13F Insight
DOSSIER · 13F-HR · Q1 2026

Boyce & Associates Wealth Consulting, Inc.

Boyce & Associates Wealth Consulting's family office based in Stamford, CT — $132M in tracked AUM across 80 positions as of Q1 2026.

B&
Boyce & Associates Wealth Consulting·Stamford, CT·Family Office
CIK 0001922884 · last filed Mar 31, 2026
Total AUM
$132M
▲ 4.7%
vs prior
Holdings
80
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Boyce & Associates Wealth Consulting, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$18M203K13.5%
02
MOAT
VANECK ETF TRUST
$10M103K7.5%
03
UCON
FIRST TR EXCHNG TRADED FD VI
$9M355K6.7%
04
LVHI
LEGG MASON ETF INVT
$7M165K5.1%
05
FNDX
SCHWAB STRATEGIC TR
$7M236K5.0%
06
JSCP
J P MORGAN EXCHANGE TRADED F
$6M119K4.3%
07
GPIX
GOLDMAN SACHS ETF TR
$5M108K4.1%
08
NVDA
NVIDIA CORPORATION
$4M26K3.4%
09
FTC
FIRST TR EXCHANGE-TRADED ALP
$3M21K2.5%
10
AFLG
FIRST TR EXCHNG TRADED FD VI
$3M83K2.4%

Filing history

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