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BKA Wealth Consulting

Latest statistics and disclosures from Boyce & Associates Wealth Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, MOAT, UCON, LVHI, FNDX, and represent 37.73% of Boyce & Associates Wealth Consulting's stock portfolio.
Added to shares of these 10 stocks: JSCP (+$5.6M), VFLO, WMT, FTC, MSFT, PYLD, VEA, DGRW, XOM, AIRR.
Started 8 new stock positions in CSCO, PYLD, LNT, VFLO, VEA, XLE, PM, JSCP.
Reduced shares in these 10 stocks: JPST, FTCS, BRK.B, SPMO, GPIX, LVHI, , IBM, UCON, AMLP.
Sold out of its positions in BRK.B, GS, IBM.
Boyce & Associates Wealth Consulting was a net buyer of stock by $14M.
Boyce & Associates Wealth Consulting has $132M in assets under management (AUM), dropping by 10.66%.
Central Index Key (CIK): 0001922884

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Portfolio Holdings for Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	13.5	$18M	+5%	203k	87.84	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.5	$9.9M		103k	96.70	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	6.7	$8.8M		355k	24.77	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	5.1	$6.7M	-5%	165k	40.54	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.0	$6.6M	+2%	236k	27.85	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	4.3	$5.6M	NEW	119k	47.30	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	4.1	$5.4M	-6%	108k	50.04	View chart
NVIDIA Corporation (NVDA)	3.4	$4.4M		26k	174.40	View chart
First Tr Exchange-traded A Com Shs (FTC)	2.5	$3.3M	+75%	21k	154.14	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	2.4	$3.2M	+23%	83k	38.57	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	2.4	$3.2M	NEW	80k	39.48	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$2.8M	+16%	32k	88.16	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.1	$2.7M		75k	36.76	View chart
Apple (AAPL)	1.9	$2.4M		9.6k	253.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.6	$2.2M		56k	38.96	View chart
Wal-Mart Stores (WMT)	1.5	$1.9M	+337%	15k	124.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$1.9M	+29%	3.2k	597.60	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	1.4	$1.9M	+38%	84k	22.50	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.4	$1.8M	+12%	72k	25.55	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.2	$1.6M	+69%	15k	110.78	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$1.5M	-7%	29k	52.64	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.2	$1.5M	+69%	31k	48.93	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$1.5M	+5%	30k	49.99	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.1	$1.5M	-5%	42k	35.78	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	1.1	$1.4M	+27%	30k	47.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$1.3M	+2%	44k	30.68	View chart
Microsoft Corporation (MSFT)	1.0	$1.3M	+711%	3.5k	370.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.2M	-3%	4.2k	287.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.1M	-63%	12k	92.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$1.1M	+20%	28k	38.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$1.0M	-35%	9.2k	112.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$995k	-5%	7.2k	138.32	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.7	$980k	+81%	59k	16.77	View chart
Exxon Mobil Corporation (XOM)	0.7	$980k	+239%	5.8k	169.65	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.7	$952k	+14%	21k	44.80	View chart
Amazon (AMZN)	0.7	$921k	+2%	4.4k	208.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$913k	+2%	8.3k	110.47	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$883k	NEW	34k	26.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$880k	NEW	14k	64.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$861k	-82%	17k	50.61	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$848k	+20%	48k	17.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$644k		19k	33.97	View chart
First Tr Exchange-traded Wcm Developing W (WCME)	0.5	$643k	+85%	38k	16.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$622k		8.8k	70.91	View chart
Tesla Motors (TSLA)	0.4	$588k	+4%	1.6k	371.75	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$562k		7.6k	73.78	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$521k	NEW	8.5k	61.26	View chart
Alliant Energy Corporation (LNT)	0.4	$517k	NEW	7.2k	71.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$498k		17k	29.13	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$490k		3.1k	158.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$457k		4.9k	92.69	View chart
Chart Industries (GTLS)	0.3	$455k		2.2k	206.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$447k		6.3k	71.13	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$414k	-6%	13k	32.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$391k	+6%	11k	34.55	View chart
Netflix (NFLX)	0.3	$387k		4.0k	96.15	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$372k	-3%	3.5k	106.00	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$361k		3.4k	106.13	View chart
Fs Kkr Capital Corp (FSK)	0.3	$359k		35k	10.18	View chart
Broadcom (AVGO)	0.2	$323k		1.0k	309.52	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$321k	+9%	13k	25.48	View chart
Abbvie (ABBV)	0.2	$301k	+12%	1.4k	217.49	View chart
Viper Energy Cl A (VNOM)	0.2	$299k		6.4k	46.99	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$297k		7.2k	41.09	View chart
Nutrien (NTR)	0.2	$286k	-2%	3.8k	75.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$277k		1.4k	196.24	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$274k		4.0k	68.14	View chart
Autodesk (ADSK)	0.2	$263k	-5%	1.1k	239.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$256k	-8%	10k	25.10	View chart
Philip Morris International (PM)	0.2	$255k	NEW	1.5k	165.34	View chart
Sherwin-Williams Company (SHW)	0.2	$255k		796.00	320.35	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.2	$251k		2.3k	109.37	View chart
American Water Works (AWK)	0.2	$231k	+6%	1.7k	136.11	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$224k		4.7k	47.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$223k		343.00	650.55	View chart
Spdr Series Trust State Street Spd (ONEO)	0.2	$221k		1.7k	133.05	View chart
Cisco Systems (CSCO)	0.2	$209k	NEW	2.7k	77.60	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$208k	-2%	1.6k	128.23	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$204k		2.1k	95.44	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.0	$46k		26k	1.76	View chart

Past Filings by Boyce & Associates Wealth Consulting

SEC 13F filings are viewable for Boyce & Associates Wealth Consulting going back to 2022

Boyce & Associates Wealth Consulting 2026 Q1 filed April 13, 2026
Boyce & Associates Wealth Consulting 2025 Q4 filed Jan. 20, 2026
Boyce & Associates Wealth Consulting 2025 Q3 filed Oct. 22, 2025
Boyce & Associates Wealth Consulting 2025 Q2 filed July 15, 2025
Boyce & Associates Wealth Consulting 2025 Q1 filed May 2, 2025
Boyce & Associates Wealth Consulting 2024 Q4 filed Jan. 13, 2025
Boyce & Associates Wealth Consulting 2024 Q3 filed Oct. 8, 2024
Boyce & Associates Wealth Consulting 2024 Q2 filed Aug. 6, 2024
BKA Wealth Consulting 2024 Q1 filed April 10, 2024
BKA Wealth Consulting 2023 Q4 filed Feb. 2, 2024
BKA Wealth Consulting 2023 Q3 filed Nov. 3, 2023
BKA Wealth Consulting 2023 Q2 filed July 24, 2023
BKA Wealth Consulting 2023 Q1 restated filed May 30, 2023
BKA Wealth Consulting 2023 Q1 filed April 21, 2023
BKA Wealth Consulting 2022 Q4 filed Feb. 2, 2023
BKA Wealth Consulting 2022 Q3 filed Oct. 24, 2022

View all past filings

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