Boyce & Associates Wealth Consulting, Inc.

CIK 0001922884 • 7 13F filings • May 2, 2025 – Oct 14, 2026

Import this data to Google Sheets with:

=jivedata("boyce-associates-wealth-consulting-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $109.5M69 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$235K	0.2%Prev: 0.2%	1,264 SH	Decreased-121 SH
ALPHABET INC	CAP STK CL A	$762K	0.7%Prev: 0.9%	4,322 SH	Decreased+157 SH
ALPS ETF TR	ALERIAN MLP	$1.4M	1.3%Prev: 1.2%	28,116 SH	Decreased-1,185 SH
AMAZON COM INC	COM	$947K	0.9%Prev: 0.7%	4,317 SH	Increased-103 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$616K	0.6%Prev: 0.7%	6,760 SH	Decreased-1,507 SH
AMERICAN WTR WKS CO INC NEW	COM	$218K	0.2%Prev: 0.2%	1,567 SH	Decreased-129 SH
APPLE INC	COM	$2.0M	1.8%Prev: 1.9%	9,704 SH	Decreased+75 SH
AUTODESK INC	COM	$414K	0.4%Prev: 0.2%	1,338 SH	Increased+240 SH
BROADCOM INC	COM	$291K	0.3%Prev: 0.2%	1,054 SH	Decreased+10 SH
CHART INDS INC	COM	$383K	0.3%Prev: 0.3%	2,325 SH	Decreased+125 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$264K	0.2%Prev: 0.3%	8,887 SH	Decreased-2,438 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$2.0M	1.8%Prev: 1.1%	67,175 SH	Increased+25,138 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.6M	1.5%Prev: 1.6%	47,280 SH	Decreased-8,350 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$741K	0.7%Prev: 0.8%	20,667 SH	Decreased-7,003 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$583K	0.5%Prev: 0.5%	8,692 SH	Decreased-76 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.5M	2.3%Prev: 2.1%	70,307 SH	Decreased-4,311 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$415K	0.4%Prev: 0.3%	6,508 SH	Decreased+223 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$266K	0.2%Prev: 0.2%	6,784 SH	Decreased-446 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$414K	0.4%Prev: 0.4%	6,173 SH	Decreased-1,443 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$553K	0.5%Prev: 0.5%	18,828 SH	Decreased-140 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$963K	0.9%Prev: 1.1%	20,615 SH	Decreased-9,262 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$584K	0.5%Prev: 0.6%	32,818 SH	Decreased-14,944 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$509K	0.5%	20,637 SH	New
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$438K	0.4%	3,605 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$852K	0.8%Prev: 2.6%	6,118 SH	Decreased-16,632 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$3.1M	2.8%Prev: 0.8%	34,005 SH	Increased+22,322 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$1.6M	1.5%Prev: 1.4%	65,345 SH	Decreased-6,796 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.1M	1.9%	41,906 SH	New
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$776K	0.7%Prev: 0.7%	16,907 SH	Decreased-4,336 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$513K	0.5%Prev: 0.4%	3,538 SH	Increased+452 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$2.0M	1.8%Prev: 2.4%	53,813 SH	Decreased-29,192 SH
FIRST TR EXCHNG TRADED FD VI	INCOME OPPRTNTES	$864K	0.8%Prev: 1.4%	38,514 SH	Decreased-45,617 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$10.6M	9.7%Prev: 6.7%	425,129 SH	Increased+69,885 SH
FS KKR CAP CORP	COM	$731K	0.7%Prev: 0.3%	35,248 SH	Increased
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$3.1M	2.9%Prev: 4.1%	62,901 SH	Decreased-45,196 SH
