Boyce & Associates Wealth Consulting, Inc. reported 25 positions worth $34.56M for the quarter ended Sep 30, 2026, up 72.7% on the prior quarter. It opened 2 new positions, added to 14, trimmed 5 and exited 1. Its largest holding is Apple Inc. at 27.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +19.1K | +198.9% | $6.34M | 27.59% |
| EXPE Expedia Group, Inc. | +21.8K | – | $5.74M | 16.62% |
| NET Cloudflare, Inc. | +3,402 | – | $1.18M | 3.42% |
| AMZN Amazon Com Inc | +1,803 | +40.7% | $449.19K | 4.49% |
| IAU Ishares Gold Trust | +2,110 | +6.3% | $164.79K | 7.99% |
| NVDA Nvidia Corp | +254 | +1.0% | $58.01K | 16.19% |
| SHW Sherwin Williams Co | +91 | +11.4% | $29.43K | 0.832% |
| GOOGL Alphabet Inc. | +46 | +1.1% | $15.83K | 4.21% |
| NFLX Netflix Inc | +150 | +3.7% | $10.44K | 0.84% |
| LNT Alliant Energy Corp | +55 | +0.8% | $3.48K | 1.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLDM World Gold Trust | -4,931 | -100.0% | $391.62K | Exited |
| MSFT Microsoft Corp | -625 | -32.0% | $320.53K | 1.97% |
| TSLA Tesla, Inc. | -156 | -11.0% | $55.35K | 1.29% |
| XOM ExxonMobil Holdings Corp | -47 | -0.8% | $7.65K | 2.7% |
| ADSK Autodesk, Inc. | -6 | -0.6% | $1.25K | 0.627% |
| AVGO Broadcom Inc. | -3 | -0.3% | $1.05K | 1.06% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GLDM World Gold Trust | -4,931 | $391.62K | 1.96% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 28.6K | $9.53M | 27.59% | +19.1K | +198.9% | Added | 0% |
| 2 | EXPE Expedia Group, Inc. | Technology | 21.8K | $5.74M | 16.62% | +21.8K | – | New | 0.02% |
| 3 | NVDA Nvidia Corp | Technology | 24.5K | $5.60M | 16.19% | +254 | +1.0% | Added | 0% |
| 4 | IAU Ishares Gold Trust | Others | 35.4K | $2.76M | 7.99% | +2,110 | +6.3% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 6,230 | $1.55M | 4.49% | +1,803 | +40.7% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 4,233 | $1.46M | 4.21% | +46 | +1.1% | Added | 0% |
| 7 | NET Cloudflare, Inc. | Technology | 3,402 | $1.18M | 3.42% | +3,402 | – | New | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 5,730 | $932.64K | 2.7% | -47 | -0.8% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 1,326 | $680.04K | 1.97% | -625 | -32.0% | Reduced | 0% |
| 10 | WMT Walmart Inc. | Consumer Staples | 6,503 | $675.77K | 1.96% | +1 | +0.0% | Added | 0% |
| 11 | LNT Alliant Energy Corp | Utilities | 7,261 | $459.62K | 1.33% | +55 | +0.8% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 1,258 | $446.35K | 1.29% | -156 | -11.0% | Reduced | 0% |
| 13 | FSK FS KKR Capital Corp | Financial Services | 35.3K | $387.95K | 1.12% | +2 | +0.0% | Added | 0.01% |
| 14 | AVGO Broadcom Inc. | Technology | 1,042 | $365.99K | 1.06% | -3 | -0.3% | Reduced | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 1,396 | $365.13K | 1.06% | +1 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Boyce & Associates Wealth Consulting.
As of its Q3 2026 13F filing, Boyce & Associates Wealth Consulting, Inc.’s five largest positions were Apple Inc. (AAPL) at 27.6%, Expedia Group, Inc. (EXPE) at 16.6%, Nvidia Corp (NVDA) at 16.2%, Ishares Gold Trust (IAU) at 8.0%, Amazon Com Inc (AMZN) at 4.5% of the reported portfolio.
Boyce & Associates Wealth Consulting, Inc. reported a 13F portfolio worth $34.56M across 25 positions for Q3 2026. That is up 72.7% from the previous quarter.
Its largest purchases by value were Apple Inc. ($6.34M), Expedia Group, Inc. ($5.74M), Cloudflare, Inc. ($1.18M). It opened 2 new positions.
Its largest sales by value were World Gold Trust ($391.62K), Microsoft Corp ($320.53K), Tesla, Inc. ($55.35K). It exited 1 positions entirely.
From the Form 13F-HR reports Boyce & Associates Wealth Consulting, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.