DOSSIER · 13F-HR · Q2 2026

Dickmeyer Boyce Financial Management, Inc.

$193M in tracked AUM across 129 positions as of Q2 2026.

DB
CIK 0002038325 · last filed Jun 30, 2026
Total AUM
$193M
as of Q2 2026
Holdings
129
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Dickmeyer Boyce Financial Management, 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
FBND
FIDELITY MERRIMACK STR TR
$12M253K6.0%
02
AAPL
APPLE INC
$9M31K4.7%
03
IWR
ISHARES TR
$8M68K3.9%
04
SCHD
SCHWAB STRATEGIC TR
$7M236K3.9%
05
DON
WISDOMTREE TR
$7M125K3.7%
06
VYM
VANGUARD WHITEHALL FDS
$7M42K3.5%
07
VTEB
VANGUARD MUN BD FDS
$6M122K3.2%
08
MSFT
MICROSOFT CORP
$6M16K3.1%
09
JNJ
JOHNSON & JOHNSON
$5M21K2.8%
10
DGRW
WISDOMTREE TR
$5M56K2.8%

Filing history

2026Q2Jun 30
$193M 13.6%
129 positionsView →
2026Q1Mar 31
$170M
125 positionsView →