Boyer Financial Services, Inc.

Q1 2026 13F-HR Holdings

Location
Newport Beach, CA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$94,317
Net value change ($000)
+36 (0.0%)
New positions
2
Sold out positions
9
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGBL 1,053 11.7%
JIRE 511 32.5%
CGDG 437 4.3%
CGMM 401 21.8%
SCHD 398 19.0%
WCMI 349 29.6%
RDVY 283 22.4%
CGNG 210 12.1%
JNJ 210 NEW
CGSD 208 28.0%
Top Reduces (Value $000, Stocks/ETFs)
SMTH -479 -31.9%
EME -365 -100.0%
AVGO -341 -50.4%
TSLA -323 -35.7%
TCAF -312 -100.0%
MSFT -263 -28.5%
TSM -259 -40.0%
APGE -237 -100.0%
NVDA -234 -28.9%
META -227 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type