StockDriftsStockDriftsTop 50 Boyce & Associates Wealth Consulting INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 10.92% | 184.9K | $18.0M | -10.38%(-21.43K) | $73.09(+35.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.79% | 28.6K | $9.5M | +198.95%(+19.05K) | $278.97(+22.93%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.21% | 272.9K | $8.6M | +12.18%(+29.63K) | $25.16(+28.92%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 4.6% | 148.1K | $7.6M | +72.20%(+62.09K) | $43.32(+24.94%) | 2026-09-30 | |
| MOAT | VANECK ETF TRUST | 4.48% | 69.8K | $7.4M | -33.59%(-35.29K) | $75.32(+46.69%) | 2026-09-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 4.14% | 148.5K | $6.8M | +21.25%(+26.02K) | $47.27(-2.52%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 4.07% | 264.3K | $6.7M | +682.25%(+230.48K) | $26.02(-2.37%) | 2026-09-30 | |
| LVHI | LEGG MASON ETF INVT | 4.02% | 158.6K | $6.6M | -6.16%(-10.41K) | $28.27(+50.49%) | 2026-09-30 | |
| GPIX | GOLDMAN SACHS ETF TR | 3.63% | 107.2K | $6.0M | -2.75%(-3.03K) | $49.95(+11.75%) | 2026-09-30 | |
| EXPE | EXPEDIA GROUP INC | 3.49% | 21.8K | $5.7M | new | $259.62(+12.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.63% | +42.90% | — | — | +28.96% |
| Top 20 Holdings Unweighted | +15.55% | +54.28% | — | — | +41.66% |
Boyce & Associates Wealth Consulting INC reports $164.72M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (10.9%), AAPL (5.8%) and FNDX (5.2%). The top 20 holdings account for 74.31% of reported assets. Its disclosed equity book has returned +42.90% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boyce & Associates Wealth Consulting INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1922884). View Boyce & Associates Wealth Consulting INC’s 13F filings on SEC