StockDriftsStockDriftsTop 50 Boyce & Associates Wealth Consulting, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 13.68% | 206.4K | $19.7M | +1.66%(+3.36K) | $73.09(+36.29%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 7.57% | 105.1K | $10.9M | +2.41%(+2.47K) | $77.69(+46.27%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 6.17% | 357.5K | $8.9M | +0.64%(+2.26K) | $24.72(-0.06%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.24% | 243.2K | $7.6M | +3.00%(+7.09K) | $24.42(+33.29%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 4.76% | 169.0K | $6.9M | +2.41%(+3.98K) | $28.27(+51.58%) | 2026-06-30 | |
| GPIX | GOLDMAN SACHS ETF TR | 4.25% | 110.2K | $6.1M | +1.98%(+2.14K) | $49.95(+12.91%) | 2026-06-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 4% | 122.5K | $5.8M | +2.59%(+3.10K) | $47.42(-0.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.36% | 24.2K | $4.9M | -4.97%(-1.27K) | $37.21(+507.51%) | 2026-06-30 | |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2.92% | 21.7K | $4.2M | +2.74%(+579) | $149.76(+24.67%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 2.73% | 86.0K | $3.9M | +6.95%(+5.59K) | $39.61(+35.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.83% | — | — | +27.84% |
| Top 20 Holdings Unweighted | +14.82% | +51.39% | — | — | +41.49% |
Boyce & Associates Wealth Consulting, Inc. reports $144.24M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (13.7%), MOAT (7.6%) and UCON (6.2%). The top 20 holdings account for 72.42% of reported assets. Its disclosed equity book has returned +37.83% on a three-year cumulative basis. Figures reflect the Q2 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