13F-HR filed by John Boyer, Inc.
John Boyer, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-08-07, with 43 holding rows worth $98,158,537.
- Accession
- 0001754960-26-000701
- Filer
- CIK 1597484
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 43 entries on the cover page, a total value of $98,158,537 stated on the cover page (in dollars after the unit check, H1), rows summing to $98,158,537 with VALUE read as dollars as filed, 13F file number 028-27094. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 1,131,457 | $29,677,031 | dollars as filed | |
| VGT | 92204A702 | SHS | 15,329 | $11,560,859 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 82,335 | $7,028,939 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 30,749 | $6,758,226 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 52,552 | $6,316,336 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 151,166 | $4,067,962 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 119,153 | $3,393,463 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 100,849 | $3,032,556 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,118 | $2,749,745 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 38,656 | $2,228,786 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 46,328 | $1,887,015 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,090 | $1,864,326 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 11,446 | $1,643,095 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 60,712 | $1,511,787 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 61,793 | $1,476,228 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 21,223 | $1,243,570 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 38,554 | $1,141,588 | dollars as filed | |
| IJH | 464287507 | COM | 14,829 | $978,523 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 21,222 | $968,644 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 18,402 | $785,605 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,234 | $739,392 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,869 | $554,633 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 19,868 | $477,668 | dollars as filed | |
| KLA CORP | 482480100 | COM | 385 | $467,811 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,015 | $459,279 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,491 | $409,219 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 2,740 | $386,650 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 12,071 | $373,740 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,068 | $344,453 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,031 | $323,793 | dollars as filed | |
| UNIVERSAL CORP VA MTNS BK ENT COM | 913456109 | Stock | 5,834 | $307,649 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 16,390 | $289,450 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 11,524 | $286,224 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,421 | $269,712 | dollars as filed | |
| VTI | 922908769 | COM | 792 | $265,473 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 538 | $260,050 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 495 | $248,812 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,497 | $247,969 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,358 | $241,385 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 596 | $236,201 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,556 | $224,017 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 730 | $216,416 | dollars as filed | |
| MERCURY GENL CORP NEW | 589400100 | COM | 2,278 | $214,257 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000701 | this filing | 2026-08-07 | acceptance time not in the bulk data set |