Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $50.1M | 21.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $23.1M | 9.8% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $22.2M | 9.4% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $20.2M | 8.5% |
| iShares TRCORE 1 5 YR USD | CORE 1 5 YR USD | $13.5M | 5.7% |
| iShares TRHIGH YLD SYSTM B | HIGH YLD SYSTM B | $13.4M | 5.7% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $10.6M | 4.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $10.3M | 4.4% |
| iShares TRCORE INTL AGGR | CORE INTL AGGR | $8.3M | 3.5% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $7.62M | 3.2% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $7.61M | 3.2% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $5.05M | 2.1% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $4.54M | 1.9% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $4.53M | 1.9% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $4.14M | 1.8% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $3.46M | 1.5% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $3.07M | 1.3% |
| iShares TRRUS TOP 200 ETF | RUS TOP 200 ETF | $2.26M | 1.0% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $2.08M | 0.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $1.86M | 0.8% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $1.73M | 0.7% |
| iShares TRCORE S&P US VLU | CORE S&P US VLU | $1.46M | 0.6% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $1.41M | 0.6% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $1.31M | 0.6% |
| Apple Inc.COM | COM | $1.2M | 0.5% |
| First TR Exch Traded FD IiiMUNI HI INCM ETF | MUNI HI INCM ETF | $818K | 0.3% |
| Oracle Corp.COM | COM | $788K | 0.3% |
| Deere & COCOM | COM | $785K | 0.3% |
| iShares TRCORE S&P US GWT | CORE S&P US GWT | $731K | 0.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $654K | 0.3% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $573K | 0.2% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $572K | 0.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $538K | 0.2% |
| Procter & Gamble COCOM | COM | $527K | 0.2% |
| Emerson Elec COCOM | COM | $524K | 0.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $513K | 0.2% |
| Exxon Mobil Corp.COM | COM | $491K | 0.2% |
| JPMORGAN Chase & COCOM | COM | $466K | 0.2% |
| Amazon Com Inc.COM | COM | $465K | 0.2% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $463K | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $453K | 0.2% |
| Nvidia CorporationCOM | COM | $427K | 0.2% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $406K | 0.2% |
| International Business MachsCOM | COM | $323K | 0.1% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $258K | 0.1% |
| Abbvie Inc.COM | COM | $248K | 0.1% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $225K | 0.1% |
| Coca Cola COCOM | COM | $208K | 0.1% |
Vanguard Index FdsS&P 500 ETF SHS$50.1M
- Class
- S&P 500 ETF SHS
- Share
- 21.2%
Vanguard Index FdsVALUE ETF$23.1M
- Class
- VALUE ETF
- Share
- 9.8%
SPDR Series TrustSTATE STREET SPD$22.2M
- Class
- STATE STREET SPD
- Share
- 9.4%
Schwab Strategic TRINTL EQTY ETF$20.2M
- Class
- INTL EQTY ETF
- Share
- 8.5%
iShares TRCORE 1 5 YR USD$13.5M
- Class
- CORE 1 5 YR USD
- Share
- 5.7%
iShares TRHIGH YLD SYSTM B$13.4M
- Class
- HIGH YLD SYSTM B
- Share
- 5.7%
Vanguard BD Index FdsINTERMED TERM$10.6M
- Class
- INTERMED TERM
- Share
- 4.5%
iShares TRCORE S&P500 ETF$10.3M
- Class
- CORE S&P500 ETF
- Share
- 4.4%
iShares TRCORE INTL AGGR$8.3M
- Class
- CORE INTL AGGR
- Share
