13F Insight
DOSSIER · 13F-HR · Q2 2026

Boyce & Associates Wealth Consulting, Inc.

$144M in tracked AUM across 82 positions as of Q2 2026.

B&
CIK 0001922884 · last filed Jun 30, 2026
Total AUM
$144M
as of Q2 2026
Holdings
82
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Boyce & Associates Wealth Consulting, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$20M206K13.7%02
MOAT
VANECK ETF TRUST
$11M105K7.6%03
UCON
FIRST TR EXCHNG TRADED FD VI
$9M358K6.2%04
FNDX
SCHWAB STRATEGIC TR
$8M243K5.2%05
LVHI
LEGG MASON ETF INVT
$7M169K4.8%06
GPIX
GOLDMAN SACHS ETF TR
$6M110K4.2%07
JSCP
J P MORGAN EXCHANGE TRADED F
$6M122K4.0%08
NVDA
NVIDIA CORPORATION
$5M24K3.4%09
FTC
FIRST TR EXCHANGE-TRADED ALP
$4M22K2.9%10
VFLO
VICTORY PORTFOLIOS II
$4M86K2.7%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$60M▲ 0.3%
47 positionsLocked
Showing 12 of 18