Sponsored

The Analysis of Boyce & Associates Wealth Consulting, Inc.'s Holdings & P&L

Currently, Boyce & Associates Wealth Consulting, Inc. holds 82 types of securities in its portfolio with a total value $144.2M. In the most recent quarter, they have increased their positions in MGK (+12.3K shares, valued at $1.1M), VOO (+669 shares, valued at $459.5K), SPMO (+2.2K shares, valued at $358.3K); decreased their positions in WMT (-8.9K shares, valued at $1.0M), MSFT (-1.6K shares, valued at $586.4K), NVDA (-1.3K shares, valued at $253.9K); initiated new positions in MGK (+12.3K shares, valued at $1.1M), JCPB (+5.0K shares, valued at $233.9K), SMH (+351 shares, valued at $230.4K).

1M P&L

+1.1M+0.77%

3M P&L

+5.9M+4.42%

HY P&L

+8.2M+6.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.7M

89.1%

2Semiconductors4.9M

3.5%

3Consumer Electronics2.8M

2.0%

Top Industries by Stock Count

1N/A57 stocks

77.0%

2Oil & Gas Midstream1 stocks

1.4%

3Internet Retail1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR206.4K shares1.66%2026-06-302026-07-23

MOAT VANECK ETF TRUST105.1K shares2.41%2026-06-302026-07-23

UCON FIRST TR EXCHNG TRADED FD VI357.5K shares0.64%2026-06-302026-07-23

FNDX SCHWAB STRATEGIC TR243.2K shares3.00%2026-06-302026-07-23

LVHI LEGG MASON ETF INVT169.0K shares2.41%2026-06-302026-07-23

GPIX GOLDMAN SACHS ETF TR110.2K shares1.98%2026-06-302026-07-23

JSCP J P MORGAN EXCHANGE TRADED F122.5K shares2.59%2026-06-302026-07-23

NVDA NVIDIA CORPORATION24.2K shares-4.97%2026-06-302026-07-23

Sponsored

FTC FIRST TR EXCHANGE-TRADED ALP21.7K shares2.74%2026-06-302026-07-23

VFLO VICTORY PORTFOLIOS II86.0K shares6.95%2026-06-302026-07-23

AFLG FIRST TR EXCHNG TRADED FD VI85.6K shares3.08%2026-06-302026-07-23

DUHP DIMENSIONAL ETF TRUST77.7K shares4.20%2026-06-302026-07-23

AAPL APPLE INC9.6K shares-0.54%2026-06-302026-07-23

VOO VANGUARD INDEX FDS3.9K shares20.89%2026-06-302026-07-23

IAU ISHARES GOLD TR33.2K shares4.14%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST59.8K shares7.53%2026-06-302026-07-23

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD74.1K shares2.73%2026-06-302026-07-23

FCEF FIRST TR EXCHNG TRADED FD VI88.4K shares5.04%2026-06-302026-07-23

AIRR FIRST TR EXCHANGE TRADED FD15.5K shares5.31%2026-06-302026-07-23

SPMO INVESCO EXCH TRADED FD TR II11.4K shares24.04%2026-06-302026-07-23

DFEV DIMENSIONAL ETF TRUST42.6K shares1.43%2026-06-302026-07-23

FNDF SCHWAB STRATEGIC TR33.0K shares5.48%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR30.2K shares2.95%2026-06-302026-07-23

JMUB J P MORGAN EXCHANGE TRADED F30.5K shares1.08%2026-06-302026-07-23

Sponsored

GOOGL ALPHABET INC4.2K shares0.53%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR45.0K shares3.30%2026-06-302026-07-23

FMHI FIRST TR EXCH TRADED FD III29.2K shares-2.34%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST30.0K shares8.31%2026-06-302026-07-23

WCMI FIRST TR EXCHANGE-TRADED FD60.5K shares3.57%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR8.9K shares7.15%2026-06-302026-07-23

MGK VANGUARD WORLD FD12.3K sharesnew addition2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F6.8K shares-5.56%2026-06-302026-07-23

Sponsored

AMZN AMAZON COM INC4.4K shares0.16%2026-06-302026-07-23

FTSL FIRST TR EXCHANGE-TRADED FD21.8K shares2.57%2026-06-302026-07-23

FTCS FIRST TR EXCHANGE-TRADED FD10.3K shares-12.17%2026-06-302026-07-23

PYLD PIMCO ETF TR33.8K shares0.24%2026-06-302026-07-23

FPE FIRST TR EXCH TRADED FD III49.6K shares3.84%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP5.8K shares0.02%2026-06-302026-07-23

WCME FIRST TR EXCHANGE-TRADED FD39.8K shares3.78%2026-06-302026-07-23

WMT WALMART INC6.5K shares-57.90%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP2.0K shares-44.62%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST8.8K shares0.21%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F14.1K shares-16.88%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST19.1K shares0.52%2026-06-302026-07-23

FPX FIRST TR EXCHANGE-TRADED FD3.1K shares0.00%2026-06-302026-07-23

DFAW DIMENSIONAL ETF TRUST7.7K shares0.63%2026-06-302026-07-23

TSLA TESLA INC1.4K shares-10.56%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR17.0K shares-0.57%2026-06-302026-07-23

Sponsored

LNT ALLIANT ENERGY CORP7.2K shares0.00%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST6.3K shares0.19%2026-06-302026-07-23

FNDA SCHWAB STRATEGIC TR13.6K shares6.37%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST12.2K shares7.75%2026-06-302026-07-23

GTLS CHART INDS INC2.1K shares-2.27%2026-06-302026-07-23

BROADCOM INC BROADCOM INC1.0K shares0.10%2026-06-302026-07-23

WORLD GOLD TR WORLD GOLD TR4.9K shares0.00%2026-06-302026-07-23

NOBL PROSHARES TR6.6K shares88.52%2026-06-302026-07-23

Sponsored

FSK FS KKR CAP CORP35.3K shares0.14%2026-06-302026-07-23

MUB ISHARES TR3.4K shares0.18%2026-06-302026-07-23

ABBVIE INC ABBVIE INC1.4K shares0.72%2026-06-302026-07-23

FLTR VANECK ETF TRUST13.2K shares5.09%2026-06-302026-07-23

DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC2.7K shares0.04%2026-06-302026-07-23

SKYY FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-06-302026-07-23

VTV VANGUARD INDEX FDS1.4K shares0.07%2026-06-302026-07-23

Sponsored

NETFLIX INC. NETFLIX INC.4.0K shares0.00%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO798 shares0.25%2026-06-302026-07-23

VNOM VIPER ENERGY INC6.4K shares0.00%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR9.0K shares-11.91%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T344 shares0.29%2026-06-302026-07-23

