Boyd Wealth Management, LLC
Holdings as of 2026-06-30, filed 2026-07-17
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 17 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
47
Value reported by manager
$264.2M
Sum of our stored positions
$264.2M
should match the line above
Disclosure lag
17 d
quarter end to filing
Top 5 concentration
51.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
47 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $57.3M | 83,461 | — | 922908363 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $22.7M | 821,227 | — | 808524805 |
| SPDR SERIES TRUST | ST STR P500GRW | $22M | 184,601 | — | 78464A409 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $16.9M | 465,589 | — | 808524706 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $16.6M | 216,088 | — | 921937819 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $15.5M | 206,584 | — | 92206C813 |
| ISHARES TR | HIGH YLD SYSTM B | $15.1M | 323,904 | — | 46435G250 |
| ISHARES TR | CORE S&P SCP ETF | $15M | 101,192 | — | 464287804 |
| ISHARES TR | CORE S&P500 ETF | $11.7M | 15,648 | — | 464287200 |
| VANGUARD INDEX FDS | VALUE ETF | $11.6M | 53,058 | — | 922908744 |
| ISHARES TR | CORE S&P MCP ETF | $9M | 116,115 | — | 464287507 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.2M | 153,363 | — | 808524300 |
| ISHARES TR | CORE MSCI EAFE | $5.1M | 52,909 | — | 46432F842 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $4.7M | 28,517 | — | 921910840 |
| VANGUARD INDEX FDS | MID CAP ETF | $3.9M | 47,983 | — | 922908629 |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.5M | 11,679 | — | 922908751 |
| ISHARES TR | RUS TOP 200 ETF | $2.5M | 13,775 | — | 464289446 |
| ISHARES INC | CORE MSCI EMKT | $2.5M | 29,817 | — | 46434G103 |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 25,671 | — | 922908736 |
| NVIDIA CORPORATION | COM | $1.8M | 9,145 | — | 67066G104 |
| SPDR SERIES TRUST | ST STR SP500FF | $1.8M | 29,590 | — | 78468R796 |
| ISHARES TR | CORE S&P US VLU | $1.5M | 13,275 | — | 464287663 |
| APPLE INC | COM | $1.4M | 4,794 | — | 037833100 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.1M | 21,518 | — | 46641Q647 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 21,259 | — | 922907746 |
| ISHARES TR | CORE US AGGBD ET | $1M | 10,189 | — | 464287226 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $895.8K | 18,473 | — | 33739P301 |
| DEERE & CO | COM | $885.5K | 1,396 | — | 244199105 |
| ISHARES TR | CORE S&P US GWT | $851.1K | 4,525 | — | 464287671 |
| ORACLE CORP | COM | $785.9K | 5,363 | — | 68389X105 |
| VANGUARD STAR FDS | VG TL INTL STK F | $724.6K | 8,476 | — | 921909768 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $657.6K | 22,343 | — | 808524201 |
| ALPHABET INC | CAP STK CL A | $651.9K | 1,824 | — | 02079K305 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $618.3K | 828 | — | 78462F103 |
| EMERSON ELEC CO | COM | $573.6K | 4,007 | — | 291011104 |
| SPDR SERIES TRUST | ST INTER ETF | $570.8K | 20,105 | — | 78464A672 |
| AMAZON COM INC | COM | $544.8K | 2,286 | — | 023135106 |
| PROCTER & GAMBLE CO | COM | $539.3K | 3,678 | — | 742718109 |
| JPMORGAN CHASE & CO | COM | $526.5K | 1,608 | — | 46625H100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $480.9K | 961 | — | 084670702 |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | $416K | 7,687 | — | 78470E106 |
| EXXON MOBIL CORP | COM | $399.2K | 2,920 | — | 30231G102 |
| INTERNATIONAL BUSINESS MACHS | COM | $376.5K | 1,339 | — | 459200101 |
| SPDR INDEX SHS FDS | ST STR MSCI EMRG | $297.1K | 5,487 | — | 78470E205 |
| ISHARES TR | BROAD USD HIGH | $246.6K | 6,661 | — | 46435U853 |
| ALPHABET INC | CAP STK CL C | $228.6K | 647 | — | 02079K107 |
| COCA COLA CO | COM | $226.4K | 2,786 | — | 191216100 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-17