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Aryn Sands

Boyce & Associates Wealth Consulting, Inc.

Assets Managed
$144.243M
Holdings
82
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
9.25%(2Q avg: 9.96%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyce & Associates Wealth Consulting, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Boyce & Associates Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 144.243M in assets, with a quarterly growth rate of 9.25% and a 2-quarter average growth rate of 9.96%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 1.66%
13.69%
$19.733M
206,369 shares@ $95.62 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 2.42%
7.58%
$10.922M
105,069 shares@ $103.95 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 0.64%
6.17%
$8.895M
357,500 shares@ $24.88 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 3.01%
5.25%
$7.565M
243,240 shares@ $31.11 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 2.42%
4.76%
$6.86M
169,039 shares@ $40.59 avg price
GPIX
S&p 500 Core Premium Income
Recent Activity
Increased 1.98%
4.25%
$6.126M
110,235 shares@ $55.58 avg price
JSCP
Jpmorgan Short Duration Core
Recent Activity
Increased 2.6%
4.01%
$5.773M
122,458 shares@ $47.15 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.97%
3.37%
$4.851M
24,246 shares@ $200.1 avg price
FTC
First Trust Large Cap Growth
Recent Activity
Increased 2.75%
2.92%
$4.206M
21,706 shares@ $193.77 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 6.96%
2.73%
$3.934M
85,992 shares@ $45.75 avg price

1-10 of 82