Boyer Financial Services, Inc.
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 118,446
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 57 | 118,446 | 13F-HR | Boyer Financial Services, Inc. |
| Q1 2026 | 4/10/2026 | 44 | 94,317 | 13F-HR | Boyer Financial Services, Inc. |
| Q4 2025 | 1/30/2026 | 51 | 94,281 | 13F-HR | Boyer Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.65 K | 44.5% | 10.02 K | 0 | 10.02 K |
| ETFs | 57.23 K | 48.3% | 13.49 K | 0 | 13.49 K |
| Debt | 8.563 K | 7.2% | 614 | 0 | 614 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
118,446
Holdings
57
QoQ value change ($000)
24,129
(25.6%)
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.