Investor
Dickmeyer Boyce Financial Management, Inc.
CIK 0002038325 · filed 2026-05-13 · SEC filing
13F book
$169.9M
Positions
125
Largest name
6.5%
Fidelity Merrimack Str Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr | — | 241.4K | $11M | 6.5% | — | Held |
| Apple Inc. | AAPL | 31.4K | $7.96M | 4.7% | — | Held |
| Schwab Strategic Tr | — | 226.8K | $6.96M | 4.1% | — | Held |
| Ishares Tr | — | 67.1K | $6.52M | 3.8% | — | Held |
| Wisdomtree Tr | — | 123.7K | $6.5M | 3.8% | — | Held |
| Vanguard Whitehall Fds | — | 40.5K | $6M | 3.5% | — | Held |
| Microsoft Corp | MSFT | 14.9K | $5.52M | 3.2% | — | Held |
| Johnson & Johnson | JNJ | 22K | $5.38M | 3.2% | — | Held |
| Vanguard Mun Bd Fds | — | 107K | $5.34M | 3.1% | — | Held |
| Wisdomtree Tr | — | 52.8K | $4.64M | 2.7% | — | Held |
| Vanguard Index Fds | — | 17.5K | $3.44M | 2.0% | — | Held |
| AbbVie Inc. | ABBV | 15.7K | $3.41M | 2.0% | — | Held |
| Jpmorgan Chase & Co. | — | 11.2K | $3.31M | 1.9% | — | Held |
| Verizon Communications Inc | VZ | 57.9K | $2.9M | 1.7% | — | Held |
| Wisdomtree Tr | — | 30.3K | $2.71M | 1.6% | — | Held |
| Wisdomtree Tr | — | 74K | $2.66M | 1.6% | — | Held |
| Vanguard Whitehall Fds | — | 28K | $2.64M | 1.6% | — | Held |
| Vanguard Malvern Fds | — | 34K | $2.63M | 1.5% | — | Held |
| Nvidia Corp | NVDA | 14.5K | $2.54M | 1.5% | — | Held |
| Starbucks Corp | SBUX | 28.2K | $2.53M | 1.5% | — | Held |
| Cisco Sys Inc | — | 30.6K | $2.37M | 1.4% | — | Held |
| Wisdomtree Tr | — | 42.3K | $2.24M | 1.3% | — | Held |
| Alphabet Inc | — | 7.33K | $2.1M | 1.2% | — | Held |
| Realty Income Corp | O | 33.9K | $2.07M | 1.2% | — | Held |
| Amazon Com Inc | AMZN | 9.77K | $2.04M | 1.2% | — | Held |
| Schwab Strategic Tr | — | 50.3K | $1.63M | 1.0% | — | Held |
| Illinois Tool Wks Inc | — | 6.11K | $1.59M | 0.9% | — | Held |
| Walmart Inc. | WMT | 12.6K | $1.57M | 0.9% | — | Held |
| Pepsico Inc | PEP | 9.6K | $1.49M | 0.9% | — | Held |
| Procter And Gamble Co | PG | 10K | $1.44M | 0.9% | — | Held |
| Wisdomtree Tr | — | 12.7K | $1.38M | 0.8% | — | Held |
| Chevron Corp New | CVX | 6.66K | $1.38M | 0.8% | — | Held |
| Duke Energy Corp New | — | 10.5K | $1.37M | 0.8% | — | Held |
| Ishares Tr | — | 1.86K | $1.22M | 0.7% | — | Held |
| Wells Fargo Co New | — | 15.2K | $1.21M | 0.7% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 3.55K | $1.2M | 0.7% | — | Held |
| Lockheed Martin Corp | LMT | 1.94K | $1.17M | 0.7% | — | Held |
| Exxon Mobil Corp | — | 6.8K | $1.15M | 0.7% | — | Held |
| American Elec Pwr Co Inc | — | 8.77K | $1.15M | 0.7% | — | Held |
| Ares Capital Corp | ARCC | 63.4K | $1.14M | 0.7% | — | Held |
