Boyd Wealth Management, LLC Concentrated Active

Name: Boyd Wealth Management, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Boyd Wealth Management, LLC
Published: 2026-07-17

Location: Sacramento, CA

CIK: 0001846114 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 17, 2026

Total Value: $264M (100.0% shares, 0.0% debt)

Holdings (47)

New Positions (3)

VCLT VANGUARD SCOTTSDALE FDS 5.9%

Value $15.55M Shares 206,584 Est. Cost $75.25 Unrealized —

EEMX SPDR INDEX SHS FDS 0.1%

Value $297K Shares 5,487 Est. Cost $54.15 Unrealized —

GOOG ALPHABET INC 0.1%

Value $229K Shares 647 Est. Cost $353.33 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VCLT	VANGUARD SCOTTSDALE FDS	206,584	$15.55M	5.9%	$75.25	—	LG-TERM COR BD	92206C813
EEMX	SPDR INDEX SHS FDS	5,487	$297K	0.1%	$54.15	—	ST STR MSCI EMRG	78470E205
GOOG	ALPHABET INC	647	$229K	0.1%	$353.33	—	CAP STK CL C	02079K107

Increased Positions (18)

IJR ISHARES TR 5.7%

Value $15.01M (+197.3%) Shares 101,192 (+149.2%) Est. Cost $134.07 Unrealized —

SCHE SCHWAB STRATEGIC TR 6.4%

Value $16.88M (+121.4%) Shares 465,589 (+101.2%) Est. Cost $33.20 Unrealized —

BIV VANGUARD BD INDEX FDS 6.3%

Value $16.57M (+55.8%) Shares 216,088 (+56.8%) Est. Cost $77.54 Unrealized —

HYDB ISHARES TR 5.7%

Value $15.15M (+12.9%) Shares 323,904 (+12.3%) Est. Cost $46.55 Unrealized —

NVDA NVIDIA CORPORATION 0.7%

Value $1.83M (+328.4%) Shares 9,145 (+273.4%) Est. Cost $182.92 Unrealized —

IJH ISHARES TR 3.4%

Value $8.954M (+17.6%) Shares 116,115 (+3.0%) Est. Cost $76.85 Unrealized —

JMUB J P MORGAN EXCHANGE TRADED F 0.4%

Value $1.09M (+135.5%) Shares 21,518 (+132.4%) Est. Cost $50.37 Unrealized —

IEFA ISHARES TR 1.9%

Value $5.11M (+12.6%) Shares 52,909 (+5.6%) Est. Cost $73.52 Unrealized —

VO VANGUARD INDEX FDS 1.5%

Value $3.866M (+11.6%) Shares 47,983 (+297.7%) Est. Cost $125.46 Unrealized —

VUG VANGUARD INDEX FDS 0.8%

Value $2.211M (+18.8%) Shares 25,671 (+502.3%) Est. Cost $120.35 Unrealized —

AAPL APPLE INC 0.5%

Value $1.387M (+15.6%) Shares 4,794 (+1.4%) Est. Cost $176.33 Unrealized —

GOOGL ALPHABET INC 0.2%

Value $652K (+27.1%) Shares 1,824 (+2.3%) Est. Cost $166.09 Unrealized —

AMZN AMAZON COM INC 0.2%

Value $545K (+17.2%) Shares 2,286 (+2.4%) Est. Cost $150.66 Unrealized —

FMHI FIRST TR EXCH TRADED FD III 0.3%

Value $896K (+9.5%) Shares 18,473 (+7.4%) Est. Cost $45.55 Unrealized —

JPM JPMORGAN CHASE & CO 0.2%

Value $526K (+12.9%) Shares 1,608 (+1.5%) Est. Cost $143.38 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $481K (+6.2%) Shares 961 (+1.7%) Est. Cost $301.60 Unrealized —

