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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 $124.95 million in total holdings as of September 30, 2026.
  • Boyer Financial Services, Inc. owns shares of 61 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 8.51% of the portfolio was purchased this quarter.
  • About 2.15% of the portfolio was sold this quarter.
  • This quarter, Boyer Financial Services, Inc. has purchased 57 new stocks and bought additional shares in 28 stocks.
  • Boyer Financial Services, Inc. sold shares of 11 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

CAPITAL GROUP DIVIDEND GROWE
$11,981,767
CAPITAL GROUP CORE BALANCED
$10,867,435

Largest New Holdings this Quarter

46654Q484 - J P MORGAN EXCHANGE TRADED F
$2,240,465 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$1,317,008 Holding
46641Q266 - J P MORGAN EXCHANGE TRADED F
$694,041 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF
$628,578 Holding
33738D788 - FIRST TR EXCHANGE-TRADED FD
$265,523 Holding

Largest Purchases this Quarter

FIRST TR EXCHANGE-TRADED FD
121,454 shares (about $2.53M)
J P MORGAN EXCHANGE TRADED F
47,327 shares (about $2.24M)
SPACE EXPLORATION TECHN CORP
8,730 shares (about $1.32M)
JPMorgan Equity Premium Income ETF
12,363 shares (about $695.05K)
J P MORGAN EXCHANGE TRADED F
11,214 shares (about $694.04K)

Largest Sales this Quarter

EA SERIES TRUST
32,132 shares (about $1.16M)
CAPITAL GROUP NEW GEOGRAPHY
15,284 shares (about $557.11K)
J P MORGAN EXCHANGE TRADED F
2,583 shares (about $132.04K)
First Trust Nasdaq Cybersecurity ETF
329 shares (about $33.92K)

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
$11,981,767$249,212 ▲2.1%323,5699.6%SHS ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$11,155,447$274,904 ▲2.5%235,1988.9%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$11,081,427$129,599 ▲1.2%226,8468.9%ETF
CAPITAL GROUP CORE BALANCED
$10,867,435$18,742 ▲0.2%295,7138.7%SHS
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$7,335,862$52,112 ▲0.7%184,4115.9%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$5,552,082$79,070 ▲1.4%262,2624.4%ETF
FIRST TR EXCHANGE-TRADED FD
$4,828,441$2,533,529 ▲110.4%231,4693.9%VEST LADDERED
CAPITAL GRP FIXED INCM ETF T
$4,792,672$8,468 ▲0.2%191,8603.8%CORE BOND ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$4,541,552$9,746 ▼-0.2%102,0573.6%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$4,442,009$74,059 ▲1.7%109,4633.6%ETF
J P MORGAN EXCHANGE TRADED F
$3,274,947$132,043 ▼-3.9%64,0642.6%ACTIVE BOND ETF
CAPITAL GROUP EQUITY ETF TR
$3,152,978$118,175 ▲3.9%101,8402.5%US SM MI CA ETF
CAPITAL GROUP GLOBAL EQUITY
$2,948,653$106,345 ▲3.7%84,7072.4%SHS
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$2,771,420$32,630 ▼-1.2%105,6582.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,653,121$25,926 ▼-1.0%81,5592.1%ETF
J P MORGAN EXCHANGE TRADED F
$2,489,378$372,126 ▲17.6%26,1432.0%JPMORGAN INTL VL
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,441,0670.0%19,4882.0%ETF
FIRST TR EXCHANGE-TRADED FD
$2,283,087$3,453 ▼-0.2%119,6591.8%WCM INTL EQUITY
J P MORGAN EXCHANGE TRADED F
$2,240,465$2,240,465 ▲New Holding47,3271.8%CALIFORNIA TAX F
CAPITAL GROUP NEW GEOGRAPHY
$1,936,132$557,107 ▼-22.3%53,1171.5%SHS
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,812,707$59,187 ▲3.4%23,1541.5%ETF
EA SERIES TRUST
$1,408,008$1,159,965 ▼-45.2%39,0031.1%TBG DIVID FO ETF
SPACE EXPLORATION TECHN CORP
$1,317,008$1,317,008 ▲New Holding8,7301.1%CLASS A COM STK
ETF SER SOLUTIONS
$1,191,620$173,459 ▲17.0%7,8591.0%DEFIA QUANT ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$974,598$1,026 ▲0.1%1,9000.8%Technology
Apple Inc. stock logo
AAPL
Apple
$921,466$36,299 ▲4.1%2,7670.7%Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$913,355$695,052 ▲318.4%16,2460.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$878,966$14,615 ▲1.7%3,8490.7%Technology
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$858,901$38,615 ▼-4.3%10,4540.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$821,8880.0%3,3150.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$771,041$43,348 ▲6.0%3,0950.6%Consumer Discretionary
FWD
AB Disruptors ETF
$696,951$11,186 ▲1.6%5,2960.6%ETF
J P MORGAN EXCHANGE TRADED F
$694,041$694,041 ▲New Holding11,2140.6%ACTIVEBLDRS EMER
Tesla, Inc. stock logo
TSLA
Tesla
$657,108$11,354 ▲1.8%1,8520.5%Consumer Discretionary
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$628,578$628,578 ▲New Holding24,7570.5%ETF
CGSD
Capital Group Short Duration Income ETF
$551,815$28,911 ▲5.5%21,8540.4%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$531,005$1,369 ▲0.3%1,1640.4%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$472,291$1,871 ▼-0.4%1,2620.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$408,065$351 ▲0.1%1,1620.3%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$388,935$1,721 ▲0.4%1,1300.3%Communication Services
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$367,232$109,540 ▲42.5%3,5570.3%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$361,9310.0%4,4300.3%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$361,1210.0%10,1410.3%Energy
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$345,5460.0%3,5550.3%ETF
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$339,3350.0%7,6000.3%ETF
Public Storage stock logo
PSA
Public Storage
$314,3720.0%1,1110.3%Real Estate
Chevron Corporation stock logo
CVX
Chevron
$309,582$817 ▼-0.3%1,5160.2%Energy
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$292,8110.0%2,3300.2%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$277,261$14,527 ▲5.5%1,5650.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$266,9210.0%3500.2%ETF
FIRST TR EXCHANGE-TRADED FD
$265,523$265,523 ▲New Holding13,4510.2%CORE INVESTMENT
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$265,293$33,922 ▼-11.3%2,5730.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$257,7980.0%1,1600.2%ETF
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$242,7080.0%1,2460.2%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$236,942$265 ▲0.1%8950.2%Healthcare
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$221,5600.0%5,9130.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$208,3190.0%5470.2%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$206,275$206,275 ▲New Holding3390.2%Consumer Staples
Taboola.com Ltd. stock logo
TBLA
Taboola.com
$66,565$66,565 ▲New Holding19,8110.1%Communication Services
Cardiol Therapeutics Inc. stock logo
CRDL
Cardiol Therapeutics
$56,6060.0%34,1000.0%Healthcare
REDCLOUD HLDGS PLC
$20,9430.0%107,9530.0%SHS
Lennar Corporation stock logo
LEN
Lennar
$0$259,955 ▼-100.0%00.0%Consumer Discretionary
APPLOVIN CORP
$0$222,946 ▼-100.0%00.0%COM CL A
GE Aerospace stock logo
GE
GE Aerospace
$0$204,238 ▼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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