Dickmeyer Boyce Financial Management, Inc.

Est. AUM

$169.9M

13F long equity, this entity only

Positions

125

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.0M	241396	6.48%	SOLE
2	APPLE INC	COM	$8.0M	31350	4.68%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.0M	226769	4.09%	SOLE
4	ISHARES TR	RUS MID CAP ETF	$6.5M	67057	3.84%	SOLE
5	WISDOMTREE TR	US MIDCAP DIVID	$6.5M	123701	3.82%	SOLE
6	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.0M	40530	3.53%	SOLE
7	MICROSOFT CORP	COM	$5.5M	14901	3.25%	SOLE
8	JOHNSON & JOHNSON	COM	$5.4M	22019	3.17%	SOLE
9	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.3M	106969	3.14%	SOLE
10	WISDOMTREE TR	US QTLY DIV GRT	$4.6M	52813	2.73%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$3.4M	17515	2.02%	SOLE
12	ABBVIE INC	COM	$3.4M	15684	2.01%	SOLE
13	JPMORGAN CHASE & CO	COM	$3.3M	11241	1.95%	SOLE
14	VERIZON COMMUNICATIONS INC	COM	$2.9M	57862	1.71%	SOLE
15	WISDOMTREE TR	US LARGECAP DIVD	$2.7M	30328	1.59%	SOLE
16	WISDOMTREE TR	US SMALLCAP DIVD	$2.7M	74016	1.57%	SOLE
17	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.6M	28041	1.56%	SOLE
18	VANGUARD MALVERN FDS	CORE BD ETF	$2.6M	34019	1.55%	SOLE
19	NVIDIA CORPORATION	COM	$2.5M	14540	1.49%	SOLE
20	STARBUCKS CORP	COM	$2.5M	28249	1.49%	SOLE
21	CISCO SYS INC	COM	$2.4M	30557	1.40%	SOLE
22	WISDOMTREE TR	US S CAP QTY DIV	$2.2M	42315	1.32%	SOLE
23	ALPHABET INC	CAP STK CL C	$2.1M	7328	1.24%	SOLE
24	REALTY INCOME CORP	COM	$2.1M	33893	1.22%	SOLE
25	AMAZON COM INC	COM	$2.0M	9772	1.20%	SOLE
26	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1.6M	50262	0.96%	SOLE
27	ILLINOIS TOOL WKS INC	COM	$1.6M	6112	0.94%	SOLE
28	WALMART INC	COM	$1.6M	12616	0.92%	SOLE
29	PEPSICO INC	COM	$1.5M	9599	0.88%	SOLE
30	PROCTER & GAMBLE CO	COM	$1.4M	10000	0.85%	SOLE
31	WISDOMTREE TR	US HIGH DIVIDEND	$1.4M	12673	0.81%	SOLE
32	CHEVRON CORPORATION	COM	$1.4M	6658	0.81%	SOLE
33	DUKE ENERGY CORP NEW	COM NEW	$1.4M	10458	0.81%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$1.2M	1864	0.72%	SOLE
35	WELLS FARGO & CO	COM	$1.2M	15220	0.71%	SOLE
36	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.2M	3550	0.71%	SOLE
37	LOCKHEED MARTIN CORP	COM	$1.2M	1937	0.69%	SOLE
38	EXXON MOBIL CORP	COM	$1.2M	6798	0.68%	SOLE
39	AMERICAN ELEC PWR CO INC	COM	$1.1M	8769	0.68%	SOLE
40	ARES CAPITAL CORP	COM	$1.1M	63395	0.67%	SOLE
41	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$1.1M	16665	0.66%	SOLE
42	MERCK & CO INC	COM	$1.1M	9238	0.65%	SOLE
43	ELI LILLY & CO	COM	$1.0M	1132	0.61%	SOLE
44	TORONTO DOMINION BK ONT	COM NEW	$1.0M	11085	0.61%	SOLE
45	AMGEN INC	COM	$1.0M	2888	0.60%	SOLE
46	AFLAC INC	COM	$1.0M	9148	0.59%	SOLE
47	SCHWAB STRATEGIC TR	US SML CAP ETF	$986K	33916	0.58%	SOLE
48	3M CO	COM	$972K	6692	0.57%	SOLE
49	RIO TINTO PLC	SPONSORED ADR	$947K	10155	0.56%	SOLE
50	SYSCO CORP	COM	$930K	13033	0.55%	SOLE

1–50 of 125

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