§ 13F · FUND PROFILE
Boyce & Associates Wealth Consulting, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109.5T (13F)Positions · 70Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 193K | $17.3T | 14.5% | ±0% |
| 2 | MOAT | VANECK ETF TRUST | 103K | $10.7T | 9.0% | ±0% |
| 3 | UCON | FIRST TR EXCHNG TRADED FD VI | 361K | $9.1T | 7.6% | −1% |
| 4 | LVHI | LEGG MASON ETF INVT | 174K | $6.4T | 5.4% | −1% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 229K | $6.2T | 5.2% | +2% |
| 6 | GPIX | GOLDMAN SACHS ETF TR | 116K | $6.1T | 5.1% | +1% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 97K | $4.8T | 4.0% | −6% |
| 8 | NVDA | NVIDIA CORPORATION | 25K | $4.7T | 4.0% | +3% |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 32K | $3.0T | 2.5% | −1% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 75K | $2.8T | 2.4% | +1% |
§ 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 $109530.5 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed