§ 13F · FUND PROFILE
Dickmeyer Boyce Financial Management, Inc..
AUM · $193M (13F)Positions · 129Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M 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 | FBND | FIDELITY MERRIMACK STR TR | 253K | $12M | — | +5% |
| 2 | AAPL | APPLE INC | 31K | $9M | — | ±0% |
| 3 | IWR | ISHARES TR | 68K | $8M | — | +2% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 236K | $7M | — | +4% |
| 5 | DON | WISDOMTREE TR | 125K | $7M | — | +1% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 42K | $7M | — | +4% |
| 7 | VTEB | VANGUARD MUN BD FDS | 122K | $6M | — | +14% |
| 8 | MSFT | MICROSOFT CORP | 16K | $6M | — | +6% |
| 9 | JNJ | JOHNSON & JOHNSON | 21K | $5M | — | −3% |
| 10 | DGRW | WISDOMTREE TR | 56K | $5M | — | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DICKMEYER SIGNAL
AC read
Dickmeyer Boyce Financial Management, Inc. is a institutional fund managing $193 million in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →