Boyer Financial Services, Inc.

NEWPORT BEACH, CA · CIK 2108122 · 13F filing filed 2026-07-20

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.

$118.4m reported value +25.6% vs Q1 2026

57positions

63.9%in top 10

16 new 28 added 10 reduced 3 sold out vs Q1 2026

Holdings, Q2 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	316,839	$12.0m10.13%	10.13%	Added +19.7k	+19,670 6.6%
2	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	295,203	$11.1m9.41%	9.41%	Added +2.3k	+2,259 0.8%
3	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	224,193	$11.0m9.27%	9.27%	Reduced -360	-360 -0.2%
4	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	229,402	$10.7m9.01%	9.01%	Added +21.0k	+21,025 10.1%
5	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	183,101	$7.5m6.30%	6.30%	Added +9.8k	+9,769 5.6%
6	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	258,527	$5.8m4.87%	4.87%	Added +51.2k	+51,224 24.7%
7	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	191,521	$5.0m4.23%	4.23%	Reduced -2.1k	-2,112 -1.1%
8	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	107,638	$4.6m3.92%	3.92%	Added +10.7k	+10,687 11.0%
9	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	102,276	$4.5m3.81%	3.81%	Added +2.9k	+2,852 2.9%
10	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	66,647	$3.6m3.00%	3.00%	Added +13.4k	+13,387 25.1%
11	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	98,023	$3.2m2.71%	2.71%	Added +21.8k	+21,792 28.6%
12	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	106,902	$2.9m2.47%	2.47%	Reduced -24.1k	-24,123 -18.4%
13	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	81,652	$2.9m2.41%	2.41%	Added +9.0k	+8,972 12.3%
14	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	82,356	$2.7m2.25%	2.25%	Added +1.1k	+1,076 1.3%
15	EA SERIES TRUST TBG DIVIDEND FOC TBG	TBG	71,135	$2.7m2.24%	2.24%	Added +8.3k	+8,347 13.3%
16	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	68,401	$2.5m2.09%	2.09%	Added +6.6k	+6,607 10.7%
17	ISHARES TR RUS 1000 GRW ETF IWF	IWF	19,488	$2.4m1.99%	1.99%	New
18	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	119,840	$2.3m1.96%	1.96%	Added +28.6k	+28,604 31.4%
19	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	110,015	$2.3m1.91%	1.91%	New
20	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	22,235	$2.1m1.73%	1.73%	New
21	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	22,398	$1.8m1.52%	1.52%	Reduced -266	-266 -1.2%
22	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	6,715	$1.0m0.88%	0.88%	Added +1.2k	+1,153 20.7%
23	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	10,924	$904.4k0.76%	0.76%	Reduced -16.6k	-16,559 -60.2%
24	APPLE INC COM AAPL	AAPL	2,658	$820.3k0.69%	0.69%	Added +878	+878 49.3%
25	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,315	$818.2k0.69%	0.69%	New
26	MICROSOFT CORP COM MSFT	MSFT	1,898	$741.2k0.63%	0.63%	Added +116	+116 6.5%
27	NVIDIA CORPORATION COM NVDA	NVDA	3,785	$737.4k0.62%	0.62%	Added +485	+485 14.7%
28	AB ACTIVE ETFS INC DISRUPTORS ETF FWD	FWD	5,211	$716.7k0.61%	0.61%	Reduced -981	-981 -15.8%
29	TESLA INC COM TSLA	TSLA	1,820	$716.1k0.60%	0.60%	Added +252	+252 16.1%
30	AMAZON COM INC COM AMZN	AMZN	2,921	$708.8k0.60%	0.60%	Reduced -167	-167 -5.4%
31	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	20,709	$533.0k0.45%	0.45%	Reduced -16.1k	-16,125 -43.8%
32	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,161	$504.1k0.43%	0.43%	Added +9	+9 0.8%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,267	$467.2k0.39%	0.39%	Reduced -31	-31 -2.4%
34	BROADCOM INC COM AVGO	AVGO	1,161	$418.5k0.35%	0.35%	Added +79	+79 7.3%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,125	$405.0k0.34%	0.34%	Added +202	+202 21.9%
36	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	10,141	$372.7k0.31%	0.31%	Added +163	+163 1.6%
37	PUBLIC STORAGE COM PSA	PSA	1,111	$366.4k0.31%	0.31%	Unchanged
38	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	4,430	$352.9k0.30%	0.30%	New
39	WISDOMTREE TR GLB US QTLY DIV DNL	DNL	7,600	$346.7k0.29%	0.29%	New
40	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	3,555	$345.3k0.29%	0.29%	New
41	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	2,496	$314.3k0.27%	0.27%	New
42	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,246	$301.4k0.25%	0.25%	New
43	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	1,483	$273.1k0.23%	0.23%	New
44	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,330	$267.1k0.23%	0.23%	Added +18	+18 0.8%
45	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	2,902	$263.1k0.22%	0.22%	New
46	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	350	$260.7k0.22%	0.22%	Unchanged
47	LENNAR CORP CL A LEN	LEN	2,947	$260.0k0.22%	0.22%	Unchanged
48	CHEVRON CORP NEW COM CVX	CVX	1,520	$257.2k0.22%	0.22%	Added +93	+93 6.5%
49	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,160	$253.4k0.21%	0.21%	New
50	JOHNSON & JOHNSON COM JNJ	JNJ	894	$235.2k0.20%	0.20%	Added +35	+35 4.1%
51	APPLOVIN CORP COM CL A APP	APP	423	$222.9k0.19%	0.19%	New
52	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	3,883	$220.2k0.19%	0.19%	New
53	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	5,913	$216.1k0.18%	0.18%	New
54	SPDR GOLD TR GOLD SHS GLD	GLD	547	$206.8k0.17%	0.17%	Added +30	+30 5.8%
55	GE AEROSPACE COM NEW GE	GE	541	$204.2k0.17%	0.17%	New
56	CARDIOL THERAPEUTICS INC COM CL A CRDL	CRDL	34,100	$35.8k0.03%	0.03%	Added +11.0k	+11,000 47.6%
57	REDCLOUD HLDGS PLC SHS RCT	RCT	107,953	$25.8k0.02%	0.02%	Reduced -37.4k	-37,433 -25.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ALPS ETF TR SMTH	SMTH	39,699	$1.0m39.7k shares
MONTAUK RENEWABLES INC MNTK	MNTK	22,990	$26.4k23.0k shares
KINDLY MD INC		31,902	$7.0k31.9k shares