John Boyer, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 7, 2026), John Boyer, Inc. reported 43 stock positions worth $98.2 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 30.2% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 11.8%) and SPDR Gold Minishares Trust (GLDM, 7.2%). Compared with Q3 2025, it opened 6 new positions, sold out of 1, added to 18 and reduced 14. The biggest buy was a new position in SPDR Gold Minishares Trust (GLDM) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0001597484
- Portfolio Value
- $98.2M (Q4 2025)
- SEC Filing
- 0001754960-26-000701 ↗ filed Aug 7, 2026
Holdings Value
Holdings 43 stocks · $98.2M
| SCHB Schwab US Broad Market ETF | 30.23% | 1,131,457 | $29.7M | Reduce -5.8% |
| VGT Vanguard Info Tech ETF | 11.78% | 15,329 | $11.6M | Reduce -7.8% |
| GLDM SPDR Gold Minishares Trust | 7.16% | 82,335 | $7.0M | New |
| VIG Vanguard Dividend Apprec ETF | 6.88% | 30,749 | $6.8M | Add +3.1% |
| IJR iShares Core S&P Small-Cap E | 6.43% | 52,552 | $6.3M | Add +3.2% |
| SCHX Schwab US Large-Cap ETF | 4.14% | 151,166 | $4.1M | Add +0.1% |
| SCHA Schwab US Small-Cap ETF | 3.46% | 119,153 | $3.4M | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 3.09% | 100,849 | $3.0M | Reduce -0.2% |
| AAPL Apple Inc. | 2.80% | 10,118 | $2.7M | Reduce -1.8% |
| MO Altria Group Inc. | 2.27% | 38,656 | $2.2M | Add +1.8% |
| VZ Verizon Communications Inc. | 1.92% | 46,328 | $1.9M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.90% | 8,090 | $1.9M | Reduce -18.7% |
| VYM Vanguard High DVD Yield ETF | 1.67% | 11,446 | $1.6M | Reduce -69.3% |
| PFE Pfizer Inc. | 1.54% | 60,712 | $1.5M | Add +56.6% |
| BEN Franklin Templeton Inc. | 1.50% | 61,793 | $1.5M | New |
| D Dominion Energy Inc. | 1.27% | 21,223 | $1.2M | New |
| SCHV Schwab US Large-Cap Value | 1.16% | 38,554 | $1.1M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 1.00% | 14,829 | $979K | Reduce -83.8% |
| ORI Old Republic Intl Corp. | 0.99% | 21,222 | $969K | Add +0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.80% | 18,402 | $786K | Add +0.7% |
| ABBV Abbvie Inc. | 0.75% | 3,234 | $739K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.56% | 3,869 | $555K | Reduce -29.9% |
| SCHF Schwab Intl Equity ETF | 0.49% | 19,868 | $478K | Add +2.1% |
| KLAC KLA Corp. | 0.48% | 385 | $468K | Reduce -2.5% |
| CVX Chevron Corp. | 0.47% | 3,015 | $459K | Reduce -70.7% |
| DUK Duke Energy Corp. | 0.42% | 3,491 | $409K | Add +0.9% |
| DVY iShares Select Dividend ETF | 0.39% | 2,740 | $387K | Reduce -7.5% |
| PFF iShares Preferred & Income S | 0.38% | 12,071 | $374K | Reduce -13.1% |
| JPM JPMorgan Chase & Co. | 0.35% | 1,068 | $344K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.33% | 1,031 | $324K | No change |
| UVV Universal Corp. | 0.31% | 5,834 | $308K | Add +1.6% |
| PFXF Vaneck Pref Sec X-Financials | 0.29% | 16,390 | $289K | Reduce -0.2% |
| T AT&T Inc. | 0.29% | 11,524 | $286K | Reduce -13.3% |
| WMT Walmart Inc. | 0.27% | 2,421 | $270K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 792 | $265K | No change |
| LMT Lockheed Martin Corp. | 0.26% | 538 | $260K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 495 | $249K | New |
| ED Consolidated Edison Inc. | 0.25% | 2,497 | $248K | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 1,358 | $241K | No change |
| GLD SPDR Gold Shares | 0.24% | 596 | $236K | No change |
| XLK SS Technology Select Sector | 0.23% | 1,556 | $224K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 730 | $216K | Add +0.4% |
| MCY Mercury General Corp. | 0.22% | 2,278 | $214K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | Reduce -83.8% | 1.00% | −4.94 |
| VYM Vanguard High DVD Yield ETF | Reduce -69.3% | 1.67% | −3.56 |
| BKH Black Hills Corp. | Sold out | 0.00% | −1.31 |
| CVX Chevron Corp. | Reduce -70.7% | 0.47% | −1.13 |
| VGT Vanguard Info Tech ETF | Reduce -7.8% | 11.78% | −0.61 |
| SCHB Schwab US Broad Market ETF | Reduce -5.8% | 30.23% | −0.55 |
| PG The Procter & Gamble Co. | Reduce -29.9% | 0.56% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -18.7% | 1.90% | −0.28 |
| T AT&T Inc. | Reduce -13.3% | 0.29% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -13.1% | 0.38% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -7.5% | 0.39% | −0.03 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -0.2% | 0.29% | +0.00 |
| KLAC KLA Corp. | Reduce -2.5% | 0.48% | +0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.2% | 3.09% | +0.10 |
| AAPL Apple Inc. | Reduce -1.8% | 2.80% | +0.18 |
Portfolio Buys Q3 2025 → Q4 2025
| GLDM SPDR Gold Minishares Trust | New | 7.16% | +7.16 |
| BEN Franklin Templeton Inc. | New | 1.50% | +1.50 |
| D Dominion Energy Inc. | New | 1.27% | +1.27 |
| PFE Pfizer Inc. | Add +56.6% | 1.54% | +0.55 |
| VIG Vanguard Dividend Apprec ETF | Add +3.1% | 6.88% | +0.47 |
| IJR iShares Core S&P Small-Cap E | Add +3.2% | 6.43% | +0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.25% | +0.25 |
| XLK SS Technology Select Sector | New | 0.23% | +0.23 |
| MCY Mercury General Corp. | New | 0.22% | +0.22 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 4.14% | +0.18 |
| SCHA Schwab US Small-Cap ETF | Add +0.3% | 3.46% | +0.15 |
| ORI Old Republic Intl Corp. | Add +0.3% | 0.99% | +0.09 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 1.16% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +2.1% | 0.49% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.35% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.22% | +0.02 |
| ABBV Abbvie Inc. | Add +0.5% | 0.75% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.7% | 0.80% | +0.01 |
| ED Consolidated Edison Inc. | Add +0.8% | 0.25% | +0.00 |
| LMT Lockheed Martin Corp. | Add +0.9% | 0.26% | −0.00 |
| UVV Universal Corp. | Add +1.6% | 0.31% | −0.01 |
| DUK Duke Energy Corp. | Add +0.9% | 0.42% | −0.01 |
| VZ Verizon Communications Inc. | Add +4.2% | 1.92% | −0.03 |
| MO Altria Group Inc. | Add +1.8% | 2.27% | −0.23 |