Q1 2026 · 13F-HR
Boyd Wealth Management, LLCholdings as filed
Filed 2026-04-20 · accession 0001846114-26-000009
$236.5M
Reported value
48
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $50.1M | 21.2% | 83,846 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $23.1M | 9.78% | 117,930 | Common | NONE |
| 78464A409 | SPYG | SPDR SERIES TRUST | $22.2M | 9.38% | 226,466 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $20.2M | 8.53% | 815,401 | Common | NONE |
| 46432F859 | ISTB | ISHARES TR | $13.5M | 5.69% | 277,861 | Common | NONE |
| 46435G250 | HYDB | ISHARES TR | $13.4M | 5.67% | 288,504 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $10.6M | 4.50% | 137,822 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $10.3M | 4.35% | 15,757 | Common | NONE |
| 46435G672 | IAGG | ISHARES TR | $8.3M | 3.51% | 165,810 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $7.6M | 3.22% | 231,393 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $7.6M | 3.22% | 112,700 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $5.0M | 2.13% | 40,611 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $4.5M | 1.92% | 50,114 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 1.91% | 155,384 | Common | NONE |
| 921910840 | MGV | VANGUARD WORLD FD | $4.1M | 1.75% | 28,572 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $3.5M | 1.47% | 12,065 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $3.1M | 1.30% | 11,717 | Common | NONE |
| 464289446 | IWL | ISHARES TR | $2.3M | 0.96% | 14,081 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $2.1M | 0.88% | 29,817 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.9M | 0.79% | 4,262 | Common | NONE |
| 78468R796 | SPYX | SPDR SERIES TRUST | $1.7M | 0.73% | 32,717 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $1.5M | 0.62% | 14,237 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $1.4M | 0.60% | 14,196 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $1.3M | 0.56% | 26,323 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.2M | 0.51% | 4,726 | Common | NONE |
| 33739P301 | FMHI | FIRST TR EXCH TRADED FD III | $817,783 | 0.35% | 17,202 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $787,774 | 0.33% | 5,355 | Common | NONE |
| 244199105 | DE | DEERE & CO | $785,240 | 0.33% | 1,394 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $730,845 | 0.31% | 4,712 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $653,584 | 0.28% | 8,476 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $573,054 | 0.24% | 22,350 | Common | NONE |
| 78464A672 | SPTI | SPDR SERIES TRUST | $572,296 | 0.24% | 19,968 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $538,482 | 0.23% | 828 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $527,495 | 0.22% | 3,652 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $524,080 | 0.22% | 4,000 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $512,771 | 0.22% | 1,783 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $490,810 | 0.21% | 2,893 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $466,352 | 0.20% | 1,585 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $465,067 | 0.20% | 2,233 | Common | NONE |
| 46641Q647 | JMUB | J P MORGAN EXCHANGE TRADED F | $462,857 | 0.20% | 9,259 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $452,844 | 0.19% | 945 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $427,125 | 0.18% | 2,449 | Common | NONE |
| 78470E106 | EFAX | SPDR INDEX SHS FDS | $406,240 | 0.17% | 8,163 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $323,106 | 0.14% | 1,333 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $257,643 | 0.11% | 3,250 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $247,994 | 0.10% | 1,140 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $224,836 | 0.10% | 6,103 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $207,610 | 0.09% | 2,730 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.