Boyce & Associates Wealth Consulting, Inc.
•CIK: 1922884•Filing: Q4 2025
**BKA Wealth Consulting, Inc.** manages $119M across a diversified portfolio of 75 positions. The firm exhibits notable concentration in defensive and value-oriented sectors, highlighted by the top holding in DGRW at $17.3M. Significant allocations are also visible in MOAT ($10.7M) and UCON ($9.1M), suggesting a strategic tilt toward stable, income-generating assets. This positioning reflects a disciplined approach to capital preservation within the current market cycle.
Total AUM
$119.3M
QoQ Performance
-2.4%
Positions
46
Top 10 Concentration
59.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRW
MOAT
UCON
LVHI
FNDX
GPIX
DGRW14.5%
MOAT9.0%
UCON7.6%
LVHI5.4%
FNDX5.2%
GPIX5.1%
JPST4.0%
NVDA4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.0%
Technology8.0%
Consumer1.7%
ETF1.5%
Financial0.9%
Communication0.3%
Healthcare0.2%
Materials0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑30 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023