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JOHN MACWILLIE IV

Boyer Financial Services, Inc.

Assets Managed
$94.317M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
0.04%(2Q avg: 0.02%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyer Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Boyer Financial Services, 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 94.317M in assets, with a quarterly growth rate of 0.04% and a 2-quarter average growth rate of 0.02%. The portfolio is managed by JOHN MACWILLIE IV, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDG
Cap Group Dividend Growers
Recent Activity
Increased 4.46%
11.32%
$10.668M
297,169 shares@ $35.9 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 15.38%
10.69%
$10.08M
292,944 shares@ $34.42 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 5.14%
10.13%
$9.552M
224,553 shares@ $42.55 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 9.07%
8.88%
$8.375M
208,377 shares@ $40.2 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 8.9%
6.14%
$5.784M
173,332 shares@ $33.37 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 2.87%
5.4%
$5.085M
193,633 shares@ $26.27 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 5.77%
4.92%
$4.631M
207,303 shares@ $22.34 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 1.09%
4.06%
$3.823M
96,951 shares@ $39.44 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 6.34%
4.06%
$3.82M
99,424 shares@ $38.42 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Decreased -1.52%
3.79%
$3.568M
131,025 shares@ $27.24 avg price

1-10 of 44