Boyce & Associates Wealth Consulting, Inc.

CIK

1922884

Location

CEDAR PARK, TX

Portfolio Value

Micro $20,776,780

Diversification

Diversified

Filing Date

Global Rank

#7,698 / 8,603 ▲ 173 · as of Mar 2026

Top Industry

Semiconductors 28.1%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

17 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.2%

SPY

+76.5%

Annualised alpha

-0.1%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.4%

−3.7 pts

Top 5

62.2%

−1.4 pts

Top 10

80.0%

+1.0 pts

HHI

1,007

Diversified−128

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.3%	$8,992,373	6
Unclassified	18.1%	$3,768,141	4
Consumer Defensive	10.5%	$2,174,623	2
Communication Services	7.6%	$1,584,210	2
Consumer Cyclical	7.5%	$1,553,989	3
Utilities	3.6%	$747,910	2
Basic Materials	2.6%	$541,452	2
Industrials	2.2%	$454,850	1
Financial Services	1.7%	$358,824	1
Healthcare	1.4%	$301,223	1
Energy	1.4%	$299,185	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+11,917	15,445	$1,919,504
IAU	Ishares Gold Trust	+4,518	31,925	$2,814,508
MSFT	Microsoft Corp	+3,089	3,523	$1,304,108
NVDA	Nvidia Corp	+203	25,515	$4,449,816
ABBV	AbbVie Inc.	+153	1,385	$301,223
AWK	American Water Works Company, Inc.	+110	1,696	$230,808
AMZN	Amazon Com Inc	+103	4,420	$920,553
TSLA	Tesla, Inc.	+70	1,581	$587,736
SHW	Sherwin Williams Co	+2	796	$255,157
SPY	Spdr S&P 500 ETF Trust	+1	343	$223,066
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−172	4,165	$1,197,687
AAPL	Apple Inc.	−115	9,629	$2,443,743
NTR	Nutrien Ltd.	−100	3,794	$286,295
ADSK	Autodesk, Inc.	−59	1,098	$262,861
NFLX	Netflix Inc	−29	4,020	$386,523
AVGO	Broadcom Inc.	−14	1,044	$323,128
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
LNT	Alliant Energy Corp	7,206	$517,102
PM	Philip Morris International Inc.	1,543	$255,119
CSCO	Cisco Systems, Inc.	2,690	$208,717
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,588	$798,208
GS	Goldman Sachs Group Inc	315	$276,885
IBM	International Business Machines Corp	698	$206,754
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $20,776,780 total · as of Mar 31, 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	Added	25,515	+203	$4,449,816	−5.7%	21.42%
IAU	Ishares Gold Trust	Added	31,925	+4,518	$2,814,508	+26.5%	13.55%
AAPL	Apple Inc. Technology	Reduced	9,629	-115	$2,443,743	−7.7%	11.76%
WMT	Walmart Inc. Consumer Defensive	Added	15,445	+11,917	$1,919,504	+388.4%	9.24%
MSFT	Microsoft Corp Technology	Added	3,523	+3,089	$1,304,108	+521.3%	6.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,165	-172	$1,197,687	−11.8%	5.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,420	+103	$920,553	−7.6%	4.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,581	+70	$587,736	−13.5%	2.83%
LNT	Alliant Energy Corp Utilities	NEW	7,206	NEW	$517,102	NEW	2.49%
GLDM	World Gold Trust	Held	4,931	0	$457,054	+8.6%	2.20%
GTLS	Chart Industries Inc Industrials	Held	2,200	0	$454,850	+0.3%	2.19%
NFLX	Netflix Inc Communication Services	Reduced	4,020	-29	$386,523	+1.8%	1.86%
FSK	FS KKR Capital Corp Financial Services	Held	35,248	0	$358,824	−31.3%	1.73%
AVGO	Broadcom Inc. Technology	Reduced	1,044	-14	$323,128	−11.8%	1.56%
ABBV	AbbVie Inc. Healthcare	Added	1,385	+153	$301,223	+7.0%	1.45%
VNOM	Viper Energy, Inc. Energy	Held	6,367	0	$299,185	+21.6%	1.44%
NTR	Nutrien Ltd. Basic Materials	Reduced	3,794	-100	$286,295	+19.1%	1.38%
SLV	iShares Silver Trust	Held	4,014	0	$273,513	+5.8%	1.32%
ADSK	Autodesk, Inc. Technology	Reduced	1,098	-59	$262,861	−23.2%	1.27%
SHW	Sherwin Williams Co Basic Materials	Added	796	+2	$255,157	−0.8%	1.23%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,543	NEW	$255,119	NEW	1.23%
AWK	American Water Works Company, Inc. Utilities	Added	1,696	+110	$230,808	+11.5%	1.11%
SPY	Spdr S&P 500 ETF Trust	Added	343	+1	$223,066	−4.4%	1.07%
CSCO	Cisco Systems, Inc. Technology	NEW	2,690	NEW	$208,717	NEW	1.00%
HYLN	Hyliion Holdings Corp. Consumer Cyclical	Held	25,966	0	$45,700	−4.3%	0.22%