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Latest Boyd Wealth Management, LLC Stock Portfolio

$264Million | No. of Holdings #47

Boyd Wealth Management, LLC Performance

2026 Q2+5.34%
YTD+3.54%
2025+11.89%

About Boyd Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boyd Wealth Management, LLC reported an equity portfolio of $264.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Boyd Wealth Management, LLC are VB, FNDA, BIL. The fund has invested 21.7% of it's portfolio in VANGUARD INDEX FDS and 8.6% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off ISHARES TR (IBCE), ISHARES TR (AGT) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and VANGUARD MUN BD FDS (VTEB). Boyd Wealth Management, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SPDR INDEX SHS FDS (EEMX) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), NVIDIA CORPORATION (NVDA) and ISHARES TR (IJR).
Boyd Wealth Management, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$264Million
  as of Jul 17, 2026

Boyd Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Boyd Wealth Management, LLC made a return of 5.34% in the last quarter. In trailing 12 months, it's portfolio return was 10.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds15,545,500
spdr index shs fds297,116
alphabet inc228,605
New stocks bought by Boyd Wealth Management, LLC

Additions

Ticker% Inc.
vanguard index fds502
vanguard index fds297
nvidia corporation273
ishares tr149
j p morgan exchange traded f132
schwab strategic tr101
vanguard bd index fds56.79
ishares tr12.27
Additions to existing portfolio by Boyd Wealth Management, LLC

Reductions

Ticker% Reduced
vanguard index fds-55.01
ishares tr-28.23
vanguard mun bd fds-19.24
spdr series trust-18.49
spdr series trust-9.56
ishares tr-6.76
spdr index shs fds-5.83
ishares tr-3.97
Boyd Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-13,465,100
ishares tr-8,297,150
vanguard scottsdale fds-257,643
abbvie inc-247,994
Boyd Wealth Management, LLC got rid off the above stocks

Sector Distribution

Boyd Wealth Management, LLC has about 96.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others96.6
Technology1.7

Market Cap. Distribution

Boyd Wealth Management, LLC has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.6
MEGA-CAP2.8

Stocks belong to which Index?

About 3.4% of the stocks held by Boyd Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.6
S&P 5003.4
Top 5 Winners (%)%
GOOG
alphabet inc
23.9 %
IJR
ishares tr
20.9 %
BIL
spdr series trust
19.5 %
EMGF
ishares inc
18.8 %
FNDA
schwab strategic tr
16.1 %
Top 5 Winners ($)$
VB
vanguard index fds
7.5 M
BIL
spdr series trust
4.3 M
FNDA
schwab strategic tr
2.4 M
VB
vanguard index fds
1.9 M
IJR
ishares tr
1.7 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
XOM
exxon mobil corp
-19.3 %
BIL
spdr series trust
-0.9 %
BIV
vanguard bd index fds
-0.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-6.2 M
VB
vanguard index fds
-5.2 M
XOM
exxon mobil corp
-0.1 M
BIV
vanguard bd index fds
-0.1 M
BIL
spdr series trust
0.0 M

Boyd Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boyd Wealth Management, LLC

Boyd Wealth Management, LLC has 47 stocks in it's portfolio. About 77.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Boyd Wealth Management, LLC last quarter.

$264.18MTotal Value
51.00Positions
17 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Boyd Wealth Management, LLC, last reported on 17 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGT
Ishares Tr

Ishares Tr

AGT
Boyd Wealth Management, LLC's holding in Ishares Tr over time
5.73%323,904
$15.15M
5.73%
increased 12.27 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Boyd Wealth Management, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AOA
Ishares Tr

Ishares Tr

AOA
Boyd Wealth Management, LLC's holding in Ishares Tr over time
0.96%13,775
$2.55M
0.96%
decreased 2.17 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Boyd Wealth Management, LLC's holding in J P Morgan Exchange Traded F over time
0.41%21,518
$1.09M
0.41%
increased 132.4 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Boyd Wealth Management, LLC's holding in Ishares Tr over time
0.09%6,661
$246.6K
0.09%
increased 9.14 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boyd Wealth Management, LLC's holding in Spdr Series Trust over time
8.31%184,601
$21.97M
8.31%
decreased 18.49 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boyd Wealth Management, LLC's holding in Spdr Series Trust over time
0.68%29,590
$1.81M
0.68%
decreased 9.56 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Boyd Wealth Management, LLC's holding in Spdr Series Trust over time
0.22%20,105
$570.8K
0.22%
increased 0.69 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Boyd Wealth Management, LLC's holding in Vanguard Bd Index Fds over time
6.27%216,088
$16.57M
6.27%
increased 56.79 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Boyd Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
5.88%206,584
$15.55M
5.88%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Boyd Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Boyd Wealth Management, LLC's holding in Vanguard World Fd over time
1.76%28,517
$4.66M
1.76%
decreased 0.19 percentreduced
EEMX
Spdr Index Shs Fds

Spdr Index Shs Fds

EEMX
Boyd Wealth Management, LLC's holding in Spdr Index Shs Fds over time
0.16%7,687
$416.0K
0.16%
decreased 5.83 percentreduced
EEMX
Spdr Index Shs Fds

Spdr Index Shs Fds

EEMX
Boyd Wealth Management, LLC's holding in Spdr Index Shs Fds over time
0.11%5,487
$297.1K
0.11%
new position
EMGF
Ishares Inc

Ishares Inc

EMGF
Boyd Wealth Management, LLC's holding in Ishares Inc over time
0.94%29,817
$2.47M
0.94%
unchanged 0 percentunchanged