Boyce & Associates Wealth Consulting, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Boyce & Associates Wealth Consulting, Inc. held in its portfolio 73 assets valued at $119,312,731 (i.e. $119.31M).
The most valuable assets in the portfolio included: WISDOMTREE TR ($17.26M), VANECK ETF TRUST ($10.71M), and FIRST TR EXCHNG TRADED FD VI ($9.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boyce & Associates Wealth Consulting, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WISDOMTREE TR | 193030 | 17264310 | US QTLY DIV GRT |
| VANECK ETF TRUST | 103390 | 10707140 | MRNGSTR WDE MOAT |
| FIRST TR EXCHNG TRADED FD VI | 361116 | 9089393 | SMITH UNCONSTRAI |
| LEGG MASON ETF INVT | 174343 | 6419307 | FRANKLIN INTL LW |
| SCHWAB STRATEGIC TR | 229465 | 6243803 | FUNDAMENTAL US L |
| GOLDMAN SACHS ETF TR | 115905 | 6119858 | S&P 500 PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 97161 | 4830087 | ULTRA SHRT ETF |
| NVIDIA CORPORATION | 25312 | 4720741 | COM |
| FIRST TR EXCHANGE-TRADED FD | 32002 | 2960666 | CAP STRENGTH ETF |
| DIMENSIONAL ETF TRUST | 74595 | 2836866 | US HIGH PROFITAB |
| APPLE INC | 9744 | 2649007 | COM |
| FIRST TR EXCHNG TRADED FD VI | 67139 | 2625173 | ACTV FCTR LGCP |
| ISHARES GOLD TR | 27407 | 2224626 | ISHARES NEW |
| FIRST TR EXCHANGE-TRADED ALP | 13725 | 2138119 | COM SHS |
| DIMENSIONAL ETF TRUST | 54653 | 2082844 | INTL CORE EQT MK |
| INVESCO EXCH TRADED FD TR II | 14367 | 1714252 | S&P 500 MOMNTM |
| FIRST TR EXCHANGE-TRADED FD | 64311 | 1687517 | FT VEST RIS |
| VANGUARD INDEX FDS | 2465 | 1545865 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 44270 | 1493673 | EMERGING MKTS VA |
| ALPS ETF TR | 31684 | 1489760 | ALERIAN MLP |
| J P MORGAN EXCHANGE TRADED F | 28627 | 1445686 | MUNICIPAL ETF |
| FIRST TR EXCHNG TRADED FD VI | 60686 | 1394007 | INCOME OPPRTNTES |
| ALPHABET INC | 4337 | 1357487 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 42574 | 1167806 | US DIVIDEND EQ |
| FIRST TR EXCH TRADED FD III | 23502 | 1126554 | MUNI HI INCM ETF |
| VANGUARD INTL EQUITY INDEX F | 7579 | 1069050 | TT WRLD ST ETF |
| AMAZON COM INC | 4317 | 996450 | COM |
| DIMENSIONAL ETF TRUST | 23044 | 912302 | US CORE EQUITY 2 |
| FIRST TR EXCHANGE-TRADED FD | 18629 | 854693 | SENIOR LN FD |
| FIRST TR EXCHANGE TRADED FD | 8692 | 854598 | RBA INDL ETF |
| SCHWAB STRATEGIC TR | 18483 | 835602 | FUNDAMENTAL INTL |
| AMERICAN CENTY ETF TR | 8103 | 826316 | US SML CP VALU |
| BERKSHIRE HATHAWAY INC DEL | 1588 | 798208 | CL B NEW |
| FIRST TR EXCH TRADED FD III | 39631 | 722093 | PFD SECS INC ETF |
| TESLA INC | 1511 | 679527 | COM |
| DIMENSIONAL ETF TRUST | 8726 | 647217 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 18951 | 620275 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 7597 | 562008 | WORLD EQUITY ETF |
| SCHWAB STRATEGIC TR | 17076 | 557025 | US LCAP GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 32192 | 547587 | WCM INTL EQUITY |
| FS KKR CAP CORP | 35248 | 522023 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3139 | 513576 | US EQTY OPPT ETF |
| CHART INDS INC | 2200 | 453706 | COM |
| DIMENSIONAL ETF TRUST | 6372 | 443936 | US SMALL CAP ETF |
| SPDR SERIES TRUST | 6303 | 437426 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 13595 | 428387 | FUNDAMENTAL US S |
| WORLD GOLD TR | 4931 | 420959 | SPDR GLD MINIS |
| WALMART INC | 3528 | 393000 | COM |
| NETFLIX INC | 4049 | 379634 | COM |
| PROSHARES TR | 3636 | 378377 | S&P 500 DV ARIST |
| BROADCOM INC | 1058 | 366155 | COM |
| ISHARES TR | 3396 | 363766 | NATIONAL MUN ETF |
| FIRST TR EXCHANGE-TRADED FD | 20616 | 355025 | WCM DEVELOPING W |
| DIMENSIONAL ETF TRUST | 10636 | 351854 | EMERGING MKTS CO |
| AUTODESK INC | 1157 | 342484 | COM |
| DIMENSIONAL ETF TRUST | 7230 | 313999 | US SUSTAINABILTY |
| FIRST TR EXCHANGE TRADED FD | 2297 | 298812 | CLOUD COMPUTING |
| VANECK ETF TRUST | 11496 | 292911 | IG FLOATING RATE |
| SCHWAB STRATEGIC TR | 11158 | 292674 | US BRD MKT ETF |
| ABBVIE INC | 1232 | 281580 | COM |
| GOLDMAN SACHS GROUP INC | 315 | 277254 | COM |
| VANGUARD INDEX FDS | 1424 | 271913 | VALUE ETF |
| ISHARES SILVER TR | 4014 | 258582 | ISHARES |
| SHERWIN WILLIAMS CO | 794 | 257127 | COM |
| VIPER ENERGY INC | 6367 | 245957 | CL A |
| NUTRIEN LTD | 3894 | 240338 | COM |
| SPDR S&P 500 ETF TR | 342 | 233304 | TR UNIT |
| MICROSOFT CORP | 434 | 209769 | COM |
| AMERICAN WTR WKS CO INC NEW | 1586 | 206971 | COM |
| INTERNATIONAL BUSINESS MACHS | 698 | 206694 | COM |
| ISHARES TR | 2130 | 204821 | 7-10 YR TRSY BD |
| EXXON MOBIL CORP | 1699 | 204442 | COM |
| HYLIION HOLDINGS CORP | 25966 | 47777 | COMMON STOCK |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.