Boyce & Associates Wealth Consulting, Inc.
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$132M
Holdings
80
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRW
WISDOMTREE TR
Q1 2026: Increased +5.2% (193.0k → 203.0k shares)
13.5%
02
$MOAT
VANECK ETF TRUST
Q1 2026: Sold 0.8% (103.4k → 102.6k shares)
7.5%
03
$UCON
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Sold 1.6% (361.1k → 355.2k shares)
6.7%
04
$LVHI
LEGG MASON ETF INVT
Q1 2026: Sold 5.3% (174.3k → 165.1k shares)
5.1%
05
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Increased +2.9% (229.5k → 236.2k shares)
5.0%
06
$JSCP
J P MORGAN EXCHANGE TRADED F
Q1 2026: New position (119.4k shares)
4.3%
07
$GPIX
GOLDMAN SACHS ETF TR
Q1 2026: Sold 6.7% (115.9k → 108.1k shares)
4.1%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +0.8% (25.3k → 25.5k shares)
3.4%
09
$FTC
FIRST TR EXCHANGE-TRADED ALP
Q1 2026: Increased +75.1% (12.1k → 21.1k shares)
2.5%
10
$AFLG
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Increased +23.6% (67.1k → 83.0k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 17:33 UTC.