Boyer Financial Services

Boyer Financial Services as of June 30, 2026

Portfolio Holdings for Boyer Financial Services

Boyer Financial Services holds 57 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
Capital Group Dividend Growe Shs Etf (CGDG) 10.1 $12M 317k 37.88
Capital Group Core Balanced SHS (CGBL) 9.4 $11M 295k 37.74
Capital Group Dividend Value Shs Creat Unit (CGDV) 9.3 $11M 224k 48.95
Capital Group Growth Etf Shs Creat Unit (CGGR) 9.0 $11M 229k 46.53
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 6.3 $7.5M 183k 40.77
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.9 $5.8M 259k 22.29
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 4.2 $5.0M 192k 26.17
First Tr Exchange Traded Smid Risng Etf (SDVY) 3.9 $4.6M 108k 43.16
Capital Group Core Equity Et Shs Creat Unit (CGUS) 3.8 $4.5M 102k 44.16
J P Morgan Exchange Traded F Active Bond Etf (JBND) 3.0 $3.6M 67k 53.28
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) 2.7 $3.2M 98k 32.72
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.5 $2.9M 107k 27.38
Capital Group Global Equity SHS (CGGE) 2.4 $2.9M 82k 34.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $2.7M 82k 32.39
Ea Series Trust Tbg Divid Fo Etf (TBG) 2.2 $2.7M 71k 37.32
Capital Group New Geography SHS (CGNG) 2.1 $2.5M 68k 36.15
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $2.4M 20k 121.16
First Tr Exchange-traded Wcm Intl Equity (WCMI) 2.0 $2.3M 120k 19.34
First Tr Exchange-traded Vest Laddered (ACYN) 1.9 $2.3M 110k 20.55
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 1.7 $2.1M 22k 92.26
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.5 $1.8M 22k 80.14
Etf Ser Solutions Defia Quant Etf (QTUM) 0.9 $1.0M 6.7k 155.02
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.8 $904k 11k 82.79
Apple (AAPL) 0.7 $820k 2.7k 308.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $818k 3.3k 246.81
Microsoft Corporation (MSFT) 0.6 $741k 1.9k 390.53
NVIDIA Corporation (NVDA) 0.6 $737k 3.8k 194.81
Ab Active Etfs Disruptors Etf (FWD) 0.6 $717k 5.2k 137.54
Tesla Motors (TSLA) 0.6 $716k 1.8k 393.45
Amazon (AMZN) 0.6 $709k 2.9k 242.64
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.5 $533k 21k 25.74
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $504k 1.2k 434.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $467k 1.3k 368.76
Broadcom (AVGO) 0.4 $419k 1.2k 360.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $405k 1.1k 360.03
Enterprise Products Partners (EPD) 0.3 $373k 10k 36.75
Public Storage (PSA) 0.3 $366k 1.1k 329.78
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $353k 4.4k 79.67
Wisdomtree Tr Glob Ex Us Qu Fd (DNL) 0.3 $347k 7.6k 45.62
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $345k 3.6k 97.14
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $314k 2.5k 125.93
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.3 $301k 1.2k 241.91
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.2 $273k 1.5k 184.16
Vanguard World Inf Tech Etf (VGT) 0.2 $267k 2.3k 114.64
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $263k 2.9k 90.68
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $261k 350.00 744.78
Lennar Corp Cl A (LEN) 0.2 $260k 2.9k 88.21
Chevron Corporation (CVX) 0.2 $257k 1.5k 169.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $253k 1.2k 218.43
Johnson & Johnson (JNJ) 0.2 $235k 894.00 263.04
Applovin Corp Com Cl A (APP) 0.2 $223k 423.00 527.06
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $220k 3.9k 56.71
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.2 $216k 5.9k 36.55
Spdr Gold Tr Gold Shs (GLD) 0.2 $207k 547.00 378.13
Ge Aerospace Com New (GE) 0.2 $204k 541.00 377.52
Cardiol Therapeutics Com Cl A (CRDL) 0.0 $36k 34k 1.05
Redcloud Hldgs SHS (RCT) 0.0 $26k 108k 0.24