Boyce & Associates Wealth Consulting, Inc.
CIK: 0001922884SEC EDGAR →
Portfolio Value
$119.3M
Holdings
75
As of
Q4 2025
New Positions
75
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 193,030 | $17.3M | 14.47% |
| 2 | VANECK ETF TRUST | 103,390 | $10.7M | 8.97% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 361,116 | $9.1M | 7.62% |
| 4 | LEGG MASON ETF INVT | 174,343 | $6.4M | 5.38% |
| 5 | SCHWAB STRATEGIC TR | 229,465 | $6.2M | 5.23% |
| 6 | GOLDMAN SACHS ETF TR | 115,905 | $6.1M | 5.13% |
| 7 | J P MORGAN EXCHANGE TRADED F | 97,161 | $4.8M | 4.05% |
| 8 | NVIDIA CORPORATION | 25,312 | $4.7M | 3.96% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 32,002 | $3.0M | 2.48% |
| 10 | DIMENSIONAL ETF TRUST | 74,595 | $2.8M | 2.38% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (75)
$17.3M · 193K shares
$10.7M · 103K shares
$9.1M · 361K shares
$6.4M · 174K shares
$6.2M · 229K shares
$6.1M · 116K shares
$4.8M · 97K shares
$4.7M · 25K shares
$3.0M · 32K shares
$2.8M · 75K shares
$2.6M · 10K shares
$2.6M · 67K shares
$2.2M · 27K shares
$2.1M · 55K shares
$1.9M · 12K shares
$1.7M · 14K shares
$1.7M · 64K shares
$1.5M · 2K shares
$1.5M · 44K shares
$1.5M · 32K shares
$1.4M · 29K shares
$1.4M · 61K shares
$1.4M · 4K shares
$1.2M · 43K shares
$1.1M · 24K shares
$1.1M · 8K shares
$996K · 4K shares
$912K · 23K shares
$854K · 19K shares
$854K · 9K shares
$835K · 18K shares
$826K · 8K shares
$798K · 2K shares
$722K · 40K shares
$679K · 2K shares
$647K · 9K shares
$620K · 19K shares
$562K · 8K shares
$557K · 17K shares
$547K · 32K shares
$522K · 35K shares
$513K · 3K shares
$453K · 2K shares
$443K · 6K shares
$428K · 14K shares
$420K · 5K shares
$393K · 4K shares
$379K · 4K shares
$378K · 4K shares
$366K · 1K shares
$363K · 3K shares
$355K · 21K shares
$351K · 11K shares
$342K · 1K shares
$313K · 7K shares
$298K · 2K shares
$292K · 11K shares
$292K · 11K shares
$281K · 1K shares
$277K · 315 shares
$271K · 1K shares
$258K · 4K shares
$257K · 794 shares
$245K · 6K shares
$240K · 4K shares
$233K · 342 shares
$222K · 5K shares
$214K · 2K shares
$209K · 434 shares
$208K · 2K shares
$206K · 2K shares
$206K · 698 shares
$204K · 2K shares
$204K · 2K shares
$47K · 26K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $97.5M | 81.8% |
| Technology | 9 | $10.6M | 8.9% |
| Unknown | 5 | $5.7M | 4.7% |
| Communication Services | 2 | $1.7M | 1.5% |
| Consumer Cyclical | 3 | $1.7M | 1.4% |
| Basic Materials | 2 | $497K | 0.4% |
| Industrials | 1 | $453K | 0.4% |
| Energy | 2 | $449K | 0.4% |
| Consumer Defensive | 1 | $393K | 0.3% |
| Healthcare | 1 | $281K | 0.2% |