Boyd Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Boyd Wealth Management, Llc disclosed 60 stock positions valued at approximately $284.52M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, SPDR SERIES TRUST, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $284.52M
Holdings by Sector
Boyd Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 22.01% | 89,348 | +5,887 | +7.05% | $62,620,333 |
| SPDR SERIES TRUST | SPYG | Other | 11.83% | 273,393 | +88,792 | +48.10% | $33,649,210 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.43% | 873,511 | +52,284 | +6.37% | $23,995,346 |
| VANGUARD BD INDEX FDS | BIV | Other | 5.85% | 228,490 | +12,402 | +5.74% | $16,647,781 |
| ISHARES TR | HYDB | Other | 5.58% | 353,100 | +29,196 | +9.01% | $15,875,376 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 5.32% | 220,870 | +14,286 | +6.92% | $15,129,562 |
| ISHARES TR | IJR | Other | 5.20% | 108,797 | +7,605 | +7.52% | $14,800,738 |
| ISHARES TR | IVV | Other | 4.20% | 15,602 | -46 | -0.29% | $11,948,729 |
| VANGUARD INDEX FDS | VTV | Other | 4.17% | 54,891 | +1,833 | +3.45% | $11,860,847 |
| SCHWAB STRATEGIC TR | SCHE | Other | 3.12% | 243,162 | -222,427 | -47.77% | $8,863,267 |
| ISHARES TR | IJH | Other | 3.11% | 123,041 | +6,926 | +5.96% | $8,852,777 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.93% | 152,492 | -871 | -0.57% | $5,479,038 |
| ISHARES TR | IEFA | Other | 1.84% | 53,912 | +1,003 | +1.90% | $5,222,995 |
| VANGUARD WORLD FD | MGV | Other | 1.59% | 28,071 | -446 | -1.56% | $4,521,957 |
| VANGUARD INDEX FDS | VO | Other | 1.30% | 47,144 | -839 | -1.75% | $3,697,032 |
| VANGUARD INDEX FDS | VB | Other | 1.14% | 11,378 | -301 | -2.58% | $3,236,927 |
| NVIDIA CORPORATION | NVDA | Technology | 0.91% | 11,348 | +2,203 | +24.09% | $2,591,764 |
| ISHARES TR | IWL | Other | 0.90% | 13,466 | -309 | -2.24% | $2,560,695 |
| APPLE INC | AAPL | Technology | 0.89% | 7,579 | +2,785 | +58.09% | $2,524,110 |
| ISHARES INC | IEMG | Other | 0.85% | 29,817 | - | - | $2,419,948 |
| VANGUARD INDEX FDS | VUG | Other | 0.82% | 25,934 | +263 | +1.02% | $2,336,913 |
| SPDR SERIES TRUST | SPYX | Other | 0.65% | 29,731 | +141 | +0.48% | $1,857,593 |
| ISHARES TR | IUSV | Other | 0.61% | 15,647 | +2,372 | +17.87% | $1,725,538 |
| ALPHABET INC | GOOGL | Communication Services | 0.41% | 3,425 | +1,601 | +87.77% | $1,178,571 |
| ISHARES TR | AGG | Other | 0.41% | 12,283 | +2,094 | +20.55% | $1,161,251 |
| ISHARES TR | IUSG | Other | 0.37% | 5,366 | +841 | +18.59% | $1,039,680 |
| DEERE & CO | DE | Industrials | 0.36% | 1,544 | +148 | +10.60% | $1,036,873 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.36% | 21,681 | +163 | +0.76% | $1,031,582 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.35% | 21,259 | - | - | $1,006,826 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.35% | 3,942 | +1,656 | +72.44% | $982,149 |
Showing 30 of 60 holdings in the latest reporting period.
Boyd Wealth Management, Llc Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | NVDA | NVIDIA Corporation | PUT | 5,300 | $1,210,414 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.