Boyer Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Boyer Financial Services, Inc. held in its portfolio 51 assets valued at $94,281,201 (i.e. $94.28M).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND GROWE ($10.23M), CAPITAL GROUP DIVIDEND VALUE ($9.39M), and CAPITAL GROUP CORE BALANCED ($9.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Boyer Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND GROWE | 284499 | 10230579 | SHS ETF |
| CAPITAL GROUP DIVIDEND VALUE | 213593 | 9391698 | SHS CREATION UNI |
| CAPITAL GROUP CORE BALANCED | 253916 | 9026715 | SHS |
| CAPITAL GROUP GROWTH ETF | 191065 | 8511964 | SHS CREATION UNI |
| CAPITAL GROUP GBL GROWTH EQT | 159178 | 5595095 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 188231 | 4984363 | CORE BOND ETF |
| CAPITAL GRP FIXED INCM ETF T | 195996 | 4437349 | CORE PLUS INCM |
| J P MORGAN EXCHANGE TRADED F | 70569 | 3810722 | ACTIVE BOND ETF |
| CAPITAL GROUP CORE EQUITY ET | 93504 | 3773811 | SHS CREATION UNI |
| FIRST TR EXCHANGE-TRADED FD | 95906 | 3713499 | SMID RISNG ETF |
| CAPITAL GRP FIXED INCM ETF T | 133049 | 3676147 | US MULTI-SECTOR |
| EA SERIES TRUST | 68831 | 2308597 | TBG DIVIDEND FOC |
| SCHWAB STRATEGIC TR | 75591 | 2096138 | US DIVIDEND EQ |
| CAPITAL GROUP GLOBAL EQUITY | 63997 | 2045975 | SHS |
| CAPITAL GROUP EQUITY ETF TR | 62864 | 1836893 | US SMALL AND MID |
| CAPITAL GROUP NEW GEOGRAPHY | 53436 | 1740951 | SHS |
| J P MORGAN EXCHANGE TRADED F | 20709 | 1570571 | INTRNL RES EQT |
| ALPS ETF TR | 57606 | 1500913 | SMITH CORE PLUS |
| FIRST TR EXCHANGE TRADED FD | 18032 | 1264945 | RISNG DIVD ACHIV |
| FIRST TR EXCHANGE-TRADED FD | 68127 | 1180646 | WCM INTL EQUITY |
| MICROSOFT CORP | 1951 | 922706 | COM |
| TESLA INC | 2068 | 905929 | COM |
| NVIDIA CORPORATION | 4290 | 810168 | COM |
| CAPITAL GRP FIXED INCM ETF T | 28549 | 741980 | SHORT DURATION |
| BROADCOM INC | 1946 | 676469 | COM |
| APPLE INC | 2455 | 665330 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2027 | 647849 | SPONSORED ADS |
| ETF SER SOLUTIONS | 5170 | 580974 | DEFIANCE QUANTUM |
| AMAZON COM INC | 2549 | 577349 | COM |
| AB ACTIVE ETFS INC | 4979 | 531712 | DISRUPTORS ETF |
| VANGUARD INDEX FDS | 1327 | 446283 | TOTAL STK MKT |
| ALPHABET INC | 1173 | 369671 | CAP STK CL A |
| EMCOR GROUP INC | 572 | 365308 | COM |
| ENTERPRISE PRODS PARTNERS L | 9978 | 320892 | COM |
| T ROWE PRICE ETF INC | 8174 | 311593 | CAP APPRECIATION |
| LENNAR CORP | 2947 | 307136 | CL A |
| PUBLIC STORAGE OPER CO | 1111 | 287252 | COM |
| SPDR S&P 500 ETF TR | 354 | 241842 | TR UNIT |
| CHEVRON CORP NEW | 1529 | 238371 | COM |
| APOGEE THERAPEUTICS INC | 3126 | 236888 | COM |
| META PLATFORMS INC | 349 | 226993 | CL A |
| VANGUARD WORLD FD | 293 | 221502 | INF TECH ETF |
| SPDR GOLD TR | 520 | 207106 | GOLD SHS |
| FIRST TR EXCHNG TRADED FD VI | 5913 | 202816 | FT VEST LADDERED |
| J P MORGAN EXCHANGE TRADED F | 3495 | 200333 | EQUITY PREMIUM |
| REDCLOUD HLDGS PLC | 123339 | 176375 | SHS |
| MARKER THERAPEUTICS INC | 36817 | 56698 | COM NEW |
| OPAL FUELS INC | 15233 | 36255 | CLASS A COM |
| CARDIOL THERAPEUTICS INC | 33100 | 32908 | COM CL A |
| NIP GROUP INC | 20800 | 23920 | SPONSORED ADS |
| KINDLY MD INC | 31902 | 13022 | COM |
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