Boyd Wealth Management, LLC 13F Holdings · Q2 2026
Boyd Wealth Management, LLC reported 47 securities worth $264.18M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (21.70%), SCHF (8.61%), SPYG (8.31%). Among its top 25 positions this quarter: 1 new, 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $57.3M | 21.70% | 83,461 | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $22.7M | 8.61% | 821,227 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $22.0M | 8.31% | 184,601 | Trimmed |
| 4 | SCHE | SCHWAB STRATEGIC TR | $16.9M | 6.39% | 465,589 | Added |
| 5 | BIV | VANGUARD BD INDEX FDS | $16.6M | 6.27% | 216,088 | Added |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | $15.5M | 5.88% | 206,584 | New |
| 7 | HYDB | ISHARES TR | $15.1M | 5.73% | 323,904 | Added |
| 8 | IJR | ISHARES TR | $15.0M | 5.68% | 101,192 | Added |
| 9 | IVV | ISHARES TR | $11.7M | 4.44% | 15,648 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $11.6M | 4.38% | 53,058 | Trimmed |
| 11 | IJH | ISHARES TR | $9.0M | 3.39% | 116,115 | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $5.2M | 1.96% | 153,363 | Trimmed |
| 13 | IEFA | ISHARES TR | $5.1M | 1.93% | 52,909 | Added |
| 14 | MGV | VANGUARD WORLD FD | $4.7M | 1.76% | 28,517 | Trimmed |
| 15 | VO | VANGUARD INDEX FDS | $3.9M | 1.46% | 47,983 | Added |
| 16 | VB | VANGUARD INDEX FDS | $3.5M | 1.34% | 11,679 | Trimmed |
| 17 | IWL | ISHARES TR | $2.5M | 0.96% | 13,775 | Trimmed |
| 18 | IEMG | ISHARES INC | $2.5M | 0.93% | 29,817 | Hold |
| 19 | VUG | VANGUARD INDEX FDS | $2.2M | 0.84% | 25,671 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $1.8M | 0.69% | 9,145 | Added |
| 21 | SPYX | SPDR SERIES TRUST | $1.8M | 0.68% | 29,590 | Trimmed |
| 22 | IUSV | ISHARES TR | $1.5M | 0.55% | 13,275 | Trimmed |
| 23 | AAPL | APPLE INC | $1.4M | 0.53% | 4,794 | Added |
| 24 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.41% | 21,518 | Added |
| 25 | VTEB | VANGUARD MUN BD FDS | $1.1M | 0.41% | 21,259 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR