Boyer Financial Services, Inc.
Boyer Financial Services, Inc. is an Investment Adviser institutional filer with the SEC under CIK 2108122, reporting 61 portfolio positions, with 3 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: CA
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-23
Top 10 portfolio positions
The largest reported holdings in Boyer Financial Services, Inc.'s most recent 13F filing, ranked by reported market value.
- CAPITAL GROUP DIVIDEND GROWE (CGDG)
- CAPITAL GROUP GROWTH ETF (CGGR)
- CAPITAL GROUP DIVIDEND VALUE (CGDV)
- CAPITAL GROUP CORE BALANCED (CGBL)
- CAPITAL GROUP GBL GROWTH EQT (CGGO)
- CAPITAL GRP FIXED INCM ETF T (CGCP)
- FIRST TR EXCHANGE-TRADED FD (ACYN)
- CAPITAL GRP FIXED INCM ETF T (CGCB)
- CAPITAL GROUP CORE EQUITY ET (CGUS)
- FIRST TR EXCHANGE TRADED FD (SDVY)
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