Boyce & Associates Wealth Consulting, Inc.

Est. AUM

$132.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	US QTLY DIV GRT	$17.8M	203008	13.51%	SOLE
2	VANECK ETF TRUST	MRNGSTR WDE MOAT	$9.9M	102596	7.51%	SOLE
3	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$8.8M	355244	6.66%	SOLE
4	LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.7M	165056	5.07%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$6.6M	236154	4.98%	SOLE
6	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$5.6M	119361	4.28%	SOLE
7	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$5.4M	108097	4.10%	SOLE
8	NVIDIA CORPORATION	COM	$4.5M	25515	3.37%	SOLE
9	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.3M	21127	2.47%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$3.2M	83005	2.43%	SOLE
11	VICTORY PORTFOLIOS II	SHARES FREE CASH	$3.2M	80403	2.40%	SOLE
12	ISHARES GOLD TR	ISHARES NEW	$2.8M	31925	2.13%	SOLE
13	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.7M	74618	2.08%	SOLE
14	APPLE INC	COM	$2.4M	9629	1.85%	SOLE
15	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.2M	55630	1.64%	SOLE
16	WALMART INC	COM	$1.9M	15445	1.45%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	3203	1.45%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	INCOME OPPRTNTES	$1.9M	84131	1.43%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$1.8M	72141	1.40%	SOLE
20	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.6M	14752	1.24%	SOLE
21	ALPS ETF TR	ALERIAN MLP	$1.5M	29301	1.17%	SOLE
22	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.5M	31307	1.16%	SOLE
23	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	30197	1.14%	SOLE
24	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.5M	42037	1.14%	SOLE
25	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$1.4M	29877	1.08%	SOLE
26	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	43562	1.01%	SOLE
27	MICROSOFT CORP	COM	$1.3M	3523	0.99%	SOLE
28	ALPHABET INC	CAP STK CL A	$1.2M	4165	0.91%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	11683	0.82%	SOLE
30	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.1M	27670	0.81%	SOLE
31	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.0M	9225	0.78%	SOLE
32	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$995K	7191	0.75%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$980K	58453	0.74%	SOLE
34	EXXON MOBIL CORP	COM	$980K	5776	0.74%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$952K	21243	0.72%	SOLE
36	AMAZON COM INC	COM	$920K	4420	0.70%	SOLE
37	AMERICAN CENTY ETF TR	US SML CP VALU	$913K	8267	0.69%	SOLE
38	PIMCO ETF TR	MULTISECTOR BD	$883K	33702	0.67%	SOLE
39	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$880K	13730	0.67%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$861K	17015	0.65%	SOLE
41	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$848K	47762	0.64%	SOLE
42	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$644K	18968	0.49%	SOLE
43	FIRST TR EXCHANGE-TRADED FD	WCM DEVELOPING W	$643K	38311	0.49%	SOLE
44	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$622K	8768	0.47%	SOLE
45	TESLA INC	COM	$588K	1581	0.45%	SOLE
46	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$562K	7616	0.43%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET ENE	$521K	8507	0.39%	SOLE
48	ALLIANT ENERGY CORP	COM	$517K	7206	0.39%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP GR ETF	$498K	17098	0.38%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$490K	3086	0.37%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.