Boyd Wealth Management, LLC

SACRAMENTO, CA · CIK 1846114 · 13F filing filed 2026-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySacramento, CA

$264.2m reported value +11.7% vs Q1 2026

47positions

77.4%in top 10

3 new 25 added 16 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	83,461	$57.3m21.70%	21.70%	Reduced -385	-385 -0.5%
2	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	821,227	$22.7m8.61%	8.61%	Added +5.8k	+5,826 0.7%
3	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	184,601	$22.0m8.31%	8.31%	Reduced -41.9k	-41,865 -18.5%
4	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	465,589	$16.9m6.39%	6.39%	Added +234.2k	+234,196 101.2%
5	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	216,088	$16.6m6.27%	6.27%	Added +78.3k	+78,266 56.8%
6	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	206,584	$15.5m5.88%	5.88%	New
7	ISHARES TR HIGH YLD SYSTM B HYDB	HYDB	323,904	$15.1m5.73%	5.73%	Added +35.4k	+35,400 12.3%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	101,192	$15.0m5.68%	5.68%	Added +60.6k	+60,581 149.2%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	15,648	$11.7m4.44%	4.44%	Reduced -109	-109 -0.7%
10	VANGUARD INDEX FDS VALUE ETF VTV	VTV	53,058	$11.6m4.38%	4.38%	Reduced -64.9k	-64,872 -55.0%
11	ISHARES TR CORE S&P MCP ETF IJH	IJH	116,115	$9.0m3.39%	3.39%	Added +3.4k	+3,415 3.0%
12	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	153,363	$5.2m1.96%	1.96%	Reduced -2.0k	-2,021 -1.3%
13	ISHARES TR CORE MSCI EAFE IEFA	IEFA	52,909	$5.1m1.93%	1.93%	Added +2.8k	+2,795 5.6%
14	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	28,517	$4.7m1.76%	1.76%	Reduced -55	-55 -0.2%
15	VANGUARD INDEX FDS MID CAP ETF VO	VO	47,983	$3.9m1.46%	1.46%	Reduced -277	-277 -0.6%
16	VANGUARD INDEX FDS SMALL CP ETF VB	VB	11,679	$3.5m1.34%	1.34%	Reduced -38	-38 -0.3%
17	ISHARES TR RUS TOP 200 ETF IWL	IWL	13,775	$2.5m0.96%	0.96%	Reduced -306	-306 -2.2%
18	ISHARES INC CORE MSCI EMKT IEMG	IEMG	29,817	$2.5m0.93%	0.93%	Unchanged
19	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	25,671	$2.2m0.84%	0.84%	Added +99	+99 0.4%
20	NVIDIA CORPORATION COM NVDA	NVDA	9,145	$1.8m0.69%	0.69%	Added +6.7k	+6,696 273.4%
21	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	29,590	$1.8m0.68%	0.68%	Reduced -3.1k	-3,127 -9.6%
22	ISHARES TR CORE S&P US VLU IUSV	IUSV	13,275	$1.5m0.55%	0.55%	Reduced -962	-962 -6.8%
23	APPLE INC COM AAPL	AAPL	4,794	$1.4m0.53%	0.53%	Added +68	+68 1.4%
24	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	21,518	$1.1m0.41%	0.41%	Added +12.3k	+12,259 132.4%
25	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	21,259	$1.1m0.41%	0.41%	Reduced -5.1k	-5,064 -19.2%
26	ISHARES TR CORE US AGGBD ET AGG	AGG	10,189	$1.0m0.38%	0.38%	Reduced -4.0k	-4,007 -28.2%
27	FIRST TR EXCH TRADED FD III MUNI HI INCM ETF FMHI	FMHI	18,473	$895.8k0.34%	0.34%	Added +1.3k	+1,271 7.4%
28	DEERE & CO COM DE	DE	1,396	$885.5k0.34%	0.34%	Added +2	+2 0.1%
29	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,525	$851.1k0.32%	0.32%	Reduced -187	-187 -4.0%
30	ORACLE CORP COM ORCL	ORCL	5,363	$785.9k0.30%	0.30%	Added +8	+8 0.1%
31	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,476	$724.6k0.27%	0.27%	Unchanged
32	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	22,343	$657.6k0.25%	0.25%	Reduced -7	-7 -0.0%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,824	$651.9k0.25%	0.25%	Added +41	+41 2.3%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	828	$618.3k0.23%	0.23%	Unchanged
35	EMERSON ELEC CO COM EMR	EMR	4,007	$573.6k0.22%	0.22%	Added +7	+7 0.2%
36	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	20,105	$570.8k0.22%	0.22%	Added +137	+137 0.7%
37	AMAZON COM INC COM AMZN	AMZN	2,286	$544.8k0.21%	0.21%	Added +53	+53 2.4%
38	PROCTER AND GAMBLE CO COM PG	PG	3,678	$539.3k0.20%	0.20%	Added +26	+26 0.7%
39	JPMORGAN CHASE & CO COM JPM	JPM	1,608	$526.5k0.20%	0.20%	Added +23	+23 1.4%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	961	$480.9k0.18%	0.18%	Added +16	+16 1.7%
41	SPDR INDEX SHS FDS MSCI EAFE FS ETF EFAX	EFAX	7,687	$416.0k0.16%	0.16%	Reduced -476	-476 -5.8%
42	EXXON MOBIL CORP COM XOM	XOM	2,920	$399.2k0.15%	0.15%	Added +27	+27 0.9%
43	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,339	$376.5k0.14%	0.14%	Added +6	+6 0.5%
44	SPDR INDEX SHS FDS MSCI EMR MKT ETF EEMX	EEMX	5,487	$297.1k0.11%	0.11%	New
45	ISHARES TR BROAD USD HIGH USHY	USHY	6,661	$246.6k0.09%	0.09%	Added +558	+558 9.1%
46	ALPHABET INC CAP STK CL C GOOG	GOOG	647	$228.6k0.09%	0.09%	New
47	COCA COLA CO COM KO	KO	2,786	$226.4k0.09%	0.09%	Added +56	+56 2.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ISTB	ISTB	277,861	$13.5m277.9k shares
ISHARES TR IAGG	IAGG	165,810	$8.3m165.8k shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	3,250	$257.6k3.2k shares
ABBVIE INC ABBV	ABBV	1,140	$248.0k1.1k shares