Boyer Financial Services, Inc.
- SEC CIK
- 0002108122
- Latest filing
- Jul 17, 2026
The latest 13F from Boyer Financial Services, Inc. covers Q2 2026 (filed Jul 17, 2026): 57 long positions worth $118.4M. The top 10 holdings make up 63.9% of the portfolio, and the largest is Capital Group Dividend Growe at 10.1%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 16
- Est. +$10.8M
- Added
- 28
- Est. +$7.66M
- Reduced
- 10
- Est. −$2.74M
- Sold out
- 3
- Est. −$1.06M
Top 5 holdings
Share of this quarter's portfolio value
- Capital Group Dividend Growe14021L10910.1%$12.0M
- Capital Group Core Balanced14021D1079.4%$11.1M
- Capital Group Dividend Value14020W1069.3%$11.0M
- Capital Group Growth ETF14020G1019.0%$10.7M
- Capital Group GBL Growth EQT14020X1046.3%$7.47M
Share of portfolio
Top 5 holdings and the other 52 positions, by share of portfolio value
- Capital Group Dividend Growe10.1%
- Capital Group Core Balanced9.4%
- Capital Group Dividend Value9.3%
- Capital Group Growth ETF9.0%
- Capital Group GBL Growth EQT6.3%
- Other 52 positions55.9%
Biggest buys
New and added positions, by estimated amount bought
- iShares Russell 1000 Growth ETF464287614+$2.36MNew
- First Tr Exchange-Traded FD33733E690+$2.26MNew
- J P Morgan Exchange Traded F46654Q757+$2.05MNew
- Capital Grp Fixed Incm ETF T14020Y102+$1.14MAdded
- Capital Group Growth ETF14020G101+$978.3KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Russell 1000 Growth ETF464287614+1.99 pp0.0% → 2.0%
- First Tr Exchange-Traded FD33733E690+1.91 pp0.0% → 1.9%
- J P Morgan Exchange Traded F46654Q757+1.73 pp0.0% → 1.7%
- iShares Russell 1000 Value ETF464287598+0.69 pp0.0% → 0.7%
- Capital Group Equity ETF Tr14022A102+0.33 pp2.4% → 2.7%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- J P Morgan Exchange Traded F46641Q134−$1.37MReduced
- Alps ETF Tr00162Q346−$1.02MSold out
- Capital Grp Fixed Incm ETF T14020Y300−$660.5KReduced
- Capital Grp Fixed Incm ETF T14020Y409−$415.1KReduced
- AB Active ETFs Inc00039J509−$134.9KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- J P Morgan Exchange Traded F46641Q134−1.44 pp2.2% → 0.8%
- Capital Grp Fixed Incm ETF T14020Y300−1.31 pp3.8% → 2.5%
- Capital Grp Fixed Incm ETF T14020Y508−1.16 pp5.4% → 4.2%
- Alps ETF Tr00162Q346−1.08 pp1.1% → 0.0%
- Capital Group Dividend Value14020W106−0.86 pp10.1% → 9.3%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $118.4M
- +$24.1M (+25.6%) vs. prior quarter
- Positions
- 57
- +13 vs. prior quarter
- Top 10 concentration
- 63.9%
- Top 10 as share of value
- Turnover
- 3.6%
- Q2 2026, one quarter
- Average holding period
- 2.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $118.4M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 17, 2026 | 57 | $118.4M | Capital Group Dividend GroweCapital Group Core BalancedCapital Group Dividend Value | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 10, 2026 | 44 | $94.3M | Capital Group Dividend GroweCapital Group Core BalancedCapital Group Dividend Value | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 30, 2026 | 51 | $94.3M | Capital Group Dividend GroweCapital Group Dividend ValueCapital Group Core Balanced | – | SEC |