Sara A. Stanski

Dickmeyer Boyce Financial Management, Inc.

Assets Managed

$192.994M

Holdings

129

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

13.57%(2Q avg: 6.79%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dickmeyer Boyce Financial Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Dickmeyer Boyce Financial Management, 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 - Q2, they manage 192.994M in assets, with a quarterly growth rate of 13.57% and a 2-quarter average growth rate of 6.79%. The portfolio is managed by Sara A. Stanski, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FBND Fidelity Total Bond Etf Recent Activity Increased 4.8%	5.97%	$11.508M 252,970 shares@ $45.49 avg price	Increased 4.8%
AAPL Apple Inc Recent Activity Increased 0.15%	4.71%	$9.084M 31,394 shares@ $289.37 avg price	Increased 0.15%
IWR Ishares Russell Mid-cap Etf Recent Activity Increased 2.01%	3.92%	$7.546M 68,403 shares@ $110.32 avg price	Increased 2.01%
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 4.14%	3.89%	$7.488M 236,152 shares@ $31.71 avg price	Increased 4.14%
DON Wisdomtree Us Midcap Dividen Recent Activity Increased 0.86%	3.66%	$7.051M 124,755 shares@ $56.53 avg price	Increased 0.86%
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 3.99%	3.46%	$6.66M 42,146 shares@ $158.04 avg price	Increased 3.99%
VTEB Vanguard Tax-exempt Bond Etf Recent Activity Increased 13.65%	3.19%	$6.149M 121,565 shares@ $50.58 avg price	Increased 13.65%
MSFT Microsoft Corp Recent Activity Increased 6.16%	3.06%	$5.901M 15,818 shares@ $373.04 avg price	Increased 6.16%
JNJ Johnson & Johnson Recent Activity Decreased -2.84%	2.82%	$5.433M 21,392 shares@ $253.98 avg price	Decreased -2.84%
DGRW Wisdomtree U.s. Quality Divi Recent Activity Increased 5.85%	2.77%	$5.345M 55,899 shares@ $95.62 avg price	Increased 5.85%

1-10 of 129