Boyer Financial Services, Inc.

NEWPORT BEACH, CA · CIK 2108122 · 13F filing filed 2026-04-10

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 +0.0% vs Q4 2025

44positions

69.3%in top 10

2 new 21 added 17 reduced 9 sold out vs Q4 2025

Holdings, Q1 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	297,169	$10.7m11.31%	11.31%	Added +12.7k	+12,670 4.5%
2	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	292,944	$10.1m10.69%	10.69%	Added +39.0k	+39,028 15.4%
3	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	224,553	$9.6m10.13%	10.13%	Added +11.0k	+10,960 5.1%
4	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	208,377	$8.4m8.88%	8.88%	Added +17.3k	+17,312 9.1%
5	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	173,332	$5.8m6.13%	6.13%	Added +14.2k	+14,154 8.9%
6	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	193,633	$5.1m5.39%	5.39%	Added +5.4k	+5,402 2.9%
7	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	207,303	$4.6m4.91%	4.91%	Added +11.3k	+11,307 5.8%
8	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	96,951	$3.8m4.05%	4.05%	Added +1.0k	+1,045 1.1%
9	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	99,424	$3.8m4.05%	4.05%	Added +5.9k	+5,920 6.3%
10	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	131,025	$3.6m3.78%	3.78%	Reduced -2.0k	-2,024 -1.5%
11	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	53,260	$2.9m3.04%	3.04%	Reduced -17.3k	-17,309 -24.5%
12	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	81,280	$2.5m2.64%	2.64%	Added +5.7k	+5,689 7.5%
13	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	76,231	$2.2m2.37%	2.37%	Added +13.4k	+13,367 21.3%
14	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	72,680	$2.2m2.35%	2.35%	Added +8.7k	+8,683 13.6%
15	EA SERIES TRUST TBG DIVIDEND FOC TBG	TBG	62,788	$2.2m2.32%	2.32%	Reduced -6.0k	-6,043 -8.8%
16	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	27,483	$2.1m2.21%	2.21%	Added +6.8k	+6,774 32.7%
17	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	61,794	$2.0m2.07%	2.07%	Added +8.4k	+8,358 15.6%
18	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	22,664	$1.5m1.64%	1.64%	Added +4.6k	+4,632 25.7%
19	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	91,236	$1.5m1.62%	1.62%	Added +23.1k	+23,109 33.9%
20	ALPS ETF TR SMITH CORE PLUS SMTH	SMTH	39,699	$1.0m1.08%	1.08%	Reduced -17.9k	-17,907 -31.1%
21	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	36,834	$950.0k1.01%	1.01%	Added +8.3k	+8,285 29.0%
22	AB ACTIVE ETFS INC DISRUPTORS ETF FWD	FWD	6,192	$672.2k0.71%	0.71%	Added +1.2k	+1,213 24.4%
23	MICROSOFT CORP COM MSFT	MSFT	1,782	$659.6k0.70%	0.70%	Reduced -169	-169 -8.7%
24	AMAZON COM INC COM AMZN	AMZN	3,088	$643.1k0.68%	0.68%	Added +539	+539 21.1%
25	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	5,562	$596.8k0.63%	0.63%	Added +392	+392 7.6%
26	TESLA INC COM TSLA	TSLA	1,568	$582.9k0.62%	0.62%	Reduced -500	-500 -24.2%
27	NVIDIA CORPORATION COM NVDA	NVDA	3,300	$575.5k0.61%	0.61%	Reduced -990	-990 -23.1%
28	APPLE INC COM AAPL	AAPL	1,780	$451.7k0.48%	0.48%	Reduced -675	-675 -27.5%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,298	$416.4k0.44%	0.44%	Reduced -29	-29 -2.2%
30	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,152	$389.3k0.41%	0.41%	Reduced -875	-875 -43.2%
31	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	9,978	$377.6k0.40%	0.40%	Unchanged
32	BROADCOM INC COM AVGO	AVGO	1,082	$334.9k0.36%	0.36%	Reduced -864	-864 -44.4%
33	PUBLIC STORAGE COM PSA	PSA	1,111	$301.1k0.32%	0.32%	Unchanged
34	CHEVRON CORP NEW COM CVX	CVX	1,427	$295.2k0.31%	0.31%	Reduced -102	-102 -6.7%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	923	$265.4k0.28%	0.28%	Reduced -250	-250 -21.3%
36	LENNAR CORP CL A LEN	LEN	2,947	$255.9k0.27%	0.27%	Unchanged
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	350	$227.6k0.24%	0.24%	Reduced -4	-4 -1.1%
38	SPDR GOLD TR GOLD SHS GLD	GLD	517	$222.5k0.24%	0.24%	Reduced -3	-3 -0.6%
39	JOHNSON & JOHNSON COM JNJ	JNJ	859	$210.0k0.22%	0.22%	New
40	VANGUARD WORLD FD INF TECH ETF VGT	VGT	289	$201.6k0.21%	0.21%	Reduced -4	-4 -1.4%
41	REDCLOUD HLDGS PLC SHS RCT	RCT	145,386	$103.2k0.11%	0.11%	Added +22.0k	+22,047 17.9%
42	CARDIOL THERAPEUTICS INC COM CL A CRDL	CRDL	23,100	$31.2k0.03%	0.03%	Reduced -10.0k	-10,000 -30.2%
43	MONTAUK RENEWABLES INC COM MNTK	MNTK	22,990	$26.4k0.03%	0.03%	New
44	KINDLY MD INC COM COM		31,902	$7.0k0.01%	0.01%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
EMCOR GROUP INC EME	EME	572	$365.3k572 shares
T ROWE PRICE ETF INC TCAF	TCAF	8,174	$311.6k8.2k shares
APOGEE THERAPEUTICS INC		3,126	$236.9k3.1k shares
META PLATFORMS INC META	META	349	$227.0k349 shares
FIRST TR EXCHNG TRADED FD VI BUFR	BUFR	5,913	$202.8k5.9k shares
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	3,495	$200.3k3.5k shares
MARKER THERAPEUTICS INC MRKR	MRKR	36,817	$56.7k36.8k shares
OPAL FUELS INC OPAL	OPAL	15,233	$36.3k15.2k shares
NIP GROUP INC		20,800	$23.9k20.8k shares