Boyd Wealth Management, LLC
CIK 0001846114 · SACRAMENTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
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
Top Holdings
VOO
VANGUARD INDEX FDS
21.7%
SCHF
SCHWAB STRATEGIC TR
8.6%
SPYG
SPDR SERIES TRUST
8.3%
SCHE
SCHWAB STRATEGIC TR
6.4%
BIV
VANGUARD BD INDEX FDS
6.3%
VCLT
VANGUARD SCOTTSDALE FDS
5.9%
HYDB
ISHARES TR
5.7%
IJR
ISHARES TR
5.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.