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Portfolio (Quarterly) Guide ↗

Boyce & Associates Wealth Consulting, Inc.

· CIK 0001922884
13F Portfolio $119M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTV VANGUARD INDEX FDS 1,424.0 $272K 0.23% NEW $190.95 +9.5%
62 SLV ISHARES SILVER TR Financial Services 4,014.0 $259K 0.22% NEW $64.42 +7.8%
63 SHW SHERWIN WILLIAMS CO Basic Materials 794.0 $257K 0.22% NEW $323.84 -5.0%
64 VNOM VIPER ENERGY INC Energy 6,367.0 $246K 0.21% NEW $38.63 +23.5%
65 NTR NUTRIEN LTD Basic Materials 3,894.0 $240K 0.20% NEW $61.72 +13.8%
66 SPY SPDR S&P 500 ETF TR Financial Services 342.0 $233K 0.20% NEW $682.18 +8.9%
67 SHM SPDR SERIES TRUST 4,645.0 $223K 0.19% NEW $47.99 -0.5%
68 ONEO SPDR SERIES TRUST 1,658.0 $214K 0.18% NEW $129.37 +11.8%
69 MSFT MICROSOFT CORP Technology 434.0 $210K 0.18% NEW $483.34 -13.3%
70 FNX FIRST TR EXCHANGE-TRADED ALP 1,658.0 $209K 0.17% NEW $125.98 +9.4%
71 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,586.0 $207K 0.17% NEW $130.50 -5.1%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 698.0 $207K 0.17% NEW $296.12 -14.6%
73 IEF ISHARES TR 2,130.0 $205K 0.17% NEW $96.16 -2.5%
74 XOM EXXON MOBIL CORP Energy 1,699.0 $204K 0.17% NEW $120.33 +29.9%
75 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 25,966.0 $48K 0.04% NEW $1.84 +128.3%
Page 4 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.7%
Financial Services 21.7%
Communication Services 9.6%
Consumer Cyclical 9.5%
Basic Materials 2.7%
Industrials 2.5%
Energy 2.5%
Consumer Defensive 2.2%
Healthcare 1.5%
Utilities 1.1%