Boyce & Associates Wealth Consulting, Inc.

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

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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: $132.0M78 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$301K	0.2%Prev: 0.3%	1,385 SH	Increased+132 SH
ALLIANT ENERGY CORP	COM	$517K	0.4%	7,206 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.9%Prev: 0.6%	4,165 SH	Increased+30 SH
ALPS ETF TR	ALERIAN MLP	$1.5M	1.2%Prev: 1.4%	29,301 SH	Increased+2,397 SH
AMAZON COM INC	COM	$920K	0.7%Prev: 0.8%	4,420 SH	Increased+308 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$913K	0.7%Prev: 0.5%	8,267 SH	Increased+2,237 SH
AMERICAN WTR WKS CO INC NEW	COM	$231K	0.2%Prev: 0.2%	1,696 SH	Increased+138 SH
APPLE INC	COM	$2.4M	1.9%Prev: 2.1%	9,629 SH	Increased+12 SH
AUTODESK INC	COM	$263K	0.2%Prev: 0.4%	1,098 SH	Decreased-240 SH
BROADCOM INC	COM	$323K	0.2%	1,044 SH	New
CHART INDS INC	COM	$455K	0.3%Prev: 0.3%	2,200 SH	Increased-75 SH
CISCO SYS INC	COM	$209K	0.2%	2,690 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$391K	0.3%Prev: 0.2%	11,325 SH	Increased+3,265 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.5M	1.1%Prev: 2.3%	42,037 SH	Decreased-44,328 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.2M	1.6%Prev: 1.3%	55,630 SH	Increased+12,809 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.1M	0.8%Prev: 0.7%	27,670 SH	Increased+6,745 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$622K	0.5%Prev: 0.5%	8,768 SH	Increased+96 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.7M	2.1%Prev: 2.2%	74,618 SH	Increased+8,047 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$447K	0.3%Prev: 0.4%	6,285 SH	Increased-818 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$297K	0.2%Prev: 0.2%	7,230 SH	Increased+603 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$562K	0.4%Prev: 0.3%	7,616 SH	Increased+2,425 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$644K	0.5%Prev: 0.5%	18,968 SH	Increased-479 SH
EXXON MOBIL CORP	COM	$980K	0.7%Prev: 0.2%	5,776 SH	Increased+3,931 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$1.4M	1.1%Prev: 0.8%	29,877 SH	Increased+13,431 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$848K	0.6%Prev: 0.5%	47,762 SH	Increased+18,552 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.6M	1.2%	14,752 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.5M	2.6%	22,750 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	0.8%Prev: 3.2%	11,683 SH	Decreased-23,894 SH
FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$251K	0.2%	2,297 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$1.8M	1.4%Prev: 1.3%	72,141 SH	Increased+16,499 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$952K	0.7%Prev: 1.1%	21,243 SH	Decreased-3,346 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$490K	0.4%Prev: 0.4%	3,086 SH	Increased-426 SH
FIRST TR EXCHANGE-TRADED FD	WCM DEVELOPING W	$643K	0.5%	38,311 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$980K	0.7%	58,453 SH	New
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$3.2M	2.4%Prev: 1.5%	83,005 SH	Increased+39,370 SH
FIRST TR EXCHNG TRADED FD VI	INCOME OPPRTNTES	$1.9M	1.4%Prev: 0.6%	84,131 SH	Increased+54,721 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$8.8M	6.7%	355,244 SH	New
FS KKR CAP CORP	COM	$359K	0.3%Prev: 0.7%	35,248 SH	Decreased
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$5.4M	4.1%	108,097 SH	New
