Dickmeyer Boyce Financial Management, Inc.

CIK 0002038325 • 2 13F filings • May 13, 2026 – Jul 23, 2026

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Filer information

Filed by: Dickmeyer Boyce Financial Management, Inc., Chief Compliance Officer
Address: 6506 CONSTITUTION DRIVE, FORT WAYNE, IN, 46804
Phone: 260-436-2051
AUM: $195.4M

AUM over time

$195.4M latest

Sector allocation over time

Past 3 quarters

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $193.0M129 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.1M	0.6%Prev: 0.6%	6,700 SH	Increased+8 SH
ABBOTT LABORATORIES	COM	$682K	0.4%Prev: 0.5%	7,514 SH	Decreased-556 SH
ABBVIE INC	COM	$3.9M	2.0%Prev: 2.0%	15,383 SH	Increased-301 SH
ADVANCED MICRO DEVICES INC	COM	$263K	0.1%Prev: 0.1%	453 SH	Increased-590 SH
AFLAC INC	COM	$1.1M	0.6%Prev: 0.6%	9,118 SH	Increased-30 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.6%Prev: 0.4%	2,981 SH	Increased+341 SH
ALPHABET INC	CAP STK CL C	$2.7M	1.4%Prev: 1.2%	7,511 SH	Increased+183 SH
ALTRIA GROUP INC	COM	$341K	0.2%Prev: 0.2%	4,743 SH	Increased+15 SH
AMAZON COM INC	COM	$2.6M	1.3%Prev: 1.2%	10,700 SH	Increased+928 SH
AMERICAN ELEC PWR CO INC	COM	$1.2M	0.6%Prev: 0.7%	8,564 SH	Increased-205 SH
AMGEN INC	COM	$1.0M	0.5%Prev: 0.6%	2,893 SH	Increased+5 SH
APPLE INC	COM	$9.1M	4.7%Prev: 4.7%	31,394 SH	Increased+44 SH
ARES CAPITAL CORP	COM	$1.2M	0.6%Prev: 0.7%	62,500 SH	Increased-895 SH
ATMOS ENERGY CORP	COM	$270K	0.1%Prev: 0.2%	1,570 SH	Decreased-99 SH
AUTOMATIC DATA PROCESSING IN	COM	$304K	0.2%	1,357 SH	New
BANK MONTREAL MEDIUM	COM	$1.2M	0.6%Prev: 0.5%	6,625 SH	Increased-205 SH
BANK NOVA SCOTIA B C	COM	$380K	0.2%Prev: 0.2%	4,373 SH	Increased
BANK OF AMER CORP	COM	$562K	0.3%	9,855 SH	New
BECTON DICKINSON & CO	COM	$214K	0.1%	1,412 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$481K	0.2%Prev: 0.2%	962 SH	Increased+250 SH
BROADCOM INC	COM	$786K	0.4%Prev: 0.4%	2,080 SH	Increased-298 SH
C H ROBINSON WORLDWIDE IN	COM NEW	$678K	0.4%Prev: 0.4%	3,600 SH	Increased+1 SH
CATERPILLAR INC	COM	$1.3M	0.7%Prev: 0.5%	1,190 SH	Increased-6 SH
CHEVRON CORPORATION	COM	$1.0M	0.5%Prev: 0.8%	6,204 SH	Decreased-454 SH
CISCO SYS INC	COM	$3.4M	1.8%Prev: 1.4%	28,986 SH	Increased-1,571 SH
CLOROX CO DEL	COM	$515K	0.3%Prev: 0.3%	5,396 SH	Increased+992 SH
COCA COLA CO	COM	$644K	0.3%Prev: 0.4%	7,929 SH	Increased+6 SH
COLGATE PALMOLIVE CO	COM	$412K	0.2%Prev: 0.2%	4,489 SH	Increased+11 SH
COSTCO WHOLESALE CORPORATION	COM	$623K	0.3%Prev: 0.3%	666 SH	Increased+102 SH
CUMMINS INC	COM	$207K	0.1%	290 SH	New
CVS HEALTH CORP	COM	$533K	0.3%Prev: 0.2%	5,150 SH	Increased-22 SH
