CIK 2108122
Boyer Financial Services, Inc.
Institutional 13F holdings & portfolio
Holdings
51
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 51
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 284K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 214K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 254K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 191K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 159K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 188K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 196K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 71K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 94K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 96K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 133K | $1M+ | SH |
| TBG | EA SERIES TRUST | 69K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 76K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 64K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 63K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 53K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| SMTH | ALPS ETF TR | 58K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 18K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 68K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 29K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| AAPL | APPLE INC | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| QTUM | ETF SER SOLUTIONS | 5K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| FWD | AB ACTIVE ETFS INC | 5K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 572 | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 10K | $100K–$500K | SH |
| TCAF | T ROWE PRICE ETF INC | 8K | $100K–$500K | SH |
| LEN | LENNAR CORP | 3K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 354 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| APGE | APOGEE THERAPEUTICS INC | 3K | $100K–$500K | SH |
| META | META PLATFORMS INC | 349 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 293 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 520 | $100K–$500K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| RCT | REDCLOUD HLDGS PLC | 123K | $100K–$500K | SH |
| MRKR | MARKER THERAPEUTICS INC | 37K | $50K–$100K | SH |
| OPAL | OPAL FUELS INC | 15K | $15K–$50K | SH |
| CRDL | CARDIOL THERAPEUTICS INC | 33K | $15K–$50K | SH |
| NIPG | NIP GROUP INC | 21K | $15K–$50K | SH |