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: $144.2M81 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$351K	0.2%Prev: 0.2%	1,395 SH	Increased+131 SH
ALLIANT ENERGY CORP	COM	$550K	0.4%	7,206 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	1.0%Prev: 0.7%	4,187 SH	Increased-135 SH
ALPS ETF TR	ALERIAN MLP	$1.6M	1.1%Prev: 1.3%	30,166 SH	Increased+2,050 SH
AMAZON COM INC	COM	$1.1M	0.7%Prev: 0.9%	4,427 SH	Increased+110 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.1M	0.8%Prev: 0.6%	8,858 SH	Increased+2,098 SH
AMERICAN WTR WKS CO INC NEW	COM	$221K	0.2%Prev: 0.2%	1,676 SH	Increased+109 SH
APPLE INC	COM	$2.8M	1.9%Prev: 1.8%	9,577 SH	Increased-127 SH
AUTODESK INC	COM	$203K	0.1%Prev: 0.4%	1,043 SH	Decreased-295 SH
BROADCOM INC	COM	$395K	0.3%Prev: 0.3%	1,045 SH	Increased-9 SH
CHART INDS INC	COM	$449K	0.3%Prev: 0.3%	2,150 SH	Increased-175 SH
CISCO SYS INC	COM	$316K	0.2%	2,691 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$496K	0.3%Prev: 0.2%	12,203 SH	Increased+3,316 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.8M	1.3%Prev: 1.8%	42,639 SH	Decreased-24,536 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.5M	1.7%Prev: 1.5%	59,819 SH	Increased+12,539 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$1.3M	0.9%	29,968 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$720K	0.5%	8,786 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$3.2M	2.2%	77,749 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$519K	0.4%Prev: 0.4%	6,297 SH	Increased-211 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$337K	0.2%Prev: 0.2%	7,230 SH	Increased+446 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$634K	0.4%Prev: 0.4%	7,664 SH	Increased+1,491 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$702K	0.5%Prev: 0.5%	19,067 SH	Increased+239 SH
EXXON MOBIL CORP	COM	$790K	0.5%	5,777 SH	New
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$1.4M	1.0%Prev: 0.9%	29,177 SH	Increased+8,562 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$887K	0.6%Prev: 0.5%	49,597 SH	Increased+16,779 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.1M	1.4%	15,535 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$4.4M	3.1%Prev: 0.8%	23,331 SH	Increased+17,213 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$964K	0.7%Prev: 2.8%	10,261 SH	Decreased-23,744 SH
FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$309K	0.2%	2,297 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$2.2M	1.5%Prev: 1.5%	74,107 SH	Increased+8,762 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$975K	0.7%Prev: 0.7%	21,790 SH	Increased+4,883 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$636K	0.4%Prev: 0.5%	3,086 SH	Increased-452 SH
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$215K	0.1%	10,344 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM DEV WORL ETF	$779K	0.5%	39,761 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$1.2M	0.8%	60,539 SH	New
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$3.7M	2.6%Prev: 1.8%	85,564 SH	Increased+31,751 SH
FIRST TR EXCHNG TRADED FD VI	INCOME OPPRTNTES	$2.1M	1.5%Prev: 0.8%	88,372 SH	Increased+49,858 SH
FIRST TR EXCHNG TRADED FD VI	SMIT UNCO BD ETF	$8.9M	6.2%	357,500 SH	New
FS KKR CAP CORP	COM	$371K	0.3%Prev: 0.7%	35,298 SH	Decreased+50 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$6.1M	4.2%Prev: 2.9%	110,235 SH	Increased+47,334 SH
HYLIION HOLDINGS CORP	COMMON STOCK	$135K	0.1%Prev: 0.0%	25,966 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.8M	1.3%Prev: 1.4%	11,443 SH	Increased-2,317 SH
