Investor
Boyer Financial Services, Inc.
CIK 0002108122 · filed 2026-04-10 · SEC filing
13F book
$94.3M
Positions
44
2 new · 9 sold
Largest name
11.3%
Capital Group Dividend Growe
Est. mark
−$2.43M
Price effect on 42 names still held. Flow $2.47M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Capital Group Dividend Growe | — | 297.2K | $10.7M | 11.3% | −$17.1K | Added$437.8K |
| Capital Group Core Balanced | — | 292.9K | $10.1M | 10.7% | −$289.5K | Added$1.05M |
| Capital Group Dividend Value | — | 224.6K | $9.55M | 10.1% | −$305.4K | Added$160.8K |
| Capital Group Growth Etf | — | 208.4K | $8.37M | 8.9% | −$833K | Added−$137.3K |
| Capital Group Gbl Growth Eqt | — | 173.3K | $5.78M | 6.1% | −$283.3K | Added$189K |
| Capital Grp Fixed Incm Etf T | — | 193.6K | $5.08M | 5.4% | −$41.4K | Added$100.4K |
| Capital Grp Fixed Incm Etf T | — | 207.3K | $4.63M | 4.9% | −$58.8K | Added$193.8K |
| First Tr Exchange-Traded Fd | — | 97K | $3.82M | 4.1% | $68.1K | Added$109.3K |
| Capital Group Core Equity Et | — | 99.4K | $3.82M | 4.0% | −$181.4K | Added$46K |
| Capital Grp Fixed Incm Etf T | — | 131K | $3.57M | 3.8% | −$52.4K | Cut−$108.3K |
| J P Morgan Exchange Traded F | — | 53.3K | $2.86M | 3.0% | −$12.2K | Cut−$946.9K |
| Schwab Strategic Tr | — | 81.3K | $2.49M | 2.6% | $223K | Added$397.5K |
| Capital Group Equity Etf Tr | — | 76.2K | $2.24M | 2.4% | $8.8K | Added$401.3K |
| Capital Group Global Equity | — | 72.7K | $2.22M | 2.4% | −$94.1K | Added$170.8K |
| Ea Series Trust | — | 62.8K | $2.19M | 2.3% | $82.9K | Cut−$119.8K |
| J P Morgan Exchange Traded F | — | 27.5K | $2.08M | 2.2% | −$2.07K | Added$511K |
| Capital Group New Geography | — | 61.8K | $1.95M | 2.1% | −$54K | Added$209.9K |
| First Tr Exchange Traded Fd | — | 22.7K | $1.55M | 1.6% | −$33.7K | Added$282.6K |
| First Tr Exchange-Traded Fd | — | 91.2K | $1.53M | 1.6% | −$38.2K | Added$349.4K |
| Alps Etf Tr | — | 39.7K | $1.02M | 1.1% | −$11.9K | Cut−$478.5K |
| Capital Grp Fixed Incm Etf T | — | 36.8K | $950K | 1.0% | −$5.69K | Added$208K |
| Ab Active Etfs Inc | — | 6.19K | $672.2K | 0.7% | $8.77K | Added$140.4K |
| Microsoft Corp | MSFT | 1.78K | $659.6K | 0.7% | −$183.1K | Cut−$263.1K |
| Amazon Com Inc | AMZN | 3.09K | $643.1K | 0.7% | −$46.5K | Added$65.8K |
| Etf Ser Solutions | — | 5.56K | $596.8K | 0.6% | −$26.3K | Added$15.8K |
| Tesla, Inc. | TSLA | 1.57K | $582.9K | 0.6% | −$104K | Cut−$323K |
| Nvidia Corp | NVDA | 3.3K | $575.5K | 0.6% | −$47.7K | Cut−$234.6K |
| Apple Inc. | AAPL | 1.78K | $451.7K | 0.5% | −$30.7K | Cut−$213.6K |
| Vanguard Index Fds | — | 1.3K | $416.4K | 0.4% | −$20.1K | Cut−$29.9K |
| Taiwan Semiconductor Mfg Ltd | — | 1.15K | $389.3K | 0.4% | $21.1K | Cut−$258.5K |
| Enterprise Prods Partners L | — | 9.98K | $377.6K | 0.4% | $56.7K | Held |
| Broadcom Inc. | AVGO | 1.08K | $334.9K | 0.4% | −$41.2K | Cut−$341.6K |
| Public Storage Oper Co | — | 1.11K | $301.1K | 0.3% | $13.8K | Held |
| Chevron Corp New | CVX | 1.43K | $295.2K | 0.3% | $72.8K | Cut$56.9K |
| Alphabet Inc | — | 923 | $265.4K | 0.3% | −$25.5K | Cut−$104.3K |
| Lennar Corp | — | 2.95K | $255.9K | 0.3% | −$51.2K | Held |
| Spdr S&P 500 Etf Tr | — | 350 | $227.6K | 0.2% | −$11.5K | Cut−$14.2K |
| Spdr Gold Tr | — | 517 | $222.5K | 0.2% | $16.5K | Cut$15.4K |
| Johnson & Johnson | JNJ | 859 | $210K | 0.2% | — | New |
| Vanguard World Fd | — | 289 | $201.6K | 0.2% | −$16.8K | Cut−$19.9K |
| Redcloud Hldgs Plc | — | 145.4K | $103.2K | 0.1% | −$88.8K | Added−$73.2K |
| Cardiol Therapeutics Inc. | CRDL | 23.1K | $31.2K | 0.0% | $8.22K | Cut−$1.72K |
| Montauk Renewables, Inc. | MNTK | 23K | $26.4K | 0.0% | — | New |
| Kindly Md Inc | — | 31.9K | $7.05K | 0.0% | −$5.97K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.