| John Hancock Exchange Traded | — | 16.7K | $1.12M | 0.7% | — | Held |
| Merck & Co., Inc. | MRK | 9.24K | $1.11M | 0.7% | — | Held |
| Eli Lilly & Co | LLY | 1.13K | $1.04M | 0.6% | — | Held |
| Toronto Dominion Bk Ont | — | 11.1K | $1.03M | 0.6% | — | Held |
| Amgen Inc | AMGN | 2.89K | $1.02M | 0.6% | — | Held |
| Aflac Inc | AFL | 9.15K | $1M | 0.6% | — | Held |
| Schwab Strategic Tr | — | 33.9K | $986.3K | 0.6% | — | Held |
| 3M CO | MMM | 6.69K | $971.9K | 0.6% | — | Held |
| Rio Tinto Plc | — | 10.2K | $947.4K | 0.6% | — | Held |
| Sysco Corp | SYY | 13K | $929.7K | 0.5% | — | Held |
| Bank Montreal Que | — | 6.83K | $924.3K | 0.5% | — | Held |
| Novartis Ag | — | 6.01K | $917.6K | 0.5% | — | Held |
| Schwab Strategic Tr | — | 18.5K | $907.6K | 0.5% | — | Held |
| Vanguard Scottsdale Fds | — | 5.2K | $869K | 0.5% | — | Held |
| Fastenal Co | FAST | 18.6K | $860.9K | 0.5% | — | Held |
| Kimberly Clark Corp | KMB | 8.8K | $849.3K | 0.5% | — | Held |
| Caterpillar Inc | CAT | 1.2K | $847.6K | 0.5% | — | Held |
| Mcdonalds Corp | MCD | 2.71K | $843K | 0.5% | — | Held |
| Steel Dynamics Inc | STLD | 4.62K | $831.5K | 0.5% | — | Held |
| Abbott Labs | ABT | 8.07K | $828.6K | 0.5% | — | Held |
| Spdr Series Trust | — | 5.5K | $802.3K | 0.5% | — | Held |
| Alphabet Inc | — | 2.64K | $759K | 0.4% | — | Held |
| Southern Co | — | 7.74K | $747K | 0.4% | — | Held |
| Paychex Inc | PAYX | 8K | $736.7K | 0.4% | — | Held |
| Broadcom Inc. | AVGO | 2.38K | $736.1K | 0.4% | — | Held |
| Wisdomtree Tr | — | 6.35K | $734.6K | 0.4% | — | Held |
| Pfizer Inc | PFE | 22.9K | $643.7K | 0.4% | — | Held |
| Tc Energy Corp | — | 10.1K | $630.6K | 0.4% | — | Held |
| Emerson Elec Co | — | 4.81K | $629.8K | 0.4% | — | Held |
| Coca Cola Co | KO | 7.92K | $602.5K | 0.4% | — | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 3.6K | $597.8K | 0.4% | — | Held |
| Darden Restaurants Inc | DRI | 2.9K | $568.6K | 0.3% | — | Held |
| Costco Whsl Corp New | — | 564 | $562.3K | 0.3% | — | Held |
| Dominion Energy, Inc | D | 8.95K | $553K | 0.3% | — | Held |
| Qualcomm Inc | — | 4.27K | $549.5K | 0.3% | — | Held |
| Medtronic Plc | MDT | 5.86K | $508.1K | 0.3% | — | Held |
| Unilever Plc | — | 8.86K | $504.8K | 0.3% | — | Held |
| Hasbro, Inc. | HAS | 5.23K | $489.7K | 0.3% | — | Held |
| Bank America Corp | — | 9.84K | $479.7K | 0.3% | — | Held |
| Microchip Technology Inc. | — | 7.38K | $476.5K | 0.3% | — | Held |
| Meta Platforms, Inc. | META | 806 | $461.3K | 0.3% | — | Held |
| Clorox Co Del | — | 4.4K | $456.4K | 0.3% | — | Held |
| Harris Oakmark Etf Trust | — | 15.8K | $434.8K | 0.3% | — | Held |
