Holders — by stockHoldings — by fund
Boyd Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001846114
$264.2M
disclosed book value
47
positions
21.7%
largest position share
Positions, as of 2026-06-30
top 47 of 47 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 83,461 | $57.3M | 21.7% |
| 2 | SCHFSCHWAB STRATEGIC TR | 821,227 | $22.7M | 8.6% |
| 3 | SPYGSPDR SERIES TRUST | 184,601 | $22.0M | 8.3% |
| 4 | SCHESCHWAB STRATEGIC TR | 465,589 | $16.9M | 6.4% |
| 5 | BIVVANGUARD BD INDEX FDS | 216,088 | $16.6M | 6.3% |
| 6 | VCLTVANGUARD SCOTTSDALE FDS | 206,584 | $15.5M | 5.9% |
| 7 | HYDBISHARES TR | 323,904 | $15.1M | 5.7% |
| 8 | IJRISHARES TR | 101,192 | $15.0M | 5.7% |
| 9 | IVVISHARES TR | 15,648 | $11.7M | 4.4% |
| 10 | VTVVANGUARD INDEX FDS | 53,058 | $11.6M | 4.4% |
| 11 | IJHISHARES TR | 116,115 | $9.0M | 3.4% |
| 12 | SCHGSCHWAB STRATEGIC TR | 153,363 | $5.2M | 2% |
| 13 | IEFAISHARES TR | 52,909 | $5.1M | 1.9% |
| 14 | MGVVANGUARD WORLD FD | 28,517 | $4.7M | 1.8% |
| 15 | VOVANGUARD INDEX FDS | 47,983 | $3.9M | 1.5% |
| 16 | VBVANGUARD INDEX FDS | 11,679 | $3.5M | 1.3% |
| 17 | IWLISHARES TR | 13,775 | $2.5M | 1% |
| 18 | IEMGISHARES INC | 29,817 | $2.5M | 0.9% |
| 19 | VUGVANGUARD INDEX FDS | 25,671 | $2.2M | 0.8% |
| 20 | NVDANVIDIA CORPORATION | 9,145 | $1.8M | 0.7% |
| 21 | SPYXSPDR SERIES TRUST | 29,590 | $1.8M | 0.7% |
| 22 | IUSVISHARES TR | 13,275 | $1.5M | 0.6% |
| 23 | AAPLAPPLE INC | 4,794 | $1.4M | 0.5% |
| 24 | JMUBJ P MORGAN EXCHANGE TRADED F | 21,518 | $1.1M | 0.4% |
| 25 | VTEBVANGUARD MUN BD FDS | 21,259 | $1.1M | 0.4% |
| 26 | AGGISHARES TR | 10,189 | $1.0M | 0.4% |
| 27 | FMHIFIRST TR EXCH TRADED FD III | 18,473 | $895,756 | 0.3% |
| 28 | DEDEERE & CO | 1,396 | $885,525 | 0.3% |
| 29 | IUSGISHARES TR | 4,525 | $851,124 | 0.3% |
| 30 | ORCLORACLE CORP | 5,363 | $785,948 | 0.3% |
| 31 | VXUSVANGUARD STAR FDS | 8,476 | $724,613 | 0.3% |
| 32 | SCHXSCHWAB STRATEGIC TR | 22,343 | $657,554 | 0.2% |
| 33 | GOOGLALPHABET INC | 1,824 | $651,911 | 0.2% |
| 34 | SPYSTATE STR SPDR S&P 500 ETF T | 828 | $618,326 | 0.2% |
| 35 | EMREMERSON ELEC CO | 4,007 | $573,602 | 0.2% |
| 36 | SPTISPDR SERIES TRUST | 20,105 | $570,782 | 0.2% |
| 37 | AMZNAMAZON COM INC | 2,286 | $544,845 | 0.2% |
| 38 | PGPROCTER & GAMBLE CO | 3,678 | $539,342 | 0.2% |
| 39 | JPMJPMORGAN CHASE & CO | 1,608 | $526,467 | 0.2% |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 961 | $480,875 | 0.2% |
| 41 | EFAXSPDR INDEX SHS FDS | 7,687 | $416,030 | 0.2% |
| 42 | XOMEXXON MOBIL CORP | 2,920 | $399,209 | 0.2% |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 1,339 | $376,540 | 0.1% |
| 44 | EEMXSPDR INDEX SHS FDS | 5,487 | $297,116 | 0.1% |
| 45 | USHYISHARES TR | 6,661 | $246,599 | 0.1% |
| 46 | GOOGALPHABET INC | 647 | $228,605 | 0.1% |
| 47 | KOCOCA COLA CO | 2,786 | $226,411 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.