§ 13F · FUND PROFILE
Boyd Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $232M (13F)Positions · 47Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 84K | $50M | 21.2% | +3% |
| 2 | VTV | VANGUARD INDEX FDS | 118K | $23M | 9.8% | ±0% |
| 3 | SPYG | SPDR SERIES TRUST | 226K | $22M | 9.4% | +61% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 815K | $20M | 8.5% | +1% |
| 5 | ISTB | ISHARES TR | 278K | $13M | 5.7% | +3% |
| 6 | HYDB | ISHARES TR | 289K | $13M | 5.7% | NEW |
| 7 | BIV | VANGUARD BD INDEX FDS | 138K | $11M | 4.5% | +3% |
| 8 | IVV | ISHARES TR | 16K | $10M | 4.4% | ±0% |
| 9 | IAGG | ISHARES TR | 166K | $8M | 3.5% | +10% |
| 10 | SCHE | SCHWAB STRATEGIC TR | 231K | $8M | 3.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOYD SIGNAL
AC read
Boyd Wealth Management, LLC is a Other fund managing $232 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed