Boyce & Associates Wealth Consulting, Inc. 13F Holdings
CIK 0001922884 · CEDAR PARK, TX
As of Sep 30, 2025, Boyce & Associates Wealth Consulting, Inc. reported 73 positions worth
CIK 0001922884 · CEDAR PARK, TX
As of Sep 30, 2025, Boyce & Associates Wealth Consulting, Inc. reported 73 positions worth
22.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 193,724 | 7.2M | 14.10% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 103,524 | 0.3M | 8.40% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 365,053 | $9.2M | 7.52% |
| APPLE INC | AAPL | Technology | 28,750 | $7.3M | 5.99% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | — | 176,898 | $6.1M | 5.03% |
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | GPIX | — | 115,052 | $6.0M | 4.92% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 224,918 | $5.9M | 4.84% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 103,716 | $5.3M | 4.30% |
| NVIDIA CORP | NVDA | Technology | 24,635 | $4.6M | 3.76% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 32,196 | $3.0M | 2.47% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 73,916 | $2.8M | 2.28% |
| FIRST TRUST ACTIVE FACTOR LARGE CAP ETF | AFLG | — | 67,232 | $2.6M | 2.14% |
| ISHARES GOLD TRUST | IAU | — | 27,656 | $2.0M | 1.65% |
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | FTC | — | 12,254 | $2.0M | 1.61% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 49,972 | .8M | 1.49% |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | — | 64,580 | .7M | 1.37% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 13,679 | .7M | 1.36% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,530 | .5M | 1.27% |
| ALERIAN MLP ETF | AMLP | — | 31,675 | .5M | 1.22% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 28,693 | .4M | 1.19% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 44,618 | .4M | 1.16% |
| FIRST TR EXCHNG TRADED FD VI | FCEF | — | 60,004 | .4M | 1.12% |
| ALPHABET INC | GOOGL | Equity | 5,242 | .3M | 1.04% |
| FIRST TRUST MUNICIPAL HIGH INCOME ETF | FMHI | — | 23,624 | .1M | 0.92% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 8,103 | .1M | 0.91% |