StockDriftsStockDriftsTop 47 Boyd Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 21.7% | 83.5K | $57.3M | -0.46%(-385) | $455.01(+56.63%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.61% | 821.2K | $22.7M | +0.71%(+5.83K) | $18.90(+51.64%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 8.31% | 184.6K | $22.0M | -18.49%(-41.87K) | $87.65(+40.19%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 6.39% | 465.6K | $16.9M | +101.21%(+234.20K) | $31.79(+16.48%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.27% | 216.1K | $16.6M | +56.79%(+78.27K) | $77.37(-2.37%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 5.88% | 206.6K | $15.5M | new | $74.73(-4.24%) | 2026-06-30 | |
| HYDB | ISHARES TR | 5.73% | 323.9K | $15.1M | +12.27%(+35.40K) | $46.68(-0.32%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.68% | 101.2K | $15.0M | +149.17%(+60.58K) | $125.53(+19.46%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.44% | 15.6K | $11.7M | -0.69%(-109) | $451.36(+72.57%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.38% | 53.1K | $11.6M | -55.01%(-64.87K) | $158.01(+43.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.81% | — | — | +33.77% |
| Top 20 Holdings Unweighted | +15.23% | +53.00% | — | — | +38.89% |
Boyd Wealth Management, LLC reports $264.18M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are VOO (21.7%), SCHF (8.6%) and SPYG (8.3%). The top 20 holdings account for 92.65% of reported assets. Its disclosed equity book has returned +50.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Boyd Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Boyd Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846114). View Boyd Wealth Management, LLC’s 13F filings on SEC