BKA Wealth Consulting

Boyce & Associates Wealth Consulting as of March 31, 2026

Portfolio Holdings for Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting holds 80 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
Wisdomtree Tr Us Qtly Div Grt (DGRW) 13.5 $18M 203k 87.84
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 7.5 $9.9M 103k 96.70
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 6.7 $8.8M 355k 24.77
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 5.1 $6.7M 165k 40.54
Schwab Strategic Tr Fundamental Us L (FNDX) 5.0 $6.6M 236k 27.85
J P Morgan Exchange Traded F Short Dura Core (JSCP) 4.3 $5.6M 119k 47.30
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 4.1 $5.4M 108k 50.04
NVIDIA Corporation (NVDA) 3.4 $4.4M 26k 174.40
First Tr Exchange-traded A Com Shs (FTC) 2.5 $3.3M 21k 154.14
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 2.4 $3.2M 83k 38.57
Victory Portfolios Ii Shares Free Cash (VFLO) 2.4 $3.2M 80k 39.48
Ishares Gold Tr Ishares New (IAU) 2.1 $2.8M 32k 88.16
Dimensional Etf Trust Us High Profitab (DUHP) 2.1 $2.7M 75k 36.76
Apple (AAPL) 1.9 $2.4M 9.6k 253.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $2.2M 56k 38.96
Wal-Mart Stores (WMT) 1.5 $1.9M 15k 124.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.9M 3.2k 597.60
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF) 1.4 $1.9M 84k 22.50
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.4 $1.8M 72k 25.55
First Tr Exchange Traded Rba Indl Etf (AIRR) 1.2 $1.6M 15k 110.78
Alps Etf Tr Alerian Mlp (AMLP) 1.2 $1.5M 29k 52.64
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.5M 31k 48.93
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.1 $1.5M 30k 49.99
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.1 $1.5M 42k 35.78
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.1 $1.4M 30k 47.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.3M 44k 30.68
Microsoft Corporation (MSFT) 1.0 $1.3M 3.5k 370.20
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.2M 4.2k 287.57
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $1.1M 12k 92.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $1.1M 28k 38.86
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.8 $1.0M 9.2k 112.12
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $995k 7.2k 138.32
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.7 $980k 59k 16.77
Exxon Mobil Corporation (XOM) 0.7 $980k 5.8k 169.65
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.7 $952k 21k 44.80
Amazon (AMZN) 0.7 $921k 4.4k 208.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $913k 8.3k 110.47
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $883k 34k 26.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $880k 14k 64.08
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $861k 17k 50.61
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $848k 48k 17.75
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $644k 19k 33.97
First Tr Exchange-traded Wcm Developing W (WCME) 0.5 $643k 38k 16.79
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $622k 8.8k 70.91
Tesla Motors (TSLA) 0.4 $588k 1.6k 371.75
Dimensional Etf Trust World Equity Etf (DFAW) 0.4 $562k 7.6k 73.78
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $521k 8.5k 61.26
Alliant Energy Corporation (LNT) 0.4 $517k 7.2k 71.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $498k 17k 29.13
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.4 $490k 3.1k 158.79
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $457k 4.9k 92.69
Chart Industries (GTLS) 0.3 $455k 2.2k 206.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $447k 6.3k 71.13
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $414k 13k 32.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $391k 11k 34.55
Netflix (NFLX) 0.3 $387k 4.0k 96.15
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $372k 3.5k 106.00
Ishares Tr National Mun Etf (MUB) 0.3 $361k 3.4k 106.13
Fs Kkr Capital Corp (FSK) 0.3 $359k 35k 10.18
Broadcom (AVGO) 0.2 $323k 1.0k 309.52
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $321k 13k 25.48
Abbvie (ABBV) 0.2 $301k 1.4k 217.49
Viper Energy Cl A (VNOM) 0.2 $299k 6.4k 46.99
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $297k 7.2k 41.09
Nutrien (NTR) 0.2 $286k 3.8k 75.46
Vanguard Index Fds Value Etf (VTV) 0.2 $277k 1.4k 196.24
Ishares Silver Tr Ishares (SLV) 0.2 $274k 4.0k 68.14
Autodesk (ADSK) 0.2 $263k 1.1k 239.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $256k 10k 25.10
Philip Morris International (PM) 0.2 $255k 1.5k 165.34
Sherwin-Williams Company (SHW) 0.2 $255k 796.00 320.35
First Tr Exchange-traded Cloud Computing (SKYY) 0.2 $251k 2.3k 109.37
American Water Works (AWK) 0.2 $231k 1.7k 136.11
Spdr Series Trust State Street Spd (SHM) 0.2 $224k 4.7k 47.83
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $223k 343.00 650.55
Spdr Series Trust State Street Spd (ONEO) 0.2 $221k 1.7k 133.05
Cisco Systems (CSCO) 0.2 $209k 2.7k 77.60
First Tr Exchange-traded A Com Shs (FNX) 0.2 $208k 1.6k 128.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $204k 2.1k 95.44
Hyliion Holdings Corp Common Stock (HYLN) 0.0 $46k 26k 1.76