Boyd Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1846114 · latest 13F-HR filed 2026-04-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$236.5M
Long-equity book
48
Distinct positions
2026-03-31
Filed 2026-04-20
+3 / −3 / ↑7 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$7.2M +47.8%
- ISHARES TR$759.6K +10.1%
- ISHARES TR$443.3K +6.2%
- EXXON MOBIL CORP$142.7K +41.0%
- DEERE & CO$136.2K +21.0%
Top Trims
- ISHARES TR-$7.7M -60.5%
- SCHWAB STRATEGIC TR-$451.0K -9.1%
- SPDR SERIES TRUST-$296.3K -14.6%
- AMAZON COM INC-$277.9K -37.4%
- ORACLE CORP-$252.3K -24.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $50.1M | 21.18% | 83,846 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $23.1M | 9.78% | 117,930 | SH |
| 3 | SPDR SERIES TRUST | SPYG | 78464A409 | $22.2M | 9.38% | 226,466 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $20.2M | 8.53% | 815,401 | SH |
| 5 | ISHARES TR | ISTB | 46432F859 | $13.5M | 5.69% | 277,861 | SH |
| 6 | ISHARES TR | HYDB | 46435G250 | $13.4M | 5.67% | 288,504 | SH |
| 7 | VANGUARD BD INDEX FDS | BIV | 921937819 | $10.6M | 4.50% | 137,822 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $10.3M | 4.35% | 15,757 | SH |
| 9 | ISHARES TR | IAGG | 46435G672 | $8.3M | 3.51% | 165,810 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $7.6M | 3.22% | 231,393 | SH |
| 11 | ISHARES TR | IJH | 464287507 | $7.6M | 3.22% | 112,700 | SH |
| 12 | ISHARES TR | IJR | 464287804 | $5.0M | 2.13% | 40,611 | SH |
| 13 | ISHARES TR | IEFA | 46432F842 | $4.5M | 1.92% | 50,114 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $4.5M | 1.91% | 155,384 | SH |
| 15 | VANGUARD WORLD FD | MGV | 921910840 | $4.1M | 1.75% | 28,572 | SH |
| 16 | VANGUARD INDEX FDS | VO | 922908629 | $3.5M | 1.47% | 12,065 | SH |
| 17 | VANGUARD INDEX FDS | VB | 922908751 | $3.1M | 1.30% | 11,717 | SH |
| 18 | ISHARES TR | IWL | 464289446 | $2.3M | 0.96% | 14,081 | SH |
| 19 | ISHARES INC | IEMG | 46434G103 | $2.1M | 0.88% | 29,817 | SH |
| 20 | VANGUARD INDEX FDS | VUG | 922908736 | $1.9M | 0.79% | 4,262 | SH |
| 21 | SPDR SERIES TRUST | SPYX | 78468R796 | $1.7M | 0.73% | 32,717 | SH |
| 22 | ISHARES TR | IUSV | 464287663 | $1.5M | 0.62% | 14,237 | SH |
| 23 | ISHARES TR | AGG | 464287226 | $1.4M | 0.60% | 14,196 | SH |
| 24 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.3M | 0.56% | 26,323 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $1.2M | 0.51% | 4,726 | SH |
| 26 | FIRST TR EXCH TRADED FD III | FMHI | 33739P301 | $817.8K | 0.35% | 17,202 | SH |
| 27 | ORACLE CORP | ORCL | 68389X105 | $787.8K | 0.33% | 5,355 | SH |
| 28 | DEERE & CO | DE | 244199105 | $785.2K | 0.33% | 1,394 | SH |
| 29 | ISHARES TR | IUSG | 464287671 | $730.8K | 0.31% | 4,712 | SH |
| 30 | VANGUARD STAR FDS | VXUS | 921909768 | $653.6K | 0.28% | 8,476 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $573.1K | 0.24% | 22,350 | SH |
| 32 | SPDR SERIES TRUST | SPTI | 78464A672 | $572.3K | 0.24% | 19,968 | SH |
| 33 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $538.5K | 0.23% | 828 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $527.5K | 0.22% | 3,652 | SH |
| 35 | EMERSON ELEC CO | EMR | 291011104 | $524.1K | 0.22% | 4,000 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $512.8K | 0.22% | 1,783 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $490.8K | 0.21% | 2,893 | SH |
| 38 | JPMORGAN CHASE & CO | JPM | 46625H100 | $466.4K | 0.20% | 1,585 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $465.1K | 0.20% | 2,233 | SH |
| 40 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $462.9K | 0.20% | 9,259 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $452.8K | 0.19% | 945 | SH |
| 42 | NVIDIA CORPORATION | NVDA | 67066G104 | $427.1K | 0.18% | 2,449 | SH |
| 43 | SPDR INDEX SHS FDS | EFAX | 78470E106 | $406.2K | 0.17% | 8,163 | SH |
| 44 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $323.1K | 0.14% | 1,333 | SH |
| 45 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $257.6K | 0.11% | 3,250 | SH |
| 46 | ABBVIE INC | ABBV | 00287Y109 | $248.0K | 0.10% | 1,140 | SH |
| 47 | ISHARES TR | USHY | 46435U853 | $224.8K | 0.10% | 6,103 | SH |
| 48 | COCA COLA CO | KO | 191216100 | $207.6K | 0.09% | 2,730 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $236.5M | 48 | 0001846114-26-000009 |
| 2025-12-31 | 2026-01-28 | $235.8M | 48 | 0001846114-26-000001 |