Boyd Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$236.5M
Q ending 2026-03-31
Prior quarter
$235.8M
Q ending 2025-12-31
Change
+0.3% QoQ · +17.9% YoY
Positions
48
reported holdings
Largest positions
All 48 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $50.1M | 84K |
| Vanguard Index Fds | VTV | Shares | $23.1M | 118K |
| Spdr Series Trust | SPYG | Shares | $22.2M | 226K |
| Schwab Strategic Tr | SCHF | Shares | $20.2M | 815K |
| Ishares Tr | ISTB | Shares | $13.5M | 278K |
| Ishares Tr | HYDB | Shares | $13.4M | 289K |
| Vanguard Bd Index Fds | BIV | Shares | $10.6M | 138K |
| Ishares Tr | IVV | Shares | $10.3M | 16K |
| Ishares Tr | IAGG | Shares | $8.3M | 166K |
| Schwab Strategic Tr | SCHE | Shares | $7.6M | 231K |
| Ishares Tr | IJH | Shares | $7.6M | 113K |
| Ishares Tr | IJR | Shares | $5.0M | 41K |
| Ishares Tr | IEFA | Shares | $4.5M | 50K |
| Schwab Strategic Tr | SCHG | Shares | $4.5M | 155K |
| Vanguard World Fd | MGV | Shares | $4.1M | 29K |
| Vanguard Index Fds | VO | Shares | $3.5M | 12K |
| Vanguard Index Fds | VB | Shares | $3.1M | 12K |
| Ishares Tr | IWL | Shares | $2.3M | 14K |
| Ishares Inc | IEMG | Shares | $2.1M | 30K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| Spdr Series Trust | SPYX | Shares | $1.7M | 33K |
| Ishares Tr | IUSV | Shares | $1.5M | 14K |
| Ishares Tr | AGG | Shares | $1.4M | 14K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.3M | 26K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $818K | 17K |
| Oracle Corp | ORCL | Shares | $788K | 5K |
| Deere & Co | DE | Shares | $785K | 1K |
| Ishares Tr | IUSG | Shares | $731K | 5K |
| Vanguard Star Fds | VXUS | Shares | $654K | 8K |
| Schwab Strategic Tr | SCHX | Shares | $573K | 22K |
| Spdr Series Trust | SPTI | Shares | $572K | 20K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $538K | 828 |
| Procter & Gamble Co | PG | Shares | $527K | 4K |
| Emerson Elec Co | EMR | Shares | $524K | 4K |
| Alphabet Inc | GOOGL | Shares | $513K | 2K |
| Exxon Mobil Corp | XOM | Shares | $491K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $466K | 2K |
| Amazon Com Inc | AMZN | Shares | $465K | 2K |
| J P Morgan Exchange Traded F | JMUB | Shares | $463K | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $453K | 945 |
| Nvidia Corporation | NVDA | Shares | $427K | 2K |
| Spdr Index Shs Fds | EFAX | Shares | $406K | 8K |
| International Business Machs | IBM | Shares | $323K | 1K |
| Vanguard Scottsdale Fds | VCSH | Shares | $258K | 3K |
| Abbvie Inc | ABBV | Shares | $248K | 1K |
| Ishares Tr | USHY | Shares | $225K | 6K |
| Coca Cola Co | KO | Shares | $208K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.