Boyce & Associates Wealth Consulting Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$790K |
| 2 |
Goldman Sachs
GS
|
+$257K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$206K |
| 4 |
iShares Silver Trust
SLV
|
+$201K |
| 5 |
ExxonMobil
XOM
|
+$197K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.1M |
| 2 |
Tesla
TSLA
|
+$332K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$332K |
| 4 |
Sherwin-Williams
SHW
|
+$328K |
| 5 |
Broadcom
AVGO
|
+$328K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.12% |
| 2 | Communication Services | 1.46% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Financials | 1.34% |
| 5 | Materials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$229B
| – | – |
-806
| Closed | -$268K |
|
77
Oracle
ORCL
$435B
| – | – |
-952
| Closed | -$268K |
|
78
Palantir
PLTR
$421B
| – | – |
-1,423
| Closed | -$260K |
|
Similar funds
Boyce & Associates Wealth Consulting's Q4 2025 Portfolio in Review
As of Q4 2025, Boyce & Associates Wealth Consulting held 78 positions worth $119M, down 2.4% from $122M the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Boyce & Associates Wealth Consulting withdrew a net $5.54M in Q4 2025, closing 3 positions and reducing 35 holdings. Its most notable exit was Oracle, an estimated $268K position sold in full.
By sector, the portfolio is most concentrated in Technology at 7.1% of assets, down from 11% a quarter earlier, followed by Communication Services and Consumer Discretionary.
Against the trend, Boyce & Associates Wealth Consulting opened a new position in Berkshire Hathaway Class B worth $798K.
- Boyce & Associates Wealth Consulting's largest Q4 2025 buy was Berkshire Hathaway Class B: 1,588 shares worth $798K.
- Boyce & Associates Wealth Consulting added most to Dimensional International Core Equity Market ETF in Q4 2025, an estimated $173K increase.
- Boyce & Associates Wealth Consulting's biggest Q4 2025 reduction was Apple, cutting an estimated $5.1M.
- Boyce & Associates Wealth Consulting fully exited Oracle in Q4 2025, selling an estimated $268K.
- Boyce & Associates Wealth Consulting's ten largest holdings make up 60% of its $119M portfolio in Q4 2025.
- Boyce & Associates Wealth Consulting opened 5 new positions and closed 3 in Q4 2025.
- Boyce & Associates Wealth Consulting's portfolio value fell 2.4% quarter-over-quarter to $119M.
Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2025, filed 20 Jan 2026.