DARDEN RESTAURANTS INC	COM	$590K	0.3%Prev: 0.3%	2,863 SH	Increased-37 SH
DOMINION ENERGY INC	COM	$736K	0.4%Prev: 0.3%	10,784 SH	Increased+1,838 SH
DUKE ENERGY CORP NEW	COM NEW	$1.3M	0.7%Prev: 0.8%	10,455 SH	Decreased-3 SH
ELI LILLY & CO	COM	$1.4M	0.7%Prev: 0.6%	1,132 SH	Increased
EMERSON ELEC CO	COM	$659K	0.3%Prev: 0.4%	4,602 SH	Increased-205 SH
ENTERPRISE PRODS PARTNERS L	COM	$296K	0.2%Prev: 0.2%	8,048 SH	Decreased
FASTENAL CO	COM	$891K	0.5%Prev: 0.5%	18,542 SH	Increased-12 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$328K	0.2%	5,287 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.5M	6.0%Prev: 6.5%	252,970 SH	Increased+11,574 SH
FORD MTR CO	COM	$479K	0.2%Prev: 0.2%	34,438 SH	Increased+120 SH
GSK PLC	SPONSORED ADR	$203K	0.1%Prev: 0.1%	3,870 SH	Decreased-50 SH
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$461K	0.2%Prev: 0.3%	16,348 SH	Increased+573 SH
HASBRO INC	COM	$433K	0.2%Prev: 0.3%	5,241 SH	Decreased+9 SH
ILLINOIS TOOL WKS INC	COM	$1.7M	0.9%Prev: 0.9%	6,359 SH	Increased+247 SH
INFOSYS LTD	SPONSORED ADR	$123K	0.1%Prev: 0.1%	11,694 SH	Decreased-1,085 SH
INTEL CORP	COM	$549K	0.3%Prev: 0.2%	3,931 SH	Increased-3,360 SH
INTERNATIONAL BUSINESS MACHS	COM	$245K	0.1%Prev: 0.1%	870 SH	Increased+2 SH
INVESCO QQQ TR	UNIT SER 1	$868K	0.4%Prev: 0.2%	1,179 SH	Increased+524 SH
ISHARES TR	CORE S&P MCP ETF	$207K	0.1%	2,685 SH	New
ISHARES TR	CORE S&P SCP ETF	$288K	0.1%Prev: 0.1%	1,945 SH	Increased+30 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	0.8%Prev: 0.7%	2,045 SH	Increased+181 SH
ISHARES TR	RUS MID CAP ETF	$7.5M	3.9%Prev: 3.8%	68,403 SH	Increased+1,346 SH
ISHARES TR	RUSSELL 2000 ETF	$286K	0.1%Prev: 0.1%	951 SH	Increased+48 SH
ISHARES TR	S&P 500 VAL ETF	$245K	0.1%Prev: 0.1%	1,081 SH	Decreased-100 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.6M	0.8%Prev: 0.7%	21,746 SH	Increased+5,081 SH
JOHNSON & JOHNSON	COM	$5.4M	2.8%Prev: 3.2%	21,392 SH	Increased-627 SH
JPMORGAN CHASE & CO	COM	$3.7M	1.9%Prev: 1.9%	11,209 SH	Increased-32 SH
KEEL INFRASTRUCTURE CORP	COM SHS	$178K	0.1%	31,000 SH	New
KIMBERLY-CLARK CORP	COM	$1.1M	0.6%Prev: 0.5%	10,064 SH	Increased+1,260 SH
LOCKHEED MARTIN CORP	COM	$1.1M	0.6%Prev: 0.7%	2,135 SH	Decreased+198 SH
LOWES COS INC	COM	$302K	0.2%Prev: 0.2%	1,372 SH	Decreased+1 SH
MASTERCARD INCORPORATED	CL A	$245K	0.1%	476 SH	New
MCDONALDS CORP	COM	$845K	0.4%Prev: 0.5%	3,127 SH	Increased+415 SH
MEDTRONIC PLC	SHS	$553K	0.3%Prev: 0.3%	7,063 SH	Increased+1,199 SH
MERCK & CO INC	COM	$1.3M	0.7%Prev: 0.7%	10,129 SH	Increased+891 SH
META PLATFORMS INC	CL A	$471K	0.2%Prev: 0.3%	836 SH	Increased+30 SH
