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

About Boyer Financial Services, Inc.

Investment Activity

Boyer Financial Services, Inc. has $94.32 million in total holdings as of March 31, 2026.
Boyer Financial Services, Inc. owns shares of 44 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 7.59% of the portfolio was purchased this quarter.
About 4.87% of the portfolio was sold this quarter.
This quarter, Boyer Financial Services, Inc. has purchased 51 new stocks and bought additional shares in 21 stocks.
Boyer Financial Services, Inc. sold shares of 17 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

CAPITAL GROUP DIVIDEND GROWE: $10,668,362
CAPITAL GROUP CORE BALANCED: $10,080,204
Capital Group Dividend Value ETF: $9,552,498
Capital Group Growth ETF: $8,374,688
Capital Group Global Growth Equity ETF: $5,784,078

Largest New Holdings this Quarter

478160104 - Johnson & Johnson: $209,974 Holding
61218C103 - Montauk Renewables: $26,439 Holding

Largest Purchases this Quarter

CAPITAL GROUP CORE BALANCED: 39,028 shares (about $1.34M)
Capital Group Growth ETF: 17,312 shares (about $695.77K)
JPMorgan International Research Enhanced Equity ETF: 6,774 shares (about $513.06K)
Capital Group Global Growth Equity ETF: 14,154 shares (about $472.32K)
Capital Group Dividend Value ETF: 10,960 shares (about $466.24K)

