Boyd Wealth Management, LLC

CIK 1846114 · View on SEC EDGAR ↗

Portfolio value
$264.2M
#5,563 of 9,443 by 13F value · top 58.9%
Positions
47
As of
June 30, 2026

Portfolio value QoQ: +11.7% 13F does not disclose cash

Top 10 holdings weight
77.40%
Top 25 holdings weight
95.27%
Positions above 1%
16
Effective number of positions
11.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 17.13% Est. buys $48,765,980 · sells $42,889,452

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 73.4% still held

New positions
3
Increased
26
Decreased
15
Closed
4
On this page

Sector breakdown

Technology
1.7%
Industrials
0.6%
Communication Services
0.3%
Retail
0.2%
Consumer products
0.2%
Financials
0.2%
Energy
0.2%
Consumer Staples
0.1%
Other/Unmapped
96.6%

Full portfolio 47 positions

Type Streak 8Q trend
VOO $57,321,556 21.70% 83,461 $7,219,527 Down ×1
SCHF $22,747,983 8.61% 821,227 $2,566,803 Up ×4
SPYG $21,965,673 8.31% 184,601 $-207,613 Down ×1
SCHE $16,882,264 6.39% 465,589 $9,257,876 Up ×2
BIV $16,573,950 6.27% 216,088 $5,936,848 Up ×2
VCLT Vanguard Long-Term Corporate Bond ETF $15,545,482 5.88% 206,584 Up ×1
HYDB $15,148,990 5.73% 323,904 $1,727,784 Up ×1
IJR $15,007,770 5.68% 101,192 $9,959,362 Up ×1
IVV $11,718,569 4.44% 15,648 $1,425,992 Down ×6
VTV $11,562,930 4.38% 53,058 $-11,574,936 Down ×1
IJH $8,953,630 3.39% 116,115 $1,343,026 Up ×3
SCHG $5,189,804 1.96% 153,363 $663,468 Down ×1
IEFA $5,109,951 1.93% 52,909 $573,131 Up ×1
MGV $4,661,104 1.76% 28,517 $519,593 Down ×4
VO $3,865,990 1.46% 47,983 $401,163 Up ×1
VB $3,540,138 1.34% 11,679 $471,221 Down ×2
IWL $2,547,686 0.96% 13,775 $287,987 Down ×4
IEMG $2,470,040 0.93% 29,817 $390,304
VUG $2,211,300 0.84% 25,671 $349,701 Up ×2
NVDA NVIDIA Corporation - Common Stock $1,829,861 0.69% 9,145 $1,402,736 Up ×2
SPYX $1,807,949 0.68% 29,590 $72,966 Down ×2
IUSV iShares Core S&P U.S. Value ETF $1,462,265 0.55% 13,275 $6,538 Down ×1
AAPL Apple Inc. - Common Stock $1,387,150 0.53% 4,794 $187,630 Up ×2
JMUB $1,089,994 0.41% 21,518 $627,137 Up ×1
VTEB $1,075,280 0.41% 21,259 $-237,974 Down ×1
AGG $1,008,492 0.38% 10,189 $-400,710 Down ×5
FMHI First Trust Municipal High Income ETF $895,756 0.34% 18,473 $77,973 Up ×4
DE Deere & Company Common Stock $885,525 0.34% 1,396 $100,285 Up ×1
IUSG iShares Core S&P U.S. Growth ETF $851,124 0.32% 4,525 $120,279 Down ×1
ORCL Oracle Corporation Common Stock $785,948 0.30% 5,363 $-1,826 Up ×3
VXUS Vanguard Total International Stock ETF $724,613 0.27% 8,476 $71,029
SCHX $657,554 0.25% 22,343 $84,500 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $651,911 0.25% 1,824 $139,140 Up ×2
SPY SPY $618,326 0.23% 828 $79,844
EMR Emerson Electric Company Common Stock $573,602 0.22% 4,007 $49,522 Up ×1
SPTI $570,782 0.22% 20,105 $-1,514 Up ×1
AMZN Amazon.com, Inc. - Common Stock $544,845 0.21% 2,286 $79,778 Up ×1
PG Procter & Gamble Company (The) Common Stock $539,342 0.20% 3,678 $11,847 Up ×1
JPM JP Morgan Chase & Co. Common Stock $526,467 0.20% 1,608 $60,115 Up ×2
BRKB $480,875 0.18% 961 $28,031 Up ×1
EFAX $416,030 0.16% 7,687 $9,790 Down ×2
XOM Exxon Mobil Corporation Common Stock $399,209 0.15% 2,920 $-91,601 Up ×1
IBM International Business Machines Corporation Common Stock $376,540 0.14% 1,339 $53,434 Up ×1
EEMX $297,116 0.11% 5,487
USHY $246,599 0.09% 6,661 $21,763 Up ×2
GOOG Alphabet Inc. - Class C Capital Stock $228,605 0.09% 647 Up ×1
KO Coca-Cola Company (The) Common Stock $226,411 0.09% 2,786 $18,801 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
SCHF $22,747,983 8.61% up ×4
IJH $8,953,630 3.39% up ×3
FMHI $895,756 0.34% up ×4
ORCL $785,948 0.30% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VCLT $15,545,482 206,584 5.88%
EEMX $297,116 5,487 0.11%
GOOG $228,605 647 0.09%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTV Trimmed -65K -$11.6M
IJR Bought more +61K +$10.0M
SCHE Bought more +234K +$9.3M
VOO Trimmed -385 +$7.2M
BIV Bought more +78K +$5.9M
SCHF Bought more +6K +$2.6M
HYDB Bought more +35K +$1.7M
IVV Trimmed -109 +$1.4M
NVDA Bought more +7K +$1.4M
IJH Bought more +3K +$1.3M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ISTB June 30, 2026 277,861 $13,465,144
HYLB March 31, 2026 347,777 $12,808,627 No longer tracked
ISTB March 31, 2025 244,111 $11,661,182
IAGG June 30, 2026 165,810 $8,297,146 No longer tracked
SMMU March 31, 2025 17,497 $872,050 No longer tracked
MUB Dec. 31, 2025 4,888 $520,523 No longer tracked
EEMX Dec. 31, 2025 9,173 $383,723 No longer tracked
ET Sept. 30, 2025 17,894 $324,410 24.9%
MS Sept. 30, 2025 2,267 $319,330 36.7%
GS Sept. 30, 2025 435 $307,871 28.0%
EEMX March 31, 2025 8,752 $282,685 No longer tracked
VCSH June 30, 2026 3,250 $257,643
PBR March 31, 2025 19,347 $248,802 31.4%
ABBV June 30, 2026 1,140 $247,994 5.4%
OWL March 31, 2025 10,446 $242,974 -41.5%
META Sept. 30, 2025 327 $241,355 -25.7%
AVGO Sept. 30, 2025 861 $237,198 9.6%
MSFT March 31, 2026 432 $208,924 30.5%
KO June 30, 2025 2,803 $200,744 27.1%
NVTS Sept. 30, 2025 10,100 $66,155 74.8%
ORGN March 31, 2026 15,858 $3,357 No longer tracked