Boyce & Associates Wealth Consulting, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Boyce & Associates Wealth Consulting, Inc. disclosed 82 stock positions valued at approximately $144.24M as of quarter-end June 30, 2026. The largest holdings include WISDOMTREE TR, VANECK ETF TRUST, and FIRST TR EXCHNG TRADED FD VI.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $144.24M
Holdings by Sector
Boyce & Associates Wealth Consulting, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | DGRW | Other | 13.68% | 206,369 | +3,361 | +1.66% | $19,732,968 |
| VANECK ETF TRUST | MOAT | Other | 7.57% | 105,069 | +2,473 | +2.41% | $10,921,501 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 6.17% | 357,500 | +2,256 | +0.64% | $8,894,593 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.24% | 243,240 | +7,086 | +3.00% | $7,564,775 |
| LEGG MASON ETF INVT | LVHI | Other | 4.76% | 169,039 | +3,983 | +2.41% | $6,860,465 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 4.25% | 110,235 | +2,138 | +1.98% | $6,125,785 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 4.00% | 122,458 | +3,097 | +2.59% | $5,773,286 |
| NVIDIA CORPORATION | NVDA | Technology | 3.36% | 24,246 | -1,269 | -4.97% | $4,851,418 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 2.92% | 21,706 | +579 | +2.74% | $4,205,962 |
| VICTORY PORTFOLIOS II | VFLO | Other | 2.73% | 85,992 | +5,589 | +6.95% | $3,934,122 |
| FIRST TR EXCHNG TRADED FD VI | AFLG | Other | 2.58% | 85,564 | +2,559 | +3.08% | $3,715,167 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 2.25% | 77,749 | +3,131 | +4.20% | $3,244,461 |
| APPLE INC | AAPL | Technology | 1.92% | 9,577 | -52 | -0.54% | $2,771,161 |
| VANGUARD INDEX FDS | VOO | Other | 1.84% | 3,872 | +669 | +20.89% | $2,659,389 |
| ISHARES GOLD TR | IAU | Other | 1.74% | 33,248 | +1,323 | +4.14% | $2,510,556 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.71% | 59,819 | +4,189 | +7.53% | $2,467,515 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 1.51% | 74,107 | +1,966 | +2.73% | $2,178,755 |
| FIRST TR EXCHNG TRADED FD VI | FCEF | Other | 1.47% | 88,372 | +4,241 | +5.04% | $2,125,349 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.44% | 15,535 | +783 | +5.31% | $2,070,040 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.28% | 11,443 | +2,218 | +24.04% | $1,848,564 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 1.26% | 42,639 | +602 | +1.43% | $1,819,289 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.21% | 33,023 | +1,716 | +5.48% | $1,742,298 |
| ALPS ETF TR | AMLP | Other | 1.08% | 30,166 | +865 | +2.95% | $1,564,089 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.07% | 30,524 | +327 | +1.08% | $1,546,190 |
| ALPHABET INC | GOOGL | Communication Services | 1.04% | 4,187 | +22 | +0.53% | $1,496,394 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.99% | 44,999 | +1,437 | +3.30% | $1,426,931 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.98% | 29,177 | -700 | -2.34% | $1,414,793 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.92% | 29,968 | +2,298 | +8.31% | $1,329,374 |
| FIRST TR EXCHANGE-TRADED FD | WCMI | Other | 0.82% | 60,539 | +2,086 | +3.57% | $1,184,748 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.77% | 8,858 | +591 | +7.15% | $1,105,152 |
Showing 30 of 82 holdings in the latest reporting period.