Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Boyer Financial Services

Latest statistics and disclosures from Boyer Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002108122

Tip: Access up to 7 years of quarterly data

Positions held by Boyer Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Dividend Growe Shs Etf (CGDG)	10.9	$10M	285k	35.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	10.0	$9.4M	214k	43.97	View chart
Capital Group Core Balanced SHS (CGBL)	9.6	$9.0M	254k	35.55	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	9.0	$8.5M	191k	44.55	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	5.9	$5.6M	159k	35.15	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	5.3	$5.0M	188k	26.48	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	4.7	$4.4M	196k	22.64	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	4.0	$3.8M	71k	54.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	4.0	$3.8M	94k	40.36	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	3.9	$3.7M	96k	38.72	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	3.9	$3.7M	133k	27.63	View chart
Ea Series Trust Tbg Dividend Foc (TBG)	2.4	$2.3M	69k	33.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$2.1M	76k	27.73	View chart
Capital Group Global Equity SHS (CGGE)	2.2	$2.0M	64k	31.97	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.9	$1.8M	63k	29.22	View chart
Capital Group New Geography SHS (CGNG)	1.8	$1.7M	53k	32.58	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.7	$1.6M	21k	75.84	View chart
Alps Etf Tr Smith Core Plus (SMTH)	1.6	$1.5M	58k	26.05	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$1.3M	18k	70.15	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.3	$1.2M	68k	17.33	View chart
Microsoft Corporation (MSFT)	1.0	$923k	2.0k	472.94	View chart
Tesla Motors (TSLA)	1.0	$906k	2.1k	438.07	View chart
NVIDIA Corporation (NVDA)	0.9	$810k	4.3k	188.85	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.8	$742k	29k	25.99	View chart
Broadcom (AVGO)	0.7	$677k	1.9k	347.62	View chart
Apple (AAPL)	0.7	$665k	2.5k	271.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$648k	2.0k	319.61	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.6	$581k	5.2k	112.37	View chart
Amazon (AMZN)	0.6	$577k	2.5k	226.50	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.6	$532k	5.0k	106.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$446k	1.3k	336.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$370k	1.2k	315.15	View chart
Emcor (EME)	0.4	$365k	572.00	638.65	View chart
Enterprise Products Partners (EPD)	0.3	$321k	10k	32.16	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$312k	8.2k	38.12	View chart
Lennar Corp Cl A (LEN)	0.3	$307k	2.9k	104.22	View chart
Public Storage (PSA)	0.3	$287k	1.1k	258.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$242k	354.00	683.17	View chart
Chevron Corporation (CVX)	0.3	$238k	1.5k	155.90	View chart
Apogee Therapeutics (APGE)	0.3	$237k	3.1k	75.78	View chart
Meta Platforms Cl A (META)	0.2	$227k	349.00	650.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$222k	293.00	755.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$207k	520.00	398.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$203k	5.9k	34.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$200k	3.5k	57.32	View chart
Redcloud Hldgs SHS (RCT)	0.2	$176k	123k	1.43	View chart
Marker Therapeutics Com New (MRKR)	0.1	$57k	37k	1.54	View chart
Opal Fuels Class A Com (OPAL)	0.0	$36k	15k	2.38	View chart
Cardiol Therapeutics Com Cl A (CRDL)	0.0	$33k	33k	0.99	View chart
Nip Group Sponsored Ads (NIPG)	0.0	$24k	21k	1.15	View chart
Kindly Md (NAKA)	0.0	$13k	32k	0.41	View chart

Past Filings by Boyer Financial Services

SEC 13F filings are viewable for Boyer Financial Services going back to 2025

Boyer Financial Services 2025 Q4 filed Jan. 30, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z