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 $144.2M across 82 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRW ($19.7M, 13.68%), MOAT ($10.9M, 7.57%), UCON ($8.9M, 6.17%), FNDX ($7.6M, 5.24%), LVHI ($6.9M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $19.7M | 13.68% | 206,369 | Added |
| 2 | MOAT | VANECK ETF TRUST | $10.9M | 7.57% | 105,069 | Added |
| 3 | UCON | FIRST TR EXCHNG TRADED FD VI | $8.9M | 6.17% | 357,500 | Added |
| 4 | FNDX | SCHWAB STRATEGIC TR | $7.6M | 5.24% | 243,240 | Added |
| 5 | LVHI | LEGG MASON ETF INVT | $6.9M | 4.76% | 169,039 | Added |
| 6 | GPIX | GOLDMAN SACHS ETF TR | $6.1M | 4.25% | 110,235 | Added |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | $5.8M | 4.00% | 122,458 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $4.9M | 3.36% | 24,246 | Trimmed |
| 9 | FTC | FIRST TR EXCHANGE-TRADED ALP | $4.2M | 2.92% | 21,706 | Added |
| 10 | VFLO | VICTORY PORTFOLIOS II | $3.9M | 2.73% | 85,992 | Added |
| 11 | AFLG | FIRST TR EXCHNG TRADED FD VI | $3.7M | 2.58% | 85,564 | Added |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $3.2M | 2.25% | 77,749 | Added |
| 13 | AAPL | APPLE INC | $2.8M | 1.92% | 9,577 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $2.7M | 1.84% | 3,872 | Added |
| 15 | IAU | ISHARES GOLD TR | $2.5M | 1.74% | 33,248 | Added |
| 16 | DFAI | DIMENSIONAL ETF TRUST | $2.5M | 1.71% | 59,819 | Added |
| 17 | RDVI | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.51% | 74,107 | Added |
| 18 | FCEF | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.47% | 88,372 | Added |
| 19 | AIRR | FIRST TR EXCHANGE TRADED FD | $2.1M | 1.44% | 15,535 | Added |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $1.8M | 1.28% | 11,443 | Added |
| 21 | DFEV | DIMENSIONAL ETF TRUST | $1.8M | 1.26% | 42,639 | Added |
| 22 | FNDF | SCHWAB STRATEGIC TR | $1.7M | 1.21% | 33,023 | Added |
| 23 | AMLP | ALPS ETF TR | $1.6M | 1.08% | 30,166 | Added |
| 24 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.5M | 1.07% | 30,524 | Added |
| 25 | GOOGL | ALPHABET INC | $1.5M | 1.04% | 4,187 | Added |
Source: SEC Form 13F filings · as of 2026-06-30