ISHARES GOLD TR	ISHARES NEW	$2.5M	1.7%Prev: 1.4%	33,248 SH	Increased+7,869 SH
ISHARES SILVER TR	ISHARES	$215K	0.1%	4,014 SH	New
ISHARES TR	7-10 YR TRSY BD	$234K	0.2%	2,474 SH	New
ISHARES TR	NATIONAL MUN ETF	$367K	0.3%Prev: 0.3%	3,407 SH	Increased+26 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$234K	0.2%	4,983 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	1.1%Prev: 1.2%	30,524 SH	Increased+4,971 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$5.8M	4.0%	122,458 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$715K	0.5%Prev: 5.4%	14,143 SH	Decreased-103,636 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.9M	4.8%Prev: 6.3%	169,039 SH	Decreased-42,072 SH
MICROSOFT CORP	COM	$728K	0.5%Prev: 0.4%	1,951 SH	Increased+1,518 SH
NETFLIX INC.	COM	$287K	0.2%	4,020 SH	New
NUTRIEN LTD	COM	$214K	0.1%Prev: 0.3%	3,395 SH	Decreased-1,515 SH
NVIDIA CORPORATION	COM	$4.9M	3.4%Prev: 3.7%	24,246 SH	Increased-1,738 SH
PHILIP MORRIS INTL INC	COM	$279K	0.2%	1,543 SH	New
PIMCO ETF TR	MULTISECTOR BD	$896K	0.6%	33,783 SH	New
PROSHARES TR	S&P 500 DV ARIST	$372K	0.3%Prev: 0.4%	6,617 SH	Decreased+2,581 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.7M	1.2%	33,023 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$7.6M	5.2%Prev: 4.1%	243,240 SH	Increased+61,529 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$516K	0.4%Prev: 0.3%	13,566 SH	Increased+206 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$260K	0.2%Prev: 0.2%	8,967 SH	Decreased-2,180 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	1.0%Prev: 0.9%	44,999 SH	Increased+5,970 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$575K	0.4%Prev: 0.5%	17,000 SH	Decreased-3,249 SH
SHERWIN WILLIAMS CO	COM	$275K	0.2%Prev: 0.6%	798 SH	Decreased-973 SH
SPDR SERIES TRUST	ST NUVE TERM ETF	$223K	0.2%	4,644 SH	New
SPDR SERIES TRUST	ST STR R1K MOM	$255K	0.2%	1,668 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$257K	0.2%	344 SH	New
TESLA INC	COM	$595K	0.4%Prev: 0.7%	1,414 SH	Decreased-831 SH
VANECK ETF TRUST	IG FLOA RATE ETF	$339K	0.2%	13,223 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$10.9M	7.6%Prev: 10.2%	105,069 SH	Decreased-13,939 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$230K	0.2%	351 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	1.8%Prev: 1.8%	3,872 SH	Increased+264 SH
VANGUARD INDEX FDS	VALUE ETF	$307K	0.2%Prev: 0.2%	1,410 SH	Increased-13 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	0.7%Prev: 1.0%	6,791 SH	Increased-1,459 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.1M	0.7%	12,255 SH	New
VICTORY PORTFOLIOS II	SHS FR CA FL ETF	$3.9M	2.7%	85,992 SH	New
VIPER ENERGY INC	CL A	$270K	0.2%	6,367 SH	New
WALMART INC	COM	$736K	0.5%	6,502 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$19.7M	13.7%Prev: 13.2%	206,369 SH	Increased+34,010 SH
WORLD GOLD TR	SPDR GLD MINIS	$392K	0.3%Prev: 0.3%	4,931 SH	Increased+308 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $741K
DIMENSIONAL ETF TRUST — $583K
DIMENSIONAL ETF TRUST — $2.5M
FIRST TR EXCHANGE TRAD FD VI — $509K
FIRST TR EXCHANGE TRADED FD — $438K
FIRST TR EXCHANGE-TRADED FD — $2.1M
FIRST TR EXCHNG TRADED FD VI — $10.6M
INTERNATIONAL BUSINESS MACHS — $213K
J P MORGAN EXCHANGE TRADED F — $336K
NETFLIX INC — $538K
NUVEEN CR STRATEGIES INCOME — $787K
SITIO ROYALTIES CORP — $241K
SPDR S&P 500 ETF TR — $210K
SPDR SERIES TRUST — $252K
SPDR SERIES TRUST — $280K
VANECK ETF TRUST — $285K
VANGUARD WORLD FD — $1.0M

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