§ 13F · FUND PROFILE
Boyce & Associates Wealth Consulting, Inc..
AUM · $144M (13F)Positions · 82Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 206K | $20M | 13.7% | +2% |
| 2 | MOAT | VANECK ETF TRUST | 105K | $11M | 7.6% | +2% |
| 3 | UCON | FIRST TR EXCHNG TRADED FD VI | 358K | $9M | 6.2% | +1% |
| 4 | FNDX | SCHWAB STRATEGIC TR | 243K | $8M | 5.2% | +3% |
| 5 | LVHI | LEGG MASON ETF INVT | 169K | $7M | 4.8% | +2% |
| 6 | GPIX | GOLDMAN SACHS ETF TR | 110K | $6M | 4.2% | +2% |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | 122K | $6M | 4.0% | +3% |
| 8 | NVDA | NVIDIA CORPORATION | 24K | $5M | 3.4% | −5% |
| 9 | FTC | FIRST TR EXCHANGE-TRADED ALP | 22K | $4M | 2.9% | +3% |
| 10 | VFLO | VICTORY PORTFOLIOS II | 86K | $4M | 2.7% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOYCE SIGNAL
AC read
Boyce & Associates Wealth Consulting, Inc. is a Other fund managing $144 million in assets. The fund runs a portfolio of 82 positions.
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