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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 47.14% of Boyer Financial Services's stock portfolio.
Added to shares of these 10 stocks: CGBL, CGGR, JIRE, CGGO, CGDV, CGDG, CGMM, WCMI, RDVY, CGGE.
Started 2 new stock positions in JNJ, MNTK.
Reduced shares in these 10 stocks: JBND, SMTH, , TCAF, TSM, AVGO, APGE, , TBG, BUFR.
Sold out of its positions in APGE, EME, META, BUFR, JEPI, MRKR, NIPG, OPAL, TCAF.
Boyer Financial Services was a net buyer of stock by $2.6M.
Boyer Financial Services has $94M in assets under management (AUM), dropping by 0.04%.
Central Index Key (CIK): 0002108122

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Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 44 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
Capital Group Dividend Growe Shs Etf (CGDG)	11.3	$11M	+4%	297k	35.90	View chart
Capital Group Core Balanced SHS (CGBL)	10.7	$10M	+15%	293k	34.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	10.1	$9.6M	+5%	225k	42.54	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	8.9	$8.4M	+9%	208k	40.19	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	6.1	$5.8M	+8%	173k	33.37	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	5.4	$5.1M	+2%	194k	26.26	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	4.9	$4.6M	+5%	207k	22.34	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	4.1	$3.8M		97k	39.43	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	4.1	$3.8M	+6%	99k	38.42	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	3.8	$3.6M		131k	27.23	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.0	$2.9M	-24%	53k	53.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$2.5M	+7%	81k	30.68	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	2.4	$2.2M	+21%	76k	29.36	View chart
Capital Group Global Equity SHS (CGGE)	2.4	$2.2M	+13%	73k	30.50	View chart
Ea Series Trust Tbg Dividend Foc (TBG)	2.3	$2.2M	-8%	63k	34.86	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.2	$2.1M	+32%	28k	75.74	View chart
Capital Group New Geography SHS (CGNG)	2.1	$2.0M	+15%	62k	31.57	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$1.5M	+25%	23k	68.28	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.6	$1.5M	+33%	91k	16.77	View chart
Alps Etf Tr Smith Core Plus (SMTH)	1.1	$1.0M	-31%	40k	25.76	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.0	$950k	+29%	37k	25.79	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.7	$672k	+24%	6.2k	108.55	View chart
Microsoft Corporation (MSFT)	0.7	$660k	-8%	1.8k	370.17	View chart
Amazon (AMZN)	0.7	$643k	+21%	3.1k	208.27	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.6	$597k	+7%	5.6k	107.29	View chart
Tesla Motors (TSLA)	0.6	$583k	-24%	1.6k	371.75	View chart
NVIDIA Corporation (NVDA)	0.6	$576k	-23%	3.3k	174.40	View chart
Apple (AAPL)	0.5	$452k	-27%	1.8k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$416k	-2%	1.3k	320.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$389k	-43%	1.2k	337.95	View chart
Enterprise Products Partners (EPD)	0.4	$378k		10k	37.84	View chart
Broadcom (AVGO)	0.4	$335k	-44%	1.1k	309.51	View chart
Public Storage (PSA)	0.3	$301k		1.1k	271.00	View chart
Chevron Corporation (CVX)	0.3	$295k	-6%	1.4k	206.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$265k	-21%	923.00	287.56	View chart
Lennar Corp Cl A (LEN)	0.3	$256k		2.9k	86.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$228k		350.00	650.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$223k		517.00	430.29	View chart
Johnson & Johnson (JNJ)	0.2	$210k	NEW	859.00	244.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$202k		289.00	697.72	View chart
Redcloud Hldgs SHS (RCT)	0.1	$103k	+17%	145k	0.71	View chart
Cardiol Therapeutics Com Cl A (CRDL)	0.0	$31k	-30%	23k	1.35	View chart
Montauk Renewables (MNTK)	0.0	$26k	NEW	23k	1.15	View chart
Kindly Md (NAKA)	0.0	$7.0k		32k	0.22	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 Q1 filed April 10, 2026
Boyer Financial Services 2025 Q4 filed Jan. 30, 2026

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