Boyce & Associates Wealth Consulting, Inc.

CIK

1922884

Location

CEDAR PARK, TX

Portfolio Value

Small $142,985,100

Diversification

Diversified

Filing Date

Global Rank

#7,429 / 8,807 ▼ 509 · as of Jun 2026

Top Industry

Consumer Electronics 30.2%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

19 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.1% of the book (60%+)

Turnover

Low turnover

22.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 84.9%; sector active share 77.6% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

78 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.5%

−2.2 pts

Top 5

40.9%

−8.0 pts

Top 10

65.9%

−4.2 pts

HHI

564

Diversified−75

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.9%	$111,409,053	54
Technology	12.5%	$17,863,634	7
Consumer Cyclical	5.5%	$7,851,503	4
Communication Services	1.2%	$1,746,638	2
Energy	0.8%	$1,186,536	2
Consumer Defensive	0.7%	$970,226	2
Utilities	0.5%	$676,742	2
Basic Materials	0.4%	$527,642	2
Financial Services	0.3%	$387,947	2
Healthcare	0.3%	$365,179	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+230,484	264,267	$6,709,739
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+74,554	148,661	$4,144,668
VFLO	VictoryShares Free Cash Flow ETF	+62,089	148,081	$7,580,266
WCMI	First Trust WCM International Equity ETF	+54,023	114,562	$2,185,842
FNDX	Schwab Fundamental U.S. Large Company ETF	+29,626	272,866	$8,587,093
JSCP	JPMorgan Short Duration Core Plus ETF	+26,017	148,475	$6,826,880
ACYN	First Trust Exchange-Traded Fund	+19,687	30,031	$626,446
AAPL	Apple Inc.	+19,053	28,630	$9,534,362
FNDF	Schwab Fundamental International Equity ETF	+12,716	45,739	$2,458,471
FMHI	First Trust Municipal High Income ETF	+10,221	39,398	$1,767,000
DFEV	Dimensional Emerging Markets Value ETF	+10,116	52,755	$2,236,812
AFLG	First Trust Active Factor Large Cap ETF	+8,680	94,244	$4,160,872
FTC	First Trust Large Cap Growth AlphaDEX Fund	+6,519	28,225	$5,007,075
AIRR	First Trust Exchange-Traded Fund VI	+4,157	19,692	$2,033,002
IAU	Ishares Gold Trust	+2,110	35,358	$2,761,459
SMH	VanEck Semiconductor ETF	+2,011	2,362	$1,438,458
AMZN	Amazon Com Inc	+1,803	6,230	$1,552,204
FPX	First Trust US Equity Opportunities ETF	+603	3,689	$657,306
FNX	First Trust Mid Cap Core AlphaDEX Fund	+411	2,036	$274,636
—		+388	7,005	$0
—		+269	2,566	$0
NVDA	Nvidia Corp	+254	24,500	$5,595,310
—		+151	1,819	$0
NFLX	Netflix Inc	+150	4,170	$290,148
SHW	Sherwin Williams Co	+91	889	$287,387
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UCON	First Trust Smith Unconstrained Bond ETF	−133,562	223,938	$5,317,407
FCEF	First Trust Income Opportunities ETF	−69,577	18,795	$428,018
MOAT	VanEck Morningstar Wide Moat ETF	−35,292	69,777	$7,376,126
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−21,429	184,940	$0
LVHI	Franklin International Low Volatility High Dividend Index ETF	−10,406	158,633	$6,616,582
DFAI	Dimensional International Core Equity Market ETF	−8,274	51,545	$2,135,509
GPIX	Goldman Sachs S&P 500 Premium Income ETF	−3,030	107,205	$5,985,255
JPST	JPMorgan Ultra-Short Income ETF	−2,702	11,441	$576,283
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−2,662	9,541	$378,968
FLTR	VanEck IG Floating Rate ETF	−2,616	10,607	$271,433
SCHD	Schwab U.S. Dividend Equity ETF	−2,480	42,519	$1,383,143
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−1,531	5,260	$830,291
AVUV	Avantis U.S. Small Cap Value ETF	−1,241	7,617	$897,054
FNDA	Schwab Strategic Trust	−1,008	12,558	$439,530
FTCS	First Trust Capital Strength ETF	−836	9,425	$884,536
DFAW	Dimensional World Equity ETF	−685	6,979	$574,441
MSFT	Microsoft Corp	−625	1,326	$680,105
DFAS	Dimensional U.S. Small Cap ETF	−612	5,685	$440,132
JMUB	JPMorgan Municipal ETF	−508	30,016	$1,428,161
DFAC	Dimensional U.S. Core Equity 2 ETF	−329	29,639	$1,317,453
SCHB	Schwab U.S. Broad Market ETF	−163	8,804	$258,045
TSLA	Tesla, Inc.	−156	1,258	$446,350
XOM	ExxonMobil Holdings Corp	−47	5,730	$932,557
VOO	VANGUARD 500 INDEX FUND	−9	3,863	$2,707,422
VTV	VANGUARD VALUE INDEX FUND	−7	1,403	$303,160
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
EXPE	Expedia Group, Inc.	21,813	$5,744,671
CLOI	VanEck CLO ETF	95,362	$5,051,325
RAAX	VanEck Real Assets ETF	40,254	$1,603,316
NET	Cloudflare, Inc.	3,402	$1,181,446
NLR	VanEck Uranium and Nuclear ETF	7,095	$734,048
IVV	iShares Core S&P 500 ETF	485	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	77,749	$3,244,465
AMLP	Alerian MLP ETF	30,166	$1,564,107
FTSL	First Trust Senior Loan Fund	21,790	$975,102
FPE	First Trust Preferred Securities and Income ETF	49,597	$886,794
