Boyce & Associates Wealth Consulting, Inc.: 13F holdings
CIK 19228842026Q2
| Positions | 82 |
|---|---|
| Reported value | $144.2m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DGRW WISDOMTREE TR | 206,369 | $19.7m | 13.7% |
| MOAT VANECK ETF TRUST | 105,069 | $10.9m | 7.6% |
| UCON FIRST TR EXCHNG TRADED FD VI | 357,500 | $8.9m | 6.2% |
| FNDX SCHWAB STRATEGIC TR | 243,240 | $7.6m | 5.2% |
| LEGG MASON ETF INVT | 169,039 | $6.9m | 4.8% |
| GOLDMAN SACHS ETF TR | 110,235 | $6.1m | 4.2% |
| J P MORGAN EXCHANGE TRADED F | 122,458 | $5.8m | 4.0% |
| NVDA NVIDIA CORPORATION | 24,246 | $4.9m | 3.4% |
| CINF FIRST TR EXCHANGE-TRADED ALP | 21,706 | $4.2m | 2.9% |
| ACT VICTORY PORTFOLIOS II | 85,992 | $3.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1922884")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.