§ 13F · FUND PROFILE
Boyer Financial Services, Inc..
AUM · $118M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 317K | $12M | 10.1% | +7% |
| 2 | CGBL | CAPITAL GROUP CORE BALANCED | 295K | $11M | 9.4% | +1% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 224K | $11M | 9.3% | ±0% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 229K | $11M | 9.0% | +10% |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 183K | $7M | 6.3% | +6% |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | 259K | $6M | 4.9% | +25% |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | 192K | $5M | 4.2% | −1% |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | 108K | $5M | 3.9% | +11% |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | 102K | $5M | 3.8% | +3% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 67K | $4M | 3.0% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOYER SIGNAL
AC read
Boyer Financial Services, Inc. is a Other fund managing $118 million in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →