Boyd Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Boyd Wealth Management, Llc disclosed 47 stock positions valued at approximately $264.18M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, SCHWAB STRATEGIC TR, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $264.18M
Holdings by Sector
Boyd Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 21.70% | 83,461 | -385 | -0.46% | $57,321,556 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.61% | 821,227 | +5,826 | +0.71% | $22,747,983 |
| SPDR SERIES TRUST | SPYG | Other | 8.31% | 184,601 | -41,865 | -18.49% | $21,965,673 |
| SCHWAB STRATEGIC TR | SCHE | Other | 6.39% | 465,589 | +234,196 | +101.21% | $16,882,264 |
| VANGUARD BD INDEX FDS | BIV | Other | 6.27% | 216,088 | +78,266 | +56.79% | $16,573,950 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 5.88% | 206,584 | +206,584 | +100.00% | $15,545,482 |
| ISHARES TR | HYDB | Other | 5.73% | 323,904 | +35,400 | +12.27% | $15,148,990 |
| ISHARES TR | IJR | Other | 5.68% | 101,192 | +60,581 | +149.17% | $15,007,770 |
| ISHARES TR | IVV | Other | 4.44% | 15,648 | -109 | -0.69% | $11,718,569 |
| VANGUARD INDEX FDS | VTV | Other | 4.38% | 53,058 | -64,872 | -55.01% | $11,562,930 |
| ISHARES TR | IJH | Other | 3.39% | 116,115 | +3,415 | +3.03% | $8,953,630 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.96% | 153,363 | -2,021 | -1.30% | $5,189,804 |
| ISHARES TR | IEFA | Other | 1.93% | 52,909 | +2,795 | +5.58% | $5,109,951 |
| VANGUARD WORLD FD | MGV | Other | 1.76% | 28,517 | -55 | -0.19% | $4,661,104 |
| VANGUARD INDEX FDS | VO | Other | 1.46% | 47,983 | +35,918 | +297.70% | $3,865,990 |
| VANGUARD INDEX FDS | VB | Other | 1.34% | 11,679 | -38 | -0.32% | $3,540,138 |
| ISHARES TR | IWL | Other | 0.96% | 13,775 | -306 | -2.17% | $2,547,686 |
| ISHARES INC | IEMG | Other | 0.93% | 29,817 | - | - | $2,470,040 |
| VANGUARD INDEX FDS | VUG | Other | 0.84% | 25,671 | +21,409 | +502.32% | $2,211,300 |
| NVIDIA CORPORATION | NVDA | Technology | 0.69% | 9,145 | +6,696 | +273.42% | $1,829,861 |
| SPDR SERIES TRUST | SPYX | Other | 0.68% | 29,590 | -3,127 | -9.56% | $1,807,949 |
| ISHARES TR | IUSV | Other | 0.55% | 13,275 | -962 | -6.76% | $1,462,265 |
| APPLE INC | AAPL | Technology | 0.53% | 4,794 | +68 | +1.44% | $1,387,150 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.41% | 21,518 | +12,259 | +132.40% | $1,089,994 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.41% | 21,259 | -5,064 | -19.24% | $1,075,280 |
| ISHARES TR | AGG | Other | 0.38% | 10,189 | -4,007 | -28.23% | $1,008,492 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.34% | 18,473 | +1,271 | +7.39% | $895,756 |
| DEERE & CO | DE | Industrials | 0.34% | 1,396 | +2 | +0.14% | $885,525 |
| ISHARES TR | IUSG | Other | 0.32% | 4,525 | -187 | -3.97% | $851,124 |
| ORACLE CORP | ORCL | Technology | 0.30% | 5,363 | +8 | +0.15% | $785,948 |
Showing 30 of 47 holdings in the latest reporting period.