SEC 13F Intelligence

Managers / Q1 2026

Dickmeyer Boyce Financial Management, Inc.NEW FILER

CIK 0002038325 · 6506 CONSTITUTION DRIVE, FORT WAYNE, IN, 46804 · 2604362051

Reported Value
$170M
Q1 2026
Positions
125
Filings on Record
1
2019–present window
Filed
May 13, 2026
original filing

Summary

Dickmeyer Boyce Financial Management, Inc. reported $170M in U.S.-listed holdings across 125 positions for Q1 2026.

Its largest position, Fidelity Merrimack Str Tr, represents 6.5% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+38.7%
share of reported value
Largest Position
+6.5%
Fidelity Merrimack Str Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $170MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 50.8%ETP: 44.5%ADR: 2.6%REIT: 1.6%Other: 0.3%Other: 0.2%
  • Common Stock · 50.8% · $86M
  • ETP · 44.5% · $76M
  • ADR · 2.6% · $4M
  • REIT · 1.6% · $3M
  • Other · 0.3% · $508,118
  • Other · 0.2% · $304,536

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
FIDELITY MERRIMACK STR TRNEW+241.4K241.4K+$11M$11M
AAPLAPPLE INCNEW+31.4K31.4K+$8M$8M
SCHWAB STRATEGIC TRNEW+226.8K226.8K+$7M$7M
ISHARES TRNEW+67.1K67.1K+$7M$7M
WISDOMTREE TRNEW+123.7K123.7K+$6M$6M
VANGUARD WHITEHALL FDSNEW+40.5K40.5K+$6M$6M
MSFTMICROSOFT CORPNEW+14.9K14.9K+$6M$6M
JNJJOHNSON & JOHNSONNEW+22.0K22.0K+$5M$5M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

41 positions
#IssuerClass% PortfolioValueShares
1WISDOMTREE TRUS MIDCAP DIVID · US QTLY DIV GRT · US LARGECAP DIVD · US SMALLCAP DIVD · US S CAP QTY DIV · US HIGH DIVIDEND11.85%$20M335.8K
2FIDELITY MERRIMACK STR TRTOTAL BD ETF6.48%$11M241.4K
3SCHWAB STRATEGIC TRUS DIVIDEND EQ · FUNDAMENTAL US S · US SML CAP ETF5.63%$10M310.9K
4VANGUARD WHITEHALL FDSHIGH DIV YLD · INTL HIGH ETF5.09%$9M68.6K
5AAPLAPPLE INChistory →COM4.68%$8M31.4K
6ISHARES TRRUS MID CAP ETF · CORE S&P500 ETF4.55%$8M68.9K
7MSFTMICROSOFT CORPhistory →COM3.25%$6M14.9K
8JNJJOHNSON & JOHNSONhistory →COM3.17%$5M22.0K
9VANGUARD MUN BD FDSTAX EXEMPT BD3.14%$5M107.0K
10VTVVANGUARD INDEX FDShistory →VALUE ETF2.02%$3M17.5K
11ABBVABBVIE INChistory →COM2.01%$3M15.7K
12JPMJPMORGAN CHASE & COhistory →COM1.95%$3M11.2K
13BACVERIZON COMMUNICATIONS INChistory →COM1.71%$3M57.9K
14VANGUARD MALVERN FDSCORE BD ETF1.55%$3M34.0K
15NVDANVIDIA CORPORATIONhistory →COM1.49%$3M14.5K
16SBUXSTARBUCKS CORPhistory →COM1.49%$3M28.2K
17CSCOCISCO SYS INChistory →COM1.40%$2M30.6K
18GOOGALPHABET INChistory →CAP STK CL C1.24%$2M7.3K
19OREALTY INCOME CORPhistory →COM1.22%$2M33.9K
20AMZNAMAZON COM INChistory →COM1.20%$2M9.8K
21ITWILLINOIS TOOL WKS INCCOM0.94%$2M6.1K
22WMTWALMART INCCOM0.92%$2M12.6K
23PEPPEPSICO INCCOM0.88%$1M9.6K
24PGPROCTER & GAMBLE COCOM0.85%$1M10.0K
25CHVCHEVRON CORPORATIONCOM0.81%$1M6.7K
26DUKDUKE ENERGY CORP NEWCOM NEW0.81%$1M10.5K
27WFCWELLS FARGO & COCOM0.71%$1M15.2K
28TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS0.71%$1M3.5K
29LMTLOCKHEED MARTIN CORPCOM0.69%$1M1.9K
30EXMOCEXXON MOBIL CORPCOM0.68%$1M6.8K
31AEPAMERICAN ELEC PWR CO INCCOM0.68%$1M8.8K
32ARCCARES CAPITAL CORPCOM0.67%$1M63.4K
33JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI0.66%$1M16.7K
34MRKMERCK & CO INCCOM0.65%$1M9.2K
35LLYELI LILLY & COCOM0.61%$1M1.1K
36TDTORONTO DOMINION BK ONTCOM NEW0.61%$1M11.1K
37AMGNAMGEN INCCOM0.60%$1M2.9K
38AFLAFLAC INCCOM0.59%$1M9.1K
39MMM3M COCOM0.57%$971,9046.7K
40RIORIO TINTO PLCSPONSORED ADR0.56%$947,36010.2K
41SYYSYSCO CORPCOM0.55%$929,67613.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$170M125May 13, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.