2026 Q2 Portfolio Activity
In 2026 Q2, Boyd Wealth Management, LLC maintained a portfolio of 51 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 5.88% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 149.2%. Conversely, Boyd Wealth Management, LLC completely exited their position in ISHARES TR.
Position History
hover any row below to update
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Total Positions
51
Quarter
2026 Q2
Top Holding
VOO (21.7%)
Top 10 Concentration
77.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 51
Boyd Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 21.70% | 21.18% |
#1
Prev: #1
|
6.5 |
—
|
-385 | -0.5% |
P
S
|
83,461 | $57,321,556 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 8.61% | 8.53% |
#2
2
Prev: #4
|
5.4 |
—
|
5,826 | 0.7% |
P
S
|
821,227 | $22,747,983 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 8.31% | 9.38% |
#3
Prev: #3
|
4.8 |
—
|
-41,865 | -18.5% |
P
S
|
184,601 | $21,965,673 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 6.39% | 3.22% |
#4
6
Prev: #10
|
6.1 |
—
|
234,196 | 101.2% |
P
S
|
465,589 | $16,882,264 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 6.27% | 4.50% |
#5
2
Prev: #7
|
6.0 |
—
|
78,266 | 56.8% |
P
S
|
216,088 | $16,573,950 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 5.88% | — |
#6
Prev: #—
|
5.9 |
—
|
206,584 | — |
NEW
|
206,584 | $15,545,482 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
HYDB
ISHARES TR
|
ETF | 5.73% | 5.67% |
#7
1
Prev: #6
|
4.3 |
—
|
35,400 | 12.3% |
P
S
|
323,904 | $15,148,990 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IJR
ISHARES TR
|
ETF | 5.68% | 2.13% |
#8
4
Prev: #12
|
5.3 |
—
|
60,581 | 149.2% |
P
S
|
101,192 | $15,007,770 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IVV
ISHARES TR
|
ETF | 4.44% | 4.35% |
#9
1
Prev: #8
|
2.3 |
—
|
-109 | -0.7% |
P
S
|
15,648 | $11,718,569 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 4.38% | 9.78% |
#10
8
Prev: #2
|
1.8 |
—
|
-64,872 | -55.0% |
P
S
|
53,058 | $11,562,930 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IJH
ISHARES TR
|
ETF | 3.39% | 3.22% |
#11
Prev: #11
|
1.9 |
—
|
3,415 | 3.0% |
P
S
|
116,115 | $8,953,630 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.96% | 1.91% |
#12
2
Prev: #14
|
1.3 |
—
|
-2,021 | -1.3% |
P
S
|
153,363 | $5,189,804 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IEFA
ISHARES TR
|
ETF | 1.93% | 1.92% |
#13
Prev: #13
|
2.8 |
—
|
2,795 | 5.6% |
P
S
|
52,909 | $5,109,951 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 1.76% | 1.75% |
#14
1
Prev: #15
|
1.2 |
—
|
-55 | -0.2% |
P
S
|
28,517 | $4,661,104 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.46% | 1.47% |
#15
1
Prev: #16
|
3.6 |
—
|
35,918 | 297.7% |
P
S
|
47,983 | $3,865,990 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.34% | 1.30% |
#16
1
Prev: #17
|
1.0 |
—
|
-38 | -0.3% |
P
S
|
11,679 | $3,540,138 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IWL
ISHARES TR
|
ETF | 0.96% | 0.96% |
#17
1
Prev: #18
|
0.9 |
—
|
-306 | -2.2% |
P
S
|
13,775 | $2,547,686 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IEMG
ISHARES INC
|
ETF | 0.93% | 0.88% |
#18
1
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
29,817 | $2,470,040 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.84% | 0.79% |
#19
1
Prev: #20
|
3.3 |
—
|
21,409 | 502.3% |
P
S
|
25,671 | $2,211,300 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.69% | 0.18% |
#20
22
Prev: #42
|
3.3 |
—
|
6,696 | 273.4% |
P
S
|
9,145 | $1,829,861 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SPYX
SPDR SERIES TRU...
