Boyer Financial Services, Inc. 13F Holdings · Q2 2026
Boyer Financial Services, Inc. reported 57 securities worth $118.45M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CGDG (10.13%), CGBL (9.41%), CGDV (9.27%). Among its top 25 positions this quarter: 4 new, 16 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $12.0M | 10.13% | 316,839 | Added |
| 2 | CGBL | CAPITAL GROUP CORE BALANCED | $11.1M | 9.41% | 295,203 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.0M | 9.27% | 224,193 | Trimmed |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $10.7M | 9.01% | 229,402 | Added |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.5M | 6.30% | 183,101 | Added |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | $5.8M | 4.87% | 258,527 | Added |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | $5.0M | 4.23% | 191,521 | Trimmed |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.6M | 3.92% | 107,638 | Added |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | $4.5M | 3.81% | 102,276 | Added |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | $3.6M | 3.00% | 66,647 | Added |
| 11 | CGMM | CAPITAL GROUP EQUITY ETF TR | $3.2M | 2.71% | 98,023 | Added |
| 12 | CGMS | CAPITAL GRP FIXED INCM ETF T | $2.9M | 2.47% | 106,902 | Trimmed |
| 13 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $2.9M | 2.41% | 81,652 | Added |
| 14 | SCHD | SCHWAB STRATEGIC TR | $2.7M | 2.25% | 82,356 | Added |
| 15 | TBG | EA SERIES TRUST | $2.7M | 2.24% | 71,135 | Added |
| 16 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2.5M | 2.09% | 68,401 | Added |
| 17 | IWF | ISHARES TR | $2.4M | 1.99% | 19,488 | New |
| 18 | WCMI | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.96% | 119,840 | Added |
| 19 | ACYN | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.91% | 110,015 | New |
| 20 | JIVE | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.73% | 22,235 | New |
| 21 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.8M | 1.52% | 22,398 | Trimmed |
| 22 | QTUM | ETF SER SOLUTIONS | $1.0M | 0.88% | 6,715 | Added |
| 23 | JIRE | J P MORGAN EXCHANGE TRADED F | $904,398 | 0.76% | 10,924 | Trimmed |
| 24 | AAPL | APPLE INC | $820,339 | 0.69% | 2,658 | Added |
| 25 | IWD | ISHARES TR | $818,175 | 0.69% | 3,315 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR