Boyce & Associates Wealth Consulting, Inc. ETF holdings
Cedar Park, TX
Reported $126.9M in 60 ETFs in its Form 13F for June 30, 2026.
ETF value
$126.9M
ETFs held
60
Change from prior quarter
+11.3%
With price moves
ETFs as a share of its 13F
88.0%
of $144.2M
Top 10 of 60 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $19.7M | 206,369 | +3,361 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $10.9M | 105,069 | +2,473 shares |
| UCON | First Trust Smith Unconstrained Plus Bond ETF | $8.9M | 357,500 | +2,256 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $7.6M | 243,240 | +7,086 shares |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | $6.9M | 169,039 | +3,983 shares |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | $6.1M | 110,235 | +2,138 shares |
| JSCP | JPMorgan Short Duration Core Plus ETF | $5.8M | 122,458 | +3,097 shares |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | $4.2M | 21,706 | +579 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $3.9M | 85,992 | +5,589 shares |
| AFLG | First Trust Active Factor Large Cap ETF | $3.7M | 85,564 | +2,559 shares |
50 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001922884. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Boyce & Associates Wealth Consulting, Inc. own?
Boyce & Associates Wealth Consulting, Inc. reported 60 ETF positions worth $126.9M in its Form 13F for June 30, 2026. The largest was DGRW, at $19.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.