13F Insight
DOSSIER · 13F-HR · Q3 2026

Boyce & Associates Wealth Consulting, Inc.

$165M in tracked AUM across 79 positions as of Q3 2026.

B&
CIK 0001922884 · last filed Sep 30, 2026
Total AUM
$165M
as of Q3 2026
Holdings
79
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Boyce & Associates Wealth Consulting, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$18M185K10.9%02
AAPL
APPLE INC
$10M29K5.8%03
FNDX
SCHWAB STRATEGIC TR
$9M273K5.2%04
VFLO
VICTORY PORTFOLIOS II
$8M148K4.6%05
MOAT
VANECK ETF TRUST
$7M70K4.5%06
JSCP
J P MORGAN EXCHANGE TRADED F
$7M148K4.1%07
PYLD
PIMCO ETF TR
$7M264K4.1%08
LVHI
LEGG MASON ETF INVT
$7M159K4.0%09
GPIX
GOLDMAN SACHS ETF TR
$6M107K3.6%10
EXPE
EXPEDIA GROUP INC
$6M22K3.5%

Filing history

2026Q3Sep 30
$165M▲ 14.2%
79 positionsView →2026Q2Jun 30
$144M▲ 9.2%
82 positionsView →2026Q1Mar 31
$132M▲ 10.7%
80 positionsView →2025Q4Dec 31
$119M▼ 2.4%
75 positionsView →2025Q3Sep 30
$122M▲ 11.6%
73 positionsLocked2025Q2Jun 30
$110M▲ 34.6%
70 positionsLocked2025Q1Mar 31
$81M▼ 17.6%
46 positionsLocked2024Q4Dec 31
$99M▲ 2.7%
70 positionsLocked2024Q3Sep 30
$96M▲ 13.0%
71 positionsLocked2024Q2Jun 30
$85M▲ 9.9%
68 positionsLocked2024Q1Mar 31
$77M▲ 12.6%
58 positionsLocked2023Q4Dec 31
$69M▲ 14.5%
55 positionsLocked
Showing 12 of 19