Largest Sales this Quarter

J P MORGAN EXCHANGE TRADED F: 17,309 shares (about $930.71K)
ALPS ETF TR: 17,907 shares (about $461.20K)
Taiwan Semiconductor Manufacturing: 875 shares (about $295.71K)
Broadcom: 864 shares (about $267.42K)
EA SERIES TRUST: 6,043 shares (about $210.66K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CAPITAL GROUP DIVIDEND GROWE	$10,668,362	$454,853 ▲	4.5%	297,169	11.3%	SHS ETF
CAPITAL GROUP CORE BALANCED	$10,080,204	$1,342,954 ▲	15.4%	292,944	10.7%	SHS
CGDV Capital Group Dividend Value ETF	$9,552,498	$466,239 ▲	5.1%	224,553	10.1%	ETF
CGGR Capital Group Growth ETF	$8,374,688	$695,771 ▲	9.1%	208,377	8.9%	ETF
CGGO Capital Group Global Growth Equity ETF	$5,784,078	$472,318 ▲	8.9%	173,332	6.1%	ETF
CAPITAL GRP FIXED INCM ETF T	$5,084,809	$141,857 ▲	2.9%	193,633	5.4%	CORE BOND ETF
CGCP Capital Group Core Plus Income ETF	$4,631,149	$252,598 ▲	5.8%	207,303	4.9%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$3,822,795	$41,205 ▲	1.1%	96,951	4.1%	ETF
CGUS Capital Group Core Equity ETF	$3,819,860	$227,446 ▲	6.3%	99,424	4.1%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$3,567,811	$55,114 ▼	-1.5%	131,025	3.8%	ETF
J P MORGAN EXCHANGE TRADED F	$2,863,792	$930,706 ▼	-24.5%	53,260	3.0%	ACTIVE BOND ETF
SCHD Schwab US Dividend Equity ETF	$2,493,682	$174,539 ▲	7.5%	81,280	2.6%	ETF
CAPITAL GROUP EQUITY ETF TR	$2,238,149	$392,456 ▲	21.3%	76,231	2.4%	US SMALL AND MID
CAPITAL GROUP GLOBAL EQUITY	$2,216,731	$264,830 ▲	13.6%	72,680	2.4%	SHS
EA SERIES TRUST	$2,188,782	$210,658 ▼	-8.8%	62,788	2.3%	TBG DIVIDEND FOC
JIRE JPMorgan International Research Enhanced Equity ETF	$2,081,562	$513,063 ▲	32.7%	27,483	2.2%	ETF
CAPITAL GROUP NEW GEOGRAPHY	$1,950,843	$263,863 ▲	15.6%	61,794	2.1%	SHS
RDVY First Trust Rising Dividend Achievers ETF	$1,547,507	$316,275 ▲	25.7%	22,664	1.6%	Manufacturing
FIRST TR EXCHANGE-TRADED FD	$1,530,033	$387,539 ▲	33.9%	91,236	1.6%	WCM INTL EQUITY
ALPS ETF TR	$1,022,451	$461,196 ▼	-31.1%	39,699	1.1%	SMITH CORE PLUS
CGSD Capital Group Short Duration Income ETF	$949,958	$213,672 ▲	29.0%	36,834	1.0%	ETF
FWD AB Disruptors ETF	$672,158	$131,674 ▲	24.4%	6,192	0.7%	ETF
MSFT Microsoft	$659,643	$62,559 ▼	-8.7%	1,782	0.7%	Computer and Technology
AMZN Amazon.com	$643,138	$112,258 ▲	21.1%	3,088	0.7%	Retail/Wholesale
ETF SER SOLUTIONS	$596,774	$42,060 ▲	7.6%	5,562	0.6%	DEFIANCE QUANTUM
TSLA Tesla	$582,904	$185,875 ▼	-24.2%	1,568	0.6%	Auto/Tires/Trucks
NVDA NVIDIA	$575,521	$172,656 ▼	-23.1%	3,300	0.6%	Computer and Technology
AAPL Apple	$451,746	$171,308 ▼	-27.5%	1,780	0.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$416,411	$9,303 ▼	-2.2%	1,298	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$389,318	$295,706 ▼	-43.2%	1,152	0.4%	Computer and Technology
EPD Enterprise Products Partners	$377,568		0.0%	9,978	0.4%	Energy
AVGO Broadcom	$334,890	$267,417 ▼	-44.4%	1,082	0.4%	Computer and Technology
PSA Public Storage	$301,079		0.0%	1,111	0.3%	Finance
CVX Chevron	$295,246	$21,104 ▼	-6.7%	1,427	0.3%	Energy
GOOGL Alphabet	$265,418	$71,890 ▼	-21.3%	923	0.3%	Computer and Technology
LEN Lennar	$255,917		0.0%	2,947	0.3%	Construction
SPY SPDR S&P 500 ETF Trust	$227,619	$2,601 ▼	-1.1%	350	0.2%	Finance
GLD SPDR Gold Shares	$222,460	$1,291 ▼	-0.6%	517	0.2%	Finance
JNJ Johnson & Johnson	$209,974	$209,974 ▲	New Holding	859	0.2%	Medical
VGT Vanguard Information Technology ETF	$201,641	$2,791 ▼	-1.4%	289	0.2%	ETF
REDCLOUD HLDGS PLC	$103,224	$15,653 ▲	17.9%	145,386	0.1%	SHS
CRDL Cardiol Therapeutics	$31,185	$13,500 ▼	-30.2%	23,100	0.0%	Medical
MNTK Montauk Renewables	$26,439	$26,439 ▲	New Holding	22,990	0.0%	Energy
NAKAMOTO INC	$7,047		0.0%	31,902	0.0%	COM
EME EMCOR Group	$0	$365,308 ▼	-100.0%	0	0.0%	Construction
TCAF T. Rowe Price Capital Appreciation Equity ETF	$0	$311,593 ▼	-100.0%	0	0.0%	ETF
APOGEE THERAPEUTICS INC	$0	$236,888 ▼	-100.0%	0	0.0%	COM
META Meta Platforms	$0	$226,993 ▼	-100.0%	0	0.0%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$0	$202,816 ▼	-100.0%	0	0.0%	ETF
JEPI JPMorgan Equity Premium Income ETF	$0	$200,333 ▼	-100.0%	0	0.0%	ETF
MRKR Marker Therapeutics	$0	$56,698 ▼	-100.0%	0	0.0%	Medical
OPAL OPAL Fuels	$0	$36,255 ▼	-100.0%	0	0.0%	Energy
NIP GROUP INC	$0	$23,920 ▼	-100.0%	0	0.0%	SPONSORED ADS

Showing largest 100 holdings. View all holdings.

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

About Boyer Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Boyer Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoyer Financial Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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