Boyd Wealth Management, LLC Top Holdings and 13F Report (2026) About Boyd Wealth Management, LLCInvestment ActivityBoyd Wealth Management, LLC has $264.18 million in total holdings as of June 30, 2026.Boyd Wealth Management, LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 18.46% of the portfolio was purchased this quarter.About 16.23% of the portfolio was sold this quarter.This quarter, Boyd Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 26 stocks.Boyd Wealth Management, LLC sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $57,321,556Schwab International Equity ETF $22,747,983SPDR Portfolio S&P 500 Growth ETF $21,965,673Schwab Emerging Markets Equity ETF $16,882,264Vanguard Intermediate-Term Bond ETF $16,573,950 Largest New Holdings this Quarter 92206C813 - Vanguard Long-Term Corporate Bond ETF $15,545,482 Holding78470E205 - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF $297,116 Holding02079K107 - Alphabet $228,605 Holding Largest Purchases this Quarter Vanguard Long-Term Corporate Bond ETF 206,584 shares (about $15.55M)iShares Core S&P Small-Cap ETF 60,581 shares (about $8.98M)Schwab Emerging Markets Equity ETF 234,196 shares (about $8.49M)Vanguard Intermediate-Term Bond ETF 78,266 shares (about $6.00M)Vanguard Mid-Cap ETF 35,918 shares (about $2.89M) Largest Sales this Quarter Vanguard Value ETF 64,872 shares (about $14.14M)SPDR Portfolio S&P 500 Growth ETF 41,865 shares (about $4.98M)iShares Core U.S. Aggregate Bond ETF 4,007 shares (about $396.61K)Vanguard S&P 500 ETF 385 shares (about $264.42K)Vanguard Tax-Exempt Bond ETF 5,064 shares (about $256.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoyd Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$57,321,556$264,420 â–¼-0.5%83,46121.7%ETFSCHFSchwab International Equity ETF$22,747,983$161,380 â–²0.7%821,2278.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$21,965,673$4,981,516 â–¼-18.5%184,6018.3%ETFSCHESchwab Emerging Markets Equity ETF$16,882,264$8,491,950 â–²101.2%465,5896.4%ETFBIVVanguard Intermediate-Term Bond ETF$16,573,950$6,003,002 â–²56.8%216,0886.3%ETFVCLTVanguard Long-Term Corporate Bond ETF$15,545,482$15,545,482 â–²New Holding206,5845.9%ManufacturingHYDBiShares High Yield Systematic Bond ETF$15,148,990$1,655,658 â–²12.3%323,9045.7%ETFIJRiShares Core S&P Small-Cap ETF$15,007,770$8,984,759 â–²149.2%101,1925.7%ETFIVViShares Core S&P 500 ETF$11,718,569$81,629 â–¼-0.7%15,6484.4%ETFVTVVanguard Value ETF$11,562,930$14,137,555 â–¼-55.0%53,0584.4%ETFIJHiShares Core S&P Mid-Cap ETF$8,953,630$263,331 â–²3.0%116,1153.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,189,804$68,391 â–¼-1.3%153,3632.0%ETFIEFAiShares Core MSCI EAFE ETF$5,109,951$269,941 â–²5.6%52,9091.9%ETFMGVVanguard Mega Cap Value ETF$4,661,104$8,990 â–¼-0.2%28,5171.8%ETFVOVanguard Mid-Cap ETF$3,865,990$2,893,913 â–²297.7%47,9831.5%ETFVBVanguard Small-Cap ETF$3,540,138$11,519 â–¼-0.3%11,6791.3%ETFIWLiShares Russell Top 200 ETF$2,547,686$56,595 â–¼-2.2%13,7751.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,470,0400.0%29,8170.9%ETFVUGVanguard Growth ETF$2,211,300$1,844,171 â–²502.3%25,6710.8%ETFNVDANVIDIA$1,829,861$1,339,830 â–²273.4%9,1450.7%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,807,949$191,060 â–¼-9.6%29,5900.7%ETFIUSViShares Core S&P U.S. Value ETF$1,462,265$105,966 â–¼-6.8%13,2750.6%ManufacturingAAPLApple$1,387,150$19,676 â–²1.4%4,7940.5%Computer and TechnologyJMUBJPMorgan Municipal ETF$1,089,994$620,979 â–²132.4%21,5180.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,075,280$256,137 â–¼-19.2%21,2590.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,008,492$396,607 â–¼-28.2%10,1890.4%FinanceFMHIFirst Trust Municipal High Income ETF$895,756$61,631 â–²7.4%18,4730.3%ManufacturingDEDeere & Company$885,525$1,269 â–²0.1%1,3960.3%IndustrialsIUSGiShares Core S&P U.S. Growth ETF$851,124$35,174 â–¼-4.0%4,5250.3%ManufacturingORCLOracle$785,948$1,172 â–²0.1%5,3630.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$724,6130.0%8,4760.3%ETFSCHXSchwab US Large-Cap ETF$657,554$206 â–¼0.0%22,3430.2%ETFGOOGLAlphabet$651,911$14,654 â–²2.3%1,8240.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$618,3260.0%8280.2%FinanceEMREmerson Electric$573,602$1,002 â–²0.2%4,0070.2%IndustrialsSPTISPDR Portfolio Intermediate Term Treasury ETF$570,782$3,889 â–²0.7%20,1050.2%ETFAMZNAmazon.com$544,845$12,632 â–²2.4%2,2860.2%Retail/WholesalePGProcter & Gamble$539,342$3,813 â–²0.7%3,6780.2%Consumer StaplesJPMJPMorgan Chase & Co.$526,467$7,530 â–²1.5%1,6080.2%FinanceBRK.BBerkshire Hathaway$480,875$8,006 â–²1.7%9610.2%FinanceEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$416,030$25,762 â–¼-5.8%7,6870.2%ETFXOMExxonMobil$399,209$3,691 â–²0.9%2,9200.2%EnergyIBMInternational Business Machines$376,540$1,687 â–²0.5%1,3390.1%Computer and TechnologyEEMXSPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF$297,116$297,116 â–²New Holding5,4870.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$246,599$20,658 â–²9.1%6,6610.1%ETFGOOGAlphabet$228,605$228,605 â–²New Holding6470.1%Computer and TechnologyKOCocaCola$226,411$4,551 â–²2.1%2,7860.1%Consumer StaplesISTBiShares Core 1-5 Year USD Bond ETF$0$13,465,144 â–¼-100.0%00.0%ManufacturingIAGGiShares Core International Aggregate Bond ETF$0$8,297,146 â–¼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$257,643 â–¼-100.0%00.0%ETFABBVAbbVie$0$247,994 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
