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CIK: 0001846114
Total reported value
$264.2M
$264.2M
48 檔
48.9%
According to the latest 13F quarterly dataset, Boyd Wealth Management, LLC managed an equity portfolio of $264.2M at the end of Q1 2026, spanning 48 distinct U.S. exchange-listed positions.
In Q1 2026, Boyd Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTV, SPYG) accounted for 48.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
HYDB
市值: $13.4M
Top Position Liquidated / Trimmed
HYLB
前期市值: $12.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.18% | +0.52% | +2.71% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.78% | -5.40% | +0.12% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.38% | -1.07% | +61.02% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.53% | +0.08% | +0.73% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.69% | -5.69% | EXIT | |
| 6 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 5.67% | +0.05% | — | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.50% | +1.77% | +2.58% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | +0.09% | -0.25% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.51% | -3.51% | EXIT | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.22% | +3.17% | +0.59% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.22% | +0.17% | +3.78% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.13% | +3.55% | -61.84% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.92% | +0.01% | -0.05% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.91% | +0.05% | +1.84% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.75% | +0.01% | -1.45% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.47% | — | -0.84% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | +0.04% | -1.72% | |
| 18 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.96% | — | -0.09% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.88% | +0.06% | +0.02% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.79% | +0.05% | +1.40% | |
| 21 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.73% | -0.05% | -9.50% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.62% | -0.07% | +0.01% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.22% | -1.16% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.15% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.02% | +13.66% | |
| 26 | FMHI | First Trust Municipal High I | ETF-Other | 0.35% | -0.01% | +5.42% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.03% | +0.36% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.33% | +0.01% | — | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | +0.01% | +9.15% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.01% | — | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | +0.01% | +0.01% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.24% | -0.02% | -0.79% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | — | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.02% | — | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.22% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.03% | +9.25% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.06% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | +5.81% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.01% | -30.63% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.20% | +0.21% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.51% | +13.54% | |
| 43 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.17% | -0.01% | -1.76% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | — | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.11% | -0.11% | EXIT | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.10% | -0.01% | +2.24% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $264.2M across 48 disclosed positions in Q1 2026.
During Q1 2026, Boyd Wealth Management, LLC's top holdings by market value included VOO (21.2%)、VTV (9.8%)、SPYG (9.4%). The largest single position, VOO, represented 21.2% of total portfolio value.
In Q1 2026, Boyd Wealth Management, LLC made 41 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 3 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.
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