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JOHN MACWILLIE IV

Boyer Financial Services, Inc.

Assets Managed
$118.446M
Holdings
57
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
25.59%(2Q avg: 12.82%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyer Financial Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 57 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 118.446M in assets, with a quarterly growth rate of 25.59% and a 2-quarter average growth rate of 12.82%. The portfolio is managed by JOHN MACWILLIE IV, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDG
Cap Group Dividend Growers
Recent Activity
Increased 6.62%
10.14%
$12.002M
316,839 shares@ $37.88 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 0.78%
9.41%
$11.141M
295,203 shares@ $37.74 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -0.16%
9.27%
$10.974M
224,193 shares@ $48.96 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 10.09%
9.02%
$10.674M
229,402 shares@ $46.53 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 5.64%
6.31%
$7.465M
183,101 shares@ $40.77 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 24.71%
4.87%
$5.763M
258,527 shares@ $22.3 avg price
CGCB
Cap Group Core Bond
Recent Activity
Decreased -1.09%
4.24%
$5.012M
191,521 shares@ $26.18 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 11.03%
3.93%
$4.646M
107,638 shares@ $43.17 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 2.87%
3.82%
$4.517M
102,276 shares@ $44.17 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 25.14%
3%
$3.551M
66,647 shares@ $53.28 avg price

1-10 of 57