Boyer Financial Services, Inc. Portfolio Holdings

Boyer Financial Services, Inc.

  • $94.3 Billion
  • Q4 2025

Boyer Financial Services, Inc. has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $94.3 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Dividend Growe with a value of $10.2B, Capital Group Divid Value ETF with a value of $9.39B, Capital Group Core Balanced with a value of $9.03B, Capital Group Growth ETF Shs C with a value of $8.51B, and Capital Group Global Growth Eq with a value of $5.6B.

Examining the 13F form we can see an increase of $94.3B in the current position value.

Boyer Financial Services, Inc. is based out at Newport Beach, CA

Below you can find more details about Boyer Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $94.3 Billion
ETFs: $38.1 Billion
Technology: $3.72 Billion
Consumer Cyclical: $1.79 Billion
Communication Services: $597 Million
Energy: $559 Million
Industrials: $365 Million
Real Estate: $287 Million
Utilities: $36.3 Million
Other: $32.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.9M
$36.3 Million 0.04% of portfolio
15,233
Q4 2025 New
$63.2M
$32.9 Million 0.03% of portfolio
33,100
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $94.3 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 51 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Boyer Financial Services, Inc. Portfolio

Follow Boyer Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boyer Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Boyer Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email