Institutions / Boyer Financial Services, Inc.
Boyer Financial Services, Inc.
CIK 2108122 · Institution · as of Dec 31, 2025
Portfolio value
$94.28M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Growe | $10.23M | 10.9% |
| Capital Group Dividend Value | $9.39M | 10.0% |
| Capital Group Core Balanced | $9.03M | 9.6% |
| Capital Group Growth ETF | $8.51M | 9.0% |
| Capital Group Gbl Growth Eqt | $5.60M | 5.9% |
| Capital Grp Fixed Incm ETF T | $4.98M | 5.3% |
| Capital Grp Fixed Incm ETF T | $4.44M | 4.7% |
| J P Morgan Exchange Traded F | $3.81M | 4.0% |
| Capital Group Core Equity Et | $3.77M | 4.0% |
| First Tr Exchange-Traded Fd | $3.71M | 3.9% |
| Capital Grp Fixed Incm ETF T | $3.68M | 3.9% |
| Ea Series Trust | $2.31M | 2.4% |
| Schwab Strategic Tr | $2.10M | 2.2% |
| Capital Group Global Equity | $2.05M | 2.2% |
| Capital Group Equity ETF Tr | $1.84M | 1.9% |
| Capital Group New Geography | $1.74M | 1.8% |
| J P Morgan Exchange Traded F | $1.57M | 1.7% |
| Alps ETF Tr | $1.50M | 1.6% |
| First Tr Exchange Traded Fd | $1.26M | 1.3% |
| First Tr Exchange-Traded Fd | $1.18M | 1.3% |
| Microsoft Corp | $922.7K | 1.0% |
| Tesla Inc | $905.9K | 1.0% |
| NVIDIA Corp | $810.2K | 0.9% |
| Capital Grp Fixed Incm ETF T | $742.0K | 0.8% |
| Broadcom Inc. | $676.5K | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.