Boyce & Associates Wealth Consulting, Inc.

CIK

1922884

Location

CEDAR PARK, TX

Portfolio Value

Micro $747,910

Diversification

Diversified

Filing Date

Global Rank

#7,323 / 8,232 ▲ 308

Top Industry

Semiconductors 26.5%

3Y Alpha vs SPY

+0.5%

Period ended 3 months ago

Filed Apr 13, 2026 · 2mo

17 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+76.6%

SPY

+74.2%

Annualised alpha

+0.6%

Max drawdown

−21.4%

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

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

Top Position

20.5%

−4.4 pts

Top 5

59.4%

−3.5 pts

Top 10

78.8%

+0.6 pts

HHI

938

Diversified−173

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.3%	$8,992,373	6
Unclassified	17.3%	$3,768,141	4
Consumer Defensive	10.0%	$2,174,623	2
Communication Services	7.3%	$1,584,210	2
Consumer Cyclical	7.1%	$1,553,989	3
Energy	5.9%	$1,279,141	2
Utilities	3.4%	$747,910	2
Basic Materials	2.5%	$541,452	2
Industrials	2.1%	$454,850	1
Financial Services	1.6%	$358,824	1
Healthcare	1.4%	$301,223	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 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
XOM	Exxon Mobil Corp	+4,077	5,776	$979,956
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

2 positions · $747,910 total · Utilities only · 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	History
LNT	Alliant Energy Corp Utilities	NEW	7,206	NEW	$517,102	NEW	69.14%
AWK	American Water Works Company, Inc. Utilities	Added	1,696	+110	$230,808	+11.5%	30.86%