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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, CGGR, CGDV, CGBL, CGGO, and represent 41.95% of Boyer Financial Services's stock portfolio.
Added to shares of these 10 stocks: ACYN, JCAL, SPCX, JEPI, JEMA, PYLD, JIVE, CGGR, FTCB, CGDG.
Started 7 new stock positions in JEMA, CASY, PYLD, TBLA, FTCB, SPCX, JCAL.
Reduced shares in these 10 stocks: TBG, CGNG, LEN, APP, GE, JBND, JIRE, CIBR, CGMS, SCHD.
Sold out of its positions in APP, GE, LEN.
Boyer Financial Services was a net buyer of stock by $8.0M.
Boyer Financial Services has $125M in assets under management (AUM), dropping by 5.49%.
Central Index Key (CIK): 0002108122

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Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 61 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Growe Shs Etf (CGDG)	9.6	$12M	+2%	324k	37.03	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	8.9	$11M	+2%	235k	47.43	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	8.9	$11M		227k	48.85	View chart
Capital Group Core Balanced SHS (CGBL)	8.7	$11M		296k	36.75	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	5.9	$7.3M		184k	39.78	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	4.4	$5.6M		262k	21.17	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	3.9	$4.8M	+110%	232k	20.86	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	3.8	$4.8M		192k	24.98	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	3.6	$4.5M		102k	44.50	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.6	$4.4M		110k	40.58	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.6	$3.3M	-3%	64k	51.12	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	2.5	$3.2M	+3%	102k	30.96	View chart
Capital Group Global Equity SHS (CGGE)	2.4	$2.9M	+3%	85k	34.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.2	$2.8M		106k	26.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$2.7M		82k	32.53	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.0	$2.5M	+17%	26k	95.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$2.4M		20k	125.26	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.8	$2.3M		120k	19.08	View chart
J P Morgan Exchange Traded F California Tax F (JCAL)	1.8	$2.2M	NEW	47k	47.34	View chart
Capital Group New Geography SHS (CGNG)	1.5	$1.9M	-22%	53k	36.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$1.8M	+3%	23k	78.29	View chart
Ea Series Trust Tbg Divid Fo Etf (TBG)	1.1	$1.4M	-45%	39k	36.10	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.1	$1.3M	NEW	8.7k	150.86	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	1.0	$1.2M	+17%	7.9k	151.62	View chart
Microsoft Corporation (MSFT)	0.8	$975k		1.9k	512.95	View chart
Apple (AAPL)	0.7	$922k	+4%	2.8k	333.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$913k	+318%	16k	56.22	View chart
NVIDIA Corporation (NVDA)	0.7	$879k		3.8k	228.36	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.7	$859k	-4%	11k	82.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$822k		3.3k	247.93	View chart
Amazon (AMZN)	0.6	$771k	+5%	3.1k	249.12	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.6	$697k		5.3k	131.60	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.6	$694k	NEW	11k	61.89	View chart
Tesla Motors (TSLA)	0.5	$657k		1.9k	354.81	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$629k	NEW	25k	25.39	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.4	$552k	+5%	22k	25.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$531k		1.2k	456.19	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$472k		1.3k	374.24	View chart
Broadcom (AVGO)	0.3	$408k		1.2k	351.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$389k		1.1k	344.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$367k	+42%	3.6k	103.24	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$362k		4.4k	81.70	View chart
Enterprise Products Partners (EPD)	0.3	$361k		10k	35.61	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$346k		3.6k	97.20	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.3	$339k		7.6k	44.65	View chart
Public Storage (PSA)	0.3	$314k		1.1k	282.96	View chart
Chevron Corporation (CVX)	0.2	$310k		1.5k	204.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$293k		2.3k	125.67	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$277k	+5%	1.6k	177.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$267k		350.00	762.63	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$266k	NEW	14k	19.74	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$265k	-11%	2.6k	103.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$258k		1.2k	222.24	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$243k		1.2k	194.79	View chart
Johnson & Johnson (JNJ)	0.2	$237k		895.00	264.74	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$222k		5.9k	37.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$208k		547.00	380.84	View chart
Casey's General Stores (CASY)	0.2	$206k	NEW	339.00	608.48	View chart
Taboola.com Ord Shs (TBLA)	0.1	$67k	NEW	20k	3.36	View chart
Cardiol Therapeutics Com Cl A (CRDL)	0.0	$57k		34k	1.66	View chart
Redcloud Hldgs SHS (RCT)	0.0	$21k		108k	0.19	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 Q3 filed Oct. 23, 2026
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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