Boyer Financial Services

Boyer Financial Services as of March 31, 2026

Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 44 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
Capital Group Dividend Growe Shs Etf (CGDG) 11.3 $11M 297k 35.90
Capital Group Core Balanced SHS (CGBL) 10.7 $10M 293k 34.41
Capital Group Dividend Value Shs Creation Uni (CGDV) 10.1 $9.6M 225k 42.54
Capital Group Growth Etf Shs Creation Uni (CGGR) 8.9 $8.4M 208k 40.19
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 6.1 $5.8M 173k 33.37
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 5.4 $5.1M 194k 26.26
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.9 $4.6M 207k 22.34
First Tr Exchange Traded Smid Risng Etf (SDVY) 4.1 $3.8M 97k 39.43
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.1 $3.8M 99k 38.42
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.8 $3.6M 131k 27.23
J P Morgan Exchange Traded F Active Bond Etf (JBND) 3.0 $2.9M 53k 53.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $2.5M 81k 30.68
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 2.4 $2.2M 76k 29.36
Capital Group Global Equity SHS (CGGE) 2.4 $2.2M 73k 30.50
Ea Series Trust Tbg Dividend Foc (TBG) 2.3 $2.2M 63k 34.86
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 2.2 $2.1M 28k 75.74
Capital Group New Geography SHS (CGNG) 2.1 $2.0M 62k 31.57
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.6 $1.5M 23k 68.28
First Tr Exchange-traded Wcm Intl Equity (WCMI) 1.6 $1.5M 91k 16.77
Alps Etf Tr Smith Core Plus (SMTH) 1.1 $1.0M 40k 25.76
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.0 $950k 37k 25.79
Ab Active Etfs Disruptors Etf (FWD) 0.7 $672k 6.2k 108.55
Microsoft Corporation (MSFT) 0.7 $660k 1.8k 370.17
Amazon (AMZN) 0.7 $643k 3.1k 208.27
Etf Ser Solutions Defiance Quantum (QTUM) 0.6 $597k 5.6k 107.29
Tesla Motors (TSLA) 0.6 $583k 1.6k 371.75
NVIDIA Corporation (NVDA) 0.6 $576k 3.3k 174.40
Apple (AAPL) 0.5 $452k 1.8k 253.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $416k 1.3k 320.81
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $389k 1.2k 337.95
Enterprise Products Partners (EPD) 0.4 $378k 10k 37.84
Broadcom (AVGO) 0.4 $335k 1.1k 309.51
Public Storage (PSA) 0.3 $301k 1.1k 271.00
Chevron Corporation (CVX) 0.3 $295k 1.4k 206.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $265k 923.00 287.56
Lennar Corp Cl A (LEN) 0.3 $256k 2.9k 86.84
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $228k 350.00 650.34
Spdr Gold Tr Gold Shs (GLD) 0.2 $223k 517.00 430.29
Johnson & Johnson (JNJ) 0.2 $210k 859.00 244.44
Vanguard World Inf Tech Etf (VGT) 0.2 $202k 289.00 697.72
Redcloud Hldgs SHS (RCT) 0.1 $103k 145k 0.71
Cardiol Therapeutics Com Cl A (CRDL) 0.0 $31k 23k 1.35
Montauk Renewables (MNTK) 0.0 $26k 23k 1.15
Kindly Md (NAKA) 0.0 $7.0k 32k 0.22