DOSSIER · 13F-HR · Q3 2026

Dickmeyer Boyce Financial Management, Inc.

$195M in tracked AUM across 127 positions as of Q3 2026.

DB
CIK 0002038325 · last filed Sep 30, 2026
Total AUM
$195M
as of Q3 2026
Holdings
127
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Dickmeyer Boyce Financial Management, 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
FBND
FIDELITY MERRIMACK STR TR
$11M263K5.8%
02
AAPL
APPLE INC
$10M31K5.3%
03
MSFT
MICROSOFT CORP
$8M16K4.2%
04
SCHD
SCHWAB STRATEGIC TR
$8M241K4.0%
05
IWR
ISHARES TR
$7M69K3.8%
06
VYM
VANGUARD WHITEHALL FDS
$7M44K3.5%
07
DON
WISDOMTREE TR
$7M126K3.5%
08
JNJ
JOHNSON & JOHNSON
$6M21K2.9%
09
DGRW
WISDOMTREE TR
$5M56K2.8%
10
VTEB
VANGUARD MUN BD FDS
$5M104K2.5%

Filing history

2026Q3Sep 30
$195M▲ 1.2%
127 positionsView →
2026Q2Jun 30
$193M▲ 13.6%
129 positionsView →
2026Q1Mar 31
$170M—
125 positionsView →