Q2 2026 13F · SEC CIK 1846114

Boyd Wealth Management, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $264.2M
Reported positions: 47
Top holdings a year, 3 yrs: +15.4%
Assets under management: $409.8M

Boyd Wealth Management, LLC is a wealth manager that reported 47 positions worth $264.2M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard S&p 500 ETF (VOO, 21.7%), Schwab Intl Equity (SCHF, 8.6%), Spdr Series Trust (SPYG, 8.3%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Boyd Wealth Management, LLC holdings all 47 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boyd Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	21.7%	21.2%	83,461	-0.5%	$57.3M
SCHFSchwab Intl Equity	8.6%	8.5%	821,227	+0.7%	$22.7M
SPYGSpdr Series Trust	8.3%	9.4%	184,601	-18.5%	$22.0M
SCHESchwab Strategic Tr	6.4%	3.2%	465,589	+101.2%	$16.9M
BIVVanguard Bd Index Fds	6.3%	4.5%	216,088	+56.8%	$16.6M
VCLTVanguard Scottsdale Fds	5.9%	New	206,584	—	$15.5M
HYDBIshares Tr	5.7%	5.7%	323,904	+12.3%	$15.1M
IJRIshares Core S&p Small Cap ETF	5.7%	2.1%	101,192	+149.2%	$15.0M
IVVIshares Core S&p 500 ETF	4.4%	4.4%	15,648	-0.7%	$11.7M
VTVVanguard Value ETF	4.4%	9.8%	53,058	-55.0%	$11.6M
IJHIshares Tr	3.4%	3.2%	116,115	+3.0%	$9.0M
SCHGSchwab U.s. Large-Cap Growth ETF	2.0%	1.9%	153,363	-1.3%	$5.2M
IEFAIshares Core Msci Eafe ETF	1.9%	1.9%	52,909	+5.6%	$5.1M
MGVVanguard Mega Cap Value ETF Total	1.8%	1.8%	28,517	-0.2%	$4.7M
VOVanguard Index Fds	1.5%	1.5%	47,983	+297.7%	$3.9M
VBVanguard Indx Fd	1.3%	1.3%	11,679	-0.3%	$3.5M
IWLIshares Tr	1.0%	1.0%	13,775	-2.2%	$2.5M
IEMGIshares	0.9%	0.9%	29,817	+0.0%	$2.5M
VUGVanguard Indx Fd	0.8%	0.8%	25,671	+502.3%	$2.2M
NVDANvidia Corporation Com	0.7%	0.2%	9,145	+273.4%	$1.8M
SPYXSPDR S&P 500 Fossil Fuel Reserv	0.7%	0.7%	29,590	-9.6%	$1.8M
IUSVIshares Tr	0.6%	0.6%	13,275	-6.8%	$1.5M
AAPLApple Inc	0.5%	0.5%	4,794	+1.4%	$1.4M
JMUBJ P Morgan Exchange Traded F	0.4%	0.2%	21,518	+132.4%	$1.1M
VTEBVanguard Tx Ex Bd	0.4%	0.6%	21,259	-19.2%	$1.1M
AGGIshares Tr	0.4%	0.6%	10,189	-28.2%	$1.0M
FMHIFirst Tr Exch Traded Fd III	0.3%	0.3%	18,473	+7.4%	$896K
DEDeere & Co Com	0.3%	0.3%	1,396	+0.1%	$886K
IUSGiShares ETFs/USA	0.3%	0.3%	4,525	-4.0%	$851K
ORCLOracle Corp	0.3%	0.3%	5,363	+0.1%	$786K
VXUSVanguard Star Fds Vanguard Total Intl St	0.3%	0.3%	8,476	+0.0%	$725K
SCHXSchwab Stratgc Tr	0.2%	0.2%	22,343	-0.0%	$658K
GOOGLAlphabet Inc	0.2%	0.2%	1,824	+2.3%	$652K
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	828	+0.0%	$618K
EMREmerson Elec Co Com	0.2%	0.2%	4,007	+0.2%	$574K
SPTIState Street ETF/USA	0.2%	0.2%	20,105	+0.7%	$571K
AMZNAmazon Com Inc Com	0.2%	0.2%	2,286	+2.4%	$545K
PGProcter & Gamble Co Com	0.2%	0.2%	3,678	+0.7%	$539K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,608	+1.5%	$526K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	961	+1.7%	$481K
EFAXSpdr Msci Eafa Fossil Fuel	0.2%	0.2%	7,687	-5.8%	$416K
XOMExxon Mobil Corp	0.2%	0.2%	2,920	+0.9%	$399K
IBMInternational Business Machs	0.1%	0.1%	1,339	+0.5%	$377K
EEMXSpdr Index Shs Fds	0.1%	New	5,487	—	$297K
USHYIshares Tr	0.1%	0.1%	6,661	+9.1%	$247K
GOOGAlphabet Inc	0.1%	New	647	—	$229K
KOCoca Cola Co	0.1%	0.1%	2,786	+2.1%	$226K

What Boyd Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +8.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$264.2M	47
Q1 2026	$236.5M	48
Q4 2025	$235.8M	48
Q3 2025	$232.3M	47
Q2 2025	$230.9M	52
Q1 2025	$200.7M	44
Q4 2024	$202.8M	48
Q3 2024	$197.4M	48
Q2 2024	$181.2M	44
Q1 2024	$175.1M	42
Q4 2023	$160.8M	41
Q3 2023	$148.8M	42

Questions about Boyd Wealth Management, LLC's portfolio

What stocks does Boyd Wealth Management, LLC own?

Boyd Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 47 positions worth $264.2M. The largest are Vanguard S&p 500 ETF (VOO) at 21.7%, Schwab Intl Equity (SCHF) at 8.6%, Spdr Series Trust (SPYG) at 8.3%, Schwab Strategic Tr (SCHE) at 6.4% and Vanguard Bd Index Fds (BIV) at 6.3%.

What did Boyd Wealth Management, LLC buy last quarter?

In Q2 2026, Boyd Wealth Management, LLC added a new position in Vanguard Scottsdale Fds (VCLT), a new position in Spdr Index Shs Fds (EEMX), a new position in Alphabet Inc (GOOG), Vanguard Indx Fd (VUG) (+502.3% shares), Vanguard Index Fds (VO) (+297.7% shares) and Nvidia Corporation Com (NVDA) (+273.4% shares), compared with its Q1 2026 filing.

What did Boyd Wealth Management, LLC sell last quarter?

In Q2 2026, Boyd Wealth Management, LLC sold all of Ishares Tr (ISTB), sold all of iShares International Aggregate Bond Fun (IAGG), sold all of Vanguard Scottsdale Fds (VCSH), sold all of Abbvie Inc (ABBV), Vanguard Value ETF (VTV) (-55.0% shares), Ishares Tr (AGG) (-28.2% shares) and Vanguard Tx Ex Bd (VTEB) (-19.2% shares), compared with its Q1 2026 filing.

How has Boyd Wealth Management, LLC's portfolio performed?

A portfolio copying Boyd Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.4% against +20.1%. Over 5 years: +8.5% a year against +13.0%.

When is Boyd Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boyd Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boyd Wealth Management, LLC manage?

Boyd Wealth Management, LLC reported $409.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $264.2M.