ONEO SPDR SERIES TRUST1.7K shares0.24%2026-06-302026-07-23

FNX FIRST TR EXCHANGE-TRADED ALP1.6K shares0.12%2026-06-302026-07-23

Sponsored

IEF ISHARES TR2.5K shares15.99%2026-06-302026-07-23

JCPB J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2026-06-302026-07-23

SMH VANECK ETF TRUST351 sharesnew addition2026-06-302026-07-23

SHM SPDR SERIES TRUST4.6K shares-0.73%2026-06-302026-07-23

AWK AMERICAN WTR WKS CO INC NEW1.7K shares-1.18%2026-06-302026-07-23

ACYN FIRST TR EXCHANGE-TRADED FD10.3K sharesnew addition2026-06-302026-07-23

SLV ISHARES SILVER TR4.0K shares0.00%2026-06-302026-07-23

NTR NUTRIEN LTD3.4K shares-10.52%2026-06-302026-07-23

Sponsored

ADSK AUTODESK INC1.0K shares-5.01%2026-06-302026-07-23

HYLN HYLIION HOLDINGS CORP26.0K shares0.00%2026-06-302026-07-23

DGRW

WISDOMTREE TR

1.66%

Shares206.4K

Event2026-06-30

Filed2026-07-23

MOAT

VANECK ETF TRUST

2.41%

Shares105.1K

Event2026-06-30

Filed2026-07-23

UCON

FIRST TR EXCHNG TRADED FD VI

0.64%

Shares357.5K

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

3.00%

Shares243.2K

Event2026-06-30

Filed2026-07-23

LVHI

LEGG MASON ETF INVT

2.41%

Shares169.0K

Event2026-06-30

Filed2026-07-23

GPIX

GOLDMAN SACHS ETF TR

1.98%

Shares110.2K

Event2026-06-30

Filed2026-07-23

JSCP

J P MORGAN EXCHANGE TRADED F

2.59%

Shares122.5K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-4.97%

Shares24.2K

Event2026-06-30

Filed2026-07-23

FTC

FIRST TR EXCHANGE-TRADED ALP

2.74%

Shares21.7K

Event2026-06-30

Filed2026-07-23

VFLO

VICTORY PORTFOLIOS II

6.95%

Shares86.0K

Event2026-06-30

Filed2026-07-23

AFLG

FIRST TR EXCHNG TRADED FD VI

3.08%

Shares85.6K

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL ETF TRUST

4.20%

Shares77.7K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-0.54%

Shares9.6K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

20.89%

Shares3.9K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

4.14%

Shares33.2K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

7.53%

Shares59.8K

Event2026-06-30

Filed2026-07-23

RDVI

FIRST TR EXCHANGE-TRADED FD

2.73%

Shares74.1K

Event2026-06-30

Filed2026-07-23

FCEF

FIRST TR EXCHNG TRADED FD VI

5.04%

Shares88.4K

Event2026-06-30

Filed2026-07-23

AIRR

FIRST TR EXCHANGE TRADED FD

5.31%

Shares15.5K

Event2026-06-30

Filed2026-07-23

SPMO

INVESCO EXCH TRADED FD TR II

24.04%

Shares11.4K

Event2026-06-30

Filed2026-07-23

DFEV

DIMENSIONAL ETF TRUST

1.43%

Shares42.6K

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB STRATEGIC TR

5.48%

Shares33.0K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

2.95%

Shares30.2K

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

1.08%

Shares30.5K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

0.53%

Shares4.2K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

3.30%

Shares45.0K

Event2026-06-30

Filed2026-07-23

FMHI

FIRST TR EXCH TRADED FD III

-2.34%

Shares29.2K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

8.31%

Shares30.0K

Event2026-06-30

Filed2026-07-23

WCMI

FIRST TR EXCHANGE-TRADED FD

3.57%

Shares60.5K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

7.15%

Shares8.9K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

New

Shares12.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

-5.56%

Shares6.8K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

0.16%

Shares4.4K

Event2026-06-30

Filed2026-07-23

FTSL

FIRST TR EXCHANGE-TRADED FD

2.57%

Shares21.8K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TR EXCHANGE-TRADED FD

-12.17%

Shares10.3K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

0.24%

Shares33.8K

Event2026-06-30

Filed2026-07-23

FPE

FIRST TR EXCH TRADED FD III

3.84%

Shares49.6K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

0.02%

Shares5.8K

Event2026-06-30

Filed2026-07-23

WCME

FIRST TR EXCHANGE-TRADED FD

3.78%

Shares39.8K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

-57.90%

Shares6.5K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-44.62%

Shares2.0K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

0.21%

Shares8.8K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

-16.88%

Shares14.1K

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

0.52%

Shares19.1K

Event2026-06-30

Filed2026-07-23

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

DFAW

DIMENSIONAL ETF TRUST

0.63%

Shares7.7K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-10.56%

Shares1.4K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

-0.57%

Shares17.0K

Event2026-06-30

Filed2026-07-23

LNT

ALLIANT ENERGY CORP

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

0.19%

Shares6.3K

Event2026-06-30

Filed2026-07-23

FNDA

SCHWAB STRATEGIC TR

6.37%

Shares13.6K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

7.75%

Shares12.2K

Event2026-06-30

Filed2026-07-23

GTLS

CHART INDS INC

-2.27%

Shares2.1K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-23

NOBL

PROSHARES TR

88.52%

Shares6.6K

Event2026-06-30

Filed2026-07-23

FSK

FS KKR CAP CORP

0.14%

Shares35.3K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

0.18%

Shares3.4K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

0.72%

Shares1.4K

Event2026-06-30

Filed2026-07-23

FLTR

VANECK ETF TRUST

5.09%

Shares13.2K

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

0.25%

Shares798

Event2026-06-30

Filed2026-07-23

VNOM

VIPER ENERGY INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

-11.91%

Shares9.0K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.29%

Shares344

Event2026-06-30

Filed2026-07-23

ONEO

SPDR SERIES TRUST

0.24%

Shares1.7K

Event2026-06-30

Filed2026-07-23

FNX

FIRST TR EXCHANGE-TRADED ALP

0.12%

Shares1.6K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

15.99%

Shares2.5K

Event2026-06-30

Filed2026-07-23

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares5.0K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

New

Shares351

Event2026-06-30

Filed2026-07-23

SHM

SPDR SERIES TRUST

-0.73%

Shares4.6K

Event2026-06-30

Filed2026-07-23

AWK

AMERICAN WTR WKS CO INC NEW

-1.18%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares10.3K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

NTR

NUTRIEN LTD

-10.52%

Shares3.4K

Event2026-06-30

Filed2026-07-23

ADSK

AUTODESK INC

-5.01%

Shares1.0K

Event2026-06-30

Filed2026-07-23

HYLN

HYLIION HOLDINGS CORP

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available