Boyce & Associates Wealth Consulting, Inc.

CIK 0001922884 · Q1 2026

13F Equity AUM

$132.0M

+10.7% QoQ

Positions

+5 QoQ

AUM Rank

#9,016

Top 72%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #5,565 · Top 68%

vs S&P -8.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 37.7%Top 10: 54.4%Top 20: 71.4%

DGRW13.5%

MOAT7.5%

UCON6.7%

LVHI5.1%

FNDX5.0%

JSCP4.3%

GPIX4.1%

NVDA3.4%

FTC2.5%

AFLG2.4%

Others (70)45.6%

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

Sector Allocation

Financial Services84.5%

Technology6.8%

Financials2.1%

Other6.5%

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

Position Sizing

Positions: 80Median: 0.65%Avg: 1.25%

0–0.5%

39(10.6%)

0.5–1%

15(11.3%)

1–3%

18(28.7%)

3–5%

4(16.7%)

5%+

4(32.8%)

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

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Portfolio Overlap

Shared: 75Unique: 5vs 20 funds

1%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.5%

1.5%

1.3%

1.8%

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New8Increased41Decreased23Exited3

New Positions

JSCP4.3%

+119K

VFLO2.4%

+80K

PYLD0.7%

+34K

VEA0.7%

+14K

XLE0.4%

+9K

LNT0.4%

+7K

4I10.2%

+2K

CSCO0.2%

+3K

Increased

WCMI0.7%

+26K(+82%)

FCEF1.4%

+23K(+39%)

WCME0.5%

+18K(+86%)

AFLG2.4%

+16K(+24%)

FNDF1.2%

+13K(+69%)

WMT1.4%

+12K(+338%)

DGRW13.5%

+10K(+5%)

FTC2.5%

+9K(+75%)

FPE0.6%

+8K(+21%)

RDVI1.4%

+8K(+12%)

Decreased

JPST0.7%

-80,146(-82%)

FTCS0.8%

-20,319(-63%)

LVHI5.1%

-9,287(-5%)

GPIX4.1%

-7,808(-7%)

UCON6.7%

-5,872(-2%)

SPMO0.8%

-5,142(-36%)

AMLP1.2%

-2,383(-8%)

DFEV1.1%

-2,233(-5%)

SCHB0.2%

-979(-9%)

FNDA0.3%

-841(-6%)

Exited

BRK/B

-1,588

-315

IBM

-698

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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