Boyd Wealth Management

SACRAMENTO, CAfiles as Boyd Wealth Management, LLC

$264m in 47 US stocks at the end of 30 June 2026. The top 10 are 77.4% of the money. It changed about 16.5% of the portfolio this quarter.

Value

$264m

Stocks

Top 10 share

77.4%

Turnover

16.5%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Scottsdale FDSVCLT
5.9% of the fund
Spdr Index SHS FDSEEMX
0.1% of the fund
AlphabetGOOG
<0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHE
6.4% of the fund
+101%
Vanguard BD Index FDSBIV
6.3% of the fund
+57%
Ishares TRHYDB
5.7% of the fund
+12%
Ishares TRIJR
5.7% of the fund
+149%
Ishares TRIJH
3.4% of the fund
+3%
Ishares TRIEFA
1.9% of the fund
+6%
NvidiaNVDA
0.7% of the fund
+273%
J P Morgan Exchange Traded FJMUB
0.4% of the fund
+132%
First TR Exch Traded FD IIIFMHI
0.3% of the fund
+7%
AlphabetGOOGL
0.2% of the fund
+2%
Amazon.comAMZN
0.2% of the fund
+2%
Ishares TRUSHY
<0.1% of the fund
+9%
Coca-ColaKO
<0.1% of the fund
+2%

Cut

Sold some of their stake.

Spdr Series TrustSPYG
8.3% of the fund
-18%
Vanguard Index FDSVTV
4.4% of the fund
-55%
Ishares TRIWL
1.0% of the fund
-2%
Spdr Series TrustSPYX
0.7% of the fund
-10%
Ishares TRIUSV
0.6% of the fund
-7%
Vanguard MUN BD FDSVTEB
0.4% of the fund
-19%
Ishares TRAGG
0.4% of the fund
-28%
Ishares TRIUSG
0.3% of the fund
-4%
Spdr Index SHS FDSEFAX
0.2% of the fund
-6%

Sold out

Sold their entire stake.

Ishares TRISTB
-100%
Ishares TRIAGG
-100%
Vanguard Scottsdale FDSVCSH
-100%
AbbVieABBV
-100%

