StockDriftsStockDriftsTop 50 Boyer Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 10.13% | 316.8K | $12.0M | +6.62%(+19.67K) | $35.25(+10.40%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 9.41% | 295.2K | $11.1M | +0.77%(+2.26K) | $35.01(+9.65%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 9.27% | 224.2K | $11.0M | -0.16%(-360) | $42.85(+19.74%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 9.01% | 229.4K | $10.7M | +10.09%(+21.02K) | $43.94(+7.07%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 6.3% | 183.1K | $7.5M | +5.64%(+9.77K) | $34.53(+17.68%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.87% | 258.5K | $5.8M | +24.71%(+51.22K) | $22.59(-2.55%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 4.23% | 191.5K | $5.0M | -1.09%(-2.11K) | $26.55(-2.66%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.92% | 107.6K | $4.6M | +11.02%(+10.69K) | $38.44(+16.04%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 3.81% | 102.3K | $4.5M | +2.87%(+2.85K) | $39.88(+16.15%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3% | 66.6K | $3.6M | +25.14%(+13.39K) | $54.01(-2.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.17% |
Boyer Financial Services, Inc. reports $118.45M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are CGDG (10.1%), CGBL (9.4%) and CGDV (9.3%). The top 20 holdings account for 85.71% of reported assets. Its disclosed equity book has returned +8.49% cumulatively over 2 quarters. 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 Boyer Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108122). View Boyer Financial Services, Inc.’s 13F filings on SEC