Dickmeyer Boyce Financial Management, Inc. holds a diversified book of 129 stocks worth $193.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Schwab US Large-Cap Growth and trimmed Johnson & Johnson. Their largest long position is Fidelity Total Bond ETF at 6% of the equity book. Cloning the disclosed picks since 2026 would be +4%. That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Dickmeyer Boyce Financial Management, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +10.9%, a 6.5-point gap that is the cost of the ~23-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Dickmeyer Boyce Financial Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% 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 Dickmeyer Boyce Financial Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $513.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $479.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $180.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $153.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $82.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $72.4B |
| LPL Financial LLC | 80 / 80 | $65.9B |
| STIFEL FINANCIAL CORP | 80 / 80 | $32.7B |
Ranked by how many of Dickmeyer Boyce Financial Management, 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 | Fidelity Merrimack STR TR TOTAL BD ETF | $11.5M | 253.0K | 6.0% | ▲+4.8% Added · +12K sh | |
| 2 | Apple Inc COM | $9.1M | 31.4K | 4.7% | ▲+0.1% Added · +44 sh | |
| 3 | Ishares TR RUS MID CAP ETF | $7.5M | 68.4K | 3.9% | ▲+2.0% Added · +1K sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $7.5M | 236.2K | 3.9% | ▲+4.1% Added · +9K sh | |
| 5 | Wisdomtree TR US MIDCAP DIVID | $7.1M | 124.8K | 3.7% | ▲+0.8% Added · +1K sh | |
| 6 | Vanguard Whitehall FDS HIGH DIV YLD | $6.7M | 42.1K | 3.5% | ▲+4.0% Added · +2K sh | |
| 7 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.1M | 121.6K | 3.2% | ▲+14% Added · +15K sh | |
| 8 | Microsoft Corp COM | $5.9M | 15.8K | 3.1% | ▲+6.2% Added · +917 sh | |
| 9 | Johnson & Johnson COM | $5.4M | 21.4K | 2.8% | ▼−2.8% Reduced · −627 sh | |
| 10 | Wisdomtree TR US QTLY DIV GRT | $5.3M | 55.9K | 2.8% | ▲+5.8% Added · +3K sh | |
| 11 | Abbvie Inc COM | $3.9M | 15.4K | 2.0% | ▼−1.9% Reduced · −301 sh | |
| 12 | Vanguard Index FDS VALUE ETF | $3.8M | 17.6K | 2.0% | ▲+0.2% Added · +38 sh | |
| 13 | JPMorgan Chase & Co COM | $3.7M | 11.2K | 1.9% | ▼−0.3% Reduced · −32 sh | |
| 14 | Cisco Sys Inc COM | $3.4M | 29.0K | 1.8% | ▼−5.1% Reduced · −2K sh | |
| 15 | Wisdomtree TR US LARGECAP DIVD | $3.3M | 34.4K | 1.7% | ▲+13% Added · +4K sh | |
| 16 | Vanguard Whitehall FDS INTL HIGH ETF | $3.3M | 33.2K | 1.7% | ▲+18% Added · +5K sh | |
| 17 | Vanguard Malvern FDS CORE BD ETF | $3.2M | 41.6K | 1.7% | ▲+22% Added · +8K sh | |
| 18 | Nvidia Corporation COM | $3.1M | 15.6K | 1.6% | ▲+7.1% Added · +1K sh | |
