Dickmeyer Boyce Financial Management, Inc. - Portfolio overview

Dickmeyer Boyce Financial Management, Inc. has 125 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 6.48%
2. AAPL - APPLE INC, 4.68%
3. SCHD - SCHWAB STRATEGIC TR, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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