StockDriftsStockDriftsTop 50 Boyd Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.01% | 89.3K | $62.6M | +7.05%(+5.89K) | $470.74(+49.68%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 11.83% | 273.4K | $33.6M | +48.10%(+88.79K) | $98.49(+23.19%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.43% | 873.5K | $24.0M | +6.37%(+52.28K) | $19.42(+38.59%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.85% | 228.5K | $16.6M | +5.74%(+12.40K) | $77.23(-5.08%) | 2026-09-30 | |
| HYDB | ISHARES TR | 5.58% | 353.1K | $15.9M | +9.01%(+29.20K) | $46.61(-4.52%) | 2026-09-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 5.32% | 220.9K | $15.1M | +6.92%(+14.29K) | $74.54(-7.06%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.2% | 108.8K | $14.8M | +7.52%(+7.61K) | $126.70(+7.20%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.2% | 15.6K | $11.9M | -0.29%(-46) | $451.36(+70.60%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.17% | 54.9K | $11.9M | +3.45%(+1.83K) | $159.98(+38.90%) | 2026-09-30 | |
| SCHE | SCHWAB STRATEGIC TR | 3.12% | 243.2K | $8.9M | -47.77%(-222.43K) | $31.79(+12.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.84% | +55.44% | — | — | +32.50% |
| Top 20 Holdings Unweighted | +16.60% | +58.54% | — | — | +38.16% |
Boyd Wealth Management LLC reports $285.73M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.0%), SPYG (11.8%) and SCHF (8.4%). The top 20 holdings account for 90.17% of reported assets. Its disclosed equity book has returned +55.44% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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