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Boyce & Associates Wealth Consulting, Inc.
hedge fundUpdated 22 days agoManaged by Boyce & Associates Wealth Consulting, Inc. • Latest filing Q3 2026
Portfolio value
$164.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
34.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $122.2M |
| Q4 2025 | $119.3M |
| Q1 2026 | $132M |
| Q2 2026 | $144.2M |
| Q3 2026 | $164.7M |
Top holdings
79 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $18M | 184.9K | 10.92% | Trimmed(-10.4%) | |
| 2 | $9.5M | 28.6K | 5.79% | Added(+198.9%) | |
| 3 | $8.6M | 272.9K | 5.21% | Added(+12.2%) | |
| 4 | $7.6M | 148.1K | 4.60% | Added(+72.2%) | |
| 5 | $7.4M | 69.8K | 4.48% | Trimmed(-33.6%) | |
| 6 | ? N/A J P MORGAN EXCHANGE TRADED F | $6.8M | 148.5K | 4.14% | Added(+21.3%) |
| 7 | $6.7M | 264.3K | 4.07% | Added(+682.3%) | |
| 8 | $6.6M | 158.6K | 4.02% | Trimmed(-6.2%) | |
| 9 | $6M | 107.2K | 3.63% | Trimmed(-2.8%) | |
| 10 | $5.7M | 21.8K | 3.49% | — | |
| 11 | $5.6M | 24.5K | 3.40% | Added(+1.1%) | |
| 12 | $5.3M | 223.9K | 3.23% | Trimmed(-37.4%) | |
| 13 | $5.1M | 95.4K | 3.07% | — | |
| 14 | $5M | 28.2K | 3.04% | Added(+30.0%) | |
| 15 | ? N/A FIRST TR EXCHNG TRADED FD VI | $4.2M | 94.2K | 2.53% | Added(+10.1%) |
| 16 | $4.1M | 148.7K | 2.52% | Added(+100.6%) | |
| 17 | $2.8M | 35.4K | 1.68% | Added(+6.3%) | |
| 18 | $2.7M | 3.9K | 1.64% | Trimmed(-0.2%) | |
| 19 | $2.5M | 45.7K | 1.49% | Added(+38.5%) | |
| 20 | $2.2M | 52.8K | 1.36% | Added(+23.7%) |