Boyd Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Boyd Wealth Management, LLC reported 47 stock positions worth $264.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.7% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 8.6%) and SS SPDR P S&P 500 Growth ETF (SPYG, 8.3%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 25 and reduced 16. The biggest buy was a new position in Vanguard Long-Term Corp. Bond (VCLT) and the biggest sale an exit from iShares Core 1-5 Year Usd Bo (ISTB).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001846114
- Portfolio Value
- $264.2M (Q2 2026)
- SEC Filing
- 0001846114-26-000010 ↗ filed Jul 17, 2026
Holdings Value
Holdings 47 stocks · $264.2M
| VOO Vanguard S&P 500 ETF | 21.70% | 83,461 | $57.3M | Reduce -0.5% |
| SCHF Schwab Intl Equity ETF | 8.61% | 821,227 | $22.7M | Add +0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 8.31% | 184,601 | $22.0M | Reduce -18.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 6.39% | 465,589 | $16.9M | Add +101.2% |
| BIV Vanguard Intermediate-Term B | 6.27% | 216,088 | $16.6M | Add +56.8% |
| VCLT Vanguard Long-Term Corp. Bond | 5.88% | 206,584 | $15.5M | New |
| HYDB iShares High Yield Systemati | 5.73% | 323,904 | $15.1M | Add +12.3% |
| IJR iShares Core S&P Small-Cap E | 5.68% | 101,192 | $15.0M | Add +149.2% |
| IVV iShares Core S&P 500 ETF | 4.44% | 15,648 | $11.7M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.38% | 53,058 | $11.6M | Reduce -55.0% |
| IJH iShares Core S&P Midcap ETF | 3.39% | 116,115 | $9.0M | Add +3.0% |
| SCHG Schwab US Large-Cap Growth | 1.96% | 153,363 | $5.2M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.93% | 52,909 | $5.1M | Add +5.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.76% | 28,517 | $4.7M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.46% | 47,983 | $3.9M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 11,679 | $3.5M | Reduce -0.3% |
| IWL iShares Russell Top 200 ETF | 0.96% | 13,775 | $2.5M | Reduce -2.2% |
| IEMG iShares Core MSCI Emerging | 0.94% | 29,817 | $2.5M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 25,671 | $2.2M | Add +0.4% |
| NVDA Nvidia Corp. | 0.69% | 9,145 | $1.8M | Add +273.4% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.68% | 29,590 | $1.8M | Reduce -9.6% |
| IUSV iShares Core S&P U.S. Value | 0.55% | 13,275 | $1.5M | Reduce -6.8% |
| AAPL Apple Inc. | 0.53% | 4,794 | $1.4M | Add +1.4% |
| JMUB JPMorgan Municipal ETF | 0.41% | 21,518 | $1.1M | Add +132.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 21,259 | $1.1M | Reduce -19.2% |
| AGG iShares Core U.S. Aggregate | 0.38% | 10,189 | $1.0M | Reduce -28.2% |
| FMHI First Trust Municipal High I | 0.34% | 18,473 | $896K | Add +7.4% |
| DE Deere & Co. | 0.34% | 1,396 | $886K | Add +0.1% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 4,525 | $851K | Reduce -4.0% |
| ORCL Oracle Corp. | 0.30% | 5,363 | $786K | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.27% | 8,476 | $725K | No change |
| SCHX Schwab US Large-Cap ETF | 0.25% | 22,343 | $658K | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,824 | $652K | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 828 | $618K | No change |
| EMR Emerson Electric Co. | 0.22% | 4,007 | $574K | Add +0.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.22% | 20,105 | $571K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.21% | 2,286 | $545K | Add +2.4% |
| PG The Procter & Gamble Co. | 0.20% | 3,678 | $539K | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.20% | 1,608 | $526K | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 961 | $481K | Add +1.7% |
| EFAX State Street SPDR MSCI Eafe | 0.16% | 7,687 | $416K | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.15% | 2,920 | $399K | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,339 | $377K | Add +0.5% |
