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

Boyer Financial Services, Inc.

$125M in tracked AUM across 61 positions as of Q3 2026.

BF
CIK 0002108122 · last filed Sep 30, 2026
Total AUM
$125M
as of Q3 2026
Holdings
61
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Boyer Financial Services, 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
CGDG
CAPITAL GROUP DIVIDEND GROWE
$12M324K9.6%02
CGGR
CAPITAL GROUP GROWTH ETF
$11M235K8.9%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$11M227K8.9%04
CGBL
CAPITAL GROUP CORE BALANCED
$11M296K8.7%05
CGGO
CAPITAL GROUP GBL GROWTH EQT
$7M184K5.9%06
CGCP
CAPITAL GRP FIXED INCM ETF T
$6M262K4.4%07
ACYN
FIRST TR EXCHANGE-TRADED FD
$5M231K3.9%08
CGCB
CAPITAL GRP FIXED INCM ETF T
$5M192K3.8%09
CGUS
CAPITAL GROUP CORE EQUITY ET
$5M102K3.6%10
SDVY
FIRST TR EXCHANGE TRADED FD
$4M109K3.6%

Filing history

2026Q3Sep 30
$125M▲ 5.5%
61 positionsView →2026Q2Jun 30
$118M▲ 25.6%
57 positionsView →2026Q1Mar 31
$94M▲ 0.0%
44 positionsView →2025Q4Dec 31
$94M—
51 positionsView →