| 19 | Wisdomtree TR US SMALLCAP DIVD | $3.1M | 75.3K | 1.6% | ▲+1.7% Added · +1K sh | |
| 20 | Starbucks Corp COM | $2.9M | 28.4K | 1.5% | ▲+0.5% Added · +138 sh | |
| 21 | Alphabet Inc CAP STK CL C | $2.7M | 7.5K | 1.4% | ▲+2.5% Added · +183 sh | |
| 22 | Wisdomtree TR US S CAP QTY DIV | $2.6M | 43.2K | 1.3% | ▲+2.1% Added · +890 sh | |
| 23 | Amazon Com Inc COM | $2.6M | 10.7K | 1.3% | ▲+9.5% Added · +928 sh | |
| 24 | Verizon Communications Inc COM | $2.5M | 59.3K | 1.3% | ▲+2.5% Added · +1K sh | |
| 25 | Realty Income Corp COM | $2.2M | 35.3K | 1.1% | ▲+4.2% Added · +1K sh | |
| 26 | Schwab Strategic TR FUNDAMENTAL US S | $2.2M | 56.7K | 1.1% | ▲+13% Added · +6K sh | |
| 27 | Illinois Tool WKS Inc COM | $1.7M | 6.4K | 0.9% | ▲+4.0% Added · +247 sh | |
| 28 | Wisdomtree TR US HIGH DIVIDEND | $1.7M | 15.0K | 0.9% | ▲+18% Added · +2K sh | |
| 29 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.6M | 3.4K | 0.9% | ▼−3.2% Reduced · −114 sh | |
| 30 | John Hancock Exchange Traded MULTIFACTOR MI | $1.6M | 21.7K | 0.8% | ▲+30% Added · +5K sh | |
| 31 | Procter & Gamble Co COM | $1.6M | 10.8K | 0.8% | ▲+7.9% Added · +786 sh | |
| 32 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.8% | ▲+9.7% Added · +181 sh | |
| 33 | Walmart Inc COM | $1.4M | 12.6K | 0.7% | —Held | |
| 34 | Wells Fargo & Co COM | $1.4M | 17.3K | 0.7% | ▲+14% Added · +2K sh | |
| 35 | Pepsico Inc COM | $1.4M | 10.2K | 0.7% | ▲+6.1% Added · +588 sh | |
| 36 | Eli Lilly & Co COM | $1.4M | 1.1K | 0.7% | —Held | |
| 37 | Duke Energy Corp New COM NEW | $1.3M | 10.5K | 0.7% | ▼~0% Reduced · −3 sh | |
| 38 | Toronto Dominion BK Ont COM NEW | $1.3M | 10.9K | 0.7% | ▼−1.8% Reduced · −195 sh | |
| 39 | Merck & Co Inc COM | $1.3M | 10.1K | 0.7% | ▲+9.6% Added · +891 sh | |
| 40 | Caterpillar Inc COM | $1.3M | 1.2K | 0.7% | ▼−0.5% Reduced · −6 sh | |
| 41 | Schwab Strategic TR FUNDAMENTAL INTL | $1.2M | 23.7K | 0.6% | ▲+28% Added · +5K sh | |
| 42 | Schwab Strategic TR US SML CAP ETF | $1.2M | 34.1K | 0.6% | ▲+0.6% Added · +201 sh | |
| 43 | American Elec PWR Co Inc COM | $1.2M | 8.6K | 0.6% | ▼−2.3% Reduced · −205 sh | |
| 44 | Bank Montreal Medium COM | $1.2M | 6.6K | 0.6% | ▼−3.0% Reduced · −205 sh | |
| 45 | Ares Capital Corp COM | $1.2M | 62.5K | 0.6% | ▼−1.4% Reduced · −895 sh | |
| 46 | Kimberly-Clark Corp COM | $1.1M | 10.1K | 0.6% | ▲+14% Added · +1K sh | |
| 47 | Vanguard Scottsdale FDS VNG RUS2000VAL | $1.1M | 5.6K | 0.6% | ▲+8.2% Added · +427 sh | |
| 48 | Lockheed Martin Corp COM | $1.1M | 2.1K | 0.6% | ▲+10% Added · +198 sh | |
| 49 | 3M Co COM | $1.1M | 6.7K | 0.6% | ▲+0.1% Added · +8 sh | |
| 50 | Aflac Inc COM | $1.1M | 9.1K | 0.6% | ▼−0.3% Reduced · −30 sh |
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. The performance line is a simulation of the disclosed long book, not an audited return.