Boyd Wealth Management, LLC: 13F holdings

CIK 18461142026Q2

Positions47
Reported value$264.2m
Filed2026-07-17

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS83,461$57.3m21.7%
SCHF SCHWAB STRATEGIC TR821,227$22.7m8.6%
SPYG SPDR SERIES TRUST184,601$22.0m8.3%
SCHE SCHWAB STRATEGIC TR465,589$16.9m6.4%
BIV VANGUARD BD INDEX FDS216,088$16.6m6.3%
VCLT VANGUARD SCOTTSDALE FDS206,584$15.5m5.9%
ISHARES TR323,904$15.1m5.7%
IJR ISHARES TR101,192$15.0m5.7%
IVV ISHARES TR15,648$11.7m4.4%
VTV VANGUARD INDEX FDS53,058$11.6m4.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1846114")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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