Holdings

Vanguard Index FDSVOO
Share
21.7%
Value
$57m
Shares
83,461
Held
Schwab Strategic TRSCHF
Share
8.6%
Value
$23m
Shares
821,227
Held
Spdr Series TrustSPYG
Share
8.3%
Value
$22m
Shares
184,601
-18%
Schwab Strategic TRSCHE
Share
6.4%
Value
$17m
Shares
465,589
+101%
Vanguard BD Index FDSBIV
Share
6.3%
Value
$17m
Shares
216,088
+57%
Vanguard Scottsdale FDSVCLT
Share
5.9%
Value
$16m
Shares
206,584
New
Ishares TRHYDB
Share
5.7%
Value
$15m
Shares
323,904
+12%
Ishares TRIJR
Share
5.7%
Value
$15m
Shares
101,192
+149%
Ishares TRIVV
Share
4.4%
Value
$12m
Shares
15,648
Held
Vanguard Index FDSVTV
Share
4.4%
Value
$12m
Shares
53,058
-55%
Ishares TRIJH
Share
3.4%
Value
$9m
Shares
116,115
+3%
Schwab Strategic TRSCHG
Share
2.0%
Value
$5m
Shares
153,363
Held
Ishares TRIEFA
Share
1.9%
Value
$5m
Shares
52,909
+6%
Vanguard World FDMGV
Share
1.8%
Value
$5m
Shares
28,517
Held
Vanguard Index FDSVO
Share
1.5%
Value
$4m
Shares
47,983
Held
Vanguard Index FDSVB
Share
1.3%
Value
$4m
Shares
11,679
Held
Ishares TRIWL
Share
1.0%
Value
$3m
Shares
13,775
-2%
IsharesIEMG
Share
0.9%
Value
$2m
Shares
29,817
Held
Vanguard Index FDSVUG
Share
0.8%
Value
$2m
Shares
25,671
Held
NvidiaNVDA
Share
0.7%
Value
$2m
Shares
9,145
+273%
Spdr Series TrustSPYX
Share
0.7%
Value
$2m
Shares
29,590
-10%
Ishares TRIUSV
Share
0.6%
Value
$1m
Shares
13,275
-7%
AppleAAPL
Share
0.5%
Value
$1m
Shares
4,794
Held
J P Morgan Exchange Traded FJMUB
Share
0.4%
Value
$1m
Shares
21,518
+132%
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$1m
Shares
21,259
-19%
Ishares TRAGG
Share
0.4%
Value
$1m
Shares
10,189
-28%
First TR Exch Traded FD IIIFMHI
Share
0.3%
Value
$895,756
Shares
18,473
+7%
DeereDE
Share
0.3%
Value
$885,525
Shares
1,396
Held
Ishares TRIUSG
Share
0.3%
Value
$851,124
Shares
4,525
-4%
OracleORCL
Share
0.3%
Value
$785,948
Shares
5,363
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$724,613
Shares
8,476
Held
Schwab Strategic TRSCHX
Share
0.2%
Value
$657,554
Shares
22,343
Held
AlphabetGOOGL
Share
0.2%
Value
$651,911
Shares
1,824
+2%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$618,326
Shares
828
Held
Emerson ElectricEMR
Share
0.2%
Value
$573,602
Shares
4,007
Held
Spdr Series TrustSPTI
Share
0.2%
Value
$570,782
Shares
20,105
Held
Amazon.comAMZN
Share
0.2%
Value
$544,845
Shares
2,286
+2%
Procter & GamblePG
Share
0.2%
Value
$539,342
Shares
3,678
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$526,467
Shares
1,608
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$480,875
Shares
961
Held
Spdr Index SHS FDSEFAX
Share
0.2%
Value
$416,030
Shares
7,687
-6%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$399,209
Shares
2,920
Held
International Business MachinesIBM
Share
0.1%
Value
$376,540
Shares
1,339
Held
Spdr Index SHS FDSEEMX
Share
0.1%
Value
$297,116
Shares
5,487
New
Ishares TRUSHY
Share
<0.1%
Value
$246,599
Shares
6,661
+9%
AlphabetGOOG
Share
<0.1%
Value
$228,605
Shares
647
New
Coca-ColaKO
Share
<0.1%
Value
$226,411
Shares
2,786
+2%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	21.7%	$57m	83,461	Held
Schwab Strategic TRSCHF	8.6%	$23m	821,227	Held
Spdr Series TrustSPYG	8.3%	$22m	184,601	-18%
Schwab Strategic TRSCHE	6.4%	$17m	465,589	+101%
Vanguard BD Index FDSBIV	6.3%	$17m	216,088	+57%
Vanguard Scottsdale FDSVCLT	5.9%	$16m	206,584	New
Ishares TRHYDB	5.7%	$15m	323,904	+12%
Ishares TRIJR	5.7%	$15m	101,192	+149%
Ishares TRIVV	4.4%	$12m	15,648	Held
Vanguard Index FDSVTV	4.4%	$12m	53,058	-55%
Ishares TRIJH	3.4%	$9m	116,115	+3%
Schwab Strategic TRSCHG	2.0%	$5m	153,363	Held
Ishares TRIEFA	1.9%	$5m	52,909	+6%
Vanguard World FDMGV	1.8%	$5m	28,517	Held
Vanguard Index FDSVO	1.5%	$4m	47,983	Held
Vanguard Index FDSVB	1.3%	$4m	11,679	Held
Ishares TRIWL	1.0%	$3m	13,775	-2%
IsharesIEMG	0.9%	$2m	29,817	Held
Vanguard Index FDSVUG	0.8%	$2m	25,671	Held
NvidiaNVDA	0.7%	$2m	9,145	+273%
Spdr Series TrustSPYX	0.7%	$2m	29,590	-10%
Ishares TRIUSV	0.6%	$1m	13,275	-7%
AppleAAPL	0.5%	$1m	4,794	Held
J P Morgan Exchange Traded FJMUB	0.4%	$1m	21,518	+132%
Vanguard MUN BD FDSVTEB	0.4%	$1m	21,259	-19%
Ishares TRAGG	0.4%	$1m	10,189	-28%
First TR Exch Traded FD IIIFMHI	0.3%	$895,756	18,473	+7%
DeereDE	0.3%	$885,525	1,396	Held
Ishares TRIUSG	0.3%	$851,124	4,525	-4%
OracleORCL	0.3%	$785,948	5,363	Held
Vanguard Star FDSVXUS	0.3%	$724,613	8,476	Held
Schwab Strategic TRSCHX	0.2%	$657,554	22,343	Held
AlphabetGOOGL	0.2%	$651,911	1,824	+2%
State STR Spdr S&P 500 ETF TSPY	0.2%	$618,326	828	Held
Emerson ElectricEMR	0.2%	$573,602	4,007	Held
Spdr Series TrustSPTI	0.2%	$570,782	20,105	Held
Amazon.comAMZN	0.2%	$544,845	2,286	+2%
Procter & GamblePG	0.2%	$539,342	3,678	Held
JPMorgan ChaseJPM	0.2%	$526,467	1,608	Held
Berkshire HathawayBRK-B	0.2%	$480,875	961	Held
Spdr Index SHS FDSEFAX	0.2%	$416,030	7,687	-6%
ExxonMobil HoldingsXOM	0.2%	$399,209	2,920	Held
International Business MachinesIBM	0.1%	$376,540	1,339	Held
Spdr Index SHS FDSEEMX	0.1%	$297,116	5,487	New
Ishares TRUSHY	<0.1%	$246,599	6,661	+9%
AlphabetGOOG	<0.1%	$228,605	647	New
Coca-ColaKO	<0.1%	$226,411	2,786	+2%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 14.4% since 30 June 2025.

Where the money is

Technology1.7%

Industrials0.6%

Financial services0.4%

Media & telecom0.3%

Everyday goods0.3%

Retail & consumer0.2%

Energy0.2%

Other96.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.