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Aryn Sands

Boyce & Associates Wealth Consulting, Inc.

Assets Managed
$132.033M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
10.67%(2Q avg: 4.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyce & Associates Wealth Consulting, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 132.033M in assets, with a quarterly growth rate of 10.67% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 5.17%
13.51%
$17.832M
203,008 shares@ $87.84 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -0.76%
7.52%
$9.921M
102,596 shares@ $96.7 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Decreased -1.62%
6.67%
$8.799M
355,244 shares@ $24.77 avg price
LVHI
Franklin International Low V
Recent Activity
Decreased -5.32%
5.07%
$6.691M
165,056 shares@ $40.54 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 2.92%
4.99%
$6.577M
236,154 shares@ $27.86 avg price
JSCP
Jpmorgan Short Duration Core
Recent Activity
New Position
4.28%
$5.646M
119,361 shares@ $47.3 avg price
GPIX
S&p 500 Core Premium Income
Recent Activity
Decreased -6.73%
4.1%
$5.409M
108,097 shares@ $50.05 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.81%
3.38%
$4.45M
25,515 shares@ $174.41 avg price
FTC
First Trust Large Cap Growth
Recent Activity
Increased 75.09%
2.47%
$3.257M
21,127 shares@ $154.15 avg price
AFLG
First Trust Active Factor La
Recent Activity
Increased 23.64%
2.43%
$3.202M
83,005 shares@ $38.58 avg price

1-10 of 80