Dickmeyer Boyce Financial Management, Inc. Top Holdings and 13F Report (2026) About Dickmeyer Boyce Financial Management, Inc.Investment ActivityDickmeyer Boyce Financial Management, Inc. has $169.94 million in total holdings as of March 31, 2026.Dickmeyer Boyce Financial Management, Inc. owns shares of 125 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Largest Holdings Fidelity Total Bond ETF $11,012,490Apple $7,956,415Schwab US Dividend Equity ETF $6,957,280iShares Russell Mid-Cap ETF $6,519,912WisdomTree U.S. MidCap Dividend Fund $6,499,259 Sector AllocationMap of 500 Largest Holdings ofDickmeyer Boyce Financial Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$11,012,490241,3966.5%ETFAAPLApple$7,956,41531,3504.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$6,957,280226,7694.1%ETFIWRiShares Russell Mid-Cap ETF$6,519,91267,0573.8%ETFDONWisdomTree U.S. MidCap Dividend Fund$6,499,259123,7013.8%FinanceVYMVanguard High Dividend Yield ETF$6,002,43940,5303.5%Financial ServicesMSFTMicrosoft$5,515,97214,9013.2%Computer and TechnologyJNJJohnson & Johnson$5,382,30722,0193.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$5,336,659106,9693.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,639,12252,8132.7%ManufacturingVTVVanguard Value ETF$3,436,47617,5152.0%ETFABBVAbbVie$3,411,10415,6842.0%MedicalJPMJPMorgan Chase & Co.$3,306,67911,2411.9%FinanceVZVerizon Communications$2,904,68457,8621.7%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$2,709,17030,3281.6%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$2,660,13274,0161.6%FinanceVYMIVanguard International High Dividend Yield ETF$2,642,61628,0411.6%ETFVANGUARD MALVERN FDS$2,632,38534,0191.5%CORE BD ETFNVDANVIDIA$2,535,70114,5401.5%Computer and TechnologySBUXStarbucks$2,530,80828,2491.5%Retail/WholesaleCSCOCisco Systems$2,370,93130,5571.4%Computer and TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$2,240,92742,3151.3%ManufacturingGOOGAlphabet$2,102,0417,3281.2%Computer and TechnologyORealty Income$2,073,57333,8931.2%FinanceAMZNAmazon.com$2,035,2149,7721.2%Retail/WholesaleFNDASchwab Fundamental U.S. Small Company ETF$1,630,00450,2621.0%ETFITWIllinois Tool Works$1,590,7686,1120.9%IndustrialsWALMART INC$1,567,91612,6160.9%COMPEPPepsiCo$1,490,5769,5990.9%Consumer StaplesPGProcter & Gamble$1,444,38210,0000.8%Consumer StaplesDHSWisdomTree U.S. High Dividend Fund$1,384,14512,6730.8%FinanceCVXChevron$1,377,5236,6580.8%EnergyDUKDuke Energy$1,369,31010,4580.8%UtilitiesIVViShares Core S&P 500 ETF$1,217,6731,8640.7%ETFWFCWells Fargo & Company$1,211,67615,2200.7%FinanceTSMTaiwan Semiconductor Manufacturing$1,199,8283,5500.7%Computer and TechnologyLMTLockheed Martin$1,170,6791,9370.7%AerospaceXOMExxonMobil$1,153,4296,7980.7%EnergyAEPAmerican Electric Power$1,149,4518,7690.7%UtilitiesARCCAres Capital$1,142,37963,3950.7%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$1,118,54716,6650.7%ETFMRKMerck & Co., Inc.$1,111,2969,2380.7%MedicalLLYEli Lilly and Company$1,041,3451,1320.6%MedicalTDToronto Dominion Bank$1,034,29611,0850.6%FinanceAMGNAmgen$1,016,2662,8880.6%MedicalAFLAflac$1,003,5869,1480.6%FinanceSCHASchwab US Small-Cap ETF$986,27433,9160.6%ETFMMM3M$971,9046,6920.6%Multi-Sector ConglomeratesRIORio Tinto$947,36010,1550.6%Basic MaterialsSYYSysco$929,67613,0330.5%Consumer StaplesBMOBank Of Montreal$924,3466,8300.5%FinanceNVSNovartis$917,6456,0070.5%MedicalFNDFSchwab Fundamental International Equity ETF$907,61518,5490.5%ETFVTWVVanguard Russell 2000 Value ETF$869,0025,1970.5%ETFFASTFastenal$860,88818,5540.5%Retail/WholesaleKIMBERLY-CLARK CORP$849,2898,8040.5%COMCATCaterpillar$847,6171,1960.5%IndustrialsMCDMcDonald's$842,9562,7120.5%Retail/WholesaleSTLDSteel Dynamics$831,5464,6200.5%Basic MaterialsABTAbbott Laboratories$828,5568,0700.5%MedicalSDYSPDR S&P Dividend ETF$802,2525,4970.5%ETFGOOGLAlphabet$759,0482,6400.4%Computer and TechnologySOSouthern$747,0217,7400.4%UtilitiesPAYXPaychex$736,6837,9970.4%Computer and TechnologyAVGOBroadcom$736,1412,3780.4%Computer and TechnologyAIVLWisdomTree U.S. AI Enhanced Value Fund$734,6426,3490.4%FinancePFEPfizer$643,71522,9240.4%MedicalTRPTC Energy$630,57610,0730.4%EnergyEMREmerson Electric$629,8094,8070.4%IndustrialsKOCocaCola$602,5497,9230.4%Consumer StaplesCHRWC.H. Robinson Worldwide$597,7693,5990.4%TransportationDRIDarden Restaurants$568,5552,9000.3%Retail/WholesaleCOSTCostco Wholesale$562,2705640.3%Retail/WholesaleDDominion Energy$553,0168,9460.3%UtilitiesQCOMQualcomm$549,4834,2670.3%Computer and TechnologyMDTMedtronic$508,1185,8640.3%MedicalUNILEVER PLC$504,7548,8600.3%SPON ADR NEWHASHasbro$489,7045,2320.3%Consumer DiscretionaryBACBank of America$479,7459,8410.3%FinanceMCHPMicrochip Technology$476,5387,3760.3%Computer and TechnologyMETAMeta Platforms$461,3138060.3%Computer and TechnologyCLXClorox$456,4294,4040.3%Consumer StaplesHARRIS OAKMARK ETF TRUST$434,83315,7750.3%OAKMARK U S LRGMFS ACTIVE EXCHANGE TRADED F$427,62816,7110.3%GROWTH ETFUPSUnited Parcel Service$415,8984,2270.2%TransportationWELLWelltower$408,3862,0660.2%FinancePNWPinnacle West Capital$398,2833,9530.2%UtilitiesFFord Motor$396,02534,3180.2%Auto/Tires/TrucksONBOld National Bancorp$388,36917,5730.2%FinanceNVONovo Nordisk A/S$386,05910,5050.2%MedicalCLColgate-Palmolive$381,6244,4780.2%Consumer StaplesQQQInvesco QQQ$378,1706550.2%FinanceCVSCVS Health$371,4315,1720.2%MedicalUNHUnitedHealth Group$362,7841,3410.2%MedicalORCLOracle$353,3182,4020.2%Computer and TechnologyPKGPackaging Corporation of America$343,2771,6180.2%IndustrialsBRK.BBerkshire Hathaway$341,1907120.2%FinanceSCHMSchwab U.S. Mid-Cap ETF$332,63810,7440.2%ETFOMCOmnicom Group$325,4044,3210.2%Business ServicesLOWLowe's Companies$323,9401,3710.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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