Dickmeyer Boyce Financial Management, Inc.: 13F holdings
CIK 20383252026Q2
| Positions | 129 |
|---|
| Reported value | $193.0m |
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| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 129 (+4 vs prior quarter) |
|---|
| Reported value | $193.0m (+13.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBND FIDELITY MERRIMACK STR TR | 252,970 | $11.5m | 6.0% |
| AAPL APPLE INC | 31,394 | $9.1m | 4.7% |
| IWR ISHARES TR | 68,403 | $7.5m | 3.9% |
| SCHD SCHWAB STRATEGIC TR | 236,152 | $7.5m | 3.9% |
| DON WISDOMTREE TR | 124,755 | $7.1m | 3.7% |
| VYM VANGUARD WHITEHALL FDS | 42,146 | $6.7m | 3.5% |
| VTEB VANGUARD MUN BD FDS | 121,565 | $6.1m | 3.2% |
| MSFT MICROSOFT CORP | 15,818 | $5.9m | 3.1% |
| JNJ JOHNSON & JOHNSON | 21,392 | $5.4m | 2.8% |
| DGRW WISDOMTREE TR | 55,899 | $5.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2038325")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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