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Funds / Boyer Financial Services, Inc.
Institutional Fund

Boyer Financial Services, Inc.

Newport Beach, CACIK 21081222 filings on record

Portfolio Value
$94.32M
Q1 2026
Holdings
44
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.0%
from $94.28M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Capital Group Dividend Growe11.3%
  • Capital Group Core Balanced10.7%
  • Capital Group Dividend Value10.1%
  • Capital Group Growth ETF8.9%
  • Capital Group Gbl Growth Eqt6.1%
  • Capital Grp Fixed Incm ETF T5.4%
  • Other47.5%

Portfolio Holdings

44 positions · Q1 2026

Past quarters — Pro Export CSV — Pro
#SecuritySharesValue% Port.Δ SharesActivity
1Capital Group Dividend Growe297.2K$10.67M11.3%+12.7KAdded
2Capital Group Core Balanced292.9K$10.08M10.7%+39.0KAdded
3Capital Group Dividend Value224.6K$9.55M10.1%+11.0KAdded
4Capital Group Growth ETF208.4K$8.37M8.9%+17.3KAdded
5Capital Group Gbl Growth Eqt173.3K$5.78M6.1%+14.2KAdded
6Capital Grp Fixed Incm ETF T193.6K$5.08M5.4%+5.4KAdded
7Capital Grp Fixed Incm ETF T207.3K$4.63M4.9%+11.3KAdded
8First Tr Exchange-Traded Fd97.0K$3.82M4.1%+1.0KAdded
9Capital Group Core Equity Et99.4K$3.82M4.1%+5.9KAdded
10Capital Grp Fixed Incm ETF T131.0K$3.57M3.8%−2.0KReduced

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