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Boyer Financial Services, Inc. - Portfolio Stock Holdings

Boyer Financial Services, Inc. disclosed 60 stock positions in a recent SEC 13F filing. $119,286,453 of stock holdings were filed, with the largest holdings including CGDG, CGBL, and CGDV. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.

We estimate the fund has a total AUM of $167,043,756 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

60

Est. Stock Holding Value:

$119,286,453

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Boyer Financial Services, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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