Boyer Financial Services, Inc. holds a focused book of 57 stocks worth $118.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Ishares Russell 1000 Growth and trimmed Cap Group Dividend Value. Their largest long position is Cap Group Dividend Growers at 10% of the equity book.
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.
6% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Boyer Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 64 / 57 | $404.2B |
| Osaic Holdings, Inc. | 63 / 57 | $13.8B |
| Integrated Wealth Concepts LLC | 63 / 57 | $2.9B |
| UBS Group AG | 62 / 57 | $101.3B |
| Arax Advisory Partners | 62 / 57 | $2.6B |
| JPMorgan Chase & Co | 61 / 57 | $381.1B |
| Wells Fargo & Company | 61 / 57 | $101.2B |
| Commonwealth Equity Services, LLC | 61 / 57 | $16.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Boyer Financial Services, 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 stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Growe SHS ETF | $12.0M | 316.8K | 10.1% | ▲+6.6% Added · +20K sh | |
| 2 | Capital Group Core Balanced SHS | $11.1M | 295.2K | 9.4% | ▲+0.8% Added · +2K sh | |
| 3 | Capital Group Dividend Value SHS CREAT UNIT | $11.0M | 224.2K | 9.3% | ▼−0.2% Reduced · −360 sh | |
| 4 | Capital Group Growth ETF SHS CREAT UNIT | $10.7M | 229.4K | 9.0% | ▲+10% Added · +21K sh | |
| 5 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $7.5M | 183.1K | 6.3% | ▲+5.6% Added · +10K sh | |
| 6 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $5.8M | 258.5K | 4.9% | ▲+25% Added · +51K sh | |
| 7 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $5.0M | 191.5K | 4.2% | ▼−1.1% Reduced · −2K sh | |
| 8 | First TR Exchange Traded FD SMID RISNG ETF | $4.6M | 107.6K | 3.9% | ▲+11% Added · +11K sh | |
| 9 | Capital Group Core Equity Et SHS CREAT UNIT | $4.5M | 102.3K | 3.8% | ▲+2.9% Added · +3K sh | |
| 10 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $3.6M | 66.6K | 3.0% | ▲+25% Added · +13K sh | |
| 11 | Capital Group Equity ETF TR US SM MI CA ETF | $3.2M | 98.0K | 2.7% | ▲+29% Added · +22K sh | |
| 12 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $2.9M | 106.9K | 2.5% | ▼−18% Reduced · −24K sh | |
| 13 | Capital Group Global Equity SHS | $2.9M | 81.7K | 2.4% | ▲+12% Added · +9K sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $2.7M | 82.4K | 2.3% | ▲+1.3% Added · +1K sh | |
| 15 | Ea Series Trust TBG DIVID FO ETF | $2.7M | 71.1K | 2.2% | ▲+13% Added · +8K sh | |
| 16 | Capital Group New Geography SHS | $2.5M | 68.4K | 2.1% | ▲+11% Added · +7K sh | |
| 17 | Ishares TR RUS 1000 GRW ETF | $2.4M | 19.5K | 2.0% | ▲New New position | |
| 18 | First TR Exchange-Traded FD WCM INTL EQUITY | $2.3M | 119.8K | 2.0% | ▲+31% Added · +29K sh | |
| 19 | First TR Exchange-Traded FD VEST LADDERED | $2.3M | 110.0K | 1.9% | ▲New New position | |
| 20 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $2.1M | 22.2K | 1.7% | ▲New New position | |
| 21 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.8M | 22.4K | 1.5% | ▼−1.2% Reduced · −266 sh | |
| 22 | ETF Ser Solutions DEFIA QUANT ETF | $1.0M | 6.7K | 0.9% | ▲+21% Added · +1K sh | |
| 23 | J P Morgan Exchange Traded F INTRNL RES EQT | $904K | 10.9K | 0.8% | ▼−60% Reduced · −17K sh | |
| 24 | Apple Inc COM | $820K | 2.7K | 0.7% | ▲+49% Added · +878 sh | |
| 25 | Ishares TR RUS 1000 VAL ETF | $818K | 3.3K | 0.7% | ▲New New position | |
| 26 | Microsoft Corp COM | $741K | 1.9K | 0.6% | ▲+6.5% Added · +116 sh | |
| 27 | Nvidia Corporation COM | $737K | 3.8K | 0.6% | ▲+15% Added · +485 sh | |
| 28 | AB Active Etfs Inc DISRUPTORS ETF | $717K | 5.2K | 0.6% | ▼−16% Reduced · −981 sh | |
| 29 | Tesla Inc COM | $716K | 1.8K | 0.6% | ▲+16% Added · +252 sh | |
| 30 | Amazon Com Inc COM | $709K | 2.9K | 0.6% | ▼−5.4% Reduced · −167 sh | |
| 31 | Capital Grp Fixed Incm ETF T SHORT DURATION | $533K | 20.7K | 0.5% | ▼−44% Reduced · −16K sh | |
| 32 | Taiwan Semiconductor Manufac SPONSORED ADS | $504K | 1.2K | 0.4% | ▲+0.8% Added · +9 sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $467K | 1.3K | 0.4% | ▼−2.4% Reduced · −31 sh | |
| 34 | Broadcom Inc COM | $418K | 1.2K | 0.4% | ▲+7.3% Added · +79 sh | |
| 35 | Alphabet Inc CAP STK CL A | $405K | 1.1K | 0.3% | ▲+22% Added · +202 sh | |
| 36 | Enterprise Prods Partners L COM | $373K | 10.1K | 0.3% | ▲+1.6% Added · +163 sh | |
| 37 | Public Storage COM | $366K | 1.1K | 0.3% | —Held | |
| 38 | Fidelity Covington Trust MSCI HLTH CARE I | $353K | 4.4K | 0.3% | ▲New New position | |
| 39 | Wisdomtree TR GLOB EX US QU FD | $347K | 7.6K | 0.3% | ▲New New position | |
| 40 | Wisdomtree TR US LARGECAP DIVD | $345K | 3.6K | 0.3% | ▲New New position | |
| 41 | First TR Exchange Traded FD RBA INDL ETF | $314K | 2.5K | 0.3% | ▲New New position | |
| 42 | Credo Technology Group Holdi ORDINARY SHARES | $301K | 1.2K | 0.3% | ▲New New position | |
| 43 | First TR Exchange-Traded FD NASDQ CLN EDGE | $273K | 1.5K | 0.2% | ▲New New position | |
| 44 | Vanguard World FD INF TECH ETF | $267K | 2.3K | 0.2% | ▲+706% Added · +2K sh | |
| 45 | First TR Exchange-Traded FD NASDAQ CYB ETF | $263K | 2.9K | 0.2% | ▲New New position | |
| 46 | State STR SPDR S&P 500 ETF T TR UNIT | $261K | 350 | 0.2% | —Held | |
| 47 | Lennar Corp CL A | $260K | 2.9K | 0.2% | —Held | |
| 48 | Chevron Corporation COM | $257K | 1.5K | 0.2% | ▲+6.5% Added · +93 sh | |
| 49 | Ishares TR MSCI USA QLT FCT | $253K | 1.2K | 0.2% | ▲New New position | |
| 50 | Johnson & Johnson COM | $235K | 894 | 0.2% | ▲+4.1% Added · +35 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2108122/holdings"
Use Arkolith to show Boyer Financial Services, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.