Boyer Financial Services, Inc.: 13F holdings
CIK 21081222026Q2
| Positions | 57 |
|---|
| Reported value | $118.4m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 57 (+13 vs prior quarter) |
|---|
| Reported value | $118.4m (+25.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDG CAPITAL GROUP DIVIDEND GROWE | 316,839 | $12.0m | 10.1% |
| CGBL CAPITAL GROUP CORE BALANCED | 295,203 | $11.1m | 9.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 224,193 | $11.0m | 9.3% |
| CGGR CAPITAL GROUP GROWTH ETF | 229,402 | $10.7m | 9.0% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 183,101 | $7.5m | 6.3% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 258,527 | $5.8m | 4.9% |
| CGCB CAPITAL GRP FIXED INCM ETF T | 191,521 | $5.0m | 4.2% |
| SDVY FIRST TR EXCHANGE TRADED FD | 107,638 | $4.6m | 3.9% |
| CGUS CAPITAL GROUP CORE EQUITY ET | 102,276 | $4.5m | 3.8% |
| JBND J P MORGAN EXCHANGE TRADED F | 66,647 | $3.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2108122")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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