USHY ISHARES TR 0.1%

Value $247K (+9.7%) Shares 6,661 (+9.1%) Est. Cost $37.35 Unrealized —

KO COCA COLA CO 0.1%

Value $226K (+9.1%) Shares 2,786 (+2.1%) Est. Cost $74.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IJR	ISHARES TR	101,192 (+149.2%)	$15.01M (+197.3%)	5.7%	$134.07	—	CORE S&P SCP ETF	464287804
SCHE	SCHWAB STRATEGIC TR	465,589 (+101.2%)	$16.88M (+121.4%)	6.4%	$33.20	—	EMRG MKTEQ ETF	808524706
BIV	VANGUARD BD INDEX FDS	216,088 (+56.8%)	$16.57M (+55.8%)	6.3%	$77.54	—	INTERMED TERM	921937819
HYDB	ISHARES TR	323,904 (+12.3%)	$15.15M (+12.9%)	5.7%	$46.55	—	HIGH YLD SYSTM B	46435G250
NVDA	NVIDIA CORPORATION	9,145 (+273.4%)	$1.83M (+328.4%)	0.7%	$182.92	—	COM	67066G104
IJH	ISHARES TR	116,115 (+3.0%)	$8.954M (+17.6%)	3.4%	$76.85	—	CORE S&P MCP ETF	464287507
JMUB	J P MORGAN EXCHANGE TRADED F	21,518 (+132.4%)	$1.09M (+135.5%)	0.4%	$50.37	—	MUNICIPAL ETF	46641Q647
IEFA	ISHARES TR	52,909 (+5.6%)	$5.11M (+12.6%)	1.9%	$73.52	—	CORE MSCI EAFE	46432F842
VO	VANGUARD INDEX FDS	47,983 (+297.7%)	$3.866M (+11.6%)	1.5%	$125.46	—	MID CAP ETF	922908629
VUG	VANGUARD INDEX FDS	25,671 (+502.3%)	$2.211M (+18.8%)	0.8%	$120.35	—	GROWTH ETF	922908736
AAPL	APPLE INC	4,794 (+1.4%)	$1.387M (+15.6%)	0.5%	$176.33	—	COM	037833100
GOOGL	ALPHABET INC	1,824 (+2.3%)	$652K (+27.1%)	0.2%	$166.09	—	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	2,286 (+2.4%)	$545K (+17.2%)	0.2%	$150.66	—	COM	023135106
FMHI	FIRST TR EXCH TRADED FD III	18,473 (+7.4%)	$896K (+9.5%)	0.3%	$45.55	—	MUNI HI INCM ETF	33739P301
JPM	JPMORGAN CHASE & CO	1,608 (+1.5%)	$526K (+12.9%)	0.2%	$143.38	—	COM	46625H100
BRK/B	BERKSHIRE HATHAWAY INC DEL	961 (+1.7%)	$481K (+6.2%)	0.2%	$301.60	—	CL B NEW	084670702
USHY	ISHARES TR	6,661 (+9.1%)	$247K (+9.7%)	0.1%	$37.35	—	BROAD USD HIGH	46435U853
KO	COCA COLA CO	2,786 (+2.1%)	$226K (+9.1%)	0.1%	$74.89	—	COM	191216100

Exited Positions (4)

ISTB ISHARES TR 5.1%

Value $13.47M Shares 277,861 Est. Cost $48.74 Unrealized —

IAGG ISHARES TR 3.1%

Value $8.297M Shares 165,810 Est. Cost $50.97 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 0.1%

Value $258K Shares 3,250 Est. Cost $79.72 Unrealized —

ABBV ABBVIE INC 0.1%

Value $248K Shares 1,140 Est. Cost $177.41 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ISTB	ISHARES TR	277,861	$13.47M	5.1%	$48.74	—	—	46432F859
IAGG	ISHARES TR	165,810	$8.297M	3.1%	$50.97	—	—	46435G672
VCSH	VANGUARD SCOTTSDALE FDS	3,250	$258K	0.1%	$79.72	—	—	92206C409
ABBV	ABBVIE INC	1,140	$248K	0.1%	$177.41	—	—	00287Y109

Decreased Positions (10)

