Latest Boyd Wealth Management, LLC Stock Portfolio
Boyd Wealth Management, LLC Performance:
2026 Q1: -1.71%YTD: -1.71%2025: 11.89%
Performance for 2026 Q1 is -1.71%, and YTD is -1.71%, and 2025 is 11.89%.
About Boyd Wealth Management, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boyd Wealth Management, LLC reported an equity portfolio of $236.5 Millions as of 31 Mar, 2026.
The top stock holdings of Boyd Wealth Management, LLC are VB, VB, BIL. The fund has invested 21.2% of it's portfolio in VANGUARD INDEX FDS and 9.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off DBX ETF TR (ACSG), MICROSOFT CORP (MSFT) and ORIGIN MATERIALS INC (ORGN) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), AMAZON COM INC (AMZN) and SPDR SERIES TRUST (BIL). Boyd Wealth Management, LLC opened new stock positions in ISHARES TR (AGT), J P MORGAN EXCHANGE TRADED F (BBAX) and COCA COLA CO (KO). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Boyd Wealth Management, LLC are VB, VB, BIL. The fund has invested 21.2% of it's portfolio in VANGUARD INDEX FDS and 9.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off DBX ETF TR (ACSG), MICROSOFT CORP (MSFT) and ORIGIN MATERIALS INC (ORGN) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), AMAZON COM INC (AMZN) and SPDR SERIES TRUST (BIL). Boyd Wealth Management, LLC opened new stock positions in ISHARES TR (AGT), J P MORGAN EXCHANGE TRADED F (BBAX) and COCA COLA CO (KO). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA).
Boyd Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Boyd Wealth Management, LLC made a return of -1.71% in the last quarter. In trailing 12 months, it's portfolio return was 11.41%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 13,421,200 |
| j p morgan exchange traded f | 462,857 |
| coca cola co | 207,610 |
New stocks bought by Boyd Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 61.02 |
| apple inc | 13.66 |
| nvidia corporation | 13.54 |
| ishares tr | 10.01 |
| alphabet inc | 9.25 |
| ishares tr | 9.15 |
| jpmorgan chase & co | 5.81 |
| first tr exch traded fd iii | 5.42 |
Additions to existing portfolio by Boyd Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -61.84 |
| amazon com inc | -30.63 |
| spdr series trust | -9.5 |
| spdr index shs fds | -1.76 |
| vanguard index fds | -1.72 |
| vanguard world fd | -1.45 |
| ishares tr | -1.16 |
| vanguard index fds | -0.84 |
Boyd Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dbx etf tr | -12,808,600 |
| origin materials inc | -3,357 |
| microsoft corp | -208,924 |
Boyd Wealth Management, LLC got rid off the above stocks
Sector Distribution
Boyd Wealth Management, LLC has about 97.1% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 97.1 |
| Technology | 1.2 |
Market Cap. Distribution
Boyd Wealth Management, LLC has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 97.1 |
| MEGA-CAP | 2.4 |
Stocks belong to which Index?
About 2.9% of the stocks held by Boyd Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 97.1 |
| S&P 500 | 2.9 |
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 48 stocks in it's portfolio. About 75.8% 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.
Last Reported on: 20 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.51 | 4,726 | 1,199,520 | added | 13.66 | ||
| ABBV | abbvie inc | 0.10 | 1,140 | 247,994 | unchanged | 0.00 | ||
| ACSG | dbx etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 5.68 | 288,504 | 13,421,200 | new | |||
| AGT | ishares tr | 3.51 | 165,810 | 8,297,150 | added | 10.01 | ||
| AMZN | amazon com inc | 0.20 | 2,233 | 465,067 | reduced | -30.63 | ||
| AOA | ishares tr | 0.96 | 14,081 | 2,259,700 | reduced | -0.09 | ||
| BBAX | j p morgan exchange traded f | 0.20 | 9,259 | 462,857 | new | |||
| BGRN | ishares tr | 0.10 | 6,103 | 224,836 | added | 2.24 | ||
| BIL | spdr series trust | 9.38 | 226,466 | 22,173,300 | added | 61.02 | ||
| BIL | spdr series trust | 0.73 | 32,717 | 1,734,980 | reduced | -9.5 | ||
| BIL | spdr series trust | 0.24 | 19,968 | 572,296 | reduced | -0.79 | ||
| BIV | vanguard bd index fds | 4.50 | 137,822 | 10,637,100 | added | 2.58 | ||
| BNDW | vanguard scottsdale fds | 0.11 | 3,250 | 257,643 | added | 1.63 | ||
| DE | deere & co | 0.33 | 1,394 | 785,240 | unchanged | 0.00 | ||
| EDV | vanguard world fd | 1.75 | 28,572 | 4,141,510 | reduced | -1.45 | ||
| EEMX | spdr index shs fds | 0.17 | 8,163 | 406,240 | reduced | -1.76 | ||
| EMGF | ishares inc | 0.88 | 29,817 | 2,079,740 | added | 0.02 | ||
| EMR | emerson elec co | 0.22 | 4,000 | 524,080 | unchanged | 0.00 | ||
| FCAL | first tr exch traded fd iii | 0.35 | 17,202 | 817,783 | added | 5.42 | ||