Boyce & Associates Wealth Consulting, Inc. holds a focused book of 82 stocks worth $144.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Mega Cap Growth ETF and trimmed Nvidia Corp. Their largest long position is Wisdomtree U.S. Quality Divi at 14% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1922884/holdings"
Use Arkolith to show Boyce & Associates Wealth Consulting, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.9 points over this window.
Growth of $10,000 cloning Boyce & Associates Wealth Consulting, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boyce & Associates Wealth Consulting, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $14.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.2B |
| LPL Financial LLC | 78 / 80 | $61.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $49.7B |
| MORGAN STANLEY | 77 / 80 | $402.4B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $74.8B |
| Cetera Investment Advisers | 77 / 80 | $16.9B |
| NewEdge Advisors, LLC | 77 / 80 | $6.3B |
Ranked by how many of Boyce & Associates Wealth Consulting, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree TR US QTLY DIV GRT | $19.7M | 206.4K | 13.7% | ▲+1.6% Added · +3K sh | |
| 2 | Vaneck ETF Trust MRNGSTR WDE MOAT | $10.9M | 105.1K | 7.6% | ▲+2.4% Added · +2K sh | |
| 3 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $8.9M | 357.5K | 6.2% | ▲+0.6% Added · +2K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL US L | $7.6M | 243.2K | 5.2% | ▲+3.0% Added · +7K sh | |
| 5 | Legg Mason ETF Invt FRANKLIN INTL LW | $6.9M | 169.0K | 4.8% | ▲+2.4% Added · +4K sh | |
| 6 | Goldman Sachs ETF TR S&P 500 PREMIUM | $6.1M | 110.2K | 4.2% | ▲+2.0% Added · +2K sh | |
| 7 | J P Morgan Exchange Traded F SHORT DURA CORE | $5.8M | 122.5K | 4.0% | ▲+2.6% Added · +3K sh | |
| 8 | Nvidia Corporation COM | $4.9M | 24.2K | 3.4% | ▼−5.0% Reduced · −1K sh | |
| 9 | First TR Exchange-Traded Alp COM SHS | $4.2M | 21.7K | 2.9% | ▲+2.7% Added · +579 sh | |
| 10 | Victory Portfolios II SHS FR CA FL ETF | $3.9M | 86.0K | 2.7% | ▲+7.0% Added · +6K sh | |
| 11 | First TR Exchng Traded FD VI ACTV FCTR LGCP | $3.7M | 85.6K | 2.6% | ▲+3.1% Added · +3K sh | |
| 12 | Dimensional ETF Trust US HIGH PROF ETF | $3.2M | 77.7K | 2.2% | ▲+4.2% Added · +3K sh | |
| 13 | Apple Inc COM | $2.8M | 9.6K | 1.9% | ▼−0.5% Reduced · −52 sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $2.7M | 3.9K | 1.8% | ▲+21% Added · +669 sh | |
| 15 | Ishares Gold TR ISHARES NEW | $2.5M | 33.2K | 1.7% | ▲+4.1% Added · +1K sh | |
| 16 | Dimensional ETF Trust INTL CORE EQT MK | $2.5M | 59.8K | 1.7% | ▲+7.5% Added · +4K sh | |
| 17 | First TR Exchange-Traded FD FT VEST RIS | $2.2M | 74.1K | 1.5% | ▲+2.7% Added · +2K sh | |
| 18 | First TR Exchng Traded FD VI INCOME OPPRTNTES | $2.1M | 88.4K | 1.5% | ▲+5.0% Added · +4K sh | |
| 19 | First TR Exchange Traded FD RBA INDL ETF | $2.1M | 15.5K | 1.4% | ▲+5.3% Added · +783 sh | |
| 20 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.8M | 11.4K | 1.3% | ▲+24% Added · +2K sh | |
| 21 | Dimensional ETF Trust EMERGING MKTS VA | $1.8M | 42.6K | 1.3% | ▲+1.4% Added · +602 sh | |
