Institutional Fund
Boyce & Associates Wealth Consulting, Inc.
Cedar Park, TXCIK 19228845 filings on record
Portfolio Value
$132.03M
Q1 2026
Holdings
80
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+10.7%
from $119.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr13.5%
- Vaneck ETF Trust7.5%
- First Tr Exchng Traded Fd Vi6.7%
- Legg Mason ETF Invt5.1%
- Schwab Strategic Tr5.0%
- J P Morgan Exchange Traded F4.3%
- Other58.0%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 203.0K | $17.83M | 13.5% | +10.0K | Added |
| 2 | Vaneck ETF Trust | 102.6K | $9.92M | 7.5% | −794 | Reduced |
| 3 | First Tr Exchng Traded Fd Vi | 355.2K | $8.80M | 6.7% | −5.9K | Reduced |
| 4 | Legg Mason ETF Invt | 165.1K | $6.69M | 5.1% | −9.3K | Reduced |
| 5 | Schwab Strategic Tr | 236.2K | $6.58M | 5.0% | +6.7K | Added |
| 6 | J P Morgan Exchange Traded F | 119.4K | $5.65M | 4.3% | +119.4K | New |
| 7 | Goldman Sachs ETF Tr | 108.1K | $5.41M | 4.1% | −7.8K | Reduced |
| 8 | Nvidia Corporation | 25.5K | $4.45M | 3.4% | +203 | Added |
| 9 | First Tr Exchange-Traded Alp | 21.1K | $3.26M | 2.5% | +9.1K | Added |
| 10 | First Tr Exchng Traded Fd Vi | 83.0K | $3.20M | 2.4% | +15.9K | Added |
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