Boyd Wealth Management, LLC

Est. AUM

$236.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$50.1M	83846	21.18%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$23.1M	117930	9.78%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$22.2M	226466	9.38%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$20.2M	815401	8.53%	SOLE
5	ISHARES TR	CORE 1 5 YR USD	$13.5M	277861	5.69%	SOLE
6	ISHARES TR	HIGH YLD SYSTM B	$13.4M	288504	5.67%	SOLE
7	VANGUARD BD INDEX FDS	INTERMED TERM	$10.6M	137822	4.50%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$10.3M	15757	4.35%	SOLE
9	ISHARES TR	CORE INTL AGGR	$8.3M	165810	3.51%	SOLE
10	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.6M	231393	3.22%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$7.6M	112700	3.22%	SOLE
12	ISHARES TR	CORE S&P SCP ETF	$5.0M	40611	2.13%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$4.5M	50114	1.92%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.5M	155384	1.91%	SOLE
15	VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.1M	28572	1.75%	SOLE
16	VANGUARD INDEX FDS	MID CAP ETF	$3.5M	12065	1.47%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	11717	1.30%	SOLE
18	ISHARES TR	RUS TOP 200 ETF	$2.3M	14081	0.96%	SOLE
19	ISHARES INC	CORE MSCI EMKT	$2.1M	29817	0.88%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$1.9M	4262	0.79%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	32717	0.73%	SOLE
22	ISHARES TR	CORE S&P US VLU	$1.5M	14237	0.62%	SOLE
23	ISHARES TR	CORE US AGGBD ET	$1.4M	14196	0.60%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	26323	0.56%	SOLE
25	APPLE INC	COM	$1.2M	4726	0.51%	SOLE
26	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$818K	17202	0.35%	SOLE
27	ORACLE CORP	COM	$788K	5355	0.33%	SOLE
28	DEERE & CO	COM	$785K	1394	0.33%	SOLE
29	ISHARES TR	CORE S&P US GWT	$731K	4712	0.31%	SOLE
30	VANGUARD STAR FDS	VG TL INTL STK F	$654K	8476	0.28%	SOLE
31	SCHWAB STRATEGIC TR	US LRG CAP ETF	$573K	22350	0.24%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$572K	19968	0.24%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$538K	828	0.23%	SOLE
34	PROCTER & GAMBLE CO	COM	$527K	3652	0.22%	SOLE
35	EMERSON ELEC CO	COM	$524K	4000	0.22%	SOLE
36	ALPHABET INC	CAP STK CL A	$513K	1783	0.22%	SOLE
37	EXXON MOBIL CORP	COM	$491K	2893	0.21%	SOLE
38	JPMORGAN CHASE & CO	COM	$466K	1585	0.20%	SOLE
39	AMAZON COM INC	COM	$465K	2233	0.20%	SOLE
40	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$463K	9259	0.20%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$453K	945	0.19%	SOLE
42	NVIDIA CORPORATION	COM	$427K	2449	0.18%	SOLE
43	SPDR INDEX SHS FDS	STATE STREET SPD	$406K	8163	0.17%	SOLE
44	INTERNATIONAL BUSINESS MACHS	COM	$323K	1333	0.14%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$258K	3250	0.11%	SOLE
46	ABBVIE INC	COM	$248K	1140	0.10%	SOLE
47	ISHARES TR	BROAD USD HIGH	$225K	6103	0.10%	SOLE
48	COCA COLA CO	COM	$208K	2730	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.