| 22 | Schwab Strategic TR FUNDAMENTAL INTL | $1.7M | 33.0K | 1.2% | ▲+5.5% Added · +2K sh | |
| 23 | ALPS ETF TR ALERIAN MLP | $1.6M | 30.2K | 1.1% | ▲+3.0% Added · +865 sh | |
| 24 | J P Morgan Exchange Traded F MUNICIPAL ETF | $1.5M | 30.5K | 1.1% | ▲+1.1% Added · +327 sh | |
| 25 | Alphabet Inc CAP STK CL A | $1.5M | 4.2K | 1.0% | ▲+0.5% Added · +22 sh | |
| 26 | Schwab Strategic TR US DIVIDEND EQ | $1.4M | 45.0K | 1.0% | ▲+3.3% Added · +1K sh | |
| 27 | First TR Exch Traded FD III MUNI HI INCM ETF | $1.4M | 29.2K | 1.0% | ▼−2.3% Reduced · −700 sh | |
| 28 | Dimensional ETF Trust US COR EQU 2 ETF | $1.3M | 30.0K | 0.9% | ▲+8.3% Added · +2K sh | |
| 29 | First TR Exchange-Traded FD WCM INTL EQUITY | $1.2M | 60.5K | 0.8% | ▲+3.6% Added · +2K sh | |
| 30 | American Centy ETF TR US SML CP VALU | $1.1M | 8.9K | 0.8% | ▲+7.1% Added · +591 sh | |
| 31 | Vanguard World FD MEGA GRWTH IND | $1.1M | 12.3K | 0.7% | ▲New New position | |
| 32 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.1M | 6.8K | 0.7% | ▼−5.6% Reduced · −400 sh | |
| 33 | Amazon Com Inc COM | $1.1M | 4.4K | 0.7% | ▲+0.1% Added · +7 sh | |
| 34 | First TR Exchange-Traded FD SENIOR LN FD | $975K | 21.8K | 0.7% | ▲+2.6% Added · +547 sh | |
| 35 | First TR Exchange-Traded FD CAP STRENGTH ETF | $964K | 10.3K | 0.7% | ▼−12% Reduced · −1K sh | |
| 36 | Pimco ETF TR MULTISECTOR BD | $896K | 33.8K | 0.6% | ▲+0.2% Added · +81 sh | |
| 37 | First TR Exch Traded FD III PFD SECS INC ETF | $887K | 49.6K | 0.6% | ▲+3.8% Added · +2K sh | |
| 38 | Exxon Mobil Corp COM | $790K | 5.8K | 0.5% | ▲~0% Added · +1 sh | |
| 39 | First TR Exchange-Traded FD WCM DEV WORL ETF | $779K | 39.8K | 0.5% | ▲+3.8% Added · +1K sh | |
| 40 | Walmart Inc COM | $736K | 6.5K | 0.5% | ▼−58% Reduced · −9K sh | |
| 41 | Microsoft Corp COM | $728K | 2.0K | 0.5% | ▼−45% Reduced · −2K sh | |
| 42 | Dimensional ETF Trust US EQUI MARK ETF | $720K | 8.8K | 0.5% | ▲+0.2% Added · +18 sh | |
| 43 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $715K | 14.1K | 0.5% | ▼−17% Reduced · −3K sh | |
| 44 | Dimensional ETF Trust WORLD EX US CORE | $702K | 19.1K | 0.5% | ▲+0.5% Added · +99 sh | |
| 45 | First TR Exchange-Traded FD US EQTY OPPT ETF | $636K | 3.1K | 0.4% | —Held | |
| 46 | Dimensional ETF Trust WORLD EQUITY ETF | $634K | 7.7K | 0.4% | ▲+0.6% Added · +48 sh | |
| 47 | Tesla Inc COM | $595K | 1.4K | 0.4% | ▼−11% Reduced · −167 sh | |
| 48 | Schwab Strategic TR US LCAP GR ETF | $575K | 17.0K | 0.4% | ▼−0.6% Reduced · −98 sh | |
| 49 | Alliant Energy Corp COM | $550K | 7.2K | 0.4% | —Held | |
| 50 | Dimensional ETF Trust US SMALL CAP ETF | $519K | 6.3K | 0.4% | ▲+0.2% Added · +12 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 82 | $144.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 80 | $132.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 75 | $119.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 73 | $122.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 70 | $109.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 69 | $100.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 70 | $98.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 71 | $96.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.