DOSSIER · 13F-HR · Q2 2026

Boyer Financial Services, Inc.

$118M in tracked AUM across 57 positions as of Q2 2026.

BF
CIK 0002108122 · last filed Jun 30, 2026
Total AUM
$118M
as of Q2 2026
Holdings
57
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Boyer Financial Services, 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
CGDG
CAPITAL GROUP DIVIDEND GROWE
$12M317K10.1%
02
CGBL
CAPITAL GROUP CORE BALANCED
$11M295K9.4%
03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$11M224K9.3%
04
CGGR
CAPITAL GROUP GROWTH ETF
$11M229K9.0%
05
CGGO
CAPITAL GROUP GBL GROWTH EQT
$7M183K6.3%
06
CGCP
CAPITAL GRP FIXED INCM ETF T
$6M259K4.9%
07
CGCB
CAPITAL GRP FIXED INCM ETF T
$5M192K4.2%
08
SDVY
FIRST TR EXCHANGE TRADED FD
$5M108K3.9%
09
CGUS
CAPITAL GROUP CORE EQUITY ET
$5M102K3.8%
10
JBND
J P MORGAN EXCHANGE TRADED F
$4M67K3.0%

Filing history

2026Q2Jun 30
$118M 25.6%
57 positionsView →
2026Q1Mar 31
$94M 0.0%
44 positionsView →
2025Q4Dec 31
$94M
51 positionsView →