HYLIION HOLDINGS CORP	COMMON STOCK	$34K	0.0%Prev: 0.0%	25,966 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$213K	0.2%	724 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.5M	1.4%Prev: 0.8%	13,760 SH	Increased+4,535 SH
ISHARES GOLD TR	ISHARES NEW	$1.6M	1.4%Prev: 2.1%	25,379 SH	Decreased-6,546 SH
ISHARES TR	NATIONAL MUN ETF	$353K	0.3%Prev: 0.3%	3,381 SH	Decreased-20 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$336K	0.3%	5,122 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.3M	1.2%Prev: 1.1%	25,553 SH	Decreased-4,644 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.0M	5.4%Prev: 0.7%	117,779 SH	Increased+100,764 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.9M	6.3%Prev: 5.1%	211,111 SH	Increased+46,055 SH
MICROSOFT CORP	COM	$455K	0.4%Prev: 1.0%	433 SH	Decreased-3,090 SH
NETFLIX INC	COM	$538K	0.5%	402 SH	New
NUTRIEN LTD	COM	$286K	0.3%Prev: 0.2%	4,910 SH	Decreased+1,116 SH
NUVEEN CR STRATEGIES INCOME	COM SHS	$787K	0.7%	145,963 SH	New
NVIDIA CORPORATION	COM	$4.1M	3.7%Prev: 3.4%	25,984 SH	Decreased+469 SH
PROSHARES TR	S&P 500 DV ARIST	$406K	0.4%Prev: 0.3%	4,036 SH	Increased+526 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$4.5M	4.1%Prev: 5.0%	181,711 SH	Decreased-54,443 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$383K	0.3%Prev: 0.3%	13,360 SH	Decreased+606 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$266K	0.2%Prev: 0.2%	11,147 SH	Increased+968 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.9%Prev: 1.0%	39,029 SH	Decreased-4,533 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$591K	0.5%Prev: 0.4%	20,249 SH	Increased+3,151 SH
SHERWIN WILLIAMS CO	COM	$608K	0.6%Prev: 0.2%	1,771 SH	Increased+975 SH
SITIO ROYALTIES CORP	CLASS A COM	$241K	0.2%	13,115 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$210K	0.2%	340 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$252K	0.2%	5,275 SH	New
SPDR SERIES TRUST	RUSSELL MOMENTUM	$280K	0.3%	2,268 SH	New
TESLA INC	COM	$713K	0.7%Prev: 0.4%	2,245 SH	Increased+664 SH
VANECK ETF TRUST	IG FLOATING RATE	$285K	0.3%Prev: 0.2%	11,159 SH	Decreased-1,424 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$11.2M	10.2%Prev: 7.5%	119,008 SH	Increased+16,412 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	1.8%Prev: 1.4%	3,608 SH	Increased+405 SH
VANGUARD INDEX FDS	VALUE ETF	$252K	0.2%Prev: 0.2%	1,423 SH	Decreased+14 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	1.0%Prev: 0.8%	8,250 SH	Increased+1,059 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.0M	0.9%	8,496 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$14.4M	13.2%Prev: 13.5%	172,359 SH	Decreased-30,649 SH
WORLD GOLD TR	SPDR GLD MINIS	$303K	0.3%Prev: 0.3%	4,623 SH	Decreased-308 SH

Sold (vs prior filing)

ALLIANT ENERGY CORP — $517K
CISCO SYS INC — $209K
EXXON MOBIL CORP — $980K
FIRST TR EXCHANGE TRADED FD — $1.6M
FIRST TR EXCHANGE-TRADED FD — $251K
FIRST TR EXCHANGE-TRADED FD — $643K
FIRST TR EXCHANGE-TRADED FD — $980K
ISHARES SILVER TR — $274K
ISHARES TR — $204K
J P MORGAN EXCHANGE TRADED F — $5.6M
NETFLIX INC. — $387K
PHILIP MORRIS INTL INC — $255K
PIMCO ETF TR — $883K
SCHWAB STRATEGIC TR — $1.5M
SELECT SECTOR SPDR TR — $521K
SPDR SERIES TRUST — $445K
STATE STR SPDR S&P 500 ETF T — $223K
VANGUARD TAX-MANAGED FDS — $880K
VICTORY PORTFOLIOS II — $3.2M
VIPER ENERGY INC — $299K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000870	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001754960-26-000086	$119.3M	View
Oct 22, 2025	Q3 2025