Vault-13

Boyer Financial Services, Inc.

NEWPORT BEACH, CA · CIK 2108122 · 13F filing filed 2026-01-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$94.3m reported value
51positions
67.3%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG CGDG 284,499 $10.2m10.85% 10.85% First filing
2 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV CGDV 213,593 $9.4m9.96% 9.96% First filing
3 CAPITAL GROUP CORE BALANCED SHS CGBL CGBL 253,916 $9.0m9.57% 9.57% First filing
4 CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR CGGR 191,065 $8.5m9.03% 9.03% First filing
5 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO CGGO 159,178 $5.6m5.93% 5.93% First filing
6 CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB CGCB 188,231 $5.0m5.29% 5.29% First filing
7 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP CGCP 195,996 $4.4m4.71% 4.71% First filing
8 J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND JBND 70,569 $3.8m4.04% 4.04% First filing
9 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS CGUS 93,504 $3.8m4.00% 4.00% First filing
10 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY SDVY 95,906 $3.7m3.94% 3.94% First filing
11 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS CGMS 133,049 $3.7m3.90% 3.90% First filing
12 EA SERIES TRUST TBG DIVIDEND FOC TBG TBG 68,831 $2.3m2.45% 2.45% First filing
13 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 75,591 $2.1m2.22% 2.22% First filing
14 CAPITAL GROUP GLOBAL EQUITY SHS CGGE CGGE 63,997 $2.0m2.17% 2.17% First filing
15 CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM CGMM 62,864 $1.8m1.95% 1.95% First filing
16 CAPITAL GROUP NEW GEOGRAPHY SHS CGNG CGNG 53,436 $1.7m1.85% 1.85% First filing
17 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE JIRE 20,709 $1.6m1.67% 1.67% First filing
18 ALPS ETF TR SMITH CORE PLUS SMTH SMTH 57,606 $1.5m1.59% 1.59% First filing
19 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY RDVY 18,032 $1.3m1.34% 1.34% First filing
20 FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI WCMI 68,127 $1.2m1.25% 1.25% First filing
21 MICROSOFT CORP COM MSFT MSFT 1,951 $922.7k0.98% 0.98% First filing
22 TESLA INC COM TSLA TSLA 2,068 $905.9k0.96% 0.96% First filing
23 NVIDIA CORPORATION COM NVDA NVDA 4,290 $810.2k0.86% 0.86% First filing
24 CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD CGSD 28,549 $742.0k0.79% 0.79% First filing
25 BROADCOM INC COM AVGO AVGO 1,946 $676.5k0.72% 0.72% First filing
26 APPLE INC COM AAPL AAPL 2,455 $665.3k0.71% 0.71% First filing
27 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 2,027 $647.8k0.69% 0.69% First filing
28 ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM QTUM 5,170 $581.0k0.62% 0.62% First filing
29 AMAZON COM INC COM AMZN AMZN 2,549 $577.3k0.61% 0.61% First filing
30 AB ACTIVE ETFS INC DISRUPTORS ETF FWD FWD 4,979 $531.7k0.56% 0.56% First filing
31 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 1,327 $446.3k0.47% 0.47% First filing
32 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,173 $369.7k0.39% 0.39% First filing
33 EMCOR GROUP INC COM EME EME 572 $365.3k0.39% 0.39% First filing
34 ENTERPRISE PRODS PARTNERS L COM EPD EPD 9,978 $320.9k0.34% 0.34% First filing
35 T ROWE PRICE ETF INC CAP APPRECIATION TCAF TCAF 8,174 $311.6k0.33% 0.33% First filing
36 LENNAR CORP CL A LEN LEN 2,947 $307.1k0.33% 0.33% First filing
37 PUBLIC STORAGE COM PSA PSA 1,111 $287.3k0.30% 0.30% First filing
38 SPDR S&P 500 ETF TR TR UNIT SPY SPY 354 $241.8k0.26% 0.26% First filing
39 CHEVRON CORP NEW COM CVX CVX 1,529 $238.4k0.25% 0.25% First filing
40 APOGEE THERAPEUTICS INC COM COM 3,126 $236.9k0.25% 0.25% First filing
41 META PLATFORMS INC CL A META META 349 $227.0k0.24% 0.24% First filing
42 VANGUARD WORLD FD INF TECH ETF VGT VGT 293 $221.5k0.23% 0.23% First filing
43 SPDR GOLD TR GOLD SHS GLD GLD 520 $207.1k0.22% 0.22% First filing
44 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR BUFR 5,913 $202.8k0.22% 0.22% First filing
45 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI JEPI 3,495 $200.3k0.21% 0.21% First filing
46 REDCLOUD HLDGS PLC SHS RCT RCT 123,339 $176.4k0.19% 0.19% First filing
47 MARKER THERAPEUTICS INC COM NEW MRKR MRKR 36,817 $56.7k0.06% 0.06% First filing
48 OPAL FUELS INC CLASS A COM OPAL OPAL 15,233 $36.3k0.04% 0.04% First filing
49 CARDIOL THERAPEUTICS INC COM CL A CRDL CRDL 33,100 $32.9k0.03% 0.03% First filing
50 NIP GROUP INC SPONSORED ADS SPONSORED ADS 20,800 $23.9k0.03% 0.03% First filing
51 KINDLY MD INC COM COM 31,902 $13.0k0.01% 0.01% First filing