John Boyer
John Boyer reported 227 stocks worth $126M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHB (28.3%), VGT (13.2%) and GLDM (6.7%). Compared with Q2 2026, the fund opened new positions in GLDM, DIA and AVGO, added to SCHB, VGT and VIG and trimmed SCHX, SCHM and VYM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHB Schwab US Broad Market ETF | $35.8M | 28.3% | 1.2M | +27K (+2%) | 5 of 5 | |
| 2 |  VGT Vanguard World FD | $16.6M | 13.2% | 132K | +1,811 (+1%) | 5 of 5 | |
| 3 |  GLDM World Gold TR | $8.4M | 6.7% | 102K | New position | 2 of 5 | |
| 4 |  VIG Vanguard Dividend Appreciation ETF | $8.1M | 6.4% | 35K | +1,293 (+4%) | 5 of 5 | |
| 5 |  IJR Ishares TR | $7.9M | 6.3% | 58K | +1,755 (+3%) | 5 of 5 | |
| 6 |  SCHX Schwab US Large Cap ETF | $4.5M | 3.5% | 150K | −815 (−1%) | 5 of 5 | |
| 7 |  SCHA Schwab US Small Cap ETF | $3.5M | 2.8% | 107K | No change | 5 of 5 | |
| 8 |  AAPL Apple Inc | $3.5M | 2.7% | 10K | +123 (+1%) | 5 of 5 | |
| 9 |  SCHM Schwab Strategic TR | $3.4M | 2.7% | 100K | −720 (−1%) | 5 of 5 | |
| 10 |  MO Altria Group Inc | $2.9M | 2.3% | 43K | +1,321 (+3%) | 5 of 5 |
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.
Reported value
last 5 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 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →John Boyer 13F FAQ
What does John Boyer own?
John Boyer reported 227 stocks worth $126M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHB (28.3%), VGT (13.2%) and GLDM (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did John Boyer buy and sell in Q3 2026?
Compared with Q2 2026: 188 new positions, 26 added to, 9 trimmed and 0 sold out. New positions include GLDM, DIA and AVGO.
When will John Boyer 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 John Boyer's portfolio worth?
The Q3 2026 filing reports $126M 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.