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
$285.7M
$285.7M
47 檔
47.4%
The Q2 2026 SEC filing reveals that Boyd Wealth Management, LLC held a total portfolio value of $285.7M, covering 47 public equity positions.
In Q2 2026, Boyd Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.70% | +0.22% | -0.46% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.61% | -0.21% | +0.71% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.31% | +3.47% | -18.49% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.39% | -3.29% | +101.21% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.27% | -0.44% | +56.79% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 5.88% | -0.58% | — | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 5.73% | -0.17% | +12.27% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.68% | -0.50% | +149.17% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.44% | -0.26% | -0.69% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 4.38% | -0.23% | -55.01% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.39% | -0.29% | +3.03% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | -0.04% | -1.30% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.93% | -0.10% | +5.58% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.76% | -0.18% | -0.19% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | -0.17% | +297.70% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | -0.21% | -0.32% | |
| 17 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.96% | -0.06% | -2.17% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | -0.09% | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | -0.02% | +502.32% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.64% | +273.42% | |
| 21 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | -9.56% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.55% | +0.05% | -6.76% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.35% | +1.44% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.41% | -0.05% | +132.40% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.06% | -19.24% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | +0.03% | -28.23% | |
| 27 | FMHI | First Trust Municipal High I | ETF-Other | 0.34% | -0.03% | +7.39% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.34% | +0.02% | +0.14% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.32% | +0.04% | -3.97% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.04% | +0.15% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.27% | -0.02% | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | -0.02% | -0.03% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.16% | +2.30% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.01% | — | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.22% | — | +0.17% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.22% | -0.01% | +0.69% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.13% | +2.37% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | +0.01% | +0.71% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.01% | +1.45% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.10% | +1.69% | |
| 41 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.16% | — | -5.83% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.15% | EXIT | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.04% | +0.45% | |
| 44 | EEMX | State Street Spdr Msci Emerg | ETF-Other | 0.11% | -0.11% | EXIT | |
| 45 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.09% | +0.01% | +9.14% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.05% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | +0.02% | +2.05% |
According to official SEC Form 13F filings, Boyd Wealth Management, LLC reported a total U.S. public equity portfolio value of $285.7M across 47 disclosed positions in Q2 2026.
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, SCHF, SPYG) accounted for 47.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
VCLT
市值: $15.5M
Top Position Liquidated / Trimmed
ISTB
前期市值: $13.5M
During Q2 2026, Boyd Wealth Management, LLC's top holdings by market value included VOO (21.7%)、SCHF (8.6%)、SPYG (8.3%). The largest single position, VOO, represented 21.7% of total portfolio value.
In Q2 2026, Boyd Wealth Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 4 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.