BKA Wealth Consulting

Boyce & Associates Wealth Consulting as of June 30, 2026

Portfolio Holdings for Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting holds 82 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 13.7 $20M 206k 95.62
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 7.6 $11M 105k 103.95
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 6.2 $8.9M 358k 24.88
Schwab Strategic Tr Fundamental Us L (FNDX) 5.2 $7.6M 243k 31.10
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 4.8 $6.9M 169k 40.59
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 4.2 $6.1M 110k 55.57
J P Morgan Exchange Traded F Short Dura Core (JSCP) 4.0 $5.8M 123k 47.15
NVIDIA Corporation (NVDA) 3.4 $4.9M 24k 200.09
First Tr Exchange-traded A Com Shs (FTC) 2.9 $4.2M 22k 193.77
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 2.7 $3.9M 86k 45.75
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 2.6 $3.7M 86k 43.42
Dimensional Etf Trust Us High Prof Etf (DUHP) 2.2 $3.2M 78k 41.73
Apple (AAPL) 1.9 $2.8M 9.6k 289.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $2.7M 3.9k 686.83
Ishares Gold Tr Ishares New (IAU) 1.7 $2.5M 33k 75.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.7 $2.5M 60k 41.25
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.5 $2.2M 74k 29.40
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF) 1.5 $2.1M 88k 24.05
First Tr Exchange Traded Rba Indl Etf (AIRR) 1.4 $2.1M 16k 133.25
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $1.8M 11k 161.55
Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.3 $1.8M 43k 42.67
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.7M 33k 52.76
Alps Etf Tr Alerian Mlp (AMLP) 1.1 $1.6M 30k 51.85
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.1 $1.5M 31k 50.65
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.5M 4.2k 357.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.4M 45k 31.71
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.0 $1.4M 29k 48.49
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.9 $1.3M 30k 44.36
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.8 $1.2M 61k 19.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $1.1M 8.9k 124.76
Vanguard World Mega Grwth Ind (MGK) 0.7 $1.1M 12k 87.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.1M 6.8k 156.94
Amazon (AMZN) 0.7 $1.1M 4.4k 238.32
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.7 $975k 22k 44.75
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $964k 10k 93.92
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $896k 34k 26.52
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $887k 50k 17.88
Exxon Mobil Corporation (XOM) 0.5 $790k 5.8k 136.71
First Tr Exchange-traded Wcm Dev Worl Etf (WCME) 0.5 $779k 40k 19.60
Wal-Mart Stores (WMT) 0.5 $736k 6.5k 113.26
Microsoft Corporation (MSFT) 0.5 $728k 2.0k 373.01
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.5 $720k 8.8k 81.94
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $715k 14k 50.57
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $702k 19k 36.84
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.4 $636k 3.1k 206.16
Dimensional Etf Trust World Equity Etf (DFAW) 0.4 $635k 7.7k 82.79
Tesla Motors (TSLA) 0.4 $595k 1.4k 420.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $575k 17k 33.84
Alliant Energy Corporation (LNT) 0.4 $550k 7.2k 76.29
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $519k 6.3k 82.34
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $516k 14k 38.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $496k 12k 40.64
Chart Industries (GTLS) 0.3 $449k 2.2k 208.94
Broadcom (AVGO) 0.3 $395k 1.0k 377.65
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $392k 4.9k 79.42
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $372k 6.6k 56.16
Fs Kkr Capital Corp (FSK) 0.3 $371k 35k 10.50
Ishares Tr National Mun Etf (MUB) 0.3 $367k 3.4k 107.62
Abbvie (ABBV) 0.2 $351k 1.4k 251.57
Vaneck Etf Trust Ig Floa Rate Etf (FLTR) 0.2 $339k 13k 25.61
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $337k 7.2k 46.63
Cisco Systems (CSCO) 0.2 $316k 2.7k 117.47
First Tr Exchange-traded Cloud Computing (SKYY) 0.2 $309k 2.3k 134.57
Vanguard Index Fds Value Etf (VTV) 0.2 $307k 1.4k 217.90
Netflix (NFLX) 0.2 $287k 4.0k 71.40
Philip Morris International (PM) 0.2 $279k 1.5k 180.91
Sherwin-Williams Company (SHW) 0.2 $275k 798.00 344.11
Viper Energy Cl A (VNOM) 0.2 $270k 6.4k 42.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $260k 9.0k 28.96
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $257k 344.00 746.72
Spdr Series Trust St Str R1k Mom (ONEO) 0.2 $255k 1.7k 152.90
First Tr Exchange-traded A Com Shs (FNX) 0.2 $238k 1.6k 146.32
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $234k 2.5k 94.57
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.2 $234k 5.0k 46.94
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $230k 351.00 656.28
Spdr Series Trust St Nuve Term Etf (SHM) 0.2 $223k 4.6k 47.97
American Water Works (AWK) 0.2 $221k 1.7k 131.57
First Tr Exchange-traded Vest Laddered (ACYN) 0.1 $215k 10k 20.79
Ishares Silver Tr Ishares (SLV) 0.1 $215k 4.0k 53.47
Nutrien (NTR) 0.1 $214k 3.4k 62.95
Autodesk (ADSK) 0.1 $203k 1.0k 194.42
Hyliion Holdings Corp Common Stock (HYLN) 0.1 $135k 26k 5.21