VTV VANGUARD INDEX FDS 4.4%

Value $11.56M (-50.0%) Shares 53,058 (-55.0%) Est. Cost $160.98 Unrealized —

SCHG SCHWAB STRATEGIC TR 2.0%

Value $5.19M (+14.7%) Shares 153,363 (-1.3%) Est. Cost $37.03 Unrealized —

AGG ISHARES TR 0.4%

Value $1.008M (-28.4%) Shares 10,189 (-28.2%) Est. Cost $100.49 Unrealized —

IWL ISHARES TR 1.0%

Value $2.548M (+12.7%) Shares 13,775 (-2.2%) Est. Cost $109.04 Unrealized —

VTEB VANGUARD MUN BD FDS 0.4%

Value $1.075M (-18.1%) Shares 21,259 (-19.2%) Est. Cost $49.67 Unrealized —

SPYG SPDR SERIES TRUST 8.3%

Value $21.97M (-0.9%) Shares 184,601 (-18.5%) Est. Cost $85.60 Unrealized —

IUSG ISHARES TR 0.3%

Value $851K (+16.5%) Shares 4,525 (-4.0%) Est. Cost $132.69 Unrealized —

SPYX SPDR SERIES TRUST 0.7%

Value $1.808M (+4.2%) Shares 29,590 (-9.6%) Est. Cost $47.58 Unrealized —

EFAX SPDR INDEX SHS FDS 0.2%

Value $416K (+2.4%) Shares 7,687 (-5.8%) Est. Cost $43.69 Unrealized —

IUSV ISHARES TR 0.6%

Value $1.462M (+0.4%) Shares 13,275 (-6.8%) Est. Cost $82.88 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTV	VANGUARD INDEX FDS	53,058 (-55.0%)	$11.56M (-50.0%)	4.4%	$160.98	—	VALUE ETF	922908744
SCHG	SCHWAB STRATEGIC TR	153,363 (-1.3%)	$5.19M (+14.7%)	2.0%	$37.03	—	US LCAP GR ETF	808524300
AGG	ISHARES TR	10,189 (-28.2%)	$1.008M (-28.4%)	0.4%	$100.49	—	CORE US AGGBD ET	464287226
IWL	ISHARES TR	13,775 (-2.2%)	$2.548M (+12.7%)	1.0%	$109.04	—	RUS TOP 200 ETF	464289446
VTEB	VANGUARD MUN BD FDS	21,259 (-19.2%)	$1.075M (-18.1%)	0.4%	$49.67	—	TAX EXEMPT BD	922907746
SPYG	SPDR SERIES TRUST	184,601 (-18.5%)	$21.97M (-0.9%)	8.3%	$85.60	—	ST STR P500GRW	78464A409
IUSG	ISHARES TR	4,525 (-4.0%)	$851K (+16.5%)	0.3%	$132.69	—	CORE S&P US GWT	464287671
SPYX	SPDR SERIES TRUST	29,590 (-9.6%)	$1.808M (+4.2%)	0.7%	$47.58	—	ST STR SP500FF	78468R796
EFAX	SPDR INDEX SHS FDS	7,687 (-5.8%)	$416K (+2.4%)	0.2%	$43.69	—	ST STR MSCI EAFE	78470E106
IUSV	ISHARES TR	13,275 (-6.8%)	$1.462M (+0.4%)	0.6%	$82.88	—	CORE S&P US VLU	464287663

Unchanged Positions (16)

VOO VANGUARD INDEX FDS 21.7%

Value $57.32M Shares 83,461 Est. Cost $473.94 Unrealized —

SCHF SCHWAB STRATEGIC TR 8.6%

Value $22.75M Shares 821,227 Est. Cost $24.35 Unrealized —

IVV ISHARES TR 4.4%

Value $11.72M Shares 15,648 Est. Cost $473.98 Unrealized —

MGV VANGUARD WORLD FD 1.8%

Value $4.661M Shares 28,517 Est. Cost $101.13 Unrealized —

VB VANGUARD INDEX FDS 1.3%

Value $3.54M Shares 11,679 Est. Cost $212.08 Unrealized —

IEMG ISHARES INC 0.9%

Value $2.47M Shares 29,817 Est. Cost $52.31 Unrealized —

DE DEERE & CO 0.3%

Value $886K Shares 1,396 Est. Cost $328.58 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $399K Shares 2,920 Est. Cost $69.12 Unrealized —

SCHX SCHWAB STRATEGIC TR 0.2%

Value $658K Shares 22,343 Est. Cost $24.44 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.2%

Value $618K Shares 828 Est. Cost $495.05 Unrealized —

VXUS VANGUARD STAR FDS 0.3%

Value $725K Shares 8,476 Est. Cost $63.14 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value $377K Shares 1,339 Est. Cost $141.50 Unrealized —

EMR EMERSON ELEC CO 0.2%

Value $574K Shares 4,007 Est. Cost $86.51 Unrealized —

PG PROCTER & GAMBLE CO 0.2%

Value $539K Shares 3,678 Est. Cost $134.46 Unrealized —

ORCL ORACLE CORP 0.3%

Value $786K Shares 5,363 Est. Cost $88.90 Unrealized —

SPTI SPDR SERIES TRUST 0.2%

Value $571K Shares 20,105 Est. Cost $28.79 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	83,461	$57.32M	21.7%	$473.94	—	S&P 500 ETF SHS	922908363
SCHF	SCHWAB STRATEGIC TR	821,227	$22.75M	8.6%	$24.35	—	INTL EQTY ETF	808524805
IVV	ISHARES TR	15,648	$11.72M	4.4%	$473.98	—	CORE S&P500 ETF	464287200
MGV	VANGUARD WORLD FD	28,517	$4.661M	1.8%	$101.13	—	MEGA CAP VAL ETF	921910840
VB	VANGUARD INDEX FDS	11,679	$3.54M	1.3%	$212.08	—	SMALL CP ETF	922908751
IEMG	ISHARES INC	29,817	$2.47M	0.9%	$52.31	—	CORE MSCI EMKT	46434G103
DE	DEERE & CO	1,396	$886K	0.3%	$328.58	—	COM	244199105
XOM	EXXON MOBIL CORP	2,920	$399K	0.2%	$69.12	—	COM	30231G102
SCHX	SCHWAB STRATEGIC TR	22,343	$658K	0.2%	$24.44	—	US LRG CAP ETF	808524201
SPY	STATE STR SPDR S&P 500 ETF T	828	$618K	0.2%	$495.05	—	TR UNIT	78462F103
VXUS	VANGUARD STAR FDS	8,476	$725K	0.3%	$63.14	—	VG TL INTL STK F	921909768
IBM	INTERNATIONAL BUSINESS MACHS	1,339	$377K	0.1%	$141.50	—	COM	459200101
EMR	EMERSON ELEC CO	4,007	$574K	0.2%	$86.51	—	COM	291011104
PG	PROCTER & GAMBLE CO	3,678	$539K	0.2%	$134.46	—	COM	742718109
ORCL	ORACLE CORP	5,363	$786K	0.3%	$88.90	—	COM	68389X105
SPTI	SPDR SERIES TRUST	20,105	$571K	0.2%	$28.79	—	ST INTER ETF	78464A672