Institutional
Boyd Wealth Management, LLC
CIK 0001846114
$264.2M
Reported AUM
47
Positions
Q2 2026
Period
2026-07-17
Filed
Editorial summary
Summary for Boyd Wealth Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $57.3M | 21.70% | — | HELD |
| 2 | SCHF | SCHWAB STRATEGIC TR | $27.43 | -0.58% | 31.63% | 60.69% | $22.7M | 8.61% | — | HELD |
| 3 | SPYG | SPDR SERIES TRUST | $117.14 | 1.45% | 21.22% | 78.41% | $22.0M | 8.31% | — | HELD |
| 4 | SCHE | SCHWAB STRATEGIC TR | $36.03 | 0.87% | 21.19% | 31.10% | $16.9M | 6.39% | — | HELD |
| 5 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.19% | 1.60% | -0.87% | $16.6M | 6.27% | — | HELD |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | $71.99 | -0.33% | 0.22% | -15.65% | $15.5M | 5.88% | — | HELD |
| 7 | HYDB | ISHARES TR | $46.38 | 0.00% | 4.88% | 23.68% | $15.1M | 5.73% | — | HELD |
| 8 | IJR | ISHARES TR | $145.46 | -0.03% | 35.90% | 40.20% | $15.0M | 5.68% | — | HELD |
| 9 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $11.7M | 4.44% | — | HELD |
| 10 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $11.6M | 4.38% | — | HELD |
| 11 | IJH | ISHARES TR | $75.29 | -0.08% | 22.45% | 46.59% | $9.0M | 3.39% | — | HELD |
| 12 | SCHG | SCHWAB STRATEGIC TR | $34.17 | 1.12% | 14.66% | 76.29% | $5.2M | 1.96% | — | HELD |
| 13 | IEFA | ISHARES TR | $98.26 | -0.63% | 25.38% | 51.77% | $5.1M | 1.93% | — | HELD |
| 14 | MGV | VANGUARD WORLD FD | $163.20 | -0.23% | 29.02% | 79.52% | $4.7M | 1.76% | — | HELD |
| 15 | VO | VANGUARD INDEX FDS | $80.94 | -0.06% | 16.07% | 40.55% | $3.9M | 1.46% | — | HELD |
| 16 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | 26.19% | 40.81% | $3.5M | 1.34% | — | HELD |
| 17 | IWL | ISHARES TR | $184.60 | 0.87% | 20.73% | 80.26% | $2.5M | 0.96% | — | HELD |
| 18 | IEMG | ISHARES INC | $77.61 | 0.73% | 31.92% | 39.04% | $2.5M | 0.93% | — | HELD |
| 19 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | 14.10% | 69.36% | $2.2M | 0.84% | — | HELD |
| 20 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $1.8M | 0.69% | — | HELD |
| 21 | SPYX | SPDR SERIES TRUST | $61.29 | 0.71% | 20.93% | 73.77% | $1.8M | 0.68% | — | HELD |
| 22 | IUSV | ISHARES TR | $112.29 | -0.22% | 20.91% | 67.73% | $1.5M | 0.55% | — | HELD |
| 23 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $1.4M | 0.53% | — | HELD |
| 24 | JMUB | J P MORGAN EXCHANGE TRADED F | $49.74 | -0.11% | 3.94% | 4.42% | $1.1M | 0.41% | — | HELD |
| 25 | VTEB | VANGUARD MUN BD FDS | $49.58 | -0.14% | 4.88% | 3.17% | $1.1M | 0.41% | — | HELD |
| 26 | AGG | ISHARES TR | $97.39 | -0.24% | 1.78% | -1.82% | $1.0M | 0.38% | — | HELD |
| 27 | FMHI | FIRST TR EXCH TRADED FD III | $47.57 | -0.17% | 7.04% | 1.93% | $896K | 0.34% | — | HELD |
| 28 | DE | DEERE & CO | $592.75 | -1.12% | 19.78% | 67.43% | $886K | 0.34% | — | HELD |
| 29 | IUSG | ISHARES TR | $184.83 | 1.37% | 21.43% | 76.19% | $851K | 0.32% | — | HELD |
| 30 | ORCL | ORACLE CORP | $129.88 | 1.82% | -47.22% | 53.10% | $786K | 0.30% | — | HELD |
| 31 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | — | — | $725K | 0.27% | — | HELD |
| 32 | SCHX | SCHWAB STRATEGIC TR | $29.44 | 0.65% | — | — | $658K | 0.25% | — | HELD |
| 33 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $652K | 0.25% | — | HELD |
| 34 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | — | — | $618K | 0.23% | — | HELD |
| 35 | EMR | EMERSON ELEC CO | $149.82 | 0.79% | — | — | $574K | 0.22% | — | HELD |
| 36 | SPTI | SPDR SERIES TRUST | $28.08 | -0.21% | — | — | $571K | 0.22% | — | HELD |
| 37 | AMZN | AMAZON COM INC | $271.42 | 15.25% | — | — | $545K | 0.21% | — | HELD |
| 38 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $539K | 0.20% | — | HELD |
| 39 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | — | — | $526K | 0.20% | — | HELD |
| 40 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $481K | 0.18% | — | HELD |
| 41 | EFAX | SPDR INDEX SHS FDS | $54.65 | -0.65% | — | — | $416K | 0.16% | — | HELD |
| 42 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $399K | 0.15% | — | HELD |
| 43 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $377K | 0.14% | — | HELD |
| 44 | EEMX | SPDR INDEX SHS FDS | $50.51 | 0.69% | — | — | $297K | 0.11% | — | HELD |
| 45 | USHY | ISHARES TR | $36.78 | -0.03% | — | — | $247K | 0.09% | — | HELD |
| 46 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $229K | 0.09% | — | HELD |
| 47 | KO | COCA COLA CO | $87.58 | -1.02% | — | — | $226K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001846114-26-000010. 13F discloses long positions only — shorts, foreign equities, and options are excluded.