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Boyer Financial Services

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

Top 5 stock holdings are CGDG, CGBL, CGDV, CGGR, CGGO, and represent 44.12% of Boyer Financial Services's stock portfolio.
Added to shares of these 10 stocks: IWF, ACYN, JIVE, CGCP, CGGR, IWD, CGDG, JBND, CGMM, WCMI.
Started 16 new stock positions in DLN, GRID, IWD, ACYN, FHLC, CRDO, QUAL, CIBR, BUFR, GE. IWF, AIRR, JIVE, JEPI, APP, DNL.
Reduced shares in these 10 stocks: JIRE, SMTH, CGMS, CGSD, FWD, CGCB, AMZN, MNTK, RDVY, CGDV.
Sold out of its positions in SMTH, NAKA, MNTK.
Boyer Financial Services was a net buyer of stock by $15M.
Boyer Financial Services has $118M in assets under management (AUM), dropping by 25.58%.
Central Index Key (CIK): 0002108122

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Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Growe Shs Etf (CGDG)	10.1	$12M	+6%	317k	37.88	View chart
Capital Group Core Balanced SHS (CGBL)	9.4	$11M		295k	37.74	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	9.3	$11M		224k	48.95	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	9.0	$11M	+10%	229k	46.53	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	6.3	$7.5M	+5%	183k	40.77	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	4.9	$5.8M	+24%	259k	22.29	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	4.2	$5.0M		192k	26.17	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.9	$4.6M	+11%	108k	43.16	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	3.8	$4.5M	+2%	102k	44.16	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.0	$3.6M	+25%	67k	53.28	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	2.7	$3.2M	+28%	98k	32.72	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.5	$2.9M	-18%	107k	27.38	View chart
Capital Group Global Equity SHS (CGGE)	2.4	$2.9M	+12%	82k	34.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$2.7M		82k	32.39	View chart
Ea Series Trust Tbg Divid Fo Etf (TBG)	2.2	$2.7M	+13%	71k	37.32	View chart
Capital Group New Geography SHS (CGNG)	2.1	$2.5M	+10%	68k	36.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$2.4M	NEW	20k	121.16	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	2.0	$2.3M	+31%	120k	19.34	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	1.9	$2.3M	NEW	110k	20.55	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	1.7	$2.1M	NEW	22k	92.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$1.8M		22k	80.14	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.9	$1.0M	+20%	6.7k	155.02	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.8	$904k	-60%	11k	82.79	View chart
Apple (AAPL)	0.7	$820k	+49%	2.7k	308.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$818k	NEW	3.3k	246.81	View chart
Microsoft Corporation (MSFT)	0.6	$741k	+6%	1.9k	390.53	View chart
NVIDIA Corporation (NVDA)	0.6	$737k	+14%	3.8k	194.81	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.6	$717k	-15%	5.2k	137.54	View chart
Tesla Motors (TSLA)	0.6	$716k	+16%	1.8k	393.45	View chart
Amazon (AMZN)	0.6	$709k	-5%	2.9k	242.64	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.5	$533k	-43%	21k	25.74	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$504k		1.2k	434.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$467k	-2%	1.3k	368.76	View chart
Broadcom (AVGO)	0.4	$419k	+7%	1.2k	360.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$405k	+21%	1.1k	360.03	View chart
Enterprise Products Partners (EPD)	0.3	$373k		10k	36.75	View chart
Public Storage (PSA)	0.3	$366k		1.1k	329.78	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$353k	NEW	4.4k	79.67	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.3	$347k	NEW	7.6k	45.62	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$345k	NEW	3.6k	97.14	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$314k	NEW	2.5k	125.93	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.3	$301k	NEW	1.2k	241.91	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$273k	NEW	1.5k	184.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$267k	+706%	2.3k	114.64	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$263k	NEW	2.9k	90.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$261k		350.00	744.78	View chart
Lennar Corp Cl A (LEN)	0.2	$260k		2.9k	88.21	View chart
Chevron Corporation (CVX)	0.2	$257k	+6%	1.5k	169.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$253k	NEW	1.2k	218.43	View chart
Johnson & Johnson (JNJ)	0.2	$235k	+4%	894.00	263.04	View chart
Applovin Corp Com Cl A (APP)	0.2	$223k	NEW	423.00	527.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$220k	NEW	3.9k	56.71	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$216k	NEW	5.9k	36.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$207k	+5%	547.00	378.13	View chart
Ge Aerospace Com New (GE)	0.2	$204k	NEW	541.00	377.52	View chart
Cardiol Therapeutics Com Cl A (CRDL)	0.0	$36k	+47%	34k	1.05	View chart
Redcloud Hldgs SHS (RCT)	0.0	$26k	-25%	108k	0.24	View chart

Past Filings by Boyer Financial Services

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

Boyer Financial Services 2026 Q2 filed July 20, 2026
Boyer Financial Services 2026 Q1 filed April 10, 2026
Boyer Financial Services 2025 Q4 filed Jan. 30, 2026

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