MFS ACTIVE EXCHANGE TRADED F	GROWTH ETF	$466K	0.2%Prev: 0.3%	15,400 SH	Increased-1,311 SH
MICROCHIP TECHNOLOGY INC.	COM	$674K	0.3%Prev: 0.3%	7,387 SH	Increased+11 SH
MICROSOFT CORP	COM	$5.9M	3.1%Prev: 3.2%	15,818 SH	Increased+917 SH
MOTOROLA SOLUTIONS INC	COM NEW	$329K	0.2%Prev: 0.1%	793 SH	Increased+273 SH
NOVARTIS AG	SPONSORED ADR	$903K	0.5%Prev: 0.5%	5,762 SH	Decreased-245 SH
NOVO-NORDISK A S	ADR	$550K	0.3%Prev: 0.2%	11,471 SH	Increased+966 SH
NUTRIEN LTD	COM	$213K	0.1%Prev: 0.1%	3,378 SH	Decreased+2 SH
NVIDIA CORPORATION	COM	$3.1M	1.6%Prev: 1.5%	15,573 SH	Increased+1,033 SH
OLD NATL BANCORP IND	COM	$411K	0.2%Prev: 0.2%	15,887 SH	Increased-1,686 SH
OMNICOM GROUP INC	COM	$433K	0.2%Prev: 0.2%	5,941 SH	Increased+1,620 SH
ORACLE CORP	COM	$369K	0.2%Prev: 0.2%	2,520 SH	Increased+118 SH
PACKAGING CORP AMER	COM	$386K	0.2%Prev: 0.2%	1,619 SH	Increased+1 SH
PAYCHEX INC	COM	$791K	0.4%Prev: 0.4%	8,041 SH	Increased+44 SH
PEPSICO INC	COM	$1.4M	0.7%Prev: 0.9%	10,187 SH	Decreased+588 SH
PFIZER INC	COM	$589K	0.3%Prev: 0.4%	24,471 SH	Decreased+1,547 SH
PINNACLE WEST CAP CORP	COM	$387K	0.2%Prev: 0.2%	3,619 SH	Decreased-334 SH
PROCTER & GAMBLE CO	COM	$1.6M	0.8%Prev: 0.8%	10,786 SH	Increased+786 SH
PUBLIC STORAGE	COM	$449K	0.2%	1,412 SH	New
QUALCOMM INC	COM	$1.0M	0.5%Prev: 0.3%	5,426 SH	Increased+1,159 SH
REALTY INCOME CORP	COM	$2.2M	1.1%Prev: 1.2%	35,313 SH	Increased+1,420 SH
RIO TINTO PLC	SPONSORED ADR	$964K	0.5%Prev: 0.6%	10,159 SH	Increased+4 SH
ROYAL BK CDA	COM	$259K	0.1%Prev: 0.1%	1,249 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.2M	0.6%Prev: 0.5%	23,677 SH	Increased+5,128 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.2M	1.1%Prev: 1.0%	56,698 SH	Increased+6,436 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.5M	3.9%Prev: 4.1%	236,152 SH	Increased+9,383 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$534K	0.3%	15,776 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$338K	0.2%Prev: 0.1%	11,495 SH	Increased+2,090 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$377K	0.2%Prev: 0.2%	10,235 SH	Increased-509 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.2M	0.6%Prev: 0.6%	34,117 SH	Increased+201 SH
SONOCO PRODS CO	COM	$222K	0.1%	3,934 SH	New
SOUTHERN CO	COM	$741K	0.4%Prev: 0.4%	7,745 SH	Decreased+5 SH
SPDR SERIES TRUST	ST STR SP DIV	$811K	0.4%	5,330 SH	New
STARBUCKS CORP	COM	$2.9M	1.5%Prev: 1.5%	28,387 SH	Increased+138 SH
STEEL DYNAMICS INC	COM	$995K	0.5%Prev: 0.5%	4,338 SH	Increased-282 SH
SYSCO CORP	COM	$1.1M	0.5%Prev: 0.5%	12,582 SH	Increased-451 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.6M	0.9%Prev: 0.7%	3,436 SH	Increased-114 SH
TC ENERGY CORP	COM	$644K	0.3%Prev: 0.4%	9,716 SH	Increased-357 SH
TEXAS INSTRS INC	COM	$447K	0.2%	1,500 SH	New
TORONTO DOMINION BK ONT	COM NEW	$1.3M	0.7%Prev: 0.6%	10,890 SH	Increased-195 SH
UNILEVER PLC	SPON ADR NEW	$470K	0.2%Prev: 0.3%	7,816 SH	Decreased-1,044 SH
UNITED PARCEL SVCS INC	CL B	$567K	0.3%Prev: 0.2%	5,271 SH	Increased+1,044 SH
UNITEDHEALTH GROUP INC	COM	$643K	0.3%Prev: 0.2%	1,548 SH	Increased+207 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$221K	0.1%	337 SH	New
VANGUARD INDEX FDS	VALUE ETF	$3.8M	2.0%Prev: 2.0%	17,553 SH	Increased+38 SH
VANGUARD MALVERN FDS	CORE BD ETF	$3.2M	1.7%Prev: 1.5%	41,597 SH	Increased+7,578 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.1M	3.2%Prev: 3.1%	121,565 SH	Increased+14,596 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.1M	0.6%Prev: 0.5%	5,624 SH	Increased+427 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.7M	3.5%Prev: 3.5%	42,146 SH	Increased+1,616 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.3M	1.7%Prev: 1.6%	33,217 SH	Increased+5,176 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$225K	0.1%Prev: 0.1%	752 SH	Increased+2 SH
VERIZON COMMUNICATIONS INC	COM	$2.5M	1.3%Prev: 1.7%	59,291 SH	Decreased+1,429 SH
VISA INC	COM CL A	$267K	0.1%	778 SH	New
WALMART INC	COM	$1.4M	0.7%Prev: 0.9%	12,616 SH	Decreased
WELLS FARGO & CO	COM	$1.4M	0.7%Prev: 0.7%	17,288 SH	Increased+2,068 SH
WELLTOWER INC	COM	$468K	0.2%Prev: 0.2%	2,062 SH	Increased-4 SH
WISDOMTREE TR	US AI ENHANCED	$812K	0.4%Prev: 0.4%	6,190 SH	Increased-159 SH
WISDOMTREE TR	US HIGH DIVIDEND	$1.7M	0.9%Prev: 0.8%	14,996 SH	Increased+2,323 SH
WISDOMTREE TR	US LARGECAP DIVD	$3.3M	1.7%Prev: 1.6%	34,363 SH	Increased+4,035 SH
WISDOMTREE TR	US MIDCAP DIVID	$7.1M	3.7%Prev: 3.8%	124,755 SH	Increased+1,054 SH
WISDOMTREE TR	US QTLY DIV GRT	$5.3M	2.8%Prev: 2.7%	55,899 SH	Increased+3,086 SH
WISDOMTREE TR	US S CAP QTY DIV	$2.6M	1.3%Prev: 1.3%	43,205 SH	Increased+890 SH
WISDOMTREE TR	US SMALLCAP DIVD	$3.1M	1.6%Prev: 1.6%	75,255 SH	Increased+1,239 SH

Sold (vs prior filing)

BANK AMERICA CORP — $480K
BITFARMS LTD — $60K
CARPARTS COM INC — $9K
EXXON MOBIL CORP — $1.2M
FEDEX CORP — $207K
HONEYWELL INTL INC — $214K
PUBLIC STORAGE OPER CO — $265K
SPDR SERIES TRUST — $802K
T-MOBILE US INC — $206K
TJX COS INC NEW — $210K
WHEATON PRECIOUS METALS CORP — $216K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 8, 2026	Q3 2026	13F-HR	0002085853-26-001110	$195.4M	View
Jul 23, 2026	Q2 2026	13F-HR	0002085853-26-000812	$193.0M	View
May 13, 2026