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Boyer Financial Services - Q1 2026 13F Filings

BO

Boyer Financial Services, Inc.

CIK: 0002108122
Address: California Newport Beach 4063 Birch Street Suite 150
$94.32 M
Portfolio Value
44
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CGBL Capital Group Core Balanced Etf
+$1.34 M
2. CGGR Capital Group Growth Etf
+$695,770.64
3. JIRE Jpmorgan Int Res Enh Eqty
+$513,062.66
4. CGGO Capital Group Global Growth Equity Etf
+$472,318.09
5. CGDV Capital Group Dividend Value Etf
+$466,239.05

Top Sells

Q1 2026
1. JBND Jpmorgan Active Bond Etf
−$930,705.51
2. SMTH Alps/Smith Core Plus Bond Etf
−$461,196.25
3. EME Emcor Group
−$365,308
4. TCAF T Rowe Price Capital Appreciation Equity Etf
−$311,593
5. TSM Taiwan Semiconductor Manufacturing Company Limited
−$295,705.95

Asset Allocation

Stocks/ETFs
+0.04%
$94.32 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Boyer Financial Services Q1 2026 Filing Summary

Boyer Financial Services, Inc. filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 94.32 M reflecting a +0.04% change from the prior quarter, spanning 44 assets. The top 10 holdings comprised 69.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Boyer Financial Services’s Q1 2026 Filing

Boyer Financial Services submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Boyer Financial Services reported a managed portfolio value of 94.32 M, consisting of 44 individual positions.

This page displays the raw filing documents. To see which stocks Boyer Financial Services bought or sold during Q1 2026, please visit Boyer Financial Services's Portfolio Analysis page.