§ 13F · FUND PROFILE
Boyd Wealth Management, LLC.
AUM · $264M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 83K | $57M | 21.7% | ±0% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 821K | $23M | 8.6% | +1% |
| 3 | SPYG | SPDR SERIES TRUST | 185K | $22M | 8.3% | −18% |
| 4 | SCHE | SCHWAB STRATEGIC TR | 466K | $17M | 6.4% | +101% |
| 5 | BIV | VANGUARD BD INDEX FDS | 216K | $17M | 6.3% | +57% |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | 207K | $16M | 5.9% | NEW |
| 7 | HYDB | ISHARES TR | 324K | $15M | 5.7% | +12% |
| 8 | IJR | ISHARES TR | 101K | $15M | 5.7% | +149% |
| 9 | IVV | ISHARES TR | 16K | $12M | 4.4% | −1% |
| 10 | VTV | VANGUARD INDEX FDS | 53K | $12M | 4.4% | −55% |
§ 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 $264 million in assets. The fund runs a portfolio of 47 positions.
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