Boyce & Associates Wealth Consulting, Inc. - Portfolio overview

Boyce & Associates Wealth Consulting, Inc. has 84 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE TR, 13.40%
2. MOAT - VANECK ETF TRUST, 7.46%
3. UCON - FIRST TR EXCHNG TRADED FD VI, 6.61%

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

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