account_balance
Investment manager · 13F filer · SEC CIK 1922884
Boyce & Associates Wealth Consulting, Inc.
Reported value$165Mas of Sep 30, 2026
Positions79 7 new, 10 sold out
Top 10 weight50.4%DGRW alone is 11%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGRWWisdomtree Tr
10.9%Trimmed −10%
AAPLApple Inc.
5.8%Added +199%
FNDXSchwab Strategic Tr
5.2%Added +12%
VFLOVictory Portfolios II
4.6%Added +72%
MOATVaneck ETF Trust
4.5%Trimmed −34%
JSCPJ P Morgan Exchange Traded F
4.1%Added +21%
PYLDPimco ETF Tr
4.1%Added +682%
LVHILegg Mason ETF Invt
4.0%Trimmed −6%
GPIXGoldman Sachs ETF Tr
3.6%Trimmed −3%
EXPEExpedia Group, Inc.
3.5%New
NVDANVIDIA Corp
3.4%
UCONFirst Tr Exchng Traded Fd Vi
3.2%−37%
DGRWWisdomtree Tr
10.9%Trimmed −10%
AAPLApple Inc.
5.8%+199%
FNDXSchwab Strategic Tr
5.2%+12%
VFLOVictory Portfolios II
4.6%+72%
MOATVaneck ETF Trust
4.5%−34%
JSCPJ P Morgan Exchange Traded F
4.1%
PYLDPimco ETF Tr
4.1%
LVHILegg Mason ETF Invt
4.0%
GPIXGoldman Sachs ETF Tr
3.6%
UCON3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRW Wisdomtree Tr 10.9% Trimmed −10%
AAPL Apple Inc. 5.8% Added +199%FNDX Schwab Strategic Tr 5.2% Added +12%
VFLO Victory Portfolios II 4.6% Added +72%
MOAT Vaneck ETF Trust 4.5% Trimmed −34%
JSCP J P Morgan Exchange Traded F 4.1% Added +21%
PYLD Pimco ETF Tr 4.1% Added +682%
LVHI Legg Mason ETF Invt 4.0% Trimmed −6%
GPIX Goldman Sachs ETF Tr 3.6% Trimmed −3%
EXPE Expedia Group, Inc. 3.5% NewNVDA NVIDIA Corp 3.4% HeldUCON First Tr Exchng Traded Fd Vi 3.2% Trimmed −37%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.