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Boyer Financial Services, Inc. Top Holdings and 13F Report (2026)

About Boyer Financial Services, Inc.

Investment Activity

  • Boyer Financial Services, Inc. has $118.45 million in total holdings as of June 30, 2026.
  • Boyer Financial Services, Inc. owns shares of 57 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 15.79% of the portfolio was purchased this quarter.
  • About 3.20% of the portfolio was sold this quarter.
  • This quarter, Boyer Financial Services, Inc. has purchased 44 new stocks and bought additional shares in 28 stocks.
  • Boyer Financial Services, Inc. sold shares of 10 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

CAPITAL GROUP DIVIDEND GROWE
$12,001,858
CAPITAL GROUP CORE BALANCED
$11,140,945

Largest New Holdings this Quarter

464287614 - iShares Russell 1000 Growth ETF
$2,361,166 Holding
33733E690 - FIRST TR EXCHANGE-TRADED FD
$2,260,808 Holding
46654Q757 - J P MORGAN EXCHANGE TRADED F
$2,051,401 Holding
464287598 - iShares Russell 1000 Value ETF
$818,175 Holding
316092600 - Fidelity MSCI Health Care Index ETF
$352,938 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
19,488 shares (about $2.36M)
FIRST TR EXCHANGE-TRADED FD
110,015 shares (about $2.26M)
J P MORGAN EXCHANGE TRADED F
22,235 shares (about $2.05M)
Capital Group Core Plus Income ETF
51,224 shares (about $1.14M)
Capital Group Growth ETF
21,025 shares (about $978.29K)

Largest Sales this Quarter

Capital Group U.S. Multi-Sector Income ETF
24,123 shares (about $660.49K)
Capital Group Short Duration Income ETF
16,125 shares (about $415.06K)
AB Disruptors ETF
981 shares (about $134.93K)
CAPITAL GRP FIXED INCM ETF T
2,112 shares (about $55.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoyer Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
CAPITAL GROUP DIVIDEND GROWE
$12,001,858$745,099 â–²6.6%316,83910.1%SHS ETF
CAPITAL GROUP CORE BALANCED
$11,140,945$85,255 â–²0.8%295,2039.4%SHS
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$10,974,248$17,622 â–¼-0.2%224,1939.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$10,674,074$978,293 â–²10.1%229,4029.0%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$7,465,014$398,281 â–²5.6%183,1016.3%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$5,762,567$1,141,783 â–²24.7%258,5274.9%ETF
CAPITAL GRP FIXED INCM ETF T
$5,012,111$55,271 â–¼-1.1%191,5214.2%CORE BOND ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$4,645,668$461,252 â–²11.0%107,6383.9%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$4,516,513$125,944 â–²2.9%102,2763.8%ETF
J P MORGAN EXCHANGE TRADED F
$3,550,949$713,259 â–²25.1%66,6473.0%ACTIVE BOND ETF
CAPITAL GROUP EQUITY ETF TR
$3,207,302$713,032 â–²28.6%98,0232.7%US SM MI CA ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$2,926,977$660,488 â–¼-18.4%106,9022.5%ETF
CAPITAL GROUP GLOBAL EQUITY
$2,852,911$313,481 â–²12.3%81,6522.4%SHS
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,667,523$34,852 â–²1.3%82,3562.3%ETF
EA SERIES TRUST
$2,654,774$311,512 â–²13.3%71,1352.2%TBG DIVID FO ETF
CAPITAL GROUP NEW GEOGRAPHY
$2,472,703$238,844 â–²10.7%68,4012.1%SHS
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,361,166$2,361,166 â–²New Holding19,4882.0%ETF
FIRST TR EXCHANGE-TRADED FD
$2,317,708$553,202 â–²31.4%119,8402.0%WCM INTL EQUITY
FIRST TR EXCHANGE-TRADED FD
$2,260,808$2,260,808 â–²New Holding110,0151.9%VEST LADDERED
J P MORGAN EXCHANGE TRADED F
$2,051,401$2,051,401 â–²New Holding22,2351.7%JPMORGAN INTL VL
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,794,993$21,317 â–¼-1.2%22,3981.5%Manufacturing
ETF SER SOLUTIONS
$1,040,944$178,735 â–²20.7%6,7150.9%DEFIA QUANT ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$904,398$1,370,920 â–¼-60.3%10,9240.8%ETF
Apple Inc. stock logo
AAPL
Apple
$820,339$270,977 â–²49.3%2,6580.7%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$818,175$818,175 â–²New Holding3,3150.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$741,217$45,301 â–²6.5%1,8980.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$737,373$94,485 â–²14.7%3,7850.6%Computer and Technology
FWD
AB Disruptors ETF
$716,715$134,926 â–¼-15.8%5,2110.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$716,079$99,149 â–²16.1%1,8200.6%Auto/Tires/Trucks
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$708,763$40,522 â–¼-5.4%2,9210.6%Retail/Wholesale
CGSD
Capital Group Short Duration Income ETF
$533,050$415,058 â–¼-43.8%20,7090.5%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$504,060$3,907 â–²0.8%1,1610.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$467,219$11,432 â–¼-2.4%1,2670.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$418,464$28,474 â–²7.3%1,1610.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$405,029$72,725 â–²21.9%1,1250.3%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$372,682$5,990 â–²1.6%10,1410.3%Energy
Public Storage stock logo
PSA
Public Storage
$366,3900.0%1,1110.3%Finance
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$352,938$352,938 â–²New Holding4,4300.3%ETF
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$346,712$346,712 â–²New Holding7,6000.3%Finance
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$345,333$345,333 â–²New Holding3,5550.3%Finance
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$314,312$314,312 â–²New Holding2,4960.3%Manufacturing
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$301,420$301,420 â–²New Holding1,2460.3%Computer and Technology
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$273,111$273,111 â–²New Holding1,4830.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$267,111$233,980 â–²706.2%2,3300.2%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$263,140$263,140 â–²New Holding2,9020.2%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$260,6730.0%3500.2%Finance
Lennar Corporation stock logo
LEN
Lennar
$259,9550.0%2,9470.2%Construction
Chevron Corporation stock logo
CVX
Chevron
$257,184$15,736 â–²6.5%1,5200.2%Energy
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$253,379$253,379 â–²New Holding1,1600.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$235,158$9,206 â–²4.1%8940.2%Medical
APPLOVIN CORP
$222,946$222,946 â–²New Holding4230.2%COM CL A
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$220,222$220,222 â–²New Holding3,8830.2%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$216,120$216,120 â–²New Holding5,9130.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$206,837$11,344 â–²5.8%5470.2%Finance
GE Aerospace stock logo
GE
GE Aerospace
$204,238$204,238 â–²New Holding5410.2%Aerospace
Cardiol Therapeutics Inc. stock logo
CRDL
Cardiol Therapeutics
$35,805$11,550 â–²47.6%34,1000.0%Medical
REDCLOUD HLDGS PLC
$25,801$8,947 â–¼-25.7%107,9530.0%SHS
ALPS ETF TR
$0$1,022,451 â–¼-100.0%00.0%SMITH CORE PLUS
Montauk Renewables, Inc. stock logo
MNTK
Montauk Renewables
$0$26,439 â–¼-100.0%00.0%Energy
NAKAMOTO INC
$0$7,047 â–¼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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