|
ETF | 0.68% | 0.73% |
#21
Prev: #21
|
0.8 |
—
|
-3,127 | -9.6% |
P
S
|
29,590 | $1,807,949 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IUSV
ISHARES TR
|
ETF | 0.55% | 0.62% |
#22
Prev: #22
|
0.7 |
—
|
-962 | -6.8% |
P
S
|
13,275 | $1,462,265 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AAPL
APPLE INC
|
Technology | 0.53% | 0.51% |
#23
2
Prev: #25
|
0.7 |
—
|
68 | 1.4% |
P
S
|
4,794 | $1,387,150 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.41% | 0.20% |
#24
16
Prev: #40
|
3.2 |
—
|
12,259 | 132.4% |
P
S
|
21,518 | $1,089,994 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.41% | 0.56% |
#25
1
Prev: #24
|
0.7 |
—
|
-5,064 | -19.2% |
P
S
|
21,259 | $1,075,280 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AGG
ISHARES TR
|
ETF | 0.38% | 0.60% |
#26
3
Prev: #23
|
0.2 |
—
|
-4,007 | -28.2% |
P
S
|
10,189 | $1,008,492 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
FMHI
FIRST TR EXCH T...
|
ETF | 0.34% | 0.35% |
#27
1
Prev: #26
|
2.1 |
—
|
1,271 | 7.4% |
P
S
|
18,473 | $895,756 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DE
DEERE & CO
|
Industrials | 0.34% | 0.33% |
#28
Prev: #28
|
0.6 |
—
|
2 | 0.1% |
P
S
|
1,396 | $885,525 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.32% | 0.31% |
#29
Prev: #29
|
0.6 |
—
|
-187 | -4.0% |
P
S
|
4,525 | $851,124 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.30% | 0.33% |
#30
3
Prev: #27
|
0.6 |
—
|
8 | 0.1% |
P
S
|
5,363 | $785,948 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.27% | 0.28% |
#31
1
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
8,476 | $724,613 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.25% | 0.24% |
#32
1
Prev: #31
|
0.6 |
—
|
-7 | -0.0% |
P
S
|
22,343 | $657,554 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.25% | 0.22% |
#33
3
Prev: #36
|
0.6 |
—
|
41 | 2.3% |
P
S
|
1,824 | $651,911 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.23% | 0.23% |
#34
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
828 | $618,326 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.22% | 0.22% |
#35
Prev: #35
|
0.6 |
—
|
7 | 0.2% |
P
S
|
4,007 | $573,602 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 0.22% | 0.24% |
#36
4
Prev: #32
|
0.6 |
—
|
137 | 0.7% |
P
S
|
20,105 | $570,782 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.21% | 0.20% |
#37
2
Prev: #39
|
0.6 |
—
|
53 | 2.4% |
P
S
|
2,286 | $544,845 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.20% | 0.22% |
#38
4
Prev: #34
|
0.6 |
—
|
26 | 0.7% |
P
S
|
3,678 | $539,342 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.20% | 0.20% |
#39
1
Prev: #38
|
0.6 |
—
|
23 | 1.5% |
P
S
|
1,608 | $526,467 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.18% | 0.19% |
#40
1
Prev: #41
|
0.6 |
—
|
16 | 1.7% |
P
S
|
961 | $480,875 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
EFAX
SPDR INDEX SHS ...
|
ETF | 0.16% | 0.17% |
#41
2
Prev: #43
|
0.6 |
—
|
-476 | -5.8% |
P
S
|
7,687 | $416,030 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.15% | 0.21% |
#42
5
Prev: #37
|
0.6 |
—
|
27 | 0.9% |
P
S
|
2,920 | $399,209 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.14% | 0.14% |
#43
1
Prev: #44
|
0.6 |
—
|
6 | 0.5% |
P
S
|
1,339 | $376,540 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
EEMX
SPDR INDEX SHS ...
|
ETF | 0.11% | — |
#44
Prev: #—
|
3.5 |
—
|
5,487 | — |
NEW
|
5,487 | $297,116 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
USHY
ISHARES TR
|
ETF | 0.09% | 0.10% |
#45
2
Prev: #47
|
2.0 |
—
|
558 | 9.1% |
P
S
|
6,661 | $246,599 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.09% | — |
#46
Prev: #—
|
3.5 |
—
|
647 | — |
NEW
|
647 | $228,605 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.09% | 0.09% |
#47
1
Prev: #48
|
0.5 |
—
|
56 | 2.1% |
P
S
|
2,786 | $226,411 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.00% | 0.10% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-1,140 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-3,250 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.00% | 3.51% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-165,810 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 |
Showing 1-50 of 51 holdings