Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boyce & Associates Wealth Consulting, Inc. (CIK 1922884) reported $132.0M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($17.8M, 13.51%), MOAT ($9.9M, 7.51%), UCON ($8.8M, 6.66%), LVHI ($6.7M, 5.07%), FNDX ($6.6M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $17.8M | 13.51% | 203,008 | Added |
| 2 | MOAT | VANECK ETF TRUST | $9.9M | 7.51% | 102,596 | Trimmed |
| 3 | UCON | FIRST TR EXCHNG TRADED FD VI | $8.8M | 6.66% | 355,244 | Trimmed |
| 4 | LVHI | LEGG MASON ETF INVT | $6.7M | 5.07% | 165,056 | Trimmed |
| 5 | FNDX | SCHWAB STRATEGIC TR | $6.6M | 4.98% | 236,154 | Added |
| 6 | JSCP | J P MORGAN EXCHANGE TRADED F | $5.6M | 4.28% | 119,361 | New |
| 7 | GPIX | GOLDMAN SACHS ETF TR | $5.4M | 4.10% | 108,097 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $4.4M | 3.37% | 25,515 | Added |
| 9 | FTC | FIRST TR EXCHANGE-TRADED ALP | $3.3M | 2.47% | 21,127 | Added |
| 10 | AFLG | FIRST TR EXCHNG TRADED FD VI | $3.2M | 2.43% | 83,005 | Added |
| 11 | VFLO | VICTORY PORTFOLIOS II | $3.2M | 2.40% | 80,403 | New |
| 12 | IAU | ISHARES GOLD TR | $2.8M | 2.13% | 31,925 | Added |
| 13 | DUHP | DIMENSIONAL ETF TRUST | $2.7M | 2.08% | 74,618 | Added |
| 14 | AAPL | APPLE INC | $2.4M | 1.85% | 9,629 | Trimmed |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $2.2M | 1.64% | 55,630 | Added |
| 16 | WMT | WALMART INC | $1.9M | 1.45% | 15,445 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $1.9M | 1.45% | 3,203 | Added |
| 18 | FCEF | FIRST TR EXCHNG TRADED FD VI | $1.9M | 1.43% | 84,131 | Added |
| 19 | RDVI | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.40% | 72,141 | Added |
| 20 | AIRR | FIRST TR EXCHANGE TRADED FD | $1.6M | 1.24% | 14,752 | Added |
| 21 | AMLP | ALPS ETF TR | $1.5M | 1.17% | 29,301 | Trimmed |
| 22 | FNDF | SCHWAB STRATEGIC TR | $1.5M | 1.16% | 31,307 | Added |
| 23 | DFEV | DIMENSIONAL ETF TRUST | $1.5M | 1.14% | 42,037 | Trimmed |
| 24 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.5M | 1.14% | 30,197 | Added |
| 25 | FMHI | FIRST TR EXCH TRADED FD III | $1.4M | 1.08% | 29,877 | Added |
Source: SEC Form 13F filings · as of 2026-03-31