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Boyce & Associates Wealth Consulting, Inc.

Q2 2026 · 13F-HR

Boyce & Associates Wealth Consulting, Inc.holdings as filed

Filed 2026-07-23 · accession 0001754960-26-000612

$144.2M
Reported value
82
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$19.7M13.7%206,369CommonNONE
92189F643MOATVANECK ETF TRUST$10.9M7.57%105,069CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$8.9M6.17%357,500CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$7.6M5.24%243,240CommonNONE
52468L505LVHILEGG MASON ETF INVT$6.9M4.76%169,039CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$6.1M4.25%110,235CommonNONE
46641Q274JSCPJ P MORGAN EXCHANGE TRADED F$5.8M4.00%122,458CommonNONE
67066G104NVDANVIDIA CORPORATION$4.9M3.36%24,246CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$4.2M2.92%21,706CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$3.9M2.73%85,992CommonNONE
33740F821AFLGFIRST TR EXCHNG TRADED FD VI$3.7M2.58%85,564CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$3.2M2.25%77,749CommonNONE
037833100AAPLAPPLE INC$2.8M1.92%9,577CommonNONE
922908363VOOVANGUARD INDEX FDS$2.7M1.84%3,872CommonNONE
464285204IAUISHARES GOLD TR$2.5M1.74%33,248CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$2.5M1.71%59,819CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2.2M1.51%74,107CommonNONE
33740F409FCEFFIRST TR EXCHNG TRADED FD VI$2.1M1.47%88,372CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$2.1M1.44%15,535CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.8M1.28%11,443CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$1.8M1.26%42,639CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$1.7M1.21%33,023CommonNONE
00162Q452AMLPALPS ETF TR$1.6M1.08%30,166CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.5M1.07%30,524CommonNONE
02079K305GOOGLALPHABET INC$1.5M1.04%4,187CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.99%44,999CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$1.4M0.98%29,177CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.3M0.92%29,968CommonNONE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$1.2M0.82%60,539CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.1M0.77%8,858CommonNONE
921910816MGKVANGUARD WORLD FD$1.1M0.75%12,255CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.74%6,791CommonNONE
023135106AMZNAMAZON COM INC$1.1M0.73%4,427CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$975,0930.68%21,790CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$963,7490.67%10,261CommonNONE
72201R585PYLDPIMCO ETF TR$895,9250.62%33,783CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$886,7940.61%49,597CommonNONE
30231G102XOMEXXON MOBIL CORP$789,7850.55%5,777CommonNONE
33733E740WCMEFIRST TR EXCHANGE-TRADED FD$779,4350.54%39,761CommonNONE
931142103WMTWALMART INC$736,4220.51%6,502CommonNONE
594918104MSFTMICROSOFT CORP$727,7360.50%1,951CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$719,8930.50%8,786CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$715,2190.50%14,143CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$702,4280.49%19,067CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$636,2140.44%3,086CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$634,4870.44%7,664CommonNONE
88160R101TSLATESLA INC$594,7280.41%1,414CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$575,2660.40%17,000CommonNONE
018802108LNTALLIANT ENERGY CORP$549,7460.38%7,206CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$518,5050.36%6,297CommonNONE
808524763FNDASCHWAB STRATEGIC TR$516,3220.36%13,566CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$495,9170.34%12,203CommonNONE
16115Q308GTLSCHART INDS INC$449,2210.31%2,150CommonNONE
11135F101AVGOBROADCOM INC$394,6400.27%1,045CommonNONE
98149E303GLDMWORLD GOLD TR$391,6200.27%4,931CommonNONE
74348A467NOBLPROSHARES TR$371,6180.26%6,617CommonNONE
302635206FSKFS KKR CAP CORP$370,6290.26%35,298CommonNONE
464288414MUBISHARES TR$366,6650.25%3,407CommonNONE
00287Y109ABBVABBVIE INC$350,9450.24%1,395CommonNONE
92189F486FLTRVANECK ETF TRUST$338,6490.23%13,223CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$337,1350.23%7,230CommonNONE
17275R102CSCOCISCO SYS INC$316,1050.22%2,691CommonNONE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$309,1030.21%2,297CommonNONE
922908744VTVVANGUARD INDEX FDS$307,2380.21%1,410CommonNONE
64110L106NFLXNETFLIX INC.$287,0280.20%4,020CommonNONE
718172109PMPHILIP MORRIS INTL INC$279,1440.19%1,543CommonNONE
824348106SHWSHERWIN WILLIAMS CO$274,6000.19%798CommonNONE
64361Q101VNOMVIPER ENERGY INC$269,9610.19%6,367CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$259,6730.18%8,967CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$256,8730.18%344CommonNONE
78468R762ONEOSPDR SERIES TRUST$255,0320.18%1,668CommonNONE
33735B108FNXFIRST TR EXCHANGE-TRADED ALP$237,7630.16%1,625CommonNONE
464287440IEFISHARES TR$233,9660.16%2,474CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$233,9020.16%4,983CommonNONE
92189F676SMHVANECK ETF TRUST$230,3550.16%351CommonNONE
78468R739SHMSPDR SERIES TRUST$222,7690.15%4,644CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$220,5120.15%1,676CommonNONE
33733E690ACYNFIRST TR EXCHANGE-TRADED FD$215,0450.15%10,344CommonNONE
46428Q109SLVISHARES SILVER TR$214,6290.15%4,014CommonNONE
67077M108NTRNUTRIEN LTD$213,7150.15%3,395CommonNONE
052769106ADSKAUTODESK INC$202,7800.14%1,043CommonNONE
449109107HYLNHYLIION HOLDINGS CORP$135,2830.09%25,966CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.