Boyce & Associates Wealth Consulting, Inc.
All 13F Filings
- Location
- Cedar Park, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 164,715
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 79 | 164,715 | 13F-HR | Boyce & Associates Wealth Consulting, Inc. |
| Q2 2026 | 7/23/2026 | 82 | 144,243 | 13F-HR | Boyce & Associates Wealth Consulting, Inc. |
| Q1 2026 | 4/13/2026 | 80 | 132,033 | 13F-HR | Boyce & Associates Wealth Consulting, Inc. |
| Q4 2025 | 1/20/2026 | 75 | 119,313 | 13F-HR | Boyce & Associates Wealth Consulting, Inc. |
| Q3 2025 | 10/22/2025 | 73 | 122,199 | 13F-HR | Boyce & Associates Wealth Consulting, Inc. |
| Q2 2025 | 7/15/2025 | 70 | 109,531 | 13F-HR | Boyce & Associates Wealth Consulting, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.81 K | 40.6% | 15.57 K | 0 | 15.57 K |
| ETFs | 97.9 K | 59.4% | 5.876 K | 0 | 5.876 K |
| Debt | 0 | 0.0% | 0 | 975 | -975 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
164,715
Holdings
79
QoQ value change ($000)
20,472
(14.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.