Investor
Boyd Wealth Management, LLC
CIK 0001846114 · filed 2026-04-20 · SEC filing
13F book
$236.5M
Positions
48
3 new · 3 sold
Largest name
21.2%
Vanguard Index Fds
Est. mark
−$3.96M
Price effect on 45 names still held. Flow $4.62M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 83.8K | $50.1M | 21.2% | −$2.42M | Added−$1.09M |
| Vanguard Index Fds | — | 117.9K | $23.1M | 9.8% | $613.7K | Added$641.2K |
| Spdr Series Trust | — | 226.5K | $22.2M | 9.4% | −$1.24M | Added$7.17M |
| Schwab Strategic Tr | — | 815.4K | $20.2M | 8.5% | $574.8K | Added$720.3K |
| Ishares Tr | — | 277.9K | $13.5M | 5.7% | −$78.5K | Added$267K |
| Ishares Tr | — | 288.5K | $13.4M | 5.7% | — | New |
| Vanguard Bd Index Fds | — | 137.8K | $10.6M | 4.5% | −$94K | Added$173.7K |
| Ishares Tr | — | 15.8K | $10.3M | 4.4% | −$500K | Cut−$526.7K |
| Ishares Tr | — | 165.8K | $8.3M | 3.5% | $4.53K | Added$759.6K |
| Schwab Strategic Tr | — | 231.4K | $7.62M | 3.2% | $46K | Added$90.9K |
| Ishares Tr | — | 112.7K | $7.61M | 3.2% | $166.1K | Added$443.3K |
| Ishares Tr | — | 40.6K | $5.05M | 2.1% | $167.8K | Cut−$7.74M |
| Ishares Tr | — | 50.1K | $4.54M | 1.9% | $53.6K | Cut$51.3K |
| Schwab Strategic Tr | — | 155.4K | $4.53M | 1.9% | −$532.5K | Added−$451K |
| Vanguard World Fd | — | 28.6K | $4.14M | 1.8% | $108.3K | Cut$49K |
| Vanguard Index Fds | — | 12.1K | $3.46M | 1.5% | −$36.7K | Cut−$66.3K |
| Vanguard Index Fds | — | 11.7K | $3.07M | 1.3% | $46.5K | Cut−$6.36K |
| Ishares Tr | — | 14.1K | $2.26M | 1.0% | −$142.9K | Cut−$145K |
| Ishares Inc | — | 29.8K | $2.08M | 0.9% | $75.4K | Added$75.8K |
| Vanguard Growth Etf | — | 4.26K | $1.86M | 0.8% | −$214.6K | Added−$188.9K |
| Spdr Series Trust | — | 32.7K | $1.73M | 0.7% | −$103.4K | Cut−$296.3K |
| Ishares Tr | — | 14.2K | $1.46M | 0.6% | −$4.13K | Added−$3.92K |
| Ishares Tr | — | 14.2K | $1.41M | 0.6% | −$8.73K | Cut−$25.3K |
| Vanguard Mun Bd Fds | — | 26.3K | $1.31M | 0.6% | −$10.5K | Held |
| Apple Inc. | AAPL | 4.73K | $1.2M | 0.5% | −$75K | Added$69.2K |
| First Tr Exch Traded Fd Iii | — | 17.2K | $817.8K | 0.3% | −$6.44K | Added$35.6K |
| Oracle Corp | — | 5.36K | $787.8K | 0.3% | −$255.1K | Added−$252.3K |
| Deere & Co | DE | 1.39K | $785.2K | 0.3% | $136.2K | Held |
| Ishares Tr | — | 4.71K | $730.8K | 0.3% | −$55.4K | Added$5.92K |
| Vanguard Star Fds | — | 8.48K | $653.6K | 0.3% | $14.2K | Held |
| Schwab Strategic Tr | — | 22.4K | $573.1K | 0.2% | −$28.4K | Added−$28.3K |
| Spdr Series Trust | — | 20K | $572.3K | 0.2% | −$3.58K | Cut−$8.16K |
| Spdr S&P 500 Etf Tr | — | 828 | $538.5K | 0.2% | −$26.1K | Held |
| Procter And Gamble Co | PG | 3.65K | $527.5K | 0.2% | $4.13K | Held |
| Emerson Elec Co | — | 4K | $524.1K | 0.2% | −$6.8K | Held |
| Alphabet Inc | — | 1.78K | $512.8K | 0.2% | −$41.5K | Added$1.9K |
| Exxon Mobil Corp | — | 2.89K | $490.8K | 0.2% | $142.7K | Held |
| Jpmorgan Chase & Co. | — | 1.58K | $466.4K | 0.2% | −$41.9K | Added−$16.3K |
| Amazon Com Inc | AMZN | 2.23K | $465.1K | 0.2% | −$50.4K | Cut−$277.9K |
| J P Morgan Exchange Traded F | — | 9.26K | $462.9K | 0.2% | — | New |
| Berkshire Hathaway Inc Del | — | 945 | $452.8K | 0.2% | −$22.2K | Held |
| Nvidia Corp | NVDA | 2.45K | $427.1K | 0.2% | −$26.1K | Added$24.8K |
| Spdr Index Shs Fds | — | 8.16K | $406.2K | 0.2% | −$5.71K | Cut−$13.1K |
| International Business Machs | — | 1.33K | $323.1K | 0.1% | −$71.7K | Held |
| Vanguard Scottsdale Fds | — | 3.25K | $257.6K | 0.1% | −$1.43K | Added$2.69K |
| AbbVie Inc. | ABBV | 1.14K | $248K | 0.1% | −$12.5K | Held |
| Ishares Tr | — | 6.1K | $224.8K | 0.1% | −$3.32K | Added$1.62K |
| Coca Cola Co | KO | 2.73K | $207.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.