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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYX SPDR SERIES TRUST 29,590.0 $1.8M 0.68% -3K -9.6% $61.10 +3.3%
22 IUSV ISHARES TR 13,275.0 $1.5M 0.55% -962.0 -6.8% $110.15 +4.1%
23 AAPL APPLE INC Technology 4,794.0 $1.4M 0.53% +68.0 +1.4% $289.35 +10.6%
24 JMUB J P MORGAN EXCHANGE TRADED F 21,518.0 $1.1M 0.41% +12K +132.4% $50.66 -3.3%
25 VTEB VANGUARD MUN BD FDS 21,259.0 $1.1M 0.41% -5K -19.2% $50.58 -3.4%
26 AGG ISHARES TR 10,189.0 $1.0M 0.38% -4K -28.2% $98.98 -2.0%
27 FMHI FIRST TR EXCH TRADED FD III 18,473.0 $896K 0.34% +1K +7.4% $48.49 -3.4%
28 DE DEERE & CO Industrials 1,396.0 $886K 0.34% $634.33 +9.3%
29 IUSG ISHARES TR 4,525.0 $851K 0.32% -187.0 -4.0% $188.09 +2.0%
30 ORCL ORACLE CORP Technology 5,363.0 $786K 0.30% $146.55 +8.4%
31 VXUS VANGUARD STAR FDS 8,476.0 $725K 0.27% $85.49 +3.4%
32 SCHX SCHWAB STRATEGIC TR 22,343.0 $658K 0.25% $29.43 +3.2%
33 GOOGL ALPHABET INC Communication Services 1,824.0 $652K 0.25% +41.0 +2.3% $357.41 -5.3%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 828.0 $618K 0.23% $746.77 +3.1%
35 EMR EMERSON ELEC CO Industrials 4,007.0 $574K 0.22% $143.15 +6.8%
36 SPTI SPDR SERIES TRUST 20,105.0 $571K 0.22% +137.0 +0.7% $28.39 -1.7%
37 AMZN AMAZON COM INC Consumer Cyclical 2,286.0 $545K 0.21% +53.0 +2.4% $238.34 +8.5%
38 PG PROCTER & GAMBLE CO Consumer Defensive 3,678.0 $539K 0.20% +26.0 +0.7% $146.64 -0.1%
39 JPM JPMORGAN CHASE & CO Financial Services 1,608.0 $526K 0.20% +23.0 +1.4% $327.40 +9.5%
40 BERKSHIRE HATHAWAY INC DEL 961.0 $481K 0.18% +16.0 +1.7% $500.39
Page 2 of 3  ·  47 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%