Boyce & Associates Wealth Consulting, Inc. holds a focused book of 82 reported positions worth $144.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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 reported non-option book.
Boyce & Associates Wealth Consulting, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Boyce & Associates Wealth Consulting, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Demming Financial Services Corp | 15 / 80 | $128.6M |
| Retirement Solution LLC | 19 / 80 | $413.3M |
| G2 Capital Management, LLC / Oh | 17 / 80 | $348.8M |
| Ketron Financial | 13 / 80 | $234.2M |
| Marest Capital, LLC | 9 / 80 | $142.9M |
| Triune Financial Partners, LLC | 15 / 80 | $338.5M |
| Sloy Dahl & Holst, LLC | 13 / 80 | $563.8M |
| Integrated Financial Solutions, Inc. | 9 / 80 | $128.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Boyce & Associates Wealth Consulting, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 82 | $144.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 80 | $132.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 75 | $119.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 73 | $122.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 70 | $109.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 69 | $100.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 70 | $98.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 71 | $96.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.