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CIK: 0002038325
Total reported value
$195.4M
$195.4M
129 檔
21.8%
During the Q2 2026 filing period, Dickmeyer Boyce Financial Management, Inc. (CIK: 0002038325) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $195.4M across 129 reported positions.
In Q2 2026, Dickmeyer Boyce Financial Management, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 75 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.96% | -0.12% | +4.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.71% | +0.62% | +0.14% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.91% | -0.13% | +2.01% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.88% | +0.14% | +4.14% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.65% | -0.18% | +0.85% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.45% | +0.03% | +3.99% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.19% | -0.66% | +13.65% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | +1.11% | +6.15% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.82% | +0.04% | -2.85% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.77% | +0.03% | +5.84% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.01% | +0.03% | -1.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | +0.14% | +0.22% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.01% | -0.28% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.76% | -0.20% | -5.14% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.72% | +0.08% | +13.30% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.69% | +0.35% | +18.46% | |
| 17 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.66% | +0.05% | +22.28% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.21% | +7.10% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.59% | -0.07% | +1.67% | |
| 20 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.50% | -0.13% | +0.49% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | -0.08% | +2.50% | |
| 22 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.33% | -0.09% | +2.10% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.07% | +9.50% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | +0.09% | +2.47% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 1.13% | -0.16% | +4.19% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.12% | -0.04% | +12.80% | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 0.89% | -0.06% | +4.04% | |
| 28 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.88% | +0.02% | +18.33% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | -0.04% | -3.21% | |
| 30 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.84% | +0.02% | +30.49% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.02% | +7.86% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.04% | +9.71% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.07% | — | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.03% | +13.59% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.07% | +6.13% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.03% | — | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.69% | -0.09% | -0.03% | |
| 38 | TD | Toronto-dominion Bank | Stock-Financials | 0.69% | -0.04% | -1.76% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | +0.07% | +9.64% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | -0.17% | -0.50% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.65% | +0.24% | +27.65% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.64% | -0.06% | +0.59% | |
| 43 | AEP | American Electric Power | Stock-Utilities | 0.61% | -0.09% | -2.34% | |
| 44 | BMO | Bank Of Montreal | Stock-Financials | 0.61% | -0.04% | -3.00% | |
| 45 | ARCC | Ares Capital CORP | Stock-Financials | 0.60% | +0.01% | -1.41% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.57% | -0.08% | +14.31% | |
| 47 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.57% | -0.02% | +8.22% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | — | +10.22% | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.56% | — | +0.12% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.55% | -0.03% | -0.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.4% | -5.14% | Trim |
| 2 | SCHG | Schwab US Large-cap Growth | +0.3% | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +80.00% | Add |
| 4 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 5 | QCOM | Qualcomm Inc | +0.2% | +27.16% | Add |
| 6 | JHMM | John Hancock Multi Fact Mid | +0.2% | +30.49% | Add |
| 7 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | NEW | New buy |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.2% | +12.80% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | -0.50% | Trim |
| 10 | ADP | Automatic Data Processing | +0.2% | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +2.50% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.21% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 14 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +18.46% | Add |
| 15 | DLN | Wisdomtree US Largecap Divid | +0.1% | +13.30% | Add |
| 16 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | +0.1% | +7.10% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +9.50% | Add |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +27.65% | Add |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +15.44% | Add |
| 21 | VCRB | Vanguard Core Bond ETF | +0.1% | +22.28% | Add |
| 22 | SON | Sonoco Products Co | +0.1% | NEW | New buy |
| 23 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 24 | BDX | Becton Dickinson And Co | +0.1% | NEW | New buy |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 26 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.92% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 29 | INTC | Intel CORP | +0.1% | -46.08% | Trim |
| 30 | KEEL | Keel Infrastructure CORP | +0.1% | NEW | New buy |
| 31 | TD | Toronto-dominion Bank | +0.1% | -1.76% | Trim |
| 32 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +2.01% | Add |
| 33 | DHS | Wisdomtree US High Dividend | +0.1% | +18.33% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.71% | Add |
| 35 | KMB | Kimberly-clark CORP | +0.1% | +14.31% | Add |
| 36 | BMO | Bank Of Montreal | +0.1% | -3.00% | Trim |
| 37 | MCHP | Microchip Technology Inc | +0.1% | +0.15% | Add |
| 38 | PSA | Public Storage | +0.1% | +44.38% | Add |
| 39 | SCHA | Schwab US Small-cap ETF | +0.1% | +0.59% | Add |
| 40 | VTWV | Vanguard Russell 2000 Value | +0.1% | +8.22% | Add |
| 41 | CVS | Cvs Health CORP | +0.1% | -0.43% | Trim |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +13.65% | Add |
| 43 | D | Dominion Energy Inc | +0.1% | +20.55% | Add |
| 44 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +9.20% | Add |
| 45 | UPS | United Parcel Service-cl B | +0.1% | +24.70% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +35.11% | Add |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +5.84% | Add |
| 48 | MSI | Motorola Solutions Inc | 0% | +52.50% | Add |
| 49 | SCHX | Schwab US Large-cap ETF | 0% | +22.22% | Add |
| 50 | AAPL | Apple Inc | 0% | +0.14% | Add |
According to official SEC Form 13F filings, Dickmeyer Boyce Financial Management, Inc. reported a total U.S. public equity portfolio value of $195.4M across 129 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 FBND, AAPL, IWR) accounted for 21.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCHG
市值: $533.9K
Top Position Liquidated / Trimmed
XOM
前期市值: $1.2M
During Q2 2026, Dickmeyer Boyce Financial Management, Inc.'s top holdings by market value included FBND (6.0%)、AAPL (4.7%)、IWR (3.9%). The largest single position, FBND, represented 6.0% of total portfolio value.
In Q2 2026, Dickmeyer Boyce Financial Management, Inc. made 132 total portfolio adjustments, initiating 12 new buys, adding to 75 positions, trimming 37 holdings, and fully liquidating 8 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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