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Dickmeyer Boyce Financial Management

Latest statistics and disclosures from Dickmeyer Boyce Financial Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002038325

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Positions held by Dickmeyer Boyce Financial Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dickmeyer Boyce Financial Management

Dickmeyer Boyce Financial Management holds 125 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.5	$11M	241k	45.62	View chart
Apple (AAPL)	4.7	$8.0M	31k	253.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$7.0M	227k	30.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.8	$6.5M	67k	97.23	View chart
Wisdomtree Tr Us Midcap Divid (DON)	3.8	$6.5M	124k	52.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.5	$6.0M	41k	148.10	View chart
Microsoft Corporation (MSFT)	3.2	$5.5M	15k	370.17	View chart
Johnson & Johnson (JNJ)	3.2	$5.4M	22k	244.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$5.3M	107k	49.89	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.7	$4.6M	53k	87.84	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$3.4M	18k	196.20	View chart
Abbvie (ABBV)	2.0	$3.4M	16k	217.49	View chart
JPMorgan Chase & Co. (JPM)	1.9	$3.3M	11k	294.16	View chart
Verizon Communications (VZ)	1.7	$2.9M	58k	50.20	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$2.7M	30k	89.33	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.6	$2.7M	74k	35.94	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$2.6M	28k	94.24	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.5	$2.6M	34k	77.38	View chart
NVIDIA Corporation (NVDA)	1.5	$2.5M	15k	174.39	View chart
Starbucks Corporation (SBUX)	1.5	$2.5M	28k	89.59	View chart
Cisco Systems (CSCO)	1.4	$2.4M	31k	77.59	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	1.3	$2.2M	42k	52.96	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$2.1M	7.3k	286.85	View chart
Realty Income (O)	1.2	$2.1M	34k	61.18	View chart
Amazon (AMZN)	1.2	$2.0M	9.8k	208.27	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.0	$1.6M	50k	32.43	View chart
Illinois Tool Works (ITW)	0.9	$1.6M	6.1k	260.27	View chart
Wal-Mart Stores (WMT)	0.9	$1.6M	13k	124.28	View chart
Pepsi (PEP)	0.9	$1.5M	9.6k	155.28	View chart
Procter & Gamble Company (PG)	0.8	$1.4M	10k	144.44	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.8	$1.4M	13k	109.22	View chart
Chevron Corporation (CVX)	0.8	$1.4M	6.7k	206.90	View chart
Duke Energy Corp Com New (DUK)	0.8	$1.4M	11k	130.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.2M	1.9k	653.26	View chart
Wells Fargo & Company (WFC)	0.7	$1.2M	15k	79.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$1.2M	3.6k	337.98	View chart
Lockheed Martin Corporation (LMT)	0.7	$1.2M	1.9k	604.38	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.2M	6.8k	169.67	View chart
American Electric Power Company (AEP)	0.7	$1.1M	8.8k	131.08	View chart
Ares Capital Corporation (ARCC)	0.7	$1.1M	63k	18.02	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$1.1M	17k	67.12	View chart
Merck & Co (MRK)	0.7	$1.1M	9.2k	120.30	View chart
Eli Lilly & Co. (LLY)	0.6	$1.0M	1.1k	919.92	View chart
Toronto Dominion Bk Ont Com New (TD)	0.6	$1.0M	11k	93.31	View chart
Amgen (AMGN)	0.6	$1.0M	2.9k	351.89	View chart
AFLAC Incorporated (AFL)	0.6	$1.0M	9.1k	109.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$986k	34k	29.08	View chart
3M Company (MMM)	0.6	$972k	6.7k	145.23	View chart
Rio Tinto Sponsored Adr (RIO)	0.6	$947k	10k	93.29	View chart
SYSCO Corporation (SYY)	0.5	$930k	13k	71.33	View chart
Bank Of Montreal Cadcom (BMO)	0.5	$924k	6.8k	135.34	View chart
Novartis Sponsored Adr (NVS)	0.5	$918k	6.0k	152.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$908k	19k	48.93	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.5	$869k	5.2k	167.21	View chart
Fastenal Company (FAST)	0.5	$861k	19k	46.40	View chart
Kimberly-Clark Corporation (KMB)	0.5	$849k	8.8k	96.47	View chart
Caterpillar (CAT)	0.5	$848k	1.2k	708.71	View chart
McDonald's Corporation (MCD)	0.5	$843k	2.7k	310.82	View chart
Steel Dynamics (STLD)	0.5	$832k	4.6k	179.99	View chart
