Boyer Financial Services, Inc. 13F holdings
Boyer Financial Services, Inc. reported 43 positions with a total reported value of $118.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-20. Top holdings by reported value: CAPITAL GRP FIXED INCM ETF T (12.0%), CAPITAL GROUP DIVIDEND GROWE (10.1%), CAPITAL GROUP CORE BALANCED (9.4%), CAPITAL GROUP DIVIDEND VALUE (9.3%), CAPITAL GROUP GROWTH ETF (9.0%). Against 2026-03-31 it opened 7 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 43 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 577,659 | $14.2M | 12.0% |
| CAPITAL GROUP DIVIDEND GROWE | 316,839 | $12.0M | 10.1% |
| CAPITAL GROUP CORE BALANCED | 295,203 | $11.1M | 9.4% |
| CAPITAL GROUP DIVIDEND VALUE | 224,193 | $11.0M | 9.3% |
| CAPITAL GROUP GROWTH ETF | 229,402 | $10.7M | 9.0% |
| CAPITAL GROUP GBL GROWTH EQT | 183,101 | $7.5M | 6.3% |
| FIRST TR EXCHANGE TRADED FD | 132,532 | $6.8M | 5.7% |
| J P MORGAN EXCHANGE TRADED F | 103,689 | $6.7M | 5.7% |
| FIRST TR EXCHANGE-TRADED FD | 234,240 | $5.1M | 4.3% |
| CAPITAL GROUP CORE EQUITY ET | 102,276 | $4.5M | 3.8% |
| ISHARES TR | 23,963 | $3.4M | 2.9% |
| CAPITAL GROUP EQUITY ETF TR | 98,023 | $3.2M | 2.7% |
| CAPITAL GROUP GLOBAL EQUITY | 81,652 | $2.9M | 2.4% |
| SCHWAB STRATEGIC TR | 82,356 | $2.7M | 2.3% |
| EA SERIES TRUST | 71,135 | $2.7M | 2.2% |
| CAPITAL GROUP NEW GEOGRAPHY | 68,401 | $2.5M | 2.1% |
| ETF SER SOLUTIONS | 6,715 | $1.0M | 0.9% |
| AAPL APPLE INC | 2,658 | $820.3K | 0.7% |
| MSFT MICROSOFT CORP | 1,898 | $741.2K | 0.6% |
| NVDA NVIDIA CORPORATION | 3,785 | $737.4K | 0.6% |
| AB ACTIVE ETFS INC | 5,211 | $716.7K | 0.6% |
| TSLA TESLA INC | 1,820 | $716.1K | 0.6% |
| AMZN AMAZON COM INC | 2,921 | $708.8K | 0.6% |
| WT WISDOMTREE TR | 11,155 | $692.0K | 0.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,161 | $504.1K | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 91,236 | 234,240 | +156.7% | $5.1M |
| J P MORGAN EXCHANGE TRADED F | 80,743 | 103,689 | +28.4% | $6.7M |
| CAPITAL GROUP GROWTH ETF | 208,377 | 229,402 | +10.1% | $10.7M |
| CAPITAL GROUP DIVIDEND GROWE | 297,169 | 316,839 | +6.6% | $12.0M |
| CAPITAL GROUP EQUITY ETF TR | 76,231 | 98,023 | +28.6% | $3.2M |
| FIRST TR EXCHANGE TRADED FD | 119,615 | 132,532 | +10.8% | $6.8M |
| CAPITAL GROUP GBL GROWTH EQT | 173,332 | 183,101 | +5.6% | $7.5M |
| CAPITAL GROUP GLOBAL EQUITY | 72,680 | 81,652 | +12.3% | $2.9M |
| EA SERIES TRUST | 62,788 | 71,135 | +13.3% | $2.7M |
| AAPL APPLE INC | 1,780 | 2,658 | +49.3% | $820.3K |
| CAPITAL GROUP NEW GEOGRAPHY | 61,794 | 68,401 | +10.7% | $2.5M |
| VANGUARD WORLD FD | 289 | 2,330 | +706.2% | $267.1K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AB ACTIVE ETFS INC | 6,192 | 5,211 | -15.8% | $716.7K |
| AMZN AMAZON COM INC | 3,088 | 2,921 | -5.4% | $708.8K |
| CAPITAL GROUP DIVIDEND VALUE | 224,553 | 224,193 | -0.2% | $11.0M |
| VANGUARD INDEX FDS | 1,298 | 1,267 | -2.4% | $467.2K |
| RCT REDCLOUD HLDGS PLC | 145,386 | 107,953 | -25.7% | $25.8K |
CIK 2108122 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
