Boyer Financial Services, Inc.
CIK: 0002108122SEC EDGAR →
Portfolio Value
$94.3B
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KINDLY MD INC | 31,902 | $13.0M | 0.01% |
| 2 | CAPITAL GROUP DIVIDEND GROWE | 284,499 | $10.2M | 0.01% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 213,593 | $9.4M | 0.01% |
| 4 | CAPITAL GROUP CORE BALANCED | 253,916 | $9.0M | 0.01% |
| 5 | CAPITAL GROUP GROWTH ETF | 191,065 | $8.5M | 0.01% |
| 6 | CAPITAL GROUP GBL GROWTH EQT | 159,178 | $5.6M | 0.01% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 188,231 | $5.0M | 0.01% |
| 8 | CAPITAL GRP FIXED INCM ETF T | 195,996 | $4.4M | 0.00% |
| 9 | J P MORGAN EXCHANGE TRADED F | 70,569 | $3.8M | 0.00% |
| 10 | CAPITAL GROUP CORE EQUITY ET | 93,504 | $3.8M | 0.00% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $86.2M | 80.3% |
| Healthcare | 4 | $13.3M | 12.4% |
| Technology | 6 | $3.9M | 3.6% |
| Consumer Cyclical | 3 | $1.8M | 1.7% |
| Communication Services | 3 | $618K | 0.6% |
| Energy | 2 | $558K | 0.5% |
| Industrials | 1 | $365K | 0.3% |
| Real Estate | 1 | $287K | 0.3% |
| Unknown | 1 | $207K | 0.2% |
| Utilities | 1 | $36K | 0.0% |