Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGDGCapital Group Dividend Growe | $12.0M | 10.1% | +6.6% |
| CGBLCapital Group Core Balanced | $11.1M | 9.4% | |
| CGDVCapital Group Dividend Value | $11.0M | 9.3% | |
| CGGRCapital Group Growth Etf | $10.7M | 9.0% | +10.1% |
| CGGOCapital Group Gbl Growth Eqt | $7.5M | 6.3% | +5.6% |
| CGCPCapital Grp Fixed Incm Etf T | $5.8M | 4.9% | +24.7% |
| CGCBCapital Grp Fixed Incm Etf T | $5.0M | 4.2% | −1.1% |
| SDVYFirst Tr Exchange Traded Fd | $4.6M | 3.9% | +11.0% |
| CGUSCapital Group Core Equity Et | $4.5M | 3.8% | +2.9% |
| JBNDJ P Morgan Exchange Traded F | $3.6M | 3.0% | +25.1% |
| CGMMCapital Group Equity Etf Tr | $3.2M | 2.7% | +28.6% |
| CGMSCapital Grp Fixed Incm Etf T | $2.9M | 2.5% | −18.4% |
| CGGECapital Group Global Equity | $2.9M | 2.4% | +12.3% |
| SCHDSchwab Strategic Tr | $2.7M | 2.3% | +1.3% |
| TBGEa Series Trust | $2.7M | 2.2% | +13.3% |
| CGNGCapital Group New Geography | $2.5M | 2.1% | +10.7% |
| IWFIshares Tr | $2.4M | 2.0% | New |
| WCMIFirst Tr Exchange-traded Fd | $2.3M | 2.0% | +31.4% |
| ACYNFirst Tr Exchange-traded Fd | $2.3M | 1.9% | New |
| JIVEJ P Morgan Exchange Traded F | $2.1M | 1.7% | New |
| RDVYFirst Tr Exchange Traded Fd | $1.8M | 1.5% | −1.2% |
| QTUMEtf Ser Solutions | $1.0M | 0.9% | +20.7% |
| JIREJ P Morgan Exchange Traded F | $904K | 0.8% | −60.3% |
| AAPLApple Inc | $820K | 0.7% | +49.3% |
| IWDIshares Tr | $818K | 0.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $504K |
| QTUMEtf Ser Solutions | December 31, 2025 | +50.8% | $1.0M |
| FWDAb Active Etfs Inc | December 31, 2025 | +41.9% | $717K |
| PSAPublic Storage | December 31, 2025 | +22.7% | $366K |
| CGGOCapital Group Gbl Growth Eqt | December 31, 2025 | +22.2% | $7.5M |
| CGNGCapital Group New Geography | December 31, 2025 | +17.3% | $2.5M |
| RDVYFirst Tr Exchange Traded Fd | December 31, 2025 | +16.7% | $1.8M |
| SCHDSchwab Strategic Tr | December 31, 2025 | +15.6% | $2.7M |
| WCMIFirst Tr Exchange-traded Fd | December 31, 2025 | +15.0% | $2.3M |
| EPDEnterprise Prods Partners L | December 31, 2025 | +14.7% | $373K |
Sold off last quarter
- SMTHAlps Etf Tr was $1.0M
- MNTKMontauk Renewables Inc was $26K
- Nakamoto IncCUSIP 49457M106 was $7,047
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Boyer Financial Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2108122&type=13F-HR&dateb=&owner=include&count=40CIK 2108122
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2108122/000208585326000767/Filed July 20, 2026 · accession 0002085853-26-000767