Boyd Wealth Management, LLC Top Holdings and 13F Report (2026) About Boyd Wealth Management, LLCInvestment ActivityBoyd Wealth Management, LLC has $236.50 million in total holdings as of March 31, 2026.Boyd Wealth Management, LLC owns shares of 48 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.06% of the portfolio was purchased this quarter.About 9.21% of the portfolio was sold this quarter.This quarter, Boyd Wealth Management, LLC has purchased 48 new stocks and bought additional shares in 23 stocks.Boyd Wealth Management, LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $50,102,029Vanguard Value ETF $23,137,866SPDR Portfolio S&P 500 Growth ETF $22,173,286Schwab International Equity ETF $20,181,180iShares Core 1-5 Year USD Bond ETF $13,465,144 Largest New Holdings this Quarter 46435G250 - iShares High Yield Systematic Bond ETF $13,421,206 Holding46641Q647 - JPMorgan Municipal ETF $462,857 Holding191216100 - CocaCola $207,610 Holding Largest Purchases this Quarter iShares High Yield Systematic Bond ETF 288,504 shares (about $13.42M)SPDR Portfolio S&P 500 Growth ETF 85,823 shares (about $8.40M)Vanguard S&P 500 ETF 2,214 shares (about $1.32M)iShares Core International Aggregate Bond ETF 15,090 shares (about $755.10K)JPMorgan Municipal ETF 9,259 shares (about $462.86K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 65,821 shares (about $8.18M)Amazon.com 986 shares (about $205.35K)SPDR S&P Fossil Fuel Reserves Free ETF 3,434 shares (about $182.11K)Vanguard Mega Cap Value ETF 420 shares (about $60.88K)Vanguard Small-Cap ETF 205 shares (about $53.69K) 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$50,102,029$1,322,972 ▲2.7%83,84621.2%ETFVTVVanguard Value ETF$23,137,866$27,468 ▲0.1%117,9309.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$22,173,286$8,402,930 ▲61.0%226,4669.4%ETFSCHFSchwab International Equity ETF$20,181,180$145,530 ▲0.7%815,4018.5%ETFISTBiShares Core 1-5 Year USD Bond ETF$13,465,144$345,520 ▲2.6%277,8615.7%ManufacturingHYDBiShares High Yield Systematic Bond ETF$13,421,206$13,421,206 ▲New Holding288,5045.7%ETFBIVVanguard Intermediate-Term Bond ETF$10,637,102$267,737 ▲2.6%137,8224.5%ETFIVViShares Core S&P 500 ETF$10,292,577$25,475 ▼-0.2%15,7574.4%ETFIAGGiShares Core International Aggregate Bond ETF$8,297,146$755,105 ▲10.0%165,8103.5%ETFSCHESchwab Emerging Markets Equity ETF$7,624,388$44,911 ▲0.6%231,3933.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,610,604$277,210 ▲3.8%112,7003.2%ETFIJRiShares Core S&P Small-Cap ETF$5,048,408$8,182,297 ▼-61.8%40,6112.1%ETFIEFAiShares Core MSCI EAFE ETF$4,536,820$2,354 ▼-0.1%50,1141.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,526,336$81,564 ▲1.8%155,3841.9%ETFMGVVanguard Mega Cap Value ETF$4,141,511$60,879 ▼-1.4%28,5721.8%ETFVOVanguard Mid-Cap ETF$3,464,827$29,292 ▼-0.8%12,0651.5%ETFVBVanguard Small-Cap ETF$3,068,917$53,694 ▼-1.7%11,7171.3%ETFIWLiShares Russell Top 200 ETF$2,259,699$1,926 ▼-0.1%14,0811.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,079,736$419 ▲0.0%29,8170.9%ETFVUGVanguard Growth ETF$1,861,599$25,771 ▲1.4%4,2620.8%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,734,983$182,105 ▼-9.5%32,7170.7%ETFIUSViShares Core S&P U.S. Value ETF$1,455,727$204 ▲0.0%14,2370.6%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$1,409,202$16,478 ▼-1.2%14,1960.6%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,313,2540.0%26,3230.6%ETFAAPLApple$1,199,520$144,166 ▲13.7%4,7260.5%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$817,783$42,025 ▲5.4%17,2020.3%ManufacturingORCLOracle$787,774$2,795 ▲0.4%5,3550.3%Computer and TechnologyDEDeere & Company$785,2400.0%1,3940.3%IndustrialsIUSGiShares Core S&P U.S. Growth ETF$730,845$61,266 ▲9.1%4,7120.3%ManufacturingVXUSVanguard Total International Stock ETF$653,5840.0%8,4760.3%ETFSCHXSchwab US Large-Cap ETF$573,054$51 ▲0.0%22,3500.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$572,296$4,557 ▼-0.8%19,9680.2%ETFSPYSPDR S&P 500 ETF Trust$538,4820.0%8280.2%FinancePGProcter & Gamble$527,4950.0%3,6520.2%Consumer StaplesEMREmerson Electric$524,0800.0%4,0000.2%IndustrialsGOOGLAlphabet$512,771$43,426 ▲9.3%1,7830.2%Computer and TechnologyXOMExxonMobil$490,8100.0%2,8930.2%EnergyJPMJPMorgan Chase & Co.$466,352$25,598 ▲5.8%1,5850.2%FinanceAMZNAmazon.com$465,067$205,354 ▼-30.6%2,2330.2%Retail/WholesaleJMUBJPMorgan Municipal ETF$462,857$462,857 ▲New Holding9,2590.2%ETFBRK.BBerkshire Hathaway$452,8440.0%9450.2%FinanceNVDANVIDIA$427,125$50,927 ▲13.5%2,4490.2%Computer and TechnologyEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$406,240$7,266 ▼-1.8%8,1630.2%ETFIBMInternational Business Machines$323,1060.0%1,3330.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$257,643$4,122 ▲1.6%3,2500.1%ETFABBVAbbVie$247,9940.0%1,1400.1%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$224,836$4,937 ▲2.2%6,1030.1%ETFKOCocaCola$207,610$207,610 ▲New Holding2,7300.1%Consumer StaplesHYLBXtrackers USD High Yield Corporate Bond ETF$0$12,808,627 ▼-100.0%00.0%ETFMSFTMicrosoft$0$208,924 ▼-100.0%00.0%Computer and TechnologyORGNOrigin Materials$0$3,357 ▼-100.0%00.0%EnergyShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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