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.
Dickmeyer Boyce Financial Management, Inc. (CIK 2038325) reported $193.0M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FBND ($11.5M, 5.96%), AAPL ($9.1M, 4.71%), IWR ($7.5M, 3.91%), SCHD ($7.5M, 3.88%), DON ($7.1M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $11.5M | 5.96% | 252,970 | Added |
| 2 | AAPL | APPLE INC | $9.1M | 4.71% | 31,394 | Added |
| 3 | IWR | ISHARES TR | $7.5M | 3.91% | 68,403 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $7.5M | 3.88% | 236,152 | Added |
| 5 | DON | WISDOMTREE TR | $7.1M | 3.65% | 124,755 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $6.7M | 3.45% | 42,146 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $6.1M | 3.19% | 121,565 | Added |
| 8 | MSFT | MICROSOFT CORP | $5.9M | 3.06% | 15,818 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $5.4M | 2.82% | 21,392 | Trimmed |
| 10 | DGRW | WISDOMTREE TR | $5.3M | 2.77% | 55,899 | Added |
| 11 | ABBV | ABBVIE INC | $3.9M | 2.01% | 15,383 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $3.8M | 1.98% | 17,553 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $3.7M | 1.90% | 11,209 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $3.4M | 1.76% | 28,986 | Trimmed |
| 15 | DLN | WISDOMTREE TR | $3.3M | 1.72% | 34,363 | Added |
| 16 | VYMI | VANGUARD WHITEHALL FDS | $3.3M | 1.69% | 33,217 | Added |
| 17 | VCRB | VANGUARD MALVERN FDS | $3.2M | 1.66% | 41,597 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $3.1M | 1.61% | 15,573 | Added |
| 19 | DES | WISDOMTREE TR | $3.1M | 1.59% | 75,255 | Added |
| 20 | SBUX | STARBUCKS CORP | $2.9M | 1.50% | 28,387 | Added |
| 21 | GOOG | ALPHABET INC | $2.7M | 1.38% | 7,511 | Added |
| 22 | DGRS | WISDOMTREE TR | $2.6M | 1.33% | 43,205 | Added |
| 23 | AMZN | AMAZON COM INC | $2.6M | 1.32% | 10,700 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $2.5M | 1.30% | 59,291 | Added |
| 25 | O | REALTY INCOME CORP | $2.2M | 1.13% | 35,313 | Added |
Source: SEC Form 13F filings · as of 2026-06-30