Abbott Laboratories (ABT)	0.5	$829k	8.1k	102.67	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$802k	5.5k	145.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$759k	2.6k	287.52	View chart
Southern Company (SO)	0.4	$747k	7.7k	96.51	View chart
Paychex (PAYX)	0.4	$737k	8.0k	92.12	View chart
Broadcom (AVGO)	0.4	$736k	2.4k	309.56	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.4	$735k	6.3k	115.71	View chart
Pfizer (PFE)	0.4	$644k	23k	28.08	View chart
Tc Energy Corp (TRP)	0.4	$631k	10k	62.60	View chart
Emerson Electric (EMR)	0.4	$630k	4.8k	131.02	View chart
Coca-Cola Company (KO)	0.4	$603k	7.9k	76.05	View chart
C H Robinson Worldwide In Com New (CHRW)	0.4	$598k	3.6k	166.09	View chart
Darden Restaurants (DRI)	0.3	$569k	2.9k	196.05	View chart
Costco Wholesale Corporation (COST)	0.3	$562k	564.00	996.93	View chart
Dominion Resources (D)	0.3	$553k	8.9k	61.82	View chart
Qualcomm (QCOM)	0.3	$550k	4.3k	128.78	View chart
Medtronic SHS (MDT)	0.3	$508k	5.9k	86.65	View chart
Unilever Spon Adr New (UL)	0.3	$505k	8.9k	56.97	View chart
Hasbro (HAS)	0.3	$490k	5.2k	93.60	View chart
Bank of America Corporation (BAC)	0.3	$480k	9.8k	48.75	View chart
Microchip Technology (MCHP)	0.3	$477k	7.4k	64.61	View chart
Meta Platforms Cl A (META)	0.3	$461k	806.00	572.35	View chart
Clorox Company (CLX)	0.3	$456k	4.4k	103.64	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.3	$435k	16k	27.56	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.3	$428k	17k	25.59	View chart
United Parcel Svcs CL B (UPS)	0.2	$416k	4.2k	98.39	View chart
Welltower Inc Com reit (WELL)	0.2	$408k	2.1k	197.67	View chart
Pinnacle West Capital Corporation (PNW)	0.2	$398k	4.0k	100.75	View chart
Ford Motor Company (F)	0.2	$396k	34k	11.54	View chart
Old National Ban (ONB)	0.2	$388k	18k	22.10	View chart
Novo-nordisk A S Adr (NVO)	0.2	$386k	11k	36.75	View chart
Colgate-Palmolive Company (CL)	0.2	$382k	4.5k	85.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$378k	655.00	577.36	View chart
CVS Caremark Corporation (CVS)	0.2	$371k	5.2k	71.82	View chart
UnitedHealth (UNH)	0.2	$363k	1.3k	270.53	View chart
Oracle Corporation (ORCL)	0.2	$353k	2.4k	147.09	View chart
Packaging Corporation of America (PKG)	0.2	$343k	1.6k	212.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$341k	712.00	479.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$333k	11k	30.96	View chart
Omni (OMC)	0.2	$325k	4.3k	75.31	View chart
Lowe's Companies (LOW)	0.2	$324k	1.4k	236.28	View chart
Intel Corporation (INTC)	0.2	$322k	7.3k	44.13	View chart
Altria (MO)	0.2	$312k	4.7k	65.98	View chart
Atmos Energy Corporation (ATO)	0.2	$308k	1.7k	184.74	View chart
Enterprise Products Partners (EPD)	0.2	$305k	8.0k	37.84	View chart
Bk Nova Cad (BNS)	0.2	$303k	4.4k	69.31	View chart
Public Storage (PSA)	0.2	$265k	978.00	270.76	View chart
Nutrien (NTR)	0.1	$255k	3.4k	75.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$249k	1.2k	211.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$241k	9.4k	25.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$238k	1.9k	124.28	View chart
Motorola Solutions Com New (MSI)	0.1	$226k	520.00	433.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$224k	903.00	247.96	View chart
GSK Sponsored Adr (GSK)	0.1	$216k	3.9k	55.19	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$216k	1.7k	131.01	View chart
Honeywell International (HON)	0.1	$214k	945.00	226.06	View chart
Advanced Micro Devices (AMD)	0.1	$212k	1.0k	203.43	View chart
International Business Machines (IBM)	0.1	$211k	868.00	242.48	View chart
TJX Companies (TJX)	0.1	$210k	1.3k	159.71	View chart
FedEx Corporation (FDX)	0.1	$207k	581.00	356.43	View chart
Metropcs Communications (TMUS)	0.1	$206k	980.00	210.03	View chart
Vanguard World Health Car Etf (VHT)	0.1	$204k	750.00	272.31	View chart
Rbc Cad (RY)	0.1	$202k	1.2k	161.78	View chart
Infosys Sponsored Adr (INFY)	0.1	$173k	13k	13.51	View chart
Bitfarms	0.0	$61k	31k	1.95	View chart
Carparts.com (PRTS)	0.0	$8.6k	11k	0.79	View chart

Past Filings by Dickmeyer Boyce Financial Management

SEC 13F filings are viewable for Dickmeyer Boyce Financial Management going back to 2026

Dickmeyer Boyce Financial Management 2026 Q1 filed May 13, 2026

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