Q3 2026 13F · SEC CIK 1846114

Boyd Wealth Management, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $284.5M
Reported positions: 61
Top holdings a year, 3 yrs: +15.4%
Assets under management: $409.8M

Boyd Wealth Management, LLC is a wealth manager that reported 61 positions worth $284.5M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VOO, 22.0%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 11.8%), Schwab Strategic Tr (SCHF, 8.4%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Boyd Wealth Management, LLC holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boyd Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	22.0%	21.7%	89,348	+7.1%	$62.6M
SPYGState Street Spdr Portfolio S&p 500 Grow	11.8%	8.3%	273,393	+48.1%	$33.6M
SCHFSchwab Strategic Tr	8.4%	8.6%	873,511	+6.4%	$24.0M
BIVVanguard Bd Index Fds	5.9%	6.3%	228,490	+5.7%	$16.6M
HYDBIshares Tr	5.6%	5.7%	353,100	+9.0%	$15.9M
VCLTVanguard Long-Term Corporate Bond ETF	5.3%	5.9%	220,870	+6.9%	$15.1M
IJRIshares Tr	5.2%	5.7%	108,797	+7.5%	$14.8M
IVVIshares Tr	4.2%	4.4%	15,602	-0.3%	$11.9M
VTVVanguard Index Fds	4.2%	4.4%	54,891	+3.5%	$11.9M
SCHESchwab Strategic Tr	3.1%	6.4%	243,162	-47.8%	$8.9M
IJHIshares Tr	3.1%	3.4%	123,041	+6.0%	$8.9M
SCHGSchwab Strategic Tr	1.9%	2.0%	152,492	-0.6%	$5.5M
IEFAIshares Tr	1.8%	1.9%	53,912	+1.9%	$5.2M
MGVVanguard World Fd	1.6%	1.8%	28,071	-1.6%	$4.5M
VOVanguard Index Fds	1.3%	1.5%	47,144	-1.7%	$3.7M
VBVanguard Index Fds	1.1%	1.3%	11,378	-2.6%	$3.2M
NVDANvidia Corporation	0.9%	0.7%	11,348	+24.1%	$2.6M
IWLIshares Tr	0.9%	1.0%	13,466	-2.2%	$2.6M
AAPLApple Inc	0.9%	0.5%	7,579	+58.1%	$2.5M
IEMGIshares Inc	0.9%	0.9%	29,817	+0.0%	$2.4M
VUGVanguard Index Fds	0.8%	0.8%	25,934	+1.0%	$2.3M
SPYXSpdr Series Trust	0.7%	0.7%	29,731	+0.5%	$1.9M
IUSVIshares Tr	0.6%	0.6%	15,647	+17.9%	$1.7M
GOOGLAlphabet Inc	0.4%	0.2%	3,425	+87.8%	$1.2M
AGGIshares Tr	0.4%	0.4%	12,283	+20.6%	$1.2M
IUSGIshares Tr	0.4%	0.3%	5,366	+18.6%	$1.0M
DEDeere & Co	0.4%	0.3%	1,544	+10.6%	$1.0M
JMUBJ P Morgan Exchange Traded F	0.4%	0.4%	21,681	+0.8%	$1.0M
VTEBVanguard Mun Bd Fds	0.4%	0.4%	21,259	+0.0%	$1.0M
AMZNAmazon Com Inc	0.3%	0.2%	3,942	+72.4%	$982K
FMHIFirst Trust Municipal High Income ETF	0.3%	0.3%	19,450	+5.3%	$872K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.2%	1,622	+68.8%	$808K
MSFTMicrosoft Corp	0.3%	New	1,564	—	$802K
ORCLOracle Corp	0.3%	0.3%	5,433	+1.3%	$746K
VXUSVanguard Star Fds	0.3%	0.3%	8,476	+0.0%	$720K
SCHXSchwab Strategic Tr	0.2%	0.2%	22,343	+0.0%	$670K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	828	+0.0%	$631K
EMREmerson Elec Co	0.2%	0.2%	4,030	+0.6%	$625K
SPTISpdr Series Trust	0.2%	0.2%	22,165	+10.2%	$605K
PGProcter & Gamble Co	0.2%	0.2%	4,146	+12.7%	$602K
TSMTaiwan Semiconductor Manufac	0.2%	New	1,310	—	$598K
XOMExxonmobil Holdings Corp	0.2%	New	3,560	—	$579K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,641	+2.1%	$543K
LLYEli Lilly & Co	0.2%	New	449	—	$520K
EFAXSpdr Index Shs Fds	0.2%	0.2%	8,274	+7.6%	$443K
PANWPalo Alto Networks Inc	0.2%	New	1,093	—	$434K
AVGOBroadcom Inc	0.2%	New	1,222	—	$429K
GOOGAlphabet Inc	0.1%	0.1%	1,176	+81.8%	$401K
CATCaterpillar Inc	0.1%	New	450	—	$365K
AMDAdvanced Micro Devices Inc	0.1%	New	568	—	$347K

What Boyd Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +8.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$284.5M	61
Q2 2026	$264.2M	47
Q1 2026	$236.5M	48
Q4 2025	$235.8M	48
Q3 2025	$232.3M	47
Q2 2025	$230.9M	52
Q1 2025	$200.7M	44
Q4 2024	$202.8M	48
Q3 2024	$197.4M	48
Q2 2024	$181.2M	44
Q1 2024	$175.1M	42
Q4 2023	$160.8M	41

Questions about Boyd Wealth Management, LLC's portfolio

What stocks does Boyd Wealth Management, LLC own?

Boyd Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 61 positions worth $284.5M. The largest are Vanguard Index Fds (VOO) at 22.0%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 11.8%, Schwab Strategic Tr (SCHF) at 8.4%, Vanguard Bd Index Fds (BIV) at 5.9% and Ishares Tr (HYDB) at 5.6%.

What did Boyd Wealth Management, LLC buy last quarter?

In Q3 2026, Boyd Wealth Management, LLC added a new position in Microsoft Corp (MSFT), a new position in Taiwan Semiconductor Manufac (TSM), a new position in Exxonmobil Holdings Corp (XOM), a new position in Eli Lilly & Co (LLY), a new position in Palo Alto Networks Inc (PANW), Alphabet Inc (GOOGL) (+87.8% shares), Alphabet Inc (GOOG) (+81.8% shares) and Amazon Com Inc (AMZN) (+72.4% shares), compared with its Q2 2026 filing.

What did Boyd Wealth Management, LLC sell last quarter?

In Q3 2026, Boyd Wealth Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 International Business Machs (IBM), cut from its top 50 Spdr Index Shs Fds (EEMX), cut from its top 50 iShares Broad USD High Yield Corporate B (USHY), cut from its top 50 Coca Cola Co (KO) and Schwab Strategic Tr (SCHE) (-47.8% shares), compared with its Q2 2026 filing.

How has Boyd Wealth Management, LLC's portfolio performed?

A portfolio copying Boyd Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.4% against +20.1%. Over 5 years: +8.5% a year against +13.0%.

When is Boyd Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boyd Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Boyd Wealth Management, LLC manage?

Boyd Wealth Management, LLC reported $409.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $284.5M.