- 3.5%
Schwab Strategic TREMRG MKTEQ ETF$7.62M
- Class
- EMRG MKTEQ ETF
- Share
- 3.2%
iShares TRCORE S&P MCP ETF$7.61M
- Class
- CORE S&P MCP ETF
- Share
- 3.2%
iShares TRCORE S&P SCP ETF$5.05M
- Class
- CORE S&P SCP ETF
- Share
- 2.1%
iShares TRCORE MSCI EAFE$4.54M
- Class
- CORE MSCI EAFE
- Share
- 1.9%
Schwab Strategic TRUS LCAP GR ETF$4.53M
- Class
- US LCAP GR ETF
- Share
- 1.9%
Vanguard World FDMEGA CAP VAL ETF$4.14M
- Class
- MEGA CAP VAL ETF
- Share
- 1.8%
Vanguard Index FdsMID CAP ETF$3.46M
- Class
- MID CAP ETF
- Share
- 1.5%
Vanguard Index FdsSMALL CP ETF$3.07M
- Class
- SMALL CP ETF
- Share
- 1.3%
iShares TRRUS TOP 200 ETF$2.26M
- Class
- RUS TOP 200 ETF
- Share
- 1.0%
iShares Inc.CORE MSCI EMKT$2.08M
- Class
- CORE MSCI EMKT
- Share
- 0.9%
Vanguard Index FdsGROWTH ETF$1.86M
- Class
- GROWTH ETF
- Share
- 0.8%
SPDR Series TrustSTATE STREET SPD$1.73M
- Class
- STATE STREET SPD
- Share
- 0.7%
iShares TRCORE S&P US VLU$1.46M
- Class
- CORE S&P US VLU
- Share
- 0.6%
iShares TRCORE US AGGBD ET$1.41M
- Class
- CORE US AGGBD ET
- Share
- 0.6%
Vanguard Mun BD FdsTAX EXEMPT BD$1.31M
- Class
- TAX EXEMPT BD
- Share
- 0.6%
Apple Inc.COM$1.2M
- Class
- COM
- Share
- 0.5%
First TR Exch Traded FD IiiMUNI HI INCM ETF$818K
- Class
- MUNI HI INCM ETF
- Share
- 0.3%
Oracle Corp.COM$788K
- Class
- COM
- Share
- 0.3%
Deere & COCOM$785K
- Class
- COM
- Share
- 0.3%
iShares TRCORE S&P US GWT$731K
- Class
- CORE S&P US GWT
- Share
- 0.3%
Vanguard Star FdsVG TL INTL STK F$654K
- Class
- VG TL INTL STK F
- Share
- 0.3%
Schwab Strategic TRUS LRG CAP ETF$573K
- Class
- US LRG CAP ETF
- Share
- 0.2%
SPDR Series TrustSTATE STREET SPD$572K
- Class
- STATE STREET SPD
- Share
- 0.2%
State Str SPDR S&P 500 ETF TTR UNIT$538K
- Class
- TR UNIT
- Share
- 0.2%
Procter & Gamble COCOM$527K
- Class
- COM
- Share
- 0.2%
Emerson Elec COCOM$524K
- Class
- COM
- Share
- 0.2%
Alphabet Inc.CAP STK CL A$513K
- Class
- CAP STK CL A
- Share
- 0.2%
Exxon Mobil Corp.COM$491K
- Class
- COM
- Share
- 0.2%
JPMORGAN Chase & COCOM$466K
- Class
- COM
- Share
- 0.2%
Amazon Com Inc.COM$465K
- Class
- COM
- Share
- 0.2%
J P Morgan Exchange Traded FMUNICIPAL ETF$463K
- Class
- MUNICIPAL ETF
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$453K
- Class
- CL B NEW
- Share
- 0.2%
Nvidia CorporationCOM$427K
- Class
- COM
- Share
- 0.2%
SPDR Index Shs FdsSTATE STREET SPD$406K
- Class
- STATE STREET SPD
- Share
- 0.2%
International Business MachsCOM$323K
- Class
- COM
- Share
- 0.1%
Vanguard Scottsdale FdsSHRT TRM CORP BD$258K
- Class
- SHRT TRM CORP BD
- Share
- 0.1%
Abbvie Inc.COM$248K
- Class
- COM
- Share
- 0.1%
iShares TRBROAD USD HIGH$225K
- Class
- BROAD USD HIGH
- Share
- 0.1%
Coca Cola COCOM$208K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 48 largest of 48 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1846114
- File number
- 028-21625
- Options
- 0 call, 0 put
- In the 25 largest
- 95.2%
Common questions
What are Boyd Wealth Management’s 13F holdings worth?
$236 million across 48 positions for the quarter ended 31 March 2026.
What is Boyd Wealth Management’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $50.1 million, or 21.2% of reported 13F value, as of 31 March 2026.
How concentrated is Boyd Wealth Management’s 13F portfolio?
The ten largest positions accounted for 75.8% of reported value and the twenty-five largest for 95.2%, across 48 positions as of 31 March 2026.
Does Form 13F show everything Boyd Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Boyd Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.