Boyd Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Boyd Wealth Management, LLC reported 48 stock positions worth $236.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.8%) and SS SPDR P S&P 500 Growth ETF (SPYG, 9.4%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 23 and reduced 12. The biggest buy was a new position in iShares High Yield Systemati (HYDB) and the biggest sale an exit from Xtrackers Usd High Yield Cor (HYLB).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0001846114
- Portfolio Value
- $236.5M (Q1 2026)
- SEC Filing
- 0001846114-26-000009 ↗ filed Apr 20, 2026
Holdings Value
Holdings 48 stocks · $236.5M
| VOO Vanguard S&P 500 ETF | 21.18% | 83,846 | $50.1M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.78% | 117,930 | $23.1M | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.38% | 226,466 | $22.2M | Add +61.0% |
| SCHF Schwab Intl Equity ETF | 8.53% | 815,401 | $20.2M | Add +0.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 5.69% | 277,861 | $13.5M | Add +2.6% |
| HYDB iShares High Yield Systemati | 5.67% | 288,504 | $13.4M | New |
| BIV Vanguard Intermediate-Term B | 4.50% | 137,822 | $10.6M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 4.35% | 15,757 | $10.3M | Reduce -0.3% |
| IAGG iShares Intl Aggregate Bond | 3.51% | 165,810 | $8.3M | Add +10.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.22% | 231,393 | $7.6M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 3.22% | 112,700 | $7.6M | Add +3.8% |
| IJR iShares Core S&P Small-Cap E | 2.13% | 40,611 | $5.0M | Reduce -61.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.92% | 50,114 | $4.5M | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 1.91% | 155,384 | $4.5M | Add +1.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.75% | 28,572 | $4.1M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.47% | 12,065 | $3.5M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 11,717 | $3.1M | Reduce -1.7% |
| IWL iShares Russell Top 200 ETF | 0.96% | 14,081 | $2.3M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.88% | 29,817 | $2.1M | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 4,262 | $1.9M | Add +1.4% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.73% | 32,717 | $1.7M | Reduce -9.5% |
| IUSV iShares Core S&P U.S. Value | 0.62% | 14,237 | $1.5M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.60% | 14,196 | $1.4M | Reduce -1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 26,323 | $1.3M | No change |
| AAPL Apple Inc. | 0.51% | 4,726 | $1.2M | Add +13.7% |
| FMHI First Trust Municipal High I | 0.35% | 17,202 | $818K | Add +5.4% |
| ORCL Oracle Corp. | 0.33% | 5,355 | $788K | Add +0.4% |
| DE Deere & Co. | 0.33% | 1,394 | $785K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.31% | 4,712 | $731K | Add +9.2% |
| VXUS Vanguard Total Intl Stock | 0.28% | 8,476 | $654K | No change |
| SCHX Schwab US Large-Cap ETF | 0.24% | 22,350 | $573K | Add +0.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.24% | 19,968 | $572K | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 828 | $538K | No change |
| PG The Procter & Gamble Co. | 0.22% | 3,652 | $527K | No change |
| EMR Emerson Electric Co. | 0.22% | 4,000 | $524K | No change |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,783 | $513K | Add +9.3% |
| XOM Exxon Mobil Corp. | 0.21% | 2,893 | $491K | No change |
| JPM JPMorgan Chase & Co. | 0.20% | 1,585 | $466K | Add +5.8% |
| AMZN Amazon.com Inc. | 0.20% | 2,233 | $465K | Reduce -30.6% |
| JMUB JPMorgan Municipal ETF | 0.20% | 9,259 | $463K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 945 | $453K | No change |
| NVDA Nvidia Corp. | 0.18% | 2,449 | $427K | Add +13.5% |
| EFAX State Street SPDR MSCI Eafe | 0.17% | 8,163 | $406K | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,333 | $323K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 3,250 | $258K | Add +1.6% |
| ABBV Abbvie Inc. | 0.10% | 1,140 | $248K | No change |
| USHY iShares Broad Usd High Yield | 0.10% | 6,103 | $225K | Add +2.2% |
| KO The Coca-Cola Co. | 0.09% | 2,730 | $208K | New |
Portfolio Sells Q4 2025 → Q1 2026
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −5.43 |
| IJR iShares Core S&P Small-Cap E | Reduce -61.8% | 2.13% | −3.29 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 4.35% | −0.24 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -9.5% | 0.73% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -30.6% | 0.20% | −0.12 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.09 |
| IWL iShares Russell Top 200 ETF | Reduce -0.1% | 0.96% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 1.47% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -1.2% | 0.60% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.7% | 1.30% | −0.01 |
| EFAX State Street SPDR MSCI Eafe | Reduce -1.8% | 0.17% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.8% | 0.24% | −0.00 |
| ORIGIN MATERIALS INC | Sold out | 0.00% | −0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -1.4% | 1.75% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 1.92% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| HYDB iShares High Yield Systemati | New | 5.67% | +5.67 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +61.0% | 9.38% | +3.01 |
| IAGG iShares Intl Aggregate Bond | Add +10.0% | 3.51% | +0.31 |
| SCHF Schwab Intl Equity ETF | Add +0.7% | 8.53% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 9.78% | +0.24 |
| JMUB JPMorgan Municipal ETF | New | 0.20% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +3.8% | 3.22% | +0.18 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +2.6% | 5.69% | +0.10 |
| KO The Coca-Cola Co. | New | 0.09% | +0.09 |
| BIV Vanguard Intermediate-Term B | Add +2.6% | 4.50% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +0.0% | 0.88% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.6% | 3.22% | +0.03 |
| AAPL Apple Inc. | Add +13.7% | 0.51% | +0.03 |
| FMHI First Trust Municipal High I | Add +5.4% | 0.35% | +0.01 |
| NVDA Nvidia Corp. | Add +13.5% | 0.18% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +9.2% | 0.31% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.6% | 0.11% | +0.00 |
| USHY iShares Broad Usd High Yield | Add +2.2% | 0.10% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +9.3% | 0.22% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.0% | 0.62% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +5.8% | 0.20% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.24% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 0.79% | −0.08 |
| ORCL Oracle Corp. | Add +0.4% | 0.33% | −0.11 |
| SCHG Schwab US Large-Cap Growth | Add +1.8% | 1.91% | −0.20 |
| VOO Vanguard S&P 500 ETF | Add +2.7% | 21.18% | −0.52 |
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 |