Boyce & Associates Wealth Consulting, Inc. — 13F Holdings & Portfolio
CIK 1922884 · latest 13F-HR filed 2026-04-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$132.0M
Long-equity book
Holdings
80
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+8 / −3 / ↑28 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WALMART INC$1.5M +388.4%
- FIRST TR EXCHANGE-TRADED ALP$1.3M +68.8%
- MICROSOFT CORP$1.1M +521.7%
- FIRST TR EXCHANGE TRADED FD$779.6K +91.2%
- EXXON MOBIL CORP$775.5K +379.3%
Top Trims
- J P MORGAN EXCHANGE TRADED F-$4.0M -82.2%
- FIRST TR EXCHANGE-TRADED FD-$1.9M -63.4%
- VANECK ETF TRUST-$786.1K -7.3%
- GOLDMAN SACHS ETF TR-$710.7K -11.6%
- INVESCO EXCH TRADED FD TR II-$680.0K -39.7%
New Positions
- J P MORGAN EXCHANGE TRADED F$5.6M
- VICTORY PORTFOLIOS II$3.2M
- PIMCO ETF TR$883.0K
- VANGUARD TAX-MANAGED FDS$879.8K
- SELECT SECTOR SPDR TR$521.2K
Exited Positions
- BERKSHIRE HATHAWAY INC DEL$798.2K
- GOLDMAN SACHS GROUP INC$277.3K
- INTERNATIONAL BUSINESS MACHS$206.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | DGRW | 97717X669 | $17.8M | 13.51% | 203,008 | SH |
| 2 | VANECK ETF TRUST | MOAT | 92189F643 | $9.9M | 7.51% | 102,596 | SH |
| 3 | FIRST TR EXCHNG TRADED FD VI | UCON | 33740F888 | $8.8M | 6.66% | 355,244 | SH |
| 4 | LEGG MASON ETF INVT | LVHI | 52468L505 | $6.7M | 5.07% | 165,056 | SH |
| 5 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $6.6M | 4.98% | 236,154 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JSCP | 46641Q274 | $5.6M | 4.28% | 119,361 | SH |
| 7 | GOLDMAN SACHS ETF TR | GPIX | 38149W622 | $5.4M | 4.10% | 108,097 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.4M | 3.37% | 25,515 | SH |
| 9 | FIRST TR EXCHANGE-TRADED ALP | FTC | 33735K108 | $3.3M | 2.47% | 21,127 | SH |
| 10 | FIRST TR EXCHNG TRADED FD VI | AFLG | 33740F821 | $3.2M | 2.43% | 83,005 | SH |
| 11 | VICTORY PORTFOLIOS II | VFLO | 92647X830 | $3.2M | 2.40% | 80,403 | SH |
| 12 | ISHARES GOLD TR | IAU | 464285204 | $2.8M | 2.13% | 31,925 | SH |
| 13 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $2.7M | 2.08% | 74,618 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $2.4M | 1.85% | 9,629 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $2.2M | 1.64% | 55,630 | SH |
| 16 | WALMART INC | WMT | 931142103 | $1.9M | 1.45% | 15,445 | SH |
| 17 | VANGUARD INDEX FDS | VOO | 922908363 | $1.9M | 1.45% | 3,203 | SH |
| 18 | FIRST TR EXCHNG TRADED FD VI | FCEF | 33740F409 | $1.9M | 1.43% | 84,131 | SH |
| 19 | FIRST TR EXCHANGE-TRADED FD | RDVI | 33738D879 | $1.8M | 1.40% | 72,141 | SH |
| 20 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $1.6M | 1.24% | 14,752 | SH |
| 21 | ALPS ETF TR | AMLP | 00162Q452 | $1.5M | 1.17% | 29,301 | SH |
| 22 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $1.5M | 1.16% | 31,307 | SH |
| 23 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $1.5M | 1.14% | 30,197 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $1.5M | 1.14% | 42,037 | SH |
| 25 | FIRST TR EXCH TRADED FD III | FMHI | 33739P301 | $1.4M | 1.08% | 29,877 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.3M | 1.01% | 43,562 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.99% | 3,523 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $1.2M | 0.91% | 4,165 | SH |
| 29 | FIRST TR EXCHANGE-TRADED FD | FTCS | 33733E104 | $1.1M | 0.82% | 11,683 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $1.1M | 0.81% | 27,670 | SH |
| 31 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $1.0M | 0.78% | 9,225 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $994.6K | 0.75% | 7,191 | SH |
| 33 | FIRST TR EXCHANGE-TRADED FD | WCMI | 33733E732 | $980.3K | 0.74% | 58,453 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $979.9K | 0.74% | 5,776 | SH |
| 35 | FIRST TR EXCHANGE-TRADED FD | FTSL | 33738D309 | $951.7K | 0.72% | 21,243 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $920.5K | 0.70% | 4,420 | SH |
| 37 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $913.2K | 0.69% | 8,267 | SH |
| 38 | PIMCO ETF TR | PYLD | 72201R585 | $883.0K | 0.67% | 33,702 | SH |
| 39 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $879.8K | 0.67% | 13,730 | SH |
| 40 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $861.1K | 0.65% | 17,015 | SH |
| 41 | FIRST TR EXCH TRADED FD III | FPE | 33739E108 | $847.8K | 0.64% | 47,762 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $644.3K | 0.49% | 18,968 | SH |
| 43 | FIRST TR EXCHANGE-TRADED FD | WCME | 33733E740 | $643.3K | 0.49% | 38,311 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $621.7K | 0.47% | 8,768 | SH |
| 45 | TESLA INC | TSLA | 88160R101 | $587.7K | 0.45% | 1,581 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $561.9K | 0.43% | 7,616 | SH |
| 47 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $521.2K | 0.39% | 8,507 | SH |
| 48 | ALLIANT ENERGY CORP | LNT | 018802108 | $517.1K | 0.39% | 7,206 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $498.1K | 0.38% | 17,098 | SH |
| 50 | FIRST TR EXCHANGE-TRADED FD | FPX | 336920103 | $490.0K | 0.37% | 3,086 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $132.0M | 80 | 0001754960-26-000236 |
| 2025-12-31 | 2026-01-20 | $119.3M | 75 | 0001754960-26-000086 |