Boyce & Associates Wealth Consulting, Inc.

CIK

1922884

Location

CEDAR PARK, TX

Portfolio Value

Micro $20,711,118

Diversification

Diversified

Filing Date

Global Rank

#7,766 / 8,517 ▲ 296

Top Industry

Semiconductors 30.3%

3Y Alpha vs SPY

+75.9%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

18 quarters · since Mar 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+651.1%

SPY

+75.3%

Annualised alpha

+75.2%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.4%

+3.7 pts

Top 5

61.2%

+4.0 pts

Top 10

77.7%

+0.2 pts

HHI

1,041

Diversified+157

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.7%	$9,263,956	6
Unclassified	16.3%	$3,373,692	4
Consumer Cyclical	8.6%	$1,785,141	3
Communication Services	8.6%	$1,783,336	2
Energy	5.1%	$1,059,791	2
Consumer Defensive	4.9%	$1,015,560	2
Utilities	3.7%	$770,273	2
Basic Materials	2.4%	$488,482	2
Industrials	2.2%	$449,221	1
Financial Services	1.8%	$370,629	1
Healthcare	1.7%	$351,037	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+1,323	33,248	$2,510,556
FSK	FS KKR Capital Corp	+50	35,298	$370,629
GOOGL	Alphabet Inc.	+22	4,187	$1,496,308
ABBV	AbbVie Inc.	+10	1,395	$351,037
AMZN	Amazon Com Inc	+7	4,427	$1,055,131
SHW	Sherwin Williams Co	+2	798	$274,767
SPY	Spdr S&P 500 ETF Trust	+1	344	$256,888
CSCO	Cisco Systems, Inc.	+1	2,691	$316,084
AVGO	Broadcom Inc.	+1	1,045	$394,748
XOM	ExxonMobil Holdings Corp	+1	5,777	$789,831
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−8,943	6,502	$736,416
MSFT	Microsoft Corp	−1,572	1,951	$727,762
NVDA	Nvidia Corp	−1,269	24,246	$4,851,382
NTR	Nutrien Ltd.	−399	3,395	$213,715
TSLA	Tesla, Inc.	−167	1,414	$594,728
ADSK	Autodesk, Inc.	−55	1,043	$202,780
AAPL	Apple Inc.	−52	9,577	$2,771,200
GTLS	Chart Industries Inc	−50	2,150	$449,221
AWK	American Water Works Company, Inc.	−20	1,676	$220,528
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	13,730	$879,818
FNDA	Schwab Fundamental U.S. Small Company ETF	12,754	$413,612
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $20,711,118 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	24,246	-1,269	$4,851,382	+9.0%	23.42%
AAPL	Apple Inc. Technology	Reduced	9,577	-52	$2,771,200	+13.4%	13.38%
IAU	Ishares Gold Trust	Added	33,248	+1,323	$2,510,556	−10.8%	12.12%
GOOGL	Alphabet Inc. Communication Services	Added	4,187	+22	$1,496,308	+24.9%	7.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,427	+7	$1,055,131	+14.6%	5.09%
XOM	ExxonMobil Holdings Corp Energy	Added	5,777	+1	$789,831	−19.4%	3.81%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,502	-8,943	$736,416	−61.6%	3.56%
MSFT	Microsoft Corp Technology	Reduced	1,951	-1,572	$727,762	−44.2%	3.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,414	-167	$594,728	+1.2%	2.87%
LNT	Alliant Energy Corp Utilities	Held	7,206	0	$549,745	+6.3%	2.65%
GTLS	Chart Industries Inc Industrials	Reduced	2,150	-50	$449,221	—	2.17%
AVGO	Broadcom Inc. Technology	Added	1,045	+1	$394,748	+22.2%	1.91%
GLDM	World Gold Trust	Held	4,931	0	$391,620	−14.3%	1.89%
FSK	FS KKR Capital Corp Financial Services	Added	35,298	+50	$370,629	+3.3%	1.79%
ABBV	AbbVie Inc. Healthcare	Added	1,395	+10	$351,037	+16.5%	1.69%
CSCO	Cisco Systems, Inc. Technology	Added	2,691	+1	$316,084	+51.4%	1.53%
NFLX	Netflix Inc Communication Services	Held	4,020	0	$287,028	−25.7%	1.39%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,543	0	$279,144	+9.4%	1.35%
SHW	Sherwin Williams Co Basic Materials	Added	798	+2	$274,767	+7.7%	1.33%
VNOM	Viper Energy, Inc. Energy	Held	6,367	0	$269,960	−9.8%	1.30%
SPY	Spdr S&P 500 ETF Trust	Added	344	+1	$256,888	+15.2%	1.24%
AWK	American Water Works Company, Inc. Utilities	Reduced	1,676	-20	$220,528	−4.5%	1.06%
SLV	iShares Silver Trust	Held	4,014	0	$214,628	−21.5%	1.04%
NTR	Nutrien Ltd. Basic Materials	Reduced	3,395	-399	$213,715	−25.4%	1.03%
ADSK	Autodesk, Inc. Technology	Reduced	1,043	-55	$202,780	−22.9%	0.98%
HYLN	Hyliion Holdings Corp. Consumer Cyclical	Held	25,966	0	$135,282	+196.0%	0.65%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.