Boyer Financial Services

Boyer Financial Services as of Dec. 31, 2025

Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 51 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
Capital Group Dividend Growe Shs Etf (CGDG) 10.9 $10M 285k 35.96
Capital Group Dividend Value Shs Creation Uni (CGDV) 10.0 $9.4M 214k 43.97
Capital Group Core Balanced SHS (CGBL) 9.6 $9.0M 254k 35.55
Capital Group Growth Etf Shs Creation Uni (CGGR) 9.0 $8.5M 191k 44.55
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 5.9 $5.6M 159k 35.15
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 5.3 $5.0M 188k 26.48
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.7 $4.4M 196k 22.64
J P Morgan Exchange Traded F Active Bond Etf (JBND) 4.0 $3.8M 71k 54.00
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.0 $3.8M 94k 40.36
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.9 $3.7M 96k 38.72
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.9 $3.7M 133k 27.63
Ea Series Trust Tbg Dividend Foc (TBG) 2.4 $2.3M 69k 33.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $2.1M 76k 27.73
Capital Group Global Equity SHS (CGGE) 2.2 $2.0M 64k 31.97
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 1.9 $1.8M 63k 29.22
Capital Group New Geography SHS (CGNG) 1.8 $1.7M 53k 32.58
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.7 $1.6M 21k 75.84
Alps Etf Tr Smith Core Plus (SMTH) 1.6 $1.5M 58k 26.05
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.3 $1.3M 18k 70.15
First Tr Exchange-traded Wcm Intl Equity (WCMI) 1.3 $1.2M 68k 17.33
Microsoft Corporation (MSFT) 1.0 $923k 2.0k 472.94
Tesla Motors (TSLA) 1.0 $906k 2.1k 438.07
NVIDIA Corporation (NVDA) 0.9 $810k 4.3k 188.85
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.8 $742k 29k 25.99
Broadcom (AVGO) 0.7 $677k 1.9k 347.62
Apple (AAPL) 0.7 $665k 2.5k 271.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $648k 2.0k 319.61
Etf Ser Solutions Defiance Quantum (QTUM) 0.6 $581k 5.2k 112.37
Amazon (AMZN) 0.6 $577k 2.5k 226.50
Ab Active Etfs Disruptors Etf (FWD) 0.6 $532k 5.0k 106.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $446k 1.3k 336.31
Alphabet Cap Stk Cl A (GOOGL) 0.4 $370k 1.2k 315.15
Emcor (EME) 0.4 $365k 572.00 638.65
Enterprise Products Partners (EPD) 0.3 $321k 10k 32.16
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $312k 8.2k 38.12
Lennar Corp Cl A (LEN) 0.3 $307k 2.9k 104.22
Public Storage (PSA) 0.3 $287k 1.1k 258.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $242k 354.00 683.17
Chevron Corporation (CVX) 0.3 $238k 1.5k 155.90
Apogee Therapeutics (APGE) 0.3 $237k 3.1k 75.78
Meta Platforms Cl A (META) 0.2 $227k 349.00 650.41
Vanguard World Inf Tech Etf (VGT) 0.2 $222k 293.00 755.98
Spdr Gold Tr Gold Shs (GLD) 0.2 $207k 520.00 398.28
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $203k 5.9k 34.30
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $200k 3.5k 57.32
Redcloud Hldgs SHS (RCT) 0.2 $176k 123k 1.43
Marker Therapeutics Com New (MRKR) 0.1 $57k 37k 1.54
Opal Fuels Class A Com (OPAL) 0.0 $36k 15k 2.38
Cardiol Therapeutics Com Cl A (CRDL) 0.0 $33k 33k 0.99
Nip Group Sponsored Ads (NIPG) 0.0 $24k 21k 1.15
Kindly Md (NAKA) 0.0 $13k 32k 0.41