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Boyce & Associates Wealth Consulting, Inc.

Portfolio Manager
Boyce & Associates Wealth Consulting, Inc.
Performance
-1.18% (2026 Q1)
AUM (13F)
$132.03M
# of Holdings
80
Performance Rank
Allocation (Top 20)
71.45%

Boyce & Associates Wealth Consulting, Inc. Holdings Map

Top 50 Boyce & Associates Wealth Consulting, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DGRW
WISDOMTREE TR
13.51%203.0K$17.8M
+5.17%(+9.98K)
2025-Q1: 158.2K shares2025-Q2: 172.4K shares2025-Q3: 193.7K shares2025-Q4: 193.0K shares2026-Q1: 203.0K shares
$72.80(+29.09%)
2026-03-31
MOAT
VANECK ETF TRUST
7.51%102.6K$9.9M
-0.77%(-794)
2025-Q1: 132.2K shares2025-Q2: 119.0K shares2025-Q3: 103.5K shares2025-Q4: 103.4K shares2026-Q1: 102.6K shares
$77.04(+29.70%)
2026-03-31
UCON
FIRST TR EXCHNG TRADED FD VI
6.66%355.2K$8.8M
-1.63%(-5.87K)
2025-Q1: 437.2K shares2025-Q2: 425.1K shares2025-Q3: 365.1K shares2025-Q4: 361.1K shares2026-Q1: 355.2K shares
$24.72(+0.75%)
2026-03-31
LVHI
LEGG MASON ETF INVT
5.07%165.1K$6.7M
-5.33%(-9.29K)
2025-Q1: 193.8K shares2025-Q2: 211.1K shares2025-Q3: 176.9K shares2025-Q4: 174.3K shares2026-Q1: 165.1K shares
$27.99(+45.79%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
4.98%236.2K$6.6M
+2.92%(+6.69K)
2025-Q1: 12.5K shares2025-Q2: 181.7K shares2025-Q3: 224.9K shares2025-Q4: 229.5K shares2026-Q1: 236.2K shares
$24.27(+24.37%)
2026-03-31
JSCP
J P MORGAN EXCHANGE TRADED F
4.28%119.4K$5.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 119.4K shares
$47.43(-0.68%)
2026-03-31
GPIX
GOLDMAN SACHS ETF TR
4.1%108.1K$5.4M
-6.74%(-7.81K)
2025-Q1: 55.2K shares2025-Q2: 62.9K shares2025-Q3: 115.1K shares2025-Q4: 115.9K shares2026-Q1: 108.1K shares
$49.91(+8.32%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.37%25.5K$4.4M
+0.80%(+203)
2025-Q1: 25.3K shares2025-Q2: 26.0K shares2025-Q3: 24.6K shares2025-Q4: 25.3K shares2026-Q1: 25.5K shares
$37.21(+428.06%)
2026-03-31
FTC
FIRST TR EXCHANGE-TRADED ALP
2.47%21.1K$3.3M
+75.08%(+9.06K)
2025-Q1: 3.4K shares2025-Q2: 4.0K shares2025-Q3: 12.3K shares2025-Q4: 12.1K shares2026-Q1: 21.1K shares
$149.17(+16.55%)
2026-03-31
AFLG
FIRST TR EXCHNG TRADED FD VI
2.43%83.0K$3.2M
+23.63%(+15.87K)
2025-Q1: 43.6K shares2025-Q2: 53.8K shares2025-Q3: 67.2K shares2025-Q4: 67.1K shares2026-Q1: 83.0K shares
$34.97(+21.77%)
2026-03-31

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