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Portfolio (Quarterly) Guide ↗

Boyd Wealth Management, LLC

· CIK 0001846114
13F Portfolio $264M AUM 47 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 22 Added 11 Reduced 4 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHF SCHWAB STRATEGIC TR 821,227.0 $22.7M 8.61% +6K +0.7% $27.70 +3.2%
2 SCHE SCHWAB STRATEGIC TR 465,589.0 $16.9M 6.39% +234K +101.2% $36.26 +3.6%
3 BIV VANGUARD BD INDEX FDS 216,088.0 $16.6M 6.27% +78K +56.8% $76.70 -2.3%
4 HYDB ISHARES TR 323,904.0 $15.1M 5.73% +35K +12.3% $46.77 -1.1%
5 IJR ISHARES TR 101,192.0 $15.0M 5.68% +61K +149.2% $148.31 -2.0%
6 IJH ISHARES TR 116,115.0 $9.0M 3.39% +3K +3.0% $77.11 -1.6%
7 IEFA ISHARES TR 52,909.0 $5.1M 1.93% +3K +5.6% $96.58 +4.7%
8 VO VANGUARD INDEX FDS 47,983.0 $3.9M 1.46% +36K +297.7% $80.57 +2.1%
9 VUG VANGUARD INDEX FDS 25,671.0 $2.2M 0.84% +21K +502.3% $86.14 +2.7%
10 NVDA NVIDIA CORPORATION Technology 9,145.0 $1.8M 0.69% +7K +273.4% $200.09 +15.1%
11 AAPL APPLE INC Technology 4,794.0 $1.4M 0.53% +68.0 +1.4% $289.35 +10.6%
12 JMUB J P MORGAN EXCHANGE TRADED F 21,518.0 $1.1M 0.41% +12K +132.4% $50.66 -3.3%
13 FMHI FIRST TR EXCH TRADED FD III 18,473.0 $896K 0.34% +1K +7.4% $48.49 -3.4%
14 GOOGL ALPHABET INC Communication Services 1,824.0 $652K 0.25% +41.0 +2.3% $357.41 -5.3%
15 SPTI SPDR SERIES TRUST 20,105.0 $571K 0.22% +137.0 +0.7% $28.39 -1.7%
16 AMZN AMAZON COM INC Consumer Cyclical 2,286.0 $545K 0.21% +53.0 +2.4% $238.34 +8.5%
17 PG PROCTER & GAMBLE CO Consumer Defensive 3,678.0 $539K 0.20% +26.0 +0.7% $146.64 -0.1%
18 JPM JPMORGAN CHASE & CO Financial Services 1,608.0 $526K 0.20% +23.0 +1.4% $327.40 +9.5%
19 BERKSHIRE HATHAWAY INC DEL 961.0 $481K 0.18% +16.0 +1.7% $500.39
20 XOM EXXON MOBIL CORP Energy 2,920.0 $399K 0.15% +27.0 +0.9% $136.72 +16.6%
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Industrials 15.6%
Financial Services 12.3%
Consumer Defensive 8.2%
Communication Services 7.0%
Consumer Cyclical 5.8%
Energy 4.3%