HYLIION HOLDINGS CORP	COMMON STOCK	$46K	0.0%Prev: 0.0%	25,966 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.0M	0.8%	9,225 SH	New
ISHARES GOLD TR	ISHARES NEW	$2.8M	2.1%Prev: 1.6%	31,925 SH	Increased+4,076 SH
ISHARES SILVER TR	ISHARES	$274K	0.2%	4,014 SH	New
ISHARES TR	7-10 YR TRSY BD	$204K	0.2%	2,133 SH	New
ISHARES TR	NATIONAL MUN ETF	$361K	0.3%Prev: 0.5%	3,401 SH	Decreased-1,165 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	1.1%Prev: 1.1%	30,197 SH	Increased+8,331 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$5.6M	4.3%	119,361 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$861K	0.7%Prev: 6.3%	17,015 SH	Decreased-106,974 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.7M	5.1%Prev: 6.3%	165,056 SH	Increased-28,727 SH
MICROSOFT CORP	COM	$1.3M	1.0%	3,523 SH	New
NETFLIX INC.	COM	$387K	0.3%	4,020 SH	New
NUTRIEN LTD	COM	$286K	0.2%Prev: 0.2%	3,794 SH	Increased-1,116 SH
NVIDIA CORPORATION	COM	$4.4M	3.4%Prev: 2.7%	25,515 SH	Increased+188 SH
PHILIP MORRIS INTL INC	COM	$255K	0.2%	1,543 SH	New
PIMCO ETF TR	MULTISECTOR BD	$883K	0.7%	33,702 SH	New
PROSHARES TR	S&P 500 DV ARIST	$372K	0.3%Prev: 0.4%	3,510 SH	Decreased-450 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.5M	1.2%	31,307 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$6.6M	5.0%Prev: 0.3%	236,154 SH	Increased+223,692 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$414K	0.3%Prev: 0.3%	12,754 SH	Increased+943 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$256K	0.2%Prev: 0.3%	10,179 SH	Decreased-2,229 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	1.0%Prev: 1.0%	43,562 SH	Increased+7,229 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$498K	0.4%Prev: 0.5%	17,098 SH	Increased-2,384 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$521K	0.4%	8,507 SH	New
SHERWIN WILLIAMS CO	COM	$255K	0.2%Prev: 0.6%	796 SH	Decreased-972 SH
SPDR SERIES TRUST	STATE STREET SPD	$445K	0.3%	6,342 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$223K	0.2%	343 SH	New
TESLA INC	COM	$588K	0.4%Prev: 0.3%	1,581 SH	Increased+376 SH
VANECK ETF TRUST	IG FLOATING RATE	$321K	0.2%Prev: 0.3%	12,583 SH	Increased+1,181 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$9.9M	7.5%Prev: 11.6%	102,596 SH	Decreased-29,600 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	1.4%Prev: 0.8%	3,203 SH	Increased+1,586 SH
VANGUARD INDEX FDS	VALUE ETF	$277K	0.2%Prev: 0.2%	1,409 SH	Increased-14 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$995K	0.8%Prev: 1.1%	7,191 SH	Decreased-2,500 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$880K	0.7%	13,730 SH	New
VICTORY PORTFOLIOS II	SHARES FREE CASH	$3.2M	2.4%	80,403 SH	New
VIPER ENERGY INC	CL A	$299K	0.2%	6,367 SH	New
WALMART INC	COM	$1.9M	1.5%	15,445 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$17.8M	13.5%Prev: 12.6%	203,008 SH	Increased+44,843 SH
WORLD GOLD TR	SPDR GLD MINIS	$457K	0.3%Prev: 0.3%	4,931 SH	Increased+686 SH

Sold (vs prior filing)

FIRST TR EXCHANGE TRAD FD VI — $589K
FIRST TR EXCHANGE TRADED FD — $1.2M
FIRST TR EXCHANGE TRADED FD — $369K
FIRST TR EXCHANGE-TRADED FD — $2.5M
FIRST TR EXCHANGE-TRADED FD — $2.1M
FIRST TR EXCHNG TRADED FD VI — $856K
FIRST TR EXCHNG TRADED FD VI — $493K
FIRST TR EXCHNG TRADED FD VI — $10.8M
FIRST TR MID CAP CORE ALPHAD — $229K
FIRST TRUST LRGCP GWT ALPHAD — $449K
GLOBAL X FDS — $203K
GOLDMAN SACHS ETF TR — $2.6M
NETFLIX INC — $375K
NUVEEN CR STRATEGIES INCOME — $1.1M
SITIO ROYALTIES CORP — $261K
SPDR SER TR — $251K
SPDR SER TR — $252K

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