WCME	First Trust WCM Developing World Equity ETF	39,761	$780,150
GLDM	World Gold Trust	4,931	$391,620
IEF	iShares 7-10 Year Treasury Bond ETF	2,474	$233,966
JCPB	JPMorgan Core Plus Bond ETF	4,983	$233,902
—		4,644	$222,772
—		2,150	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $142,985,100 total · filing declares 79 positions · $164,715,464 · as of Sep 30, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	28,630	+19,053	$9,534,362	+244.1%	6.67%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	272,866	+29,626	$8,587,093	+13.5%	6.01%
VFLO	VictoryShares Free Cash Flow ETF	Added	148,081	+62,089	$7,580,266	+92.7%	5.30%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	69,777	-35,292	$7,376,126	−32.5%	5.16%
JSCP	JPMorgan Short Duration Core Plus ETF	Added	148,475	+26,017	$6,826,880	+18.2%	4.77%
PYLD		Added	264,267	+230,484	$6,709,739	+648.9%	4.69%
LVHI	Franklin International Low Volatility High Dividend Index ETF	Reduced	158,633	-10,406	$6,616,582	−3.6%	4.63%
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Reduced	107,205	-3,030	$5,985,255	−2.3%	4.19%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	21,813	NEW	$5,744,671	NEW	4.02%
NVDA	Nvidia Corp Technology	Added	24,500	+254	$5,595,310	+15.3%	3.91%
UCON	First Trust Smith Unconstrained Bond ETF	Reduced	223,938	-133,562	$5,317,407	−40.2%	3.72%
CLOI	VanEck CLO ETF	NEW	95,362	NEW	$5,051,325	NEW	3.53%
FTC	First Trust Large Cap Growth AlphaDEX Fund	Added	28,225	+6,519	$5,007,075	+19.0%	3.50%
AFLG	First Trust Active Factor Large Cap ETF	Added	94,244	+8,680	$4,160,872	+12.0%	2.91%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	148,661	+74,554	$4,144,668	+90.2%	2.90%
IAU	Ishares Gold Trust	Added	35,358	+2,110	$2,761,459	+10.0%	1.93%
VOO	VANGUARD 500 INDEX FUND	Reduced	3,863	-9	$2,707,422	+1.8%	1.89%
FNDF	Schwab Fundamental International Equity ETF	Added	45,739	+12,716	$2,458,471	+41.1%	1.72%
DFEV	Dimensional Emerging Markets Value ETF	Added	52,755	+10,116	$2,236,812	+23.0%	1.56%
WCMI	First Trust WCM International Equity ETF	Added	114,562	+54,023	$2,185,842	+84.5%	1.53%
DFAI	Dimensional International Core Equity Market ETF	Reduced	51,545	-8,274	$2,135,509	−13.5%	1.49%
AIRR	First Trust Exchange-Traded Fund VI	Added	19,692	+4,157	$2,033,002	−1.8%	1.42%
FMHI	First Trust Municipal High Income ETF	Added	39,398	+10,221	$1,767,000	+24.9%	1.24%
RAAX	VanEck Real Assets ETF	NEW	40,254	NEW	$1,603,316	NEW	1.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,230	+1,803	$1,552,204	+47.1%	1.09%
GOOGL	Alphabet Inc. Communication Services	Added	4,233	+46	$1,456,490	−2.7%	1.02%
SMH	VanEck Semiconductor ETF	Added	2,362	+2,011	$1,438,458	+524.8%	1.01%
JMUB	JPMorgan Municipal ETF	Reduced	30,016	-508	$1,428,161	−7.6%	1.00%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	42,519	-2,480	$1,383,143	−3.1%	0.97%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	29,639	-329	$1,317,453	−0.9%	0.92%
NET	Cloudflare, Inc. Technology	NEW	3,402	NEW	$1,181,446	NEW	0.83%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	12,269	+14	$1,136,722	+5.5%	0.79%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,730	-47	$932,557	+18.1%	0.65%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	7,617	-1,241	$897,054	−18.8%	0.63%
FTCS	First Trust Capital Strength ETF	Reduced	9,425	-836	$884,536	−8.2%	0.62%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	5,260	-1,531	$830,291	−22.1%	0.58%
DFUS	Dimensional U.S. Equity Market ETF	Added	8,844	+58	$734,317	+2.0%	0.51%
NLR	VanEck Uranium and Nuclear ETF	NEW	7,095	NEW	$734,048	NEW	0.51%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	19,124	+57	$707,970	+0.8%	0.50%
MSFT	Microsoft Corp Technology	Reduced	1,326	-625	$680,105	−6.5%	0.48%
WMT	Walmart Inc. Consumer Defensive	Added	6,503	+1	$675,791	−8.2%	0.47%
FPX	First Trust US Equity Opportunities ETF	Added	3,689	+603	$657,306	+3.3%	0.46%
ACYN	First Trust Exchange-Traded Fund	Added	30,031	+19,687	$626,446	+191.3%	0.44%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	17,073	+73	$613,432	+6.6%	0.43%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	11,441	-2,702	$576,283	−19.4%	0.40%
DFAW	Dimensional World Equity ETF	Reduced	6,979	-685	$574,441	−9.5%	0.40%
LNT	Alliant Energy Corp Utilities	Added	7,261	+55	$459,621	−16.4%	0.32%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,258	-156	$446,350	−24.9%	0.31%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	5,685	-612	$440,132	−15.1%	0.31%
FNDA	Schwab Strategic Trust	Reduced	12,558	-1,008	$439,530	−14.9%	0.31%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.