Boyd Wealth Management, Llc Portfolio Stock Holdings
Boyd Wealth Management, Llc disclosed 48 stock positions valued at approximately $236.5 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 48
- Portfolio Value
- $236.5M
Holdings by Sector
Boyd Wealth Management, Llc Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 21.18% | 83,846 | +2,214 | +2.71% | $50,102,029 |
| VANGUARD INDEX FDS | VTV | Other | 9.78% | 117,930 | +140 | +0.12% | $23,137,866 |
| SPDR SERIES TRUST | SPYG | Other | 9.38% | 226,466 | +85,823 | +61.02% | $22,173,286 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.53% | 815,401 | +5,880 | +0.73% | $20,181,180 |
| ISHARES TR | ISTB | Other | 5.69% | 277,861 | +7,130 | +2.63% | $13,465,144 |
| ISHARES TR | HYDB | Other | 5.67% | 288,504 | +288,504 | +100.00% | $13,421,206 |
| VANGUARD BD INDEX FDS | BIV | Other | 4.50% | 137,822 | +3,469 | +2.58% | $10,637,102 |
| ISHARES TR | IVV | Other | 4.35% | 15,757 | -39 | -0.25% | $10,292,577 |
| ISHARES TR | IAGG | Other | 3.51% | 165,810 | +15,090 | +10.01% | $8,297,146 |
| SCHWAB STRATEGIC TR | SCHE | Other | 3.22% | 231,393 | +1,363 | +0.59% | $7,624,388 |
| ISHARES TR | IJH | Other | 3.22% | 112,700 | +4,105 | +3.78% | $7,610,604 |
| ISHARES TR | IJR | Other | 2.13% | 40,611 | -65,821 | -61.84% | $5,048,408 |
| ISHARES TR | IEFA | Other | 1.92% | 50,114 | -26 | -0.05% | $4,536,820 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.91% | 155,384 | +2,800 | +1.84% | $4,526,336 |
| VANGUARD WORLD FD | MGV | Other | 1.75% | 28,572 | -420 | -1.45% | $4,141,511 |
| VANGUARD INDEX FDS | VO | Other | 1.47% | 12,065 | -102 | -0.84% | $3,464,827 |
| VANGUARD INDEX FDS | VB | Other | 1.30% | 11,717 | -205 | -1.72% | $3,068,917 |
| ISHARES TR | IWL | Other | 0.96% | 14,081 | -12 | -0.09% | $2,259,699 |
| ISHARES INC | IEMG | Other | 0.88% | 29,817 | +6 | +0.02% | $2,079,736 |
| VANGUARD INDEX FDS | VUG | Other | 0.79% | 4,262 | +59 | +1.40% | $1,861,599 |
| SPDR SERIES TRUST | SPYX | Other | 0.73% | 32,717 | -3,434 | -9.50% | $1,734,983 |
| ISHARES TR | IUSV | Other | 0.62% | 14,237 | +2 | +0.01% | $1,455,727 |
| ISHARES TR | AGG | Other | 0.60% | 14,196 | -166 | -1.16% | $1,409,202 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.56% | 26,323 | - | - | $1,313,254 |
| APPLE INC | AAPL | Technology | 0.51% | 4,726 | +568 | +13.66% | $1,199,520 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.35% | 17,202 | +884 | +5.42% | $817,783 |
| ORACLE CORP | ORCL | Technology | 0.33% | 5,355 | +19 | +0.36% | $787,774 |
| DEERE & CO | DE | Industrials | 0.33% | 1,394 | - | - | $785,240 |
| ISHARES TR | IUSG | Other | 0.31% | 4,712 | +395 | +9.15% | $730,845 |
| VANGUARD STAR FDS | VXUS | Other | 0.28% | 8,476 | - | - | $653,584 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.24% | 22,350 | +2 | +0.01% | $573,054 |
| SPDR SERIES TRUST | SPTI | Other | 0.24% | 19,968 | -159 | -0.79% | $572,296 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 828 | - | - | $538,482 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.22% | 3,652 | - | - | $527,495 |
| EMERSON ELEC CO | EMR | Industrials | 0.22% | 4,000 | - | - | $524,080 |
| ALPHABET INC | GOOGL | Communication Services | 0.22% | 1,783 | +151 | +9.25% | $512,771 |
| EXXON MOBIL CORP | XOM | Energy | 0.21% | 2,893 | - | - | $490,810 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.20% | 1,585 | +87 | +5.81% | $466,352 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 2,233 | -986 | -30.63% | $465,067 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.20% | 9,259 | +9,259 | +100.00% | $462,857 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.19% | 945 | - | - | $452,844 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 2,449 | +292 | +13.54% | $427,125 |
| SPDR INDEX SHS FDS | EFAX | Other | 0.17% | 8,163 | -146 | -1.76% | $406,240 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.14% | 1,333 | - | - | $323,106 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.11% | 3,250 | +52 | +1.63% | $257,643 |
| ABBVIE INC | ABBV | Healthcare | 0.10% | 1,140 | - | - | $247,994 |
| ISHARES TR | USHY | Other | 0.10% | 6,103 | +134 | +2.24% | $224,836 |
| COCA COLA CO | KO | Consumer Defensive | 0.09% | 2,730 | +2,730 | +100.00% | $207,610 |