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BFS

Boyer Financial Services Portfolio holdings

AUM $118M
This Fund
S&P 500
This Quarter Est. Return
+1.78%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94.3M
AUM Growth
–
Cap. Flow
+$93.2M
Cap. Flow %
98.86%
Top 10 Hldgs %
67.33%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$10M
2
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$9.17M
3
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$8.88M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$8.44M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$5.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.14%
2 Consumer Discretionary 1.9%
3 Communication Services 0.66%
4 Energy 0.59%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAKA
51
Nakamoto Inc
NAKA
$82.7M
$13K 0.01%
+798
New +$20.8K
1 2
3

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Boyer Financial Services's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Boyer Financial Services, which disclosed 51 positions worth $94.3M. Its ten largest holdings account for 67% of the portfolio.

Its largest position is Capital Group Dividend Growers ETF: 284,499 shares worth $10.2M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, followed by Consumer Discretionary and Communication Services.

  • Boyer Financial Services's largest Q4 2025 buy was Capital Group Dividend Growers ETF: 284,499 shares worth $10.2M.
  • Boyer Financial Services's ten largest holdings make up 67% of its $94.3M portfolio in Q4 2025.
  • Boyer Financial Services disclosed 51 positions in Q4 2025, its first 13F filing on record.

Based on Boyer Financial Services's 13F filing for Q4 2025, filed 30 Jan 2026.