Boyd Wealth Management Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed

As reported by Boyd Wealth Management, Llc, the portfolio held a total value of $264.18 million as of June 30th, 2026.

During this quarter, several holdings experienced significant changes in their share count and overall allocation within the portfolio:

• Purchasing Activity: The investor notably increased positions in SCHF (SCHWAB STRATEGIC TR), SCHE (SCHWAB STRATEGIC TR), VCLT (VANGUARD SCOTTSDALE FDS), BIV (VANGUARD BD INDEX FDS), and IJR (ISHARES TR). These actions, particularly the substantial growth in SCHF (+0.71%), SCHE (+101.21% shares implying a new position or significant replacement), VCLT (exact 100% replacement), BIV (+56.79%), and IJR (+149.17%), indicate active buying interest.
• Sales Activity: Conversely, the investor significantly reduced their position in VTV (-55.01%) which was one of the top holdings previously but now accounts for a much smaller portion ($264 million portfolio). Other exits included AGG (-$38.7k value) and EEMX (exact 100% reduction).

These changes suggest a dynamic approach to asset allocation, with the investor focusing on broad market exposure through highly weighted funds like SCHF (+0.71%), VCLT (5.88%), BIV (6.27%) and IJR (5.68%). The substantial purchase of SCHE shares implies either establishing this fund as a new core holding or significantly increasing its weight within the portfolio.

Additionally, purchases were noted in other funds such as VO (+$390k value), VUG (+$217k value) and JMUB (+$108k value). The significant increase in VO shares (297.7%) further emphasizes diversification across different Vanguard fund structures.

For a more comprehensive view of the portfolio's holdings, including its current structure with top positions like SCHF at 8.6%, SCHE at 6.4%, VCLT at 5.9%, BIV at 6.3% and IJR at 5.7%, please refer to Boyd Wealth Management, Llc's detailed disclosures. The full list of holdings can be accessed via the provided link for further research.