Q2 2026 13F · SEC CIK 1922884

Boyce & Associates Wealth Consulting, Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $144.2M
Reported positions: 82
Top holdings a year, 3 yrs: +12.3%
Assets under management: $244.6M

Boyce & Associates Wealth Consulting, Inc. is a wealth manager that reported 82 positions worth $144.2M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were WisdomTree US Quality Dividend Gr ETF To (DGRW, 13.7%), Vaneck ETF Trust (MOAT, 7.6%), First Tr Exchng Traded Fd Vi (UCON, 6.2%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Boyce & Associates Wealth Consulting, Inc. holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boyce & Associates Wealth Consulting, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DGRWWisdomTree US Quality Dividend Gr ETF To	13.7%	13.5%	206,369	+1.7%	$19.7M
MOATVaneck ETF Trust	7.6%	7.5%	105,069	+2.4%	$10.9M
UCONFirst Tr Exchng Traded Fd Vi	6.2%	6.7%	357,500	+0.6%	$8.9M
FNDXSchwab Strategic Tr	5.2%	5.0%	243,240	+3.0%	$7.6M
LVHIFranklin International Low Volatility Hi	4.8%	5.1%	169,039	+2.4%	$6.9M
GPIXGoldman Sachs ETF Tr	4.2%	4.1%	110,235	+2.0%	$6.1M
JSCPJ P Morgan Exchange Traded F	4.0%	4.3%	122,458	+2.6%	$5.8M
NVDANvidia Corporation Com	3.4%	3.4%	24,246	-5.0%	$4.9M
FTCFirst Trust ETFs/USA	2.9%	2.5%	21,706	+2.7%	$4.2M
VFLOVictory Portfolios II	2.7%	2.4%	85,992	+7.0%	$3.9M
AFLGFirst Tr Exchng Traded Fd Vi	2.6%	2.4%	85,564	+3.1%	$3.7M
DUHPDimensional ETF Trust	2.2%	2.1%	77,749	+4.2%	$3.2M
AAPLApple Inc	1.9%	1.9%	9,577	-0.5%	$2.8M
VOOVanguard S&p 500 ETF	1.8%	1.4%	3,872	+20.9%	$2.7M
IAUIshares Gold Trust	1.7%	2.1%	33,248	+4.1%	$2.5M
DFAIDimensional International Core Equity Ma	1.7%	1.6%	59,819	+7.5%	$2.5M
RDVIFirst Trust	1.5%	1.4%	74,107	+2.7%	$2.2M
FCEFFirst Tr Exchng Traded Fd Vi	1.5%	1.4%	88,372	+5.0%	$2.1M
AIRRFirst Tr Exchange Traded Fd	1.4%	1.2%	15,535	+5.3%	$2.1M
SPMOInvesco Exch Traded Fd Tr II	1.3%	0.8%	11,443	+24.0%	$1.8M
DFEVDimensional Emerging Markets Value ETF	1.3%	1.1%	42,639	+1.4%	$1.8M
FNDFSchwab Strategic Tr	1.2%	1.2%	33,023	+5.5%	$1.7M
AMLPAlps ETF Tr	1.1%	1.2%	30,166	+3.0%	$1.6M
JMUBJ P Morgan Exchange Traded F	1.1%	1.1%	30,524	+1.1%	$1.5M
GOOGLAlphabet Inc	1.0%	0.9%	4,187	+0.5%	$1.5M
SCHDSchwab Strategic Tr	1.0%	1.0%	44,999	+3.3%	$1.4M
FMHIFirst Tr Exch Traded Fd III	1.0%	1.1%	29,177	-2.3%	$1.4M
DFACDimensional U.s. Core Equity 2	0.9%	0.8%	29,968	+8.3%	$1.3M
WCMIFirst Trust	0.8%	0.7%	60,539	+3.6%	$1.2M
AVUVAvantis US Small Cap Value ETF	0.8%	0.7%	8,858	+7.1%	$1.1M
MGKVanguard World Fd	0.7%	—	12,255	—	$1.1M
VTVanguard Total World Stock Index Fund Et	0.7%	0.8%	6,791	-5.6%	$1.1M
AMZNAmazon Com Inc Com	0.7%	0.7%	4,427	+0.2%	$1.1M
FTSLFirst Tr Exchange-Traded Fd	0.7%	0.7%	21,790	+2.6%	$975K
FTCSFirst Trust Capital Strength ETF	0.7%	0.8%	10,261	-12.2%	$964K
PYLDPimco Multisector Bond Active Exchange-T	0.6%	0.7%	33,783	+0.2%	$896K
FPEFirst Tr Exch Traded Fd III	0.6%	0.6%	49,597	+3.8%	$887K
XOMExxon Mobil Corp	0.5%	0.7%	5,777	+0.0%	$790K
WCMEFirst Tr Exchange-Traded Fd	0.5%	0.5%	39,761	+3.8%	$779K
WMTWalmart Inc	0.5%	1.5%	6,502	-57.9%	$736K
MSFTMicrosoft Corp	0.5%	1.0%	1,951	-44.6%	$728K
DFUSDimensional ETF Trust	0.5%	0.5%	8,786	+0.2%	$720K
JPSTJ P Morgan Exchange Traded Fd	0.5%	0.7%	14,143	-16.9%	$715K
DFAXDimensional World Ex U.s. Core	0.5%	0.5%	19,067	+0.5%	$702K
FPXFirst Tr Exchange-Traded Fd	0.4%	0.4%	3,086	+0.0%	$636K
DFAWDimensional ETF Trust	0.4%	0.4%	7,664	+0.6%	$634K
TSLATesla Inc Com	0.4%	0.4%	1,414	-10.6%	$595K
SCHGSchwab U.s. Large-Cap Growth ETF	0.4%	0.4%	17,000	-0.6%	$575K
LNTAlliant Energy Corp	0.4%	0.4%	7,206	+0.0%	$550K
DFASDimensional ETF Trust	0.4%	—	6,297	—	$519K

