Boyd Wealth Management, LLC

CIK 0001846114 · SACRAMENTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Boyd Wealth Management, LLC reported 47 positions worth $264.2M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VOO (21.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$264.2M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.4%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$57.3M21.70%83,461
2SCHFSCHWAB STRATEGIC TRSH$22.7M8.61%821,227
3SPYGSPDR SERIES TRUSTSH$22.0M8.31%184,601
4SCHESCHWAB STRATEGIC TRSH$16.9M6.39%465,589
5BIVVANGUARD BD INDEX FDSSH$16.6M6.27%216,088
6VCLTVANGUARD SCOTTSDALE FDSSH$15.5M5.88%206,584
7HYDBISHARES TRSH$15.1M5.73%323,904
8IJRISHARES TRSH$15.0M5.68%101,192
9IVVISHARES TRSH$11.7M4.44%15,648
10VTVVANGUARD INDEX FDSSH$11.6M4.38%53,058

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Boyd Wealth Management, LLC hold as of Q2 2026?

Boyd Wealth Management, LLC reported 47 positions worth $264.2M in its Q2 2026 13F filing. Largest positions: VOO (21.7%), SCHF (8.6%), SPYG (8.3%), SCHE (6.4%) and BIV (6.3%).

What did Boyd Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Boyd Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.