Boyer & Corporon Wealth Management, LLC logo

Boyer & Corporon Wealth Management, LLC

RIA/Wealth

Boyer & Corporon Wealth Management, LLC is a RIA/Wealth based in Overland Park, KS led by Eric Charles Clark, reporting $599.8M in AUM as of Q3 2025 with IAU as the largest holding (7% allocation).

CEOEric Charles Clark
Portfolio Value
$334.0M
Positions
55
Top Holding
IAU at 6.52%
Last Reported
Q3 2025
Address14221 Metcalf Ave, Suite 201, Overland Park, KS, 66223, United States

Top Holdings

Largest long holdings in Boyer & Corporon Wealth Management, LLC's portfolio (41.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$21.8M
6.52%
+$109.2K
Bought
299.4K shares
ETF
ETF
$21.0M
6.28%
+$1.0M
Bought
265.9K shares
Regulated Electric
Utilities
$13.6M
4.06%
+$534.7K
Bought
0.01%
109.5K shares
Diversified Utilities
Utilities
$13.2M
3.94%
-$18.8K
Sold
0.02%
146.2K shares
Discount Stores
Consumer Defensive
$12.7M
3.79%
+$981.9K
Bought
0.00%
122.8K shares
Residential Construction
Consumer Cyclical
$11.8M
3.53%
-$130.5K
Sold
0.02%
69.6K shares
Home Improvement
Consumer Cyclical
$11.8M
3.53%
+$31.6K
Bought
0.00%
29.1K shares
Aerospace & Defense
Industrials
$11.5M
3.43%
+$1.3M
Bought
0.01%
22.9K shares
REIT - Office
Real Estate
$11.1M
3.32%
-$50.7K
Sold
0.02%
64.1K shares
Banks - Diversified
Financial Services
$11.0M
3.28%
-$2.2M
Sold
0.00%
34.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Boyer & Corporon Wealth Management, LLC's latest filing

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Market Value
$334.0M
Prior: $315.0M
Q/Q Change
+6.05%
+$19.0M
Net Flows % of MV
-2.4%
Turnover Ratio
7.0%
New Purchases
4 stocks
$11.5M
Added To
28 stocks
+$7.9M
Sold Out Of
3 stocks
$11.7M
Reduced Holdings
23 stocks
-$15.7M

Increased Positions

PositionShares Δ
1
Kenvue logo
Kenvue
KVUE
New
New
New
New
5
Amazon logo
Amazon
AMZN
+28.35%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-30.02%
-23.94%

Analytics

Portfolio insights and performance metrics for Boyer & Corporon Wealth Management, LLC

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Sector Allocation

ETF: 19.60%ETFIndustrials: 13.00%IndustrialsConsumer Defensive: 11.90%Consumer DefensiveTechnology: 10.80%TechnologyConsumer Cyclical: 9.30%Consumer CyclicalUtilities: 8.00%Healthcare: 6.80%Financial Services: 4.90%Real Estate: 3.30%Communication Services: 3.20%Energy: 1.60%
ETF
19.60%
Industrials
13.00%
Consumer Defensive
11.90%
Technology
10.80%
Consumer Cyclical
9.30%
Utilities
8.00%
Healthcare
6.80%
Financial Services
4.90%
Real Estate
3.30%
Communication Services
3.20%
Energy
1.60%

Market Cap Distribution

Mega Cap (> $200B): 25.87%Mega Cap (> $200B)Large Cap ($10B - $200B): 44.01%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.87%N/A (ETF or Unknown): 27.25%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.87%
Large Cap ($10B - $200B)
44.01%
Mid Cap ($2B - $10B)
2.87%
N/A (ETF or Unknown)
27.25%

Portfolio Concentration

Top 10 Holdings %
41.68%
Top 20 Holdings %
68.73%
Top 50 Holdings %
99.59%
Top 100 Holdings %
100.0%

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