| Mfs Active Exchange Traded F | — | 16.7K | $427.6K | 0.3% | — | Held |
| United Parcel Service Inc | UPS | 4.23K | $415.9K | 0.2% | — | Held |
| Welltower Inc. | WELL | 2.07K | $408.4K | 0.2% | — | Held |
| Pinnacle West Cap Corp | — | 3.95K | $398.3K | 0.2% | — | Held |
| Ford Mtr Co | — | 34.3K | $396K | 0.2% | — | Held |
| Old Natl Bancorp Ind | — | 17.6K | $388.4K | 0.2% | — | Held |
| Novo-Nordisk A S | — | 10.5K | $386.1K | 0.2% | — | Held |
| Colgate Palmolive Co | CL | 4.48K | $381.6K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 655 | $378.2K | 0.2% | — | Held |
| Cvs Health Corp | CVS | 5.17K | $371.4K | 0.2% | — | Held |
| Unitedhealth Group Inc | UNH | 1.34K | $362.8K | 0.2% | — | Held |
| Oracle Corp | — | 2.4K | $353.3K | 0.2% | — | Held |
| Packaging Corp Amer | — | 1.62K | $343.3K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 712 | $341.2K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 10.7K | $332.6K | 0.2% | — | Held |
| Omnicom Group Inc. | OMC | 4.32K | $325.4K | 0.2% | — | Held |
| Lowes Cos Inc | — | 1.37K | $323.9K | 0.2% | — | Held |
| Intel Corp | INTC | 7.29K | $321.8K | 0.2% | — | Held |
| Altria Group, Inc. | MO | 4.73K | $312K | 0.2% | — | Held |
| Atmos Energy Corp | ATO | 1.67K | $308.3K | 0.2% | — | Held |
| Enterprise Prods Partners L | — | 8.05K | $304.5K | 0.2% | — | Held |
| Bank Nova Scotia Halifax | — | 4.37K | $303.1K | 0.2% | — | Held |
| Public Storage Oper Co | — | 978 | $264.8K | 0.2% | — | Held |
| Nutrien Ltd. | NTR | 3.38K | $254.8K | 0.1% | — | Held |
| Ishares Tr | — | 1.18K | $249.4K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 9.4K | $241.1K | 0.1% | — | Held |
| Ishares Tr | — | 1.92K | $238K | 0.1% | — | Held |
| Motorola Solutions, Inc. | MSI | 520 | $225.7K | 0.1% | — | Held |
| Ishares Tr | — | 903 | $223.9K | 0.1% | — | Held |
| Gsk Plc | — | 3.92K | $216.3K | 0.1% | — | Held |
| Wheaton Precious Metals Corp. | WPM | 1.65K | $216.2K | 0.1% | — | Held |
| Honeywell Intl Inc | — | 945 | $213.6K | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.04K | $212.2K | 0.1% | — | Held |
| International Business Machs | — | 868 | $210.5K | 0.1% | — | Held |
| Tjx Cos Inc New | — | 1.32K | $210.2K | 0.1% | — | Held |
| Fedex Corp | FDX | 581 | $207.1K | 0.1% | — | Held |
| T-Mobile Us Inc | — | 980 | $205.8K | 0.1% | — | Held |
| Vanguard World Fd | — | 750 | $204.2K | 0.1% | — | Held |
| Royal Bk Cda | — | 1.25K | $202.1K | 0.1% | — | Held |
| Infosys Ltd | INFY | 12.8K | $172.6K | 0.1% | — | Held |
| Bitfarms Ltd | — | 31K | $60.5K | 0.0% | — | Held |
| CarParts.com, Inc. | PRTS | 11K | $8.64K | 0.0% | — | 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.