What Boyce & Associates Wealth Consulting, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.3% /yr; S&P 500 +20.1%
3 years: +12.3% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$144.2M	82
Q1 2026	$132.0M	80
Q4 2025	$119.3M	75
Q3 2025	$122.2M	73
Q2 2025	$109.5M	70
Q1 2025	$100.0M	69
Q4 2024	$98.8M	70
Q3 2024	$96.2M	71
Q2 2024	$85.1M	68
Q1 2024	$77.5M	58
Q4 2023	$68.8M	55
Q3 2023	$60.0M	47

Questions about Boyce & Associates Wealth Consulting, Inc.'s portfolio

What stocks does Boyce & Associates Wealth Consulting, Inc. own?

Boyce & Associates Wealth Consulting, Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 82 positions worth $144.2M. The largest are WisdomTree US Quality Dividend Gr ETF To (DGRW) at 13.7%, Vaneck ETF Trust (MOAT) at 7.6%, First Tr Exchng Traded Fd Vi (UCON) at 6.2%, Schwab Strategic Tr (FNDX) at 5.2% and Franklin International Low Volatility Hi (LVHI) at 4.8%.

What did Boyce & Associates Wealth Consulting, Inc. buy last quarter?

In Q2 2026, Boyce & Associates Wealth Consulting, Inc. added Invesco Exch Traded Fd Tr II (SPMO) (+24.0% shares), Vanguard S&p 500 ETF (VOO) (+20.9% shares) and Dimensional U.s. Core Equity 2 (DFAC) (+8.3% shares), compared with its Q1 2026 filing.

What did Boyce & Associates Wealth Consulting, Inc. sell last quarter?

In Q2 2026, Boyce & Associates Wealth Consulting, Inc. cut from its top 50 Vanguard Tax-Managed Fds (VEA), cut from its top 50 State Street Energy Select Sector Spdr E (XLE), Walmart Inc (WMT) (-57.9% shares), Microsoft Corp (MSFT) (-44.6% shares) and J P Morgan Exchange Traded Fd (JPST) (-16.9% shares), compared with its Q1 2026 filing.

How has Boyce & Associates Wealth Consulting, Inc.'s portfolio performed?

A portfolio copying Boyce & Associates Wealth Consulting, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.3% against +20.1%. Over 5 years: +9.2% a year against +16.8%.

When is Boyce & Associates Wealth Consulting, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Boyce & Associates Wealth Consulting, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boyce & Associates Wealth Consulting, Inc. manage?

Boyce & Associates Wealth Consulting, Inc. reported $244.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $144.2M.