Back to Boyer Financial Services, Inc.

Boyer Financial Services, Inc.

Q3 2026 13F filing

Updated 13 days ago

61 disclosed positions worth $125M

Portfolio value
$125M
Total holdings
61
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-23

Full holdings

Every line item disclosed in Q3 2026

C

CAPITAL GROUP DIVIDEND GROWE

Value
$12M
Shares
323.6K
% Port
9.59%
C

CAPITAL GROUP GROWTH ETF

Value
$11.2M
Shares
235.2K
% Port
8.93%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$11.1M
Shares
226.8K
% Port
8.87%
C

CAPITAL GROUP CORE BALANCED

Value
$10.9M
Shares
295.7K
% Port
8.70%
C

CAPITAL GROUP GBL GROWTH EQT

Value
$7.3M
Shares
184.4K
% Port
5.87%
C

CAPITAL GRP FIXED INCM ETF T

Value
$5.6M
Shares
262.3K
% Port
4.44%
?
7.N/A

FIRST TR EXCHANGE-TRADED FD

Value
$4.8M
Shares
231.5K
% Port
3.86%
C

CAPITAL GRP FIXED INCM ETF T

Value
$4.8M
Shares
191.9K
% Port
3.84%
C

CAPITAL GROUP CORE EQUITY ET

Value
$4.5M
Shares
102.1K
% Port
3.63%
F
10.FPF

FIRST TR EXCHANGE TRADED FD

Value
$4.4M
Shares
109.5K
% Port
3.55%
?
11.N/A

J P MORGAN EXCHANGE TRADED F

Value
$3.3M
Shares
64.1K
% Port
2.62%
C

CAPITAL GROUP EQUITY ETF TR

Value
$3.2M
Shares
101.8K
% Port
2.52%
C

CAPITAL GROUP GLOBAL EQUITY

Value
$2.9M
Shares
84.7K
% Port
2.36%
C

CAPITAL GRP FIXED INCM ETF T

Value
$2.8M
Shares
105.7K
% Port
2.22%
S

SCHWAB STRATEGIC TR

Value
$2.7M
Shares
81.6K
% Port
2.12%
J

J P MORGAN EXCHANGE TRADED F

Value
$2.5M
Shares
26.1K
% Port
1.99%
E
17.ETHA

ISHARES TR

Value
$2.4M
Shares
19.5K
% Port
1.95%
F
18.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$2.3M
Shares
119.7K
% Port
1.83%
?
19.N/A

J P MORGAN EXCHANGE TRADED F

Value
$2.2M
Shares
47.3K
% Port
1.79%
C

CAPITAL GROUP NEW GEOGRAPHY

Value
$1.9M
Shares
53.1K
% Port
1.55%
F
21.FPF

FIRST TR EXCHANGE TRADED FD

Value
$1.8M
Shares
23.2K
% Port
1.45%
?
22.N/A

EA SERIES TRUST

Value
$1.4M
Shares
39.0K
% Port
1.13%
S
23.SPCX

SPACE EXPLORATION TECHN CORP

Value
$1.3M
Shares
8.7K
% Port
1.05%
Q
24.QUBT

ETF SER SOLUTIONS

Value
$1.2M
Shares
7.9K
% Port
0.95%
M
25.MSFT

MICROSOFT CORP

Value
$975K
Shares
1.9K
% Port
0.78%
A
26.AAPL

APPLE INC

Value
$921K
Shares
2.8K
% Port
0.74%
J

J P MORGAN EXCHANGE TRADED F

Value
$913K
Shares
16.2K
% Port
0.73%
N
28.NVDA

NVIDIA CORPORATION

Value
$879K
Shares
3.8K
% Port
0.70%
J

J P MORGAN EXCHANGE TRADED F

Value
$859K
Shares
10.5K
% Port
0.69%
E
30.ETHA

ISHARES TR

Value
$822K
Shares
3.3K
% Port
0.66%
A
31.AMZN

AMAZON COM INC

Value
$771K
Shares
3.1K
% Port
0.62%
?
32.N/A

AB ACTIVE ETFS INC

Value
$697K
Shares
5.3K
% Port
0.56%
S
33.SHW

J P MORGAN EXCHANGE TRADED F

Value
$694K
Shares
11.2K
% Port
0.56%
T
34.TSLA

TESLA INC

Value
$657K
Shares
1.9K
% Port
0.53%
P
35.PDI

PIMCO ETF TR

Value
$629K
Shares
24.8K
% Port
0.50%
?
36.N/A

CAPITAL GRP FIXED INCM ETF T

Value
$552K
Shares
21.9K
% Port
0.44%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$531K
Shares
1.2K
% Port
0.42%
V
38.VGES

VANGUARD INDEX FDS

Value
$472K
Shares
1.3K
% Port
0.38%
A
39.AVGO

BROADCOM INC

Value
$408K
Shares
1.2K
% Port
0.33%
G

ALPHABET INC

Value
$389K
Shares
1.1K
% Port
0.31%
F
41.FPF

FIRST TR EXCHANGE TRADED FD

Value
$367K
Shares
3.6K
% Port
0.29%
F
42.FIS

FIDELITY COVINGTON TRUST

Value
$362K
Shares
4.4K
% Port
0.29%
E
43.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$361K
Shares
10.1K
% Port
0.29%
B
44.BTCW

WISDOMTREE TR

Value
$346K
Shares
3.6K
% Port
0.28%
B
45.BTCW

WISDOMTREE TR

Value
$339K
Shares
7.6K
% Port
0.27%
P

PUBLIC STORAGE

Value
$314K
Shares
1.1K
% Port
0.25%
C
47.CVX

CHEVRON CORPORATION

Value
$310K
Shares
1.5K
% Port
0.25%
V
48.VGES

VANGUARD WORLD FD

Value
$293K
Shares
2.3K
% Port
0.23%
F
49.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$277K
Shares
1.6K
% Port
0.22%
S
50.SPY

STATE STR SPDR S&P 500 ETF T

Value
$267K
Shares
350
% Port
0.21%