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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFAX SPDR INDEX SHS FDS 7,687.0 $416K 0.16% -476.0 -5.8% $54.12 +3.4%
42 XOM EXXON MOBIL CORP Energy 2,920.0 $399K 0.15% +27.0 +0.9% $136.72 +16.6%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 1,339.0 $377K 0.14% $281.21 -16.5%
44 EEMX SPDR INDEX SHS FDS 5,487.0 $297K 0.11% NEW $54.15 +0.0%
45 USHY ISHARES TR 6,661.0 $247K 0.09% +558.0 +9.1% $37.02 -1.1%
46 GOOG ALPHABET INC 647.0 $229K 0.09% NEW $353.33
47 KO COCA COLA CO Consumer Defensive 2,786.0 $226K 0.09% +56.0 +2.0% $81.27 +8.4%
Page 3 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%