§ 13F · FUND PROFILE
Boyce & Associates Wealth Consulting, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122M (13F)Positions · 73Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 203K | $18M | 13.5% | +5% |
| 2 | MOAT | VANECK ETF TRUST | 103K | $10M | 7.5% | −1% |
| 3 | UCON | FIRST TR EXCHNG TRADED FD VI | 355K | $9M | 6.7% | −2% |
| 4 | LVHI | LEGG MASON ETF INVT | 165K | $7M | 5.1% | −5% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 236K | $7M | 5.0% | +3% |
| 6 | JSCP | J P MORGAN EXCHANGE TRADED F | 119K | $6M | 4.3% | NEW |
| 7 | GPIX | GOLDMAN SACHS ETF TR | 108K | $5M | 4.1% | −7% |
| 8 | NVDA | NVIDIA CORPORATION | 26K | $4M | 3.4% | +1% |
| 9 | FTC | FIRST TR EXCHANGE-TRADED ALP | 21K | $3M | 2.5% | +75% |
| 10 | AFLG | FIRST TR EXCHNG TRADED FD VI | 83K | $3M | 2.4% | +24% |
§ 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 $122 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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