Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Boyd Wealth Management, LLC

Q2 2026 · 13F-HR

Boyd Wealth Management, LLCholdings as filed

Filed 2026-07-17 · accession 0001846114-26-000010

$264.2M
Reported value
47
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$57.3M21.7%83,461CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$22.7M8.61%821,227CommonNONE
78464A409SPYGSPDR SERIES TRUST$22.0M8.31%184,601CommonNONE
808524706SCHESCHWAB STRATEGIC TR$16.9M6.39%465,589CommonNONE
921937819BIVVANGUARD BD INDEX FDS$16.6M6.27%216,088CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$15.5M5.88%206,584CommonNONE
46435G250HYDBISHARES TR$15.1M5.73%323,904CommonNONE
464287804IJRISHARES TR$15.0M5.68%101,192CommonNONE
464287200IVVISHARES TR$11.7M4.44%15,648CommonNONE
922908744VTVVANGUARD INDEX FDS$11.6M4.38%53,058CommonNONE
464287507IJHISHARES TR$9.0M3.39%116,115CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$5.2M1.96%153,363CommonNONE
46432F842IEFAISHARES TR$5.1M1.93%52,909CommonNONE
921910840MGVVANGUARD WORLD FD$4.7M1.76%28,517CommonNONE
922908629VOVANGUARD INDEX FDS$3.9M1.46%47,983CommonNONE
922908751VBVANGUARD INDEX FDS$3.5M1.34%11,679CommonNONE
464289446IWLISHARES TR$2.5M0.96%13,775CommonNONE
46434G103IEMGISHARES INC$2.5M0.93%29,817CommonNONE
922908736VUGVANGUARD INDEX FDS$2.2M0.84%25,671CommonNONE
67066G104NVDANVIDIA CORPORATION$1.8M0.69%9,145CommonNONE
78468R796SPYXSPDR SERIES TRUST$1.8M0.68%29,590CommonNONE
464287663IUSVISHARES TR$1.5M0.55%13,275CommonNONE
037833100AAPLAPPLE INC$1.4M0.53%4,794CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$1.1M0.41%21,518CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.1M0.41%21,259CommonNONE
464287226AGGISHARES TR$1.0M0.38%10,189CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$895,7560.34%18,473CommonNONE
244199105DEDEERE & CO$885,5250.34%1,396CommonNONE
464287671IUSGISHARES TR$851,1240.32%4,525CommonNONE
68389X105ORCLORACLE CORP$785,9480.30%5,363CommonNONE
921909768VXUSVANGUARD STAR FDS$724,6130.27%8,476CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$657,5540.25%22,343CommonNONE
02079K305GOOGLALPHABET INC$651,9110.25%1,824CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$618,3260.23%828CommonNONE
291011104EMREMERSON ELEC CO$573,6020.22%4,007CommonNONE
78464A672SPTISPDR SERIES TRUST$570,7820.22%20,105CommonNONE
023135106AMZNAMAZON COM INC$544,8450.21%2,286CommonNONE
742718109PGPROCTER & GAMBLE CO$539,3420.20%3,678CommonNONE
46625H100JPMJPMORGAN CHASE & CO$526,4670.20%1,608CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$480,8750.18%961CommonNONE
78470E106EFAXSPDR INDEX SHS FDS$416,0300.16%7,687CommonNONE
30231G102XOMEXXON MOBIL CORP$399,2090.15%2,920CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$376,5400.14%1,339CommonNONE
78470E205EEMXSPDR INDEX SHS FDS$297,1160.11%5,487CommonNONE
46435U853USHYISHARES TR$246,5990.09%6,661CommonNONE
02079K107GOOGALPHABET INC$228,6050.09%647CommonNONE
191216100KOCOCA COLA CO$226,4110.09%2,786CommonNONE

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.