Boyer Financial Services, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The Newport Beach, California-based firm reported ownership of 61 equity securities, with a total value of approximately $1,249,529,333.
The filing details a portfolio heavily weighted toward large-cap technology and dividend-focused exchange-traded funds (ETFs). Among the top individual holdings are Alphabet Inc. Class A, Apple Inc., Broadcom Inc., and Microsoft Corporation, each holding over 1,000 shares. The firm also holds significant positions in Taiwan Semiconductor Manufacturing Co. Sponsored ADSs and Tesla Inc.
A substantial portion of the portfolio is allocated to funds managed by Capital Group, including Core Balanced Shares, Core Equity ETF Shares, and various dividend and fixed income ETFs. Additionally, Boyer Financial Services holds stakes in funds from other major providers such as First Trust, J.P. Morgan, and Vanguard.
