Boyer Financial Services, Inc. holds a focused book of 57 stocks worth $118.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-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. Cloning the disclosed picks since 2026 would be +6% (+12.2%/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/2108122/holdings"
Use Arkolith to show Boyer Financial Services, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Boyer Financial Services, 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.
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
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.