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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, SCHF, SPYG, SCHE, BIV, and represent 51.29% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCLT (+$16M), IJR (+$9.0M), SCHE (+$8.5M), BIV (+$6.0M), VO, VUG, HYDB, NVDA, JMUB, EEMX.
Started 3 new stock positions in EEMX, VCLT, GOOG.
Reduced shares in these 10 stocks: VTV (-$14M), , IAGG (-$8.3M), SPYG, AGG, VOO, , VTEB, , SPYX.
Sold out of its positions in ABBV, ISTB, IAGG, VCSH.
Boyd Wealth Management was a net buyer of stock by $5.9M.
Boyd Wealth Management has $264M in assets under management (AUM), dropping by 11.71%.
Central Index Key (CIK): 0001846114

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Positions held by Boyd Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 47 positions in its portfolio as reported in the June 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)	21.7	$57M		84k	686.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.6	$23M		821k	27.70	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	8.3	$22M	-18%	185k	118.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	6.4	$17M	+101%	466k	36.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.3	$17M	+56%	216k	76.70	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	5.9	$16M	NEW	207k	75.25	View chart
Ishares Tr High Yld Systm B (HYDB)	5.7	$15M	+12%	324k	46.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.7	$15M	+149%	101k	148.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$12M		16k	748.89	View chart
Vanguard Index Fds Value Etf (VTV)	4.4	$12M	-55%	53k	217.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$9.0M	+3%	116k	77.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$5.2M		153k	33.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$5.1M	+5%	53k	96.58	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.8	$4.7M		29k	163.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$3.9M	+297%	48k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.5M		12k	303.12	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.0	$2.5M	-2%	14k	184.95	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$2.5M		30k	82.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.2M	+502%	26k	86.14	View chart
NVIDIA Corporation (NVDA)	0.7	$1.8M	+273%	9.1k	200.09	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.7	$1.8M	-9%	30k	61.10	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$1.5M	-6%	13k	110.15	View chart
Apple (AAPL)	0.5	$1.4M		4.8k	289.35	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$1.1M	+132%	22k	50.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.1M	-19%	21k	50.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.0M	-28%	10k	98.98	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$896k	+7%	19k	48.49	View chart
Deere & Company (DE)	0.3	$886k		1.4k	634.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$851k	-3%	4.5k	188.09	View chart
Oracle Corporation (ORCL)	0.3	$786k		5.4k	146.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$725k		8.5k	85.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$658k		22k	29.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$652k	+2%	1.8k	357.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$618k		828.00	746.77	View chart
Emerson Electric (EMR)	0.2	$574k		4.0k	143.15	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.2	$571k		20k	28.39	View chart
Amazon (AMZN)	0.2	$545k	+2%	2.3k	238.34	View chart
Procter & Gamble Company (PG)	0.2	$539k		3.7k	146.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$527k		1.6k	327.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$481k		961.00	500.39	View chart
Spdr Index Shs Fds St Str Msci Eafe (EFAX)	0.2	$416k	-5%	7.7k	54.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$399k		2.9k	136.72	View chart
International Business Machines (IBM)	0.1	$377k		1.3k	281.21	View chart
Spdr Index Shs Fds St Str Msci Emrg (EEMX)	0.1	$297k	NEW	5.5k	54.15	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$247k	+9%	6.7k	37.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$229k	NEW	647.00	353.33	View chart
Coca-Cola Company (KO)	0.1	$226k	+2%	2.8k	81.27	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 Q2 filed July 17, 2026
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

View all past filings

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