Boyce & Associates Wealth Consulting, Inc.
CIK: 0001922884Latest portfolio: $119.3M · Q4 2025
Holdings
75
Total Value
$119.3M
New Positions
75
Closed Positions
0
Top Holdings
View All 75 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 193,030 | $17.3M | 14.47% | NEW | |
| 2 | MOATVANECK ETF TRUST | 103,390 | $10.7M | 8.97% | NEW | |
| 3 | UCONFIRST TR EXCHNG TRADED FD VI | 361,116 | $9.1M | 7.62% | NEW | |
| 4 | LVHILEGG MASON ETF INVT | 174,343 | $6.4M | 5.38% | NEW | |
| 5 | FNDXSCHWAB STRATEGIC TR | 229,465 | $6.2M | 5.23% | NEW | |
| 6 | GPIXGOLDMAN SACHS ETF TR | 115,905 | $6.1M | 5.13% | NEW | |
| 7 | JPSTJ P MORGAN EXCHANGE TRADED F | 97,161 | $4.8M | 4.05% | NEW | |
| 8 | NVDANVIDIA CORPORATION | 25,312 | $4.7M | 3.96% | NEW | |
| 9 | FTCSFIRST TR EXCHANGE-TRADED FD | 32,002 | $3.0M | 2.48% | NEW | |
| 10 | DUHPDIMENSIONAL ETF TRUST | 74,595 | $2.8M | 2.38% | NEW | |
| 11 | AAPLAPPLE INC | 9,744 | $2.6M | 2.22% | NEW | |
| 12 | AFLGFIRST TR EXCHNG TRADED FD VI | 67,139 | $2.6M | 2.20% | NEW | |
| 13 | IAU*ISHARES GOLD TR | 27,407 | $2.2M | 1.86% | NEW | |
| 14 | DFAIDIMENSIONAL ETF TRUST | 54,653 | $2.1M | 1.75% | NEW | |
| 15 | FTCFIRST TR EXCHANGE-TRADED ALP | 12,067 | $1.9M | 1.62% | NEW | |
| 16 | KLMNINVESCO EXCH TRADED FD TR II | 14,367 | $1.7M | 1.44% | NEW | |
| 17 | RDVIFIRST TR EXCHANGE-TRADED FD | 64,311 | $1.7M | 1.41% | NEW | |
| 18 | VOOVANGUARD INDEX FDS | 2,465 | $1.5M | 1.29% | NEW | |
| 19 | DFEVDIMENSIONAL ETF TRUST | 44,270 | $1.5M | 1.25% | NEW | |
| 20 | AMLPALPS ETF TR | 31,684 | $1.5M | 1.25% | NEW | |
| 21 | JMUBJ P MORGAN EXCHANGE TRADED F | 28,627 | $1.4M | 1.21% | NEW | |
| 22 | FPFFIRST TR EXCHNG TRADED FD VI | 60,686 | $1.4M | 1.17% | NEW | |
| 23 | GOOGLALPHABET INC | 4,337 | $1.4M | 1.14% | NEW | |
| 24 | SCHDSCHWAB STRATEGIC TR | 42,574 | $1.2M | 0.98% | NEW | |
| 25 | FMHIFIRST TR EXCH TRADED FD III | 23,502 | $1.1M | 0.94% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.7264107079089644e+159T)
Technology0.0% ($472026491394420375552.0T)
Unknown0.0% ($22241714.8T)
Consumer Cyclical0.0% ($99.7B)
Communication Services0.0% ($1.4B)
Basic Materials0.0% ($257.2M)
Energy0.0% ($245.2M)
Industrials0.0% ($453K)
Consumer Defensive0.0% ($393K)
Healthcare0.0% ($281K)
Filing History
Fund Information
Boyce & Associates Wealth Consulting, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $119.3M across 75 holdings. The largest position is WISDOMTREE TR (DGRW), representing 14.5% of the portfolio. Compared to the previous quarter, the fund opened 75 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.