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Boyd Wealth Management

Latest statistics and disclosures from Boyd Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VTV, SPYG, SCHF, ISTB, and represent 54.57% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: HYDB (+$13M), SPYG (+$8.4M), VOO, IAGG, JMUB, ISTB, IJH, BIV, KO, SCHF.
Started 3 new stock positions in JMUB, HYDB, KO.
Reduced shares in these 10 stocks: HYLB (-$13M), IJR (-$8.2M), MSFT, AMZN, SPYX, MGV, VB, VO, IVV, AGG.
Sold out of its positions in HYLB, MSFT, Origin Materials.
Boyd Wealth Management was a net buyer of stock by $4.4M.
Boyd Wealth Management has $237M in assets under management (AUM), dropping by 0.28%.
Central Index Key (CIK): 0001846114

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Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	21.2	$50M	+2%	84k	597.55	View chart
Vanguard Index Fds Value Etf (VTV)	9.8	$23M		118k	196.20	View chart
Spdr Series Trust State Street Spd (SPYG)	9.4	$22M	+61%	227k	97.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.5	$20M		815k	24.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	5.7	$14M	+2%	278k	48.46	View chart
Ishares Tr High Yld Systm B (HYDB)	5.7	$13M	NEW	289k	46.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.5	$11M	+2%	138k	77.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$10M		16k	653.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	3.5	$8.3M	+10%	166k	50.04	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.2	$7.6M		231k	32.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.2	$7.6M	+3%	113k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$5.0M	-61%	41k	124.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$4.5M		50k	90.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$4.5M		155k	29.13	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.8	$4.1M		29k	144.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$3.5M		12k	287.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.1M		12k	261.92	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.0	$2.3M		14k	160.48	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$2.1M		30k	69.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.9M		4.3k	436.79	View chart
Spdr Series Trust State Street Spd (SPYX)	0.7	$1.7M	-9%	33k	53.03	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$1.5M		14k	102.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.4M		14k	99.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.3M		26k	49.89	View chart
Apple (AAPL)	0.5	$1.2M	+13%	4.7k	253.81	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$818k	+5%	17k	47.54	View chart
Oracle Corporation (ORCL)	0.3	$788k		5.4k	147.11	View chart
Deere & Company (DE)	0.3	$785k		1.4k	563.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$731k	+9%	4.7k	155.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$654k		8.5k	77.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$573k		22k	25.64	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$572k		20k	28.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$539k		828.00	650.34	View chart
Procter & Gamble Company (PG)	0.2	$528k		3.7k	144.44	View chart
Emerson Electric (EMR)	0.2	$524k		4.0k	131.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$513k	+9%	1.8k	287.59	View chart
Exxon Mobil Corporation (XOM)	0.2	$491k		2.9k	169.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$466k	+5%	1.6k	294.23	View chart
Amazon (AMZN)	0.2	$465k	-30%	2.2k	208.27	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$463k	NEW	9.3k	49.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$453k		945.00	479.20	View chart
NVIDIA Corporation (NVDA)	0.2	$427k	+13%	2.4k	174.41	View chart
Spdr Index Shs Fds State Street Spd (EFAX)	0.2	$406k		8.2k	49.77	View chart
International Business Machines (IBM)	0.1	$323k		1.3k	242.39	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$258k		3.3k	79.27	View chart
Abbvie (ABBV)	0.1	$248k		1.1k	217.54	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$225k	+2%	6.1k	36.84	View chart
Coca-Cola Company (KO)	0.1	$208k	NEW	2.7k	76.05	View chart

Past Filings by Boyd Wealth Management

SEC 13F filings are viewable for Boyd Wealth Management going back to 2021

Boyd Wealth Management 2026 Q1 filed April 20, 2026
Boyd Wealth Management 2025 Q4 filed Jan. 28, 2026
Boyd Wealth Management 2025 Q3 filed Oct. 31, 2025
Boyd Wealth Management 2025 Q2 filed July 15, 2025
Boyd Wealth Management 2025 Q1 filed April 24, 2025
Boyd Wealth Management 2024 Q4 filed Jan. 23, 2025
Boyd Wealth Management 2024 Q3 filed Oct. 25, 2024
Boyd Wealth Management 2024 Q2 filed July 24, 2024
Boyd Wealth Management 2024 Q1 filed April 24, 2024
Boyd Wealth Management 2023 Q4 filed Jan. 31, 2024
Boyd Wealth Management 2023 Q3 filed Oct. 25, 2023
Boyd Wealth Management 2023 Q2 filed July 20, 2023
Boyd Wealth Management 2023 Q1 filed April 20, 2023
Boyd Wealth Management 2022 Q4 filed Jan. 20, 2023
Boyd Wealth Management 2022 Q3 filed Oct. 17, 2022
Boyd Wealth Management 2022 Q2 filed Aug. 3, 2022

View all past filings

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