, Dickmeyer Boyce Financial Management, 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 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.48% | -0.52% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.03% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.09% | -0.21% | — | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.84% | +0.07% | — | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.82% | -0.17% | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.53% | -0.08% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.19% | — | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.17% | -0.35% | — | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.14% | +0.05% | — | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.73% | +0.04% | — | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.02% | -0.04% | — | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.01% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.05% | — | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.71% | -0.41% | — | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.59% | +0.13% | — | |
| 16 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.57% | +0.02% | — | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.56% | +0.13% | — | |
| 18 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.55% | +0.11% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.12% | — | |
| 20 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.49% | +0.01% | — | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.40% | +0.36% | — | |
| 22 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.32% | +0.01% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.14% | — | |
| 24 | O | Realty Income CORP | Stock-Real Estate | 1.22% | -0.09% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.12% | — | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.96% | +0.16% | — | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 0.94% | -0.05% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.18% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.17% | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.03% | — | |
| 31 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.81% | +0.07% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.28% | — | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.81% | -0.12% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.07% | — | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | +0.03% | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.14% | — | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.13% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.68% | EXIT | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.68% | -0.07% | — | |
| 40 | ARCC | Ares Capital CORP | Stock-Financials | 0.67% | -0.07% | — | |
| 41 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.66% | +0.18% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | +0.02% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.09% | — | |
| 44 | TD | Toronto-dominion Bank | Stock-Financials | 0.61% | +0.08% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.06% | — | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.59% | -0.04% | — | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.06% | — | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.57% | -0.01% | — | |
| 49 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.56% | -0.06% | — | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.55% | -0.01% | — |
According to official SEC Form 13F filings, Dickmeyer Boyce Financial Management, Inc. reported a total U.S. public equity portfolio value of $193.0M across 125 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 FBND, AAPL, SCHD) accounted for 20.2% of total reported equity market value during Q1 2026.
During Q1 2026, Dickmeyer Boyce Financial Management, Inc.'s top holdings by market value included FBND (6.5%)、AAPL (4.7%)、SCHD (4.1%). The largest single position, FBND, represented 6.5% of total portfolio value.
In Q1 2026, Dickmeyer Boyce Financial Management, 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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