Boyd Wealth Management, LLC
CIK 1846114 · Holdings on Jun 30, 2026 · First reported Jul 17, 2026
Top ten holdings
Q2 2026- VOO21.70%
- SCHF8.61%
- SPYG8.31%
- SCHE6.39%
- BIV6.27%
- VCLT5.88%
- HYDB5.73%
- IJR5.68%
- IVV4.44%
- VTV4.38%
Share classes counted separately77.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTVWeight decreased · -5.40 pp9.78% → 4.38%Shares -64.87K (-55.01%)
- IJRWeight increased · +3.55 pp2.13% → 5.68%Shares +60.58K (+149.17%)
- SCHEWeight increased · +3.17 pp3.22% → 6.39%Shares +234.20K (+101.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $57.32M | 21.70% | 83.46K shares | 21.18% → 21.70%+0.52 pp -385 (-0.46%) | Reduced | ↗▾ |
| 02 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $22.75M | 8.61% | 821.23K shares | 8.53% → 8.61%+0.08 pp +5.83K (+0.71%) | Added | ↗▾ |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $21.97M | 8.31% | 184.60K shares | 9.38% → 8.31%-1.07 pp -41.87K (-18.49%) | Reduced | ↗▾ |
| 04 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $16.88M | 6.39% | 465.59K shares | 3.22% → 6.39%+3.17 pp +234.20K (+101.21%) | Added | ↗▾ |
| 05 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $16.57M | 6.27% | 216.09K shares | 4.50% → 6.27%+1.77 pp +78.27K (+56.79%) | Added | ↗▾ |
| 06 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $15.55M | 5.88% | 206.58K shares | Prior unavailable +206.58K | New | ↗▾ |
| 07 | HYDBISHARES HIGH YIELD SYSTEMATIHIGH YLD SYSTM B View history and evidence | $15.15M | 5.73% | 323.90K shares | 5.67% → 5.73%+0.06 pp +35.40K (+12.27%) | Added | ↗▾ |
| 08 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $15.01M | 5.68% | 101.19K shares | 2.13% → 5.68%+3.55 pp +60.58K (+149.17%) | Added | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $11.72M | 4.44% | 15.65K shares | 4.35% → 4.44%+0.09 pp -109 (-0.69%) | Reduced | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $11.56M | 4.38% | 53.06K shares | 9.78% → 4.38%-5.40 pp -64.87K (-55.01%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ISTB ISHARES CORE 1-5 YEAR USD BO | Non-derivative | -277,861 | -$13.47M | SEC filing ↗ | SEC filing ↗ |
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -165,810 | -$8.30M | SEC filing ↗ | SEC filing ↗ |
| VCSH VANGUARD S/T CORP BOND ETF | Non-derivative | -3,250 | -$257.64K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1846114 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Jul 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 264182981
}Research all 47 reported holdings.
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