Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Boyd Wealth Management, LLC (CIK 1846114) reported $236.5M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($50.1M, 21.18%), VTV ($23.1M, 9.78%), SPYG ($22.2M, 9.38%), SCHF ($20.2M, 8.53%), ISTB ($13.5M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $50.1M | 21.18% | 83,846 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $23.1M | 9.78% | 117,930 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $22.2M | 9.38% | 226,466 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $20.2M | 8.53% | 815,401 | Added |
| 5 | ISTB | ISHARES TR | $13.5M | 5.69% | 277,861 | Added |
| 6 | HYDB | ISHARES TR | $13.4M | 5.67% | 288,504 | New |
| 7 | BIV | VANGUARD BD INDEX FDS | $10.6M | 4.50% | 137,822 | Added |
| 8 | IVV | ISHARES TR | $10.3M | 4.35% | 15,757 | Trimmed |
| 9 | IAGG | ISHARES TR | $8.3M | 3.51% | 165,810 | Added |
| 10 | SCHE | SCHWAB STRATEGIC TR | $7.6M | 3.22% | 231,393 | Added |
| 11 | IJH | ISHARES TR | $7.6M | 3.22% | 112,700 | Added |
| 12 | IJR | ISHARES TR | $5.0M | 2.13% | 40,611 | Trimmed |
| 13 | IEFA | ISHARES TR | $4.5M | 1.92% | 50,114 | Trimmed |
| 14 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 1.91% | 155,384 | Added |
| 15 | MGV | VANGUARD WORLD FD | $4.1M | 1.75% | 28,572 | Trimmed |
| 16 | VO | VANGUARD INDEX FDS | $3.5M | 1.47% | 12,065 | Trimmed |
| 17 | VB | VANGUARD INDEX FDS | $3.1M | 1.30% | 11,717 | Trimmed |
| 18 | IWL | ISHARES TR | $2.3M | 0.96% | 14,081 | Trimmed |
| 19 | IEMG | ISHARES INC | $2.1M | 0.88% | 29,817 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $1.9M | 0.79% | 4,262 | Added |
| 21 | SPYX | SPDR SERIES TRUST | $1.7M | 0.73% | 32,717 | Trimmed |
| 22 | IUSV | ISHARES TR | $1.5M | 0.62% | 14,237 | Added |
| 23 | AGG | ISHARES TR | $1.4M | 0.60% | 14,196 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $1.3M | 0.56% | 26,323 | Hold |
| 25 | AAPL | APPLE INC | $1.2M | 0.51% | 4,726 | Added |
Source: SEC Form 13F filings · as of 2026-03-31