Boyer Financial Services, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Boyer Financial Services, Inc. reported 51 stock positions worth $94.3 million. Its top holding was Cap Group Dividend Growers (CGDG) at 10.9% of the portfolio, followed by Cap Group Dividend Value (CGDV, 10.0%) and Cap Group Core Balanced (CGBL, 9.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEWPORT BEACH, CA
- CIK
- 0002108122
- Portfolio Value
- $94.3M (Q4 2025)
- SEC Filing
- 0002085853-26-000155 ↗ filed Jan 30, 2026
Holdings Value
Holdings 51 stocks · $94.3M
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 10.85% | 284,499 | $10.2M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 9.96% | 213,593 | $9.4M | — |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 9.57% | 253,916 | $9.0M | — |
| CGGR Cap Group Growth Equity | 9.03% | 191,065 | $8.5M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 5.93% | 159,178 | $5.6M | — |
| CGCB Cap Group Core Bond | 5.29% | 188,231 | $5.0M | — |
| CGCP Cap Group Core Plus Income | 4.71% | 195,996 | $4.4M | — |
| JBND JPMorgan Active Bond ETF | 4.04% | 70,569 | $3.8M | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 4.00% | 93,504 | $3.8M | — |
| SDVY First Trust Smid Cap Rising | 3.94% | 95,906 | $3.7M | — |
| CGMS Cap Group US Multi-Sect Bond | 3.90% | 133,049 | $3.7M | — |
| TBG TBG Dividend Focus ETF | 2.45% | 68,831 | $2.3M | — |
| SCHD Schwab US DVD Equity ETF | 2.22% | 75,591 | $2.1M | — |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 2.17% | 63,997 | $2.0M | — |
| CGMM Cap Group Small and Mid Cap | 1.95% | 62,864 | $1.8M | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 1.85% | 53,436 | $1.7M | — |
| JIRE JPMorgan Int Res Enh Eqty | 1.67% | 20,709 | $1.6M | — |
| SMTH Alps SMTH Cor BD Plus ETF | 1.59% | 57,606 | $1.5M | — |
| RDVY First Trust Rising Dividend | 1.34% | 18,032 | $1.3M | — |
| WCMI FT WCM International ETF | 1.25% | 68,127 | $1.2M | — |
| MSFT Microsoft Corp. | 0.98% | 1,951 | $923K | — |
| TSLA Tesla Inc. | 0.96% | 2,068 | $906K | — |
| NVDA Nvidia Corp. | 0.86% | 4,290 | $810K | — |
| CGSD Cap Group Short Duration | 0.79% | 28,549 | $742K | — |
| AVGO Broadcom Inc. | 0.72% | 1,946 | $676K | — |
| AAPL Apple Inc. | 0.71% | 2,455 | $665K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.69% | 2,027 | $648K | — |
| QTUM Defiance Quantum ETF | 0.62% | 5,170 | $581K | — |
| AMZN Amazon.com Inc. | 0.61% | 2,549 | $577K | — |
| FWD AB Disruptors ETF filed as AB ACTIVE ETFS INC | 0.56% | 4,979 | $532K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 1,327 | $446K | — |
| GOOGL Alphabet Inc. Class A | 0.39% | 1,173 | $370K | — |
| EME Emcor Group Inc. | 0.39% | 572 | $365K | — |
| EPD Enterprise Products Partners | 0.34% | 9,978 | $321K | — |
| TCAF T Rowe PRC Cap Appreciation | 0.33% | 8,174 | $312K | — |
| LEN Lennar Corp. Class A | 0.33% | 2,947 | $307K | — |
| PSA Public Storage | 0.30% | 1,111 | $287K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 354 | $242K | — |
| CVX Chevron Corp. | 0.25% | 1,529 | $238K | — |
| APGE Apogee Therapeutics Inc. | 0.25% | 3,126 | $237K | — |
| META Meta Platforms Inc. Class A | 0.24% | 349 | $227K | — |
| VGT Vanguard Info Tech ETF | 0.23% | 293 | $222K | — |
| GLD SPDR Gold Shares | 0.22% | 520 | $207K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.22% | 5,913 | $203K | — |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 3,495 | $200K | — |
| RCT Redcloud Holdings PLC | 0.19% | 123,339 | $176K | — |
| MRKR Marker Therapeutics Inc. | 0.06% | 36,817 | $57K | — |
| OPAL Opal Fuels Inc. Class A | 0.04% | 15,233 | $36K | — |
| CRDL Cardiol Therapeutics Inc. Class A | 0.03% | 33,100 | $33K | — |
| NIPG Nip Group Inc. | 0.03% | 20,800 | $24K | — |
| NAKA Nakamoto Inc. filed as KINDLY MD INC | 0.01% | 31,902 | $13K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.