account_balance

Investment manager · 13F filer · SEC CIK 1846114

Boyd Wealth Management, LLC

Reported value$285Mas of Sep 30, 2026
Positions61 15 new, 1 sold out
Top 10 weight75.7%VOO alone is 22%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 22.0% Added +7%
SPYG SPDR Series Trust 11.8% Added +48%
SCHF Schwab Strategic Tr 8.4% Added +6%
BIV Vanguard Bd Index FDS 5.9% Added +6%
HYDB iShares Tr 5.6% Added +9%
VCLT Vanguard Scottsdale FDS 5.3% Added +7%
IJR iShares Tr 5.2% Added +8%
IVV iShares Tr 4.2% Held
VTV Vanguard Index FDS 4.2% Added +3%
SCHE Schwab Strategic Tr 3.1% Trimmed −48%
IJH iShares Tr 3.1% Added +6%
SCHG Schwab Strategic Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHE −48%
  • VB −3%
  • IWL −2%
remove_circleSold out
  • EEMX $297K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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