Boyer Financial Services
Boyer Financial Services reported 61 stocks worth $125M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are CGDG (9.6%), CGGR (8.9%) and CGDV (8.9%). Compared with Q2 2026, the fund opened new positions in JCAL, SPCX and JEMA, added to CGDG, CGGR and CGDV, trimmed CGUS, JBND and CGMS and sold out of LEN, APP and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGDG Capital Group Dividend | $12M | 9.6% | 324K | +6,730 (+2%) | 4 of 4 | |
| 2 |  CGGR Capital Group Growth | $11.2M | 8.9% | 235K | +5,796 (+3%) | 4 of 4 | |
| 3 |  CGDV Capital Group Dividend | $11.1M | 8.9% | 227K | +2,653 (+1%) | 4 of 4 | |
| 4 |  CGBL Capital Group Core | $10.9M | 8.7% | 296K | +510 (+0%) | 4 of 4 | |
| 5 |  CGGO Capital Group Gbl Growth Eqt | $7.3M | 5.9% | 184K | +1,310 (+1%) | 4 of 4 | |
| 6 |  CGCP Capital Group Core Plus Income ETF | $5.6M | 4.4% | 262K | +3,735 (+1%) | 4 of 4 | |
| 7 |  ACYN First TR Exchange-Traded FD | $4.8M | 3.9% | 231K | +121K (+110%) | 2 of 4 | |
| 8 |  CGCB Capital Group Core Bond ETF | $4.8M | 3.8% | 192K | +339 (+0%) | 4 of 4 | |
| 9 |  CGUS Capital Group Core Equity ET | $4.5M | 3.6% | 102K | −219 (−0%) | 4 of 4 | |
| 10 |  SDVY First TR Exchange-Traded FD | $4.4M | 3.5% | 109K | +1,825 (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Boyer Financial Services 13F FAQ
What does Boyer Financial Services own?
Boyer Financial Services reported 61 stocks worth $125M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are CGDG (9.6%), CGGR (8.9%) and CGDV (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Boyer Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 27 added to, 11 trimmed and 3 sold out. New positions include JCAL, SPCX and JEMA. It sold all of LEN, APP and GE.
When will Boyer Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Boyer Financial Services's portfolio worth?
The Q3 2026 filing reports $125M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.