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: $195.4M127 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.1M	0.6%Prev: 0.6%	6,707 SH	Increased+7 SH
ABBOTT LABORATORIES	COM	$716K	0.4%Prev: 0.4%	7,249 SH	Increased-265 SH
ABBVIE INC	COM	$4.0M	2.0%Prev: 2.0%	15,232 SH	Increased-151 SH
ADVANCED MICRO DEVICES INC	COM	$277K	0.1%Prev: 0.1%	453 SH	Increased
AFLAC INC	COM	$1.0M	0.5%Prev: 0.6%	9,021 SH	Decreased-97 SH
ALPHABET INC	CAP STK CL A	$896K	0.5%Prev: 0.6%	2,605 SH	Decreased-376 SH
ALPHABET INC	CAP STK CL C	$2.5M	1.3%Prev: 1.4%	7,432 SH	Decreased-79 SH
ALTRIA GROUP INC	COM	$320K	0.2%Prev: 0.2%	4,759 SH	Decreased+16 SH
AMAZON COM INC	COM	$2.7M	1.4%Prev: 1.3%	10,890 SH	Increased+190 SH
AMERICAN ELEC PWR CO INC	COM	$1.0M	0.5%Prev: 0.6%	8,583 SH	Decreased+19 SH
AMGEN INC	COM	$1.2M	0.6%Prev: 0.5%	2,898 SH	Increased+5 SH
APPLE INC	COM	$10.4M	5.3%Prev: 4.7%	31,265 SH	Increased-129 SH
ARES CAPITAL CORP	COM	$1.2M	0.6%Prev: 0.6%	62,494 SH	Increased-6 SH
ATMOS ENERGY CORP	COM	$246K	0.1%Prev: 0.1%	1,575 SH	Decreased+5 SH
AUTOMATIC DATA PROCESSING IN	COM	$351K	0.2%Prev: 0.2%	1,359 SH	Increased+2 SH
BANK NOVA SCOTIA B C	COM	$397K	0.2%Prev: 0.2%	4,373 SH	Increased
BANK OF AMER CORP	COM	$537K	0.3%Prev: 0.3%	9,868 SH	Decreased+13 SH
BANK OF MONTREAL	COM	$1.1M	0.6%	6,625 SH	New
BECTON DICKINSON & CO	COM	$247K	0.1%Prev: 0.1%	1,379 SH	Increased-33 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$479K	0.2%Prev: 0.2%	962 SH	Decreased
BROADCOM INC	COM	$731K	0.4%Prev: 0.4%	2,082 SH	Decreased+2 SH
C H ROBINSON WORLDWIDE IN	COM NEW	$533K	0.3%Prev: 0.4%	3,601 SH	Decreased+1 SH
CATERPILLAR INC	COM	$959K	0.5%Prev: 0.7%	1,183 SH	Decreased-7 SH
CHEVRON CORPORATION	COM	$1.3M	0.6%Prev: 0.5%	6,168 SH	Increased-36 SH
CISCO SYS INC	COM	$3.0M	1.6%Prev: 1.8%	28,314 SH	Decreased-672 SH
CLOROX CO DEL	COM	$289K	0.1%Prev: 0.3%	3,567 SH	Decreased-1,829 SH
COCA COLA CO	COM	$676K	0.3%Prev: 0.3%	7,855 SH	Increased-74 SH
COLGATE PALMOLIVE CO	COM	$384K	0.2%Prev: 0.2%	4,500 SH	Decreased+11 SH
COSTCO WHOLESALE CORPORATION	COM	$607K	0.3%Prev: 0.3%	666 SH	Decreased
CVS HEALTH CORP	COM	$438K	0.2%Prev: 0.3%	5,106 SH	Decreased-44 SH
DARDEN RESTAURANTS INC	COM	$532K	0.3%Prev: 0.3%	2,752 SH	Decreased-111 SH
DOMINION ENERGY INC	COM	$654K	0.3%Prev: 0.4%	10,813 SH	Decreased+29 SH
DUKE ENERGY CORP NEW	COM NEW	$1.2M	0.6%Prev: 0.7%	10,199 SH	Decreased-256 SH
ELI LILLY & CO	COM	$1.3M	0.7%Prev: 0.7%	1,133 SH	Decreased+1 SH
EMERSON ELEC CO	COM	$713K	0.4%Prev: 0.3%	4,597 SH	Increased-5 SH
ENTERPRISE PRODS PARTNERS L	COM	$304K	0.2%Prev: 0.2%	8,548 SH	Increased+500 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.0M	0.5%	6,235 SH	New
FASTENAL CO	COM	$900K	0.5%Prev: 0.5%	18,174 SH	Increased-368 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$1.1M	0.6%Prev: 0.2%	17,499 SH	Increased+12,212 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.4M	5.8%Prev: 6.0%	263,383 SH	Decreased+10,413 SH
FORD MTR CO	COM	$415K	0.2%Prev: 0.2%	34,448 SH	Decreased+10 SH
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$525K	0.3%Prev: 0.2%	17,896 SH	Increased+1,548 SH
HASBRO INC	COM	$438K	0.2%Prev: 0.2%	4,994 SH	Increased-247 SH
ILLINOIS TOOL WKS INC	COM	$1.6M	0.8%Prev: 0.9%	6,309 SH	Decreased-50 SH
INFOSYS LTD	SPONSORED ADR	$126K	0.1%Prev: 0.1%	11,725 SH	Increased+31 SH
INTEL CORP	COM	$335K	0.2%Prev: 0.3%	2,790 SH	Decreased-1,141 SH
INVESCO QQQ TR	UNIT SER 1	$879K	0.5%Prev: 0.4%	1,189 SH	Increased+10 SH
ISHARES TR	CORE S&P SCP ETF	$273K	0.1%Prev: 0.1%	2,004 SH	Decreased+59 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.8%Prev: 0.8%	2,114 SH	Increased+69 SH
ISHARES TR	RUS MID CAP ETF	$7.4M	3.8%Prev: 3.9%	69,277 SH	Decreased+874 SH
ISHARES TR	RUSSELL 2000 ETF	$265K	0.1%Prev: 0.1%	952 SH	Decreased+1 SH
ISHARES TR	S&P 500 VAL ETF	$247K	0.1%Prev: 0.1%	1,083 SH	Increased+2 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$252K	0.1%	5,000 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.7M	0.9%Prev: 0.8%	23,519 SH	Increased+1,773 SH
JOHNSON & JOHNSON	COM	$5.6M	2.9%Prev: 2.8%	21,126 SH	Increased-266 SH
JPMORGAN CHASE & CO	COM	$3.7M	1.9%Prev: 1.9%	11,185 SH	Increased-24 SH
KEEL INFRASTRUCTURE CORP	COM SHS	$109K	0.1%Prev: 0.1%	31,000 SH	Decreased
KIMBERLY-CLARK CORP	COM	$955K	0.5%Prev: 0.6%	9,802 SH	Decreased-262 SH
LOCKHEED MARTIN CORP	COM	$1.1M	0.6%Prev: 0.6%	2,137 SH	Increased+2 SH
LOWES COS INC	COM	$235K	0.1%Prev: 0.2%	1,273 SH	Decreased-99 SH
MASTERCARD INCORPORATED	CL A	$263K	0.1%Prev: 0.1%	476 SH	Increased
MCDONALDS CORP	COM	$713K	0.4%Prev: 0.4%	3,089 SH	Decreased-38 SH
MEDTRONIC PLC	SHS	$566K	0.3%Prev: 0.3%	6,555 SH	Increased-508 SH
MERCK & CO INC	COM	$1.4M	0.7%Prev: 0.7%	9,950 SH	Increased-179 SH
META PLATFORMS INC	CL A	$651K	0.3%Prev: 0.2%	897 SH	Increased+61 SH
MFS ACTIVE EXCHANGE TRADED F	GROWTH ETF	$427K	0.2%Prev: 0.2%	13,969 SH	Decreased-1,431 SH
MICROCHIP TECHNOLOGY INC.	COM	$576K	0.3%Prev: 0.3%	7,400 SH	Decreased+13 SH
MICROSOFT CORP	COM	$8.2M	4.2%Prev: 3.1%	15,901 SH	Increased+83 SH
MOTOROLA SOLUTIONS INC	COM NEW	$354K	0.2%Prev: 0.2%	793 SH	Increased
NOVARTIS AG	SPONSORED ADR	$821K	0.4%Prev: 0.5%	5,762 SH	Decreased
NOVO-NORDISK A S	ADR	$366K	0.2%Prev: 0.3%	9,664 SH	Decreased-1,807 SH
NUTRIEN LTD	COM	$217K	0.1%Prev: 0.1%	3,088 SH	Increased-290 SH
NVIDIA CORPORATION	COM	$3.6M	1.8%Prev: 1.6%	15,608 SH	Increased+35 SH
OLD NATL BANCORP IND	COM	$365K	0.2%Prev: 0.2%	14,802 SH	Decreased-1,085 SH
OMNICOM GROUP INC	COM	$405K	0.2%Prev: 0.2%	5,495 SH	Decreased-446 SH
ORACLE CORP	COM	$347K	0.2%Prev: 0.2%	2,524 SH	Decreased+4 SH
PACKAGING CORP AMER	COM	$348K	0.2%Prev: 0.2%	1,520 SH	Decreased-99 SH
PAYCHEX INC	COM	$792K	0.4%Prev: 0.4%	8,039 SH	Increased-2 SH
PEPSICO INC	COM	$1.2M	0.6%Prev: 0.7%	9,810 SH	Decreased-377 SH
PFIZER INC	COM	$664K	0.3%Prev: 0.3%	23,284 SH	Increased-1,187 SH
PINNACLE WEST CAP CORP	COM	$338K	0.2%Prev: 0.2%	3,630 SH	Decreased+11 SH
PROCTER & GAMBLE CO	COM	$1.6M	0.8%Prev: 0.8%	10,796 SH	Decreased+10 SH
PUBLIC STORAGE	COM	$399K	0.2%Prev: 0.2%	1,412 SH	Decreased
QUALCOMM INC	COM	$1.0M	0.5%Prev: 0.5%	5,435 SH	Decreased+9 SH
REALTY INCOME CORP	COM	$1.9M	1.0%Prev: 1.1%	34,756 SH	Decreased-557 SH
RIO TINTO PLC	SPONSORED ADR	$930K	0.5%Prev: 0.5%	9,880 SH	Decreased-279 SH
ROYAL BK CDA	COM	$246K	0.1%Prev: 0.1%	1,249 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.7M	0.9%Prev: 0.6%	32,276 SH	Increased+8,599 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.1M	1.1%Prev: 1.1%	60,421 SH	Decreased+3,723 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.9M	4.0%Prev: 3.9%	241,399 SH	Increased+5,247 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$602K	0.3%Prev: 0.3%	16,748 SH	Increased+972 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$345K	0.2%Prev: 0.2%	11,510 SH	Increased+15 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$329K	0.2%Prev: 0.2%	9,662 SH	Decreased-573 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.6%Prev: 0.6%	34,978 SH	Decreased+861 SH
SOUTHERN CO	COM	$636K	0.3%Prev: 0.4%	7,673 SH	Decreased-72 SH
SPDR SERIES TRUST	ST STR SP DIV	$782K	0.4%Prev: 0.4%	5,340 SH	Decreased+10 SH
STARBUCKS CORP	COM	$2.7M	1.4%Prev: 1.5%	28,516 SH	Decreased+129 SH
STEEL DYNAMICS INC	COM	$962K	0.5%Prev: 0.5%	4,340 SH	Decreased+2 SH
SYSCO CORP	COM	$961K	0.5%Prev: 0.5%	12,326 SH	Decreased-256 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.6M	0.8%Prev: 0.9%	3,459 SH	Decreased+23 SH
TC ENERGY CORP	COM	$545K	0.3%Prev: 0.3%	9,435 SH	Decreased-281 SH
TEXAS INSTRS INC	COM	$413K	0.2%Prev: 0.2%	1,475 SH	Decreased-25 SH
TORONTO DOMINION BK ONT	COM NEW	$1.3M	0.6%Prev: 0.7%	10,764 SH	Decreased-126 SH
UNILEVER PLC	SPON ADR NEW	$447K	0.2%Prev: 0.2%	7,367 SH	Decreased-449 SH
UNITED PARCEL SVCS INC	CL B	$498K	0.3%Prev: 0.3%	5,327 SH	Decreased+56 SH
UNITEDHEALTH GROUP INC	COM	$558K	0.3%Prev: 0.3%	1,519 SH	Decreased-29 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$205K	0.1%Prev: 0.1%	337 SH	Decreased
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$4.1M	2.1%	19,185 SH	New
VANGUARD MALVERN FDS	CORE BD ETF	$3.3M	1.7%Prev: 1.7%	45,493 SH	Increased+3,896 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.9M	2.5%Prev: 3.2%	104,240 SH	Decreased-17,325 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.1M	0.6%Prev: 0.6%	5,851 SH	Decreased+227 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.8M	3.5%Prev: 3.5%	43,847 SH	Increased+1,701 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$4.0M	2.0%Prev: 1.7%	39,368 SH	Increased+6,151 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$213K	0.1%Prev: 0.1%	674 SH	Decreased-78 SH
VERIZON COMMUNICATIONS INC	COM	$2.7M	1.4%Prev: 1.3%	59,371 SH	Increased+80 SH
VISA INC	COM CL A	$279K	0.1%Prev: 0.1%	778 SH	Increased
WALMART INC	COM	$1.3M	0.7%Prev: 0.7%	12,616 SH	Decreased
WELLS FARGO & CO	COM	$1.4M	0.7%Prev: 0.7%	17,259 SH	Decreased-29 SH
WELLTOWER INC	COM	$457K	0.2%Prev: 0.2%	1,985 SH	Decreased-77 SH
WHEATON PRECIOUS METALS CORP	COM	$221K	0.1%	1,650 SH	New
WISDOMTREE TR	US AI ENHANCED	$721K	0.4%Prev: 0.4%	5,639 SH	Decreased-551 SH
WISDOMTREE TR	US HIGH DIVIDEND	$1.8M	0.9%Prev: 0.9%	15,664 SH	Increased+668 SH
WISDOMTREE TR	US LARGECAP DIVD	$3.5M	1.8%Prev: 1.7%	36,183 SH	Increased+1,820 SH
WISDOMTREE TR	US MIDCAP DIVID	$6.8M	3.5%Prev: 3.7%	125,724 SH	Decreased+969 SH
WISDOMTREE TR	US QTLY DIV GRT	$5.5M	2.8%Prev: 2.8%	56,253 SH	Increased+354 SH
WISDOMTREE TR	US S CAP QTY DIV	$2.4M	1.2%Prev: 1.3%	43,241 SH	Decreased+36 SH
WISDOMTREE TR	US SMALLCAP DIVD	$3.0M	1.5%Prev: 1.6%	78,200 SH	Decreased+2,945 SH

Sold (vs prior filing)

BANK MONTREAL MEDIUM — $1.2M
CUMMINS INC — $207K
GSK PLC — $203K
INTERNATIONAL BUSINESS MACHS — $245K
ISHARES TR — $207K
SONOCO PRODS CO — $222K
VANGUARD INDEX FDS — $3.8M

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