| EEMX State Street SPDR MSCI Emerg | 0.11% | 5,487 | $297K | New |
| USHY iShares Broad Usd High Yield | 0.09% | 6,661 | $247K | Add +9.1% |
| GOOG Alphabet Inc. Class C | 0.09% | 647 | $229K | New |
| KO The Coca-Cola Co. | 0.09% | 2,786 | $226K | Add +2.0% |
Portfolio Sells Q1 2026 → Q2 2026
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −5.69 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -55.0% | 4.38% | −5.41 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −3.51 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -18.5% | 8.31% | −1.06 |
| AGG iShares Core U.S. Aggregate | Reduce -28.2% | 0.38% | −0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -19.2% | 0.41% | −0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.10 |
| IUSV iShares Core S&P U.S. Value | Reduce -6.8% | 0.55% | −0.06 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -9.6% | 0.68% | −0.05 |
| EFAX State Street SPDR MSCI Eafe | Reduce -5.8% | 0.16% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.6% | 1.46% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.0% | 0.25% | +0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -2.2% | 0.96% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.0% | 0.32% | +0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.2% | 1.76% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 1.34% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.3% | 1.96% | +0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 4.44% | +0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 21.70% | +0.51 |
Portfolio Buys Q1 2026 → Q2 2026
| VCLT Vanguard Long-Term Corp. Bond | New | 5.88% | +5.88 |
| IJR iShares Core S&P Small-Cap E | Add +149.2% | 5.68% | +3.55 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +101.2% | 6.39% | +3.17 |
| BIV Vanguard Intermediate-Term B | Add +56.8% | 6.27% | +1.78 |
| NVDA Nvidia Corp. | Add +273.4% | 0.69% | +0.51 |
| JMUB JPMorgan Municipal ETF | Add +132.4% | 0.41% | +0.22 |
| IJH iShares Core S&P Midcap ETF | Add +3.0% | 3.39% | +0.17 |
| EEMX State Street SPDR MSCI Emerg | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | New | 0.09% | +0.09 |
| SCHF Schwab Intl Equity ETF | Add +0.7% | 8.61% | +0.08 |
| HYDB iShares High Yield Systemati | Add +12.3% | 5.73% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 0.84% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.25% | +0.03 |
| AAPL Apple Inc. | Add +1.4% | 0.53% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.6% | 1.93% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.21% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.14% | +0.01 |
| DE Deere & Co. | Add +0.1% | 0.34% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.20% | +0.00 |
| USHY iShares Broad Usd High Yield | Add +9.1% | 0.09% | −0.00 |
| KO The Coca-Cola Co. | Add +2.0% | 0.09% | −0.00 |
| EMR Emerson Electric Co. | Add +0.2% | 0.22% | −0.00 |
| FMHI First Trust Municipal High I | Add +7.4% | 0.34% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 0.18% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.20% | −0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Add +0.7% | 0.22% | −0.03 |
| ORCL Oracle Corp. | Add +0.1% | 0.30% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.15% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $264.2M | VOO, SCHF, SPYG, SCHE, BIV |
| Q1 2026 | 48 | $236.5M | VOO, VTV, SPYG, SCHF, ISTB |
| Q4 2025 | 48 | $235.8M | VOO, VTV, SCHF, SPYG, ISTB |
| Q3 2025 | 47 | $232.3M | VOO, BIV, VTV, SCHF, SCHE |
| Q2 2025 | 52 | $230.9M | VOO, AGG, VTV, SCHF, IJH |
| Q1 2025 | 44 | $200.7M | AGG, VOO, SCHF, SPYG, VTV |
| Q4 2024 | 48 | $202.8M | VOO, AGG, VTV, SCHF, SCHE |
| Q3 2024 | 48 | $197.4M | VOO, SPYG, SCHF, AGG, VTV |
| Q2 2024 | 44 | $181.2M | VOO, AGG, SCHF, SPYG, VTV |
| Q1 2024 | 42 | $175.1M | VOO, AGG, SPYG, SCHF, VTV |