§ 13F · FUND PROFILE
Boyer Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 51Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$94.3T 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 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 284K | $10.2T | 10.9% | NEW |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 214K | $9.4T | 10.0% | NEW |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | 254K | $9.0T | 9.6% | NEW |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 191K | $8.5T | 9.0% | NEW |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 159K | $5.6T | 5.9% | NEW |
| 6 | CGCB | CAPITAL GRP FIXED INCM ETF T | 188K | $5.0T | 5.3% | NEW |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 196K | $4.4T | 4.7% | NEW |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | 71K | $3.8T | 4.0% | NEW |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | 94K | $3.8T | 4.0% | NEW |
| 10 | SDVY | FIRST TR EXCHANGE-TRADED FD | 96K | $3.7T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOYER SIGNAL
AC read
Boyer Financial Services, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed