Boyce & Associates Wealth Consulting, Inc. - Portfolio Stock Holdings
Boyce & Associates Wealth Consulting, Inc. disclosed 88 stock positions in a recent SEC 13F filing. $164,715,758 of stock holdings were filed, with the largest holdings including DGRW, AAPL, and FNDX. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $244,618,764 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
88Est. Stock Holding Value:
$164,715,758Top Stock Holdings By Sector
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Portfolio Stock Holdings - Boyce & Associates Wealth Consulting, Inc.
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