Institutional Fund
Dickmeyer Boyce Financial Management, Inc.
Fort Wayne, INCIK 20383251 filings on record
Portfolio Value
$169.94M
Q1 2026
Holdings
125
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fidelity Merrimack Str Tr6.5%
- Apple Inc4.7%
- Schwab Strategic Tr4.1%
- Ishares Tr3.8%
- Wisdomtree Tr3.8%
- Vanguard Whitehall Fds3.5%
- Other73.6%
Portfolio Holdings
125 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 241.4K | $11.01M | 6.5% | +241.4K | First Filing |
| 2 | Apple Inc | 31.4K | $7.96M | 4.7% | +31.4K | First Filing |
| 3 | Schwab Strategic Tr | 226.8K | $6.96M | 4.1% | +226.8K | First Filing |
| 4 | Ishares Tr | 67.1K | $6.52M | 3.8% | +67.1K | First Filing |
| 5 | Wisdomtree Tr | 123.7K | $6.50M | 3.8% | +123.7K | First Filing |
| 6 | Vanguard Whitehall Fds | 40.5K | $6.00M | 3.5% | +40.5K | First Filing |
| 7 | Microsoft Corp | 14.9K | $5.52M | 3.2% | +14.9K | First Filing |
| 8 | Johnson & Johnson | 22.0K | $5.38M | 3.2% | +22.0K | First Filing |
| 9 | Vanguard Mun Bd Fds | 107.0K | $5.34M | 3.1% | +107.0K | First Filing |
| 10 | Wisdomtree Tr | 52.8K | $4.64M | 2.7% | +52.8K | First Filing |
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