Boyce & Associates Wealth Consulting, Inc.

CIK 0001922884 · Q2 2026

13F Equity AUM

$144.2M

+9.3% QoQ

Positions

+2 QoQ

AUM Rank

#7,195

Top 83%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,541 · Top 67%

vs S&P -4.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 37.4%Top 10: 54.7%Top 20: 72.4%

DGRW13.7%

MOAT7.6%

UCON6.2%

FNDX5.2%

LVHI4.8%

GPIX4.3%

JSCP4.0%

NVDA3.4%

FTC2.9%

VFLO2.7%

Others (72)45.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.3%

Technology6.4%

Other7.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 82Median: 0.50%Avg: 1.22%

0–0.5%

41(10.5%)

0.5–1%

16(11.4%)

1–3%

17(29.1%)

3–5%

4(16.4%)

5%+

4(32.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 82vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased52Decreased16Exited2

New Positions

MGK0.8%

+12K

JCPB0.2%

+5K

SMH0.2%

+351

FIRST TR EXCHANGE-TR…0.1%

+10K

Increased

FNDX5.2%

+7K(+3%)

VFLO2.7%

+6K(+7%)

FCEF1.5%

+4K(+5%)

DFAI1.7%

+4K(+8%)

LVHI4.8%

+4K(+2%)

DGRW13.7%

+3K(+2%)

DUHP2.3%

+3K(+4%)

NOBL0.3%

+3K(+89%)

JSCP4.0%

+3K(+3%)

AFLG2.6%

+3K(+3%)

Decreased

WMT0.5%

-8,943(-58%)

JPST0.5%

-2,872(-17%)

MSFT0.5%

-1,572(-45%)

FTCS0.7%

-1,422(-12%)

NVDA3.4%

-1,269(-5%)

SCHB0.2%

-1,212(-12%)

FMHI1.0%

-700(-2%)

VT0.7%

-400(-6%)

NTR0.1%

-399(-11%)

TSLA0.4%

-167(-11%)

Exited

VEA

-13,730

XLE

-8,507

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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