StockDriftsStockDriftsTop 50 Dickmeyer Boyce Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 5.96% | 253.0K | $11.5M | +4.79%(+11.57K) | $45.81(-1.94%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.71% | 31.4K | $9.1M | +0.14%(+44) | $262.83(+16.68%) | 2026-06-30 | |
| IWR | ISHARES TR | 3.91% | 68.4K | $7.5M | +2.01%(+1.35K) | $96.86(+17.03%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.88% | 236.2K | $7.5M | +4.14%(+9.38K) | $29.14(+17.67%) | 2026-06-30 | |
| DON | WISDOMTREE TR | 3.65% | 124.8K | $7.1M | +0.85%(+1.05K) | $52.09(+11.97%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.45% | 42.1K | $6.7M | +3.99%(+1.62K) | $146.04(+14.05%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.19% | 121.6K | $6.1M | +13.65%(+14.60K) | $50.10(-0.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.06% | 15.8K | $5.9M | +6.15%(+917) | $423.36(+18.75%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.82% | 21.4K | $5.4M | -2.85%(-627) | $225.69(+16.38%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 2.77% | 55.9K | $5.3M | +5.84%(+3.09K) | $88.75(+13.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.80% |
Dickmeyer Boyce Financial Management, Inc. reports $192.99M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are FBND (6.0%), AAPL (4.7%) and IWR (3.9%). The top 20 holdings account for 54.82% of reported assets. Its disclosed equity book has returned +6.41% cumulatively over 1 quarter. 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 Dickmeyer Boyce Financial Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2038325). View Dickmeyer Boyce Financial Management, Inc.’s 13F filings on SEC