13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001846114
Total reported value
$264.2M
$264.2M
42 檔
38.5%
The Q1 2024 SEC filing reveals that Boyd Wealth Management, LLC held a total portfolio value of $264.2M, covering 42 public equity positions.
During Q1 2024, Boyd Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.51% | +0.52% | +26.31% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.03% | -0.22% | +39.92% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.85% | -1.07% | +105.06% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.19% | +0.08% | +1.72% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.45% | -5.40% | -31.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.05% | +0.09% | -0.93% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.37% | +0.17% | +247.49% | |
| 8 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 3.92% | — | -5.26% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.27% | +3.55% | -45.70% | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.94% | -3.51% | EXIT | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.73% | +3.17% | -47.59% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.92% | +0.01% | +0.34% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.84% | +0.05% | +0.05% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | +0.01% | -0.27% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.42% | +0.04% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | — | — | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | -0.15% | +15.14% | |
| 18 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.02% | -0.05% | +19.26% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.05% | — | |
| 20 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.80% | — | +0.13% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.80% | +0.06% | +0.40% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.79% | -0.03% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | — | +0.23% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | +1.77% | +16.32% | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.50% | -0.01% | -7.00% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | +0.28% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.42% | -0.07% | -4.05% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | +1.67% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | — | +0.07% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.33% | +0.01% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.29% | — | — | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | -0.01% | — | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.26% | — | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.06% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | — | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.03% | — | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.13% | +0.01% | — | |
| 42 | AACQGBP | Origin Materials Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $264.2M across 42 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AGG, SPYG) accounted for 38.5% of total reported equity market value during Q1 2024.
During Q1 2024, Boyd Wealth Management, LLC's top holdings by market value included VOO (22.5%)、AGG (11.0%)、SPYG (10.8%). The largest single position, VOO, represented 22.5% of total portfolio value.
In Q1 2024, Boyd Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.