# EDGAR Filing Document

**Accession Number:** 0002108122
**File Stem:** 0002085853-26-000336
**Filing Date:** 2026-4
**Character Count:** 8313
**Document Hash:** e71707f297108cf427e0c2cd3c059b7f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000336.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0002085853-26-000336

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Boyer Financial Services, Inc.
- **CENTRAL INDEX KEY:** 0002108122

**ORGANIZATION NAME:**
- **EIN:** 050536981
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26025
- **FILM NUMBER:** 26855694

**BUSINESS ADDRESS:**
- **STREET 1:** 4063 BIRCH STREET
- **STREET 2:** SUITE 150
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** (949) 336-4990

**MAIL ADDRESS:**
- **STREET 1:** 4063 BIRCH STREET
- **STREET 2:** SUITE 150
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Boyer Financial Services Inc.<br>**Address:** 4063 BIRCH STREET<br>SUITE 150<br>NEWPORT BEACH, CA 92660

**Form 13F File Number:** 028-26025

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JOHN MACWILLIE IV<br>**Title:** Chief Compliance Officer<br>**Phone:** 714-926-4909

**Signature, Place, and Date of Signing:**

/s/ JOHN MACWILLIE IV  Newport Beach, CA  04-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 44

**Form 13F Information Table Value Total:** $94317064

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AB ACTIVE ETFS INC | DISRUPTORS ETF | 00039J509 |  | 672158 | 6192 | SH |  | SOLE |  | 6192 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 265418 | 923 | SH |  | SOLE |  | 923 | 0 | 0 |
| ALPS ETF TR | SMITH CORE PLUS | 00162Q346 |  | 1022451 | 39699 | SH |  | SOLE |  | 39699 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 643138 | 3088 | SH |  | SOLE |  | 3088 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 451746 | 1780 | SH |  | SOLE |  | 1780 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 334890 | 1082 | SH |  | SOLE |  | 1082 | 0 | 0 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 10080204 | 292944 | SH |  | SOLE |  | 292944 | 0 | 0 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 3819860 | 99424 | SH |  | SOLE |  | 99424 | 0 | 0 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 |  | 10668362 | 297169 | SH |  | SOLE |  | 297169 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 9552498 | 224553 | SH |  | SOLE |  | 224553 | 0 | 0 |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 |  | 2238149 | 76231 | SH |  | SOLE |  | 76231 | 0 | 0 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 5784078 | 173332 | SH |  | SOLE |  | 173332 | 0 | 0 |
| CAPITAL GROUP GLOBAL EQUITY | SHS | 14020R107 |  | 2216731 | 72680 | SH |  | SOLE |  | 72680 | 0 | 0 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 8374688 | 208377 | SH |  | SOLE |  | 208377 | 0 | 0 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 1950843 | 61794 | SH |  | SOLE |  | 61794 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 3567811 | 131025 | SH |  | SOLE |  | 131025 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 |  | 949958 | 36834 | SH |  | SOLE |  | 36834 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 5084809 | 193633 | SH |  | SOLE |  | 193633 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 4631149 | 207303 | SH |  | SOLE |  | 207303 | 0 | 0 |
| CARDIOL THERAPEUTICS INC | COM CL A | 14161Y200 |  | 31185 | 23100 | SH |  | SOLE |  | 23100 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 295246 | 1427 | SH |  | SOLE |  | 1427 | 0 | 0 |
| EA SERIES TRUST | TBG DIVIDEND FOC | 02072L375 |  | 2188782 | 62788 | SH |  | SOLE |  | 62788 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 377568 | 9978 | SH |  | SOLE |  | 9978 | 0 | 0 |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | 26922A420 |  | 596774 | 5562 | SH |  | SOLE |  | 5562 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 3822795 | 96951 | SH |  | SOLE |  | 96951 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1547507 | 22664 | SH |  | SOLE |  | 22664 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 |  | 1530033 | 91236 | SH |  | SOLE |  | 91236 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 2081562 | 27483 | SH |  | SOLE |  | 27483 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 2863792 | 53260 | SH |  | SOLE |  | 53260 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 209974 | 859 | SH |  | SOLE |  | 859 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 255917 | 2947 | SH |  | SOLE |  | 2947 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 659643 | 1782 | SH |  | SOLE |  | 1782 | 0 | 0 |
| MONTAUK RENEWABLES INC | COM | 61218C103 |  | 26439 | 22990 | SH |  | SOLE |  | 22990 | 0 | 0 |
| NAKAMOTO INC | COM | 49457M106 |  | 7047 | 31902 | SH |  | SOLE |  | 31902 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 575521 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 301079 | 1111 | SH |  | SOLE |  | 1111 | 0 | 0 |
| REDCLOUD HLDGS PLC | SHS | G71115102 |  | 103224 | 145386 | SH |  | SOLE |  | 145386 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2493682 | 81280 | SH |  | SOLE |  | 81280 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 222460 | 517 | SH |  | SOLE |  | 517 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 227619 | 350 | SH |  | SOLE |  | 350 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 389318 | 1152 | SH |  | SOLE |  | 1152 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 582904 | 1568 | SH |  | SOLE |  | 1568 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 416411 | 1298 | SH |  | SOLE |  | 1298 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 201641 | 289 | SH |  | SOLE |  | 289 | 0 | 0 |

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