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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ISTB	ISHARES TR	—	277,861	$13.5M	5.69%	SOLD
2	IAGG	ISHARES TR	—	165,810	$8.3M	3.51%	SOLD
3	VCSH	VANGUARD SCOTTSDALE FDS	—	3,250	$258K	0.11%	SOLD
4	ABBV	ABBVIE INC	Healthcare	1,140	$248K	0.10%	SOLD

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%