Boyer Financial Services, Inc. ETF holdings
Newport Beach, CA
Reported $111.1M in 39 ETFs in its Form 13F for June 30, 2026.
ETF value
$111.1M
ETFs held
39
Change from prior quarter
+25.1%
With price moves
ETFs as a share of its 13F
93.8%
of $118.4M
Top 10 of 39 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGDG | Capital Group Dividend Growers ETF | $12.0M | 316,839 | +19,670 shares |
| CGBL | Capital Group Core Balanced ETF | $11.1M | 295,203 | +2,259 shares |
| CGDV | Capital Group Dividend Value ETF | $11.0M | 224,193 | −360 shares |
| CGGR | Capital Group Growth ETF | $10.7M | 229,402 | +21,025 shares |
| CGGO | Capital Group Global Growth Equity ETF | $7.5M | 183,101 | +9,769 shares |
| CGCP | Capital Group Core Plus Income ETF | $5.8M | 258,527 | +51,224 shares |
| CGCB | Capital Group Core Bond ETF | $5.0M | 191,521 | −2,112 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $4.6M | 107,638 | +10,687 shares |
| CGUS | Capital Group Core Equity ETF | $4.5M | 102,276 | +2,852 shares |
| JBND | Jpmorgan Active Bond ETF | $3.6M | 66,647 | +13,387 shares |
29 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) 0002108122. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Boyer Financial Services, Inc. own?
Boyer Financial Services, Inc. reported 39 ETF positions worth $111.1M in its Form 13F for June 30, 2026. The largest was CGDG, at $12.0M.
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.