Boyer Financial Services
$118M 13F equity value
60 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Boyer Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 316,839 | $12M | 10.1% |
| CGBL | CAPITAL GROUP CORE BALANCED | 295,203 | $11M | 9.4% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 224,193 | $11M | 9.3% |
| CGGR | CAPITAL GROUP GROWTH ETF | 229,402 | $11M | 9.0% |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 183,101 | $7M | 6.3% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 258,527 | $6M | 4.9% |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 191,521 | $5M | 4.2% |
| SDVY | FIRST TR EXCHANGE TRADED FD | 107,638 | $5M | 3.9% |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 102,276 | $5M | 3.8% |
| JBND | J P MORGAN EXCHANGE TRADED F | 66,647 | $4M | 3.0% |
Track Boyer Financial Services's 13F portfolio: $118M in reported holdings, 60 positions. Top holdings and quarterly changes on SentiSense.
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