BKA Wealth Consulting

Boyce & Associates Wealth Consulting as of Dec. 31, 2025

Portfolio Holdings for Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 14.5 $17M 193k 89.44
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 9.0 $11M 103k 103.56
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 7.6 $9.1M 361k 25.17
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 5.4 $6.4M 174k 36.82
Schwab Strategic Tr Fundamental Us L (FNDX) 5.2 $6.2M 230k 27.21
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 5.1 $6.1M 116k 52.80
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.0 $4.8M 97k 49.71
NVIDIA Corporation (NVDA) 4.0 $4.7M 25k 186.50
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.5 $3.0M 32k 92.52
Dimensional Etf Trust Us High Profitab (DUHP) 2.4 $2.8M 75k 38.03
Apple (AAPL) 2.2 $2.6M 9.7k 271.86
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 2.2 $2.6M 67k 39.10
Ishares Gold Tr Ishares New (IAU) 1.9 $2.2M 27k 81.17
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.7 $2.1M 55k 38.11
First Tr Exchange-traded A Com Shs (FTC) 1.6 $1.9M 12k 159.88
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.4 $1.7M 14k 119.32
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.4 $1.7M 64k 26.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.5M 2.5k 627.13
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $1.5M 44k 33.74
Alps Etf Tr Alerian Mlp (AMLP) 1.2 $1.5M 32k 47.02
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.2 $1.4M 29k 50.50
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF) 1.2 $1.4M 61k 22.97
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 4.3k 313.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.2M 43k 27.43
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.9 $1.1M 24k 47.93
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.1M 7.6k 141.05
Amazon (AMZN) 0.8 $996k 4.3k 230.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $912k 23k 39.59
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.7 $855k 19k 45.88
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.7 $855k 8.7k 98.32
Schwab Strategic Tr Fundamental Intl (FNDF) 0.7 $836k 19k 45.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $826k 8.1k 101.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $798k 1.6k 502.65
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $722k 40k 18.22
Tesla Motors (TSLA) 0.6 $680k 1.5k 449.72
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $647k 8.7k 74.17
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $620k 19k 32.73
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $562k 7.6k 73.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $557k 17k 32.62
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.5 $548k 32k 17.01
Fs Kkr Capital Corp (FSK) 0.4 $522k 35k 14.81
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.4 $514k 3.1k 163.61
Chart Industries (GTLS) 0.4 $454k 2.2k 206.23
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $444k 6.4k 69.67
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $428k 14k 31.51
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $421k 4.9k 85.37
Wal-Mart Stores (WMT) 0.3 $393k 3.5k 111.39
Netflix (NFLX) 0.3 $380k 4.0k 93.76
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $378k 3.6k 104.06
Broadcom (AVGO) 0.3 $366k 1.1k 346.08
Ishares Tr National Mun Etf (MUB) 0.3 $364k 3.4k 107.12
First Tr Exchange-traded Wcm Developing W (WCME) 0.3 $355k 21k 17.22
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $352k 11k 33.08
Autodesk (ADSK) 0.3 $343k 1.2k 296.01
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $314k 7.2k 43.43
First Tr Exchange Traded Cloud Computing (SKYY) 0.3 $299k 2.3k 130.09
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $293k 12k 25.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $293k 11k 26.23
Abbvie (ABBV) 0.2 $282k 1.2k 228.56
Goldman Sachs (GS) 0.2 $277k 315.00 880.17
Vanguard Index Fds Value Etf (VTV) 0.2 $272k 1.4k 190.95
Ishares Silver Tr Ishares (SLV) 0.2 $259k 4.0k 64.42
Sherwin-Williams Company (SHW) 0.2 $257k 794.00 323.84
Viper Energy Cl A (VNOM) 0.2 $246k 6.4k 38.63
Nutrien (NTR) 0.2 $240k 3.9k 61.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $233k 342.00 682.18
Spdr Series Trust State Street Spd (SHM) 0.2 $223k 4.6k 47.99
Spdr Series Trust State Street Spd (ONEO) 0.2 $215k 1.7k 129.37
Microsoft Corporation (MSFT) 0.2 $210k 434.00 483.34
First Tr Exchange-traded A Com Shs (FNX) 0.2 $209k 1.7k 125.98
American Water Works (AWK) 0.2 $207k 1.6k 130.50
International Business Machines (IBM) 0.2 $207k 698.00 296.12
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $205k 2.1k 96.16
Exxon Mobil Corporation (XOM) 0.2 $204k 1.7k 120.33
Hyliion Holdings Corp Common Stock (HYLN) 0.0 $48k 26k 1.84