BOYD WEALTH MANAGEMENT, LLC

Filed: 4/20/2026ACC: 0001846114-26-000009

📋 What this filing means

BOYD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $236.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$236.50M

Total AUM (reported)

3.04M

Total Shares

Allocation by class

S&P 500 ETF SHS$50.10M21.2%

STATE STREET SPD$24.89M10.5%

VALUE ETF$23.14M9.8%

INTL EQTY ETF$20.18M8.5%

CORE 1 5 YR USD$13.47M5.7%

HIGH YLD SYSTM B$13.42M5.7%

INTERMED TERM$10.64M4.5%

Portfolio Concentration

Top 3$95.41M40.3%

4–10$83.92M35.5%

11–25$45.71M19.3%

Rest$11.46M4.8%

Top 3 weight

40.3%

Top 10 weight

75.8%

Voting Authority Distribution

Total shares with voting rights: 3.04M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.04M

% of voting shares100.0%

Investment Discretion (by position count)

Sole48

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings48

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares83.85K

TypeSH

Market value$50.10M

21.18%

Sole

0.00

Shared

0.00

None

83.85K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares117.93K

TypeSH

Market value$23.14M

9.78%

Sole

0.00

Shared

0.00

None

117.93K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares226.47K

TypeSH

Market value$22.17M

9.38%

Sole

0.00

Shared

0.00

None

226.47K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares815.40K

TypeSH

Market value$20.18M

8.53%

Sole

0.00

Shared

0.00

None

815.40K

ISHARES TR

SOLE

CORE 1 5 YR USD

Shares277.86K

TypeSH

Market value$13.47M

5.69%

Sole

0.00

Shared

0.00

None

277.86K

ISHARES TR

SOLE

HIGH YLD SYSTM B

Shares288.50K

TypeSH

Market value$13.42M

5.67%

Sole

0.00

Shared

0.00

None

288.50K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares137.82K

TypeSH

Market value$10.64M

4.50%

Sole

0.00

Shared

0.00

None

137.82K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares15.76K

TypeSH

Market value$10.29M

4.35%

Sole

0.00

Shared

0.00

None

15.76K

ISHARES TR

SOLE

CORE INTL AGGR

Shares165.81K

TypeSH

Market value$8.30M

3.51%

Sole

0.00

Shared

0.00

None

165.81K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares231.39K

TypeSH

Market value$7.62M

3.22%

Sole

0.00

Shared

0.00

None

231.39K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares112.70K

TypeSH

Market value$7.61M

3.22%

Sole

0.00

Shared

0.00

None

112.70K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares40.61K

TypeSH

Market value$5.05M

2.13%

Sole

0.00

Shared

0.00

None

40.61K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares50.11K

TypeSH

Market value$4.54M

1.92%

Sole

0.00

Shared

0.00

None

50.11K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares155.38K

TypeSH

Market value$4.53M

1.91%

Sole

0.00

Shared

0.00

None

155.38K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares28.57K

TypeSH

Market value$4.14M

1.75%

Sole

0.00

Shared

0.00

None

28.57K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares12.06K

TypeSH

Market value$3.46M

1.47%

Sole

0.00

Shared

0.00

None

12.06K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares11.72K

TypeSH

Market value$3.07M

1.30%

Sole

0.00

Shared

0.00

None

11.72K

ISHARES TR

SOLE

RUS TOP 200 ETF

Shares14.08K

TypeSH

Market value$2.26M

0.96%

Sole

0.00

Shared

0.00

None

14.08K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares29.82K

TypeSH

Market value$2.08M

0.88%

Sole

0.00

Shared

0.00

None

29.82K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares4.26K

TypeSH

Market value$1.86M

0.79%

Sole

0.00

Shared

0.00

None

4.26K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares32.72K

TypeSH

Market value$1.73M

0.73%

Sole

0.00

Shared

0.00

None

32.72K

ISHARES TR

SOLE

CORE S&P US VLU

Shares14.24K

TypeSH

Market value$1.46M

0.62%

Sole

0.00

Shared

0.00

None

14.24K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares14.20K

TypeSH

Market value$1.41M

0.60%

Sole

0.00

Shared

0.00

None

14.20K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares26.32K

TypeSH

Market value$1.31M

0.56%

Sole

0.00

Shared

0.00

None

26.32K

APPLE INC

SOLE

COM

Shares4.73K

TypeSH

Market value$1.20M

0.51%

Sole

0.00

Shared

0.00

None

4.73K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	83.85K	SH	$50.10M 21.18%	83.85K
VANGUARD INDEX FDSSOLE	VALUE ETF	117.93K	SH	$23.14M 9.78%	117.93K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	226.47K	SH	$22.17M 9.38%	226.47K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	815.40K	SH	$20.18M 8.53%	815.40K
ISHARES TRSOLE	CORE 1 5 YR USD	277.86K	SH	$13.47M 5.69%	277.86K
ISHARES TRSOLE	HIGH YLD SYSTM B	288.50K	SH	$13.42M 5.67%	288.50K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	137.82K	SH	$10.64M 4.50%	137.82K
ISHARES TRSOLE	CORE S&P500 ETF	15.76K	SH	$10.29M 4.35%	15.76K
ISHARES TRSOLE	CORE INTL AGGR	165.81K	SH	$8.30M 3.51%	165.81K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	231.39K	SH	$7.62M 3.22%	231.39K
ISHARES TRSOLE	CORE S&P MCP ETF	112.70K	SH	$7.61M 3.22%	112.70K
ISHARES TRSOLE	CORE S&P SCP ETF	40.61K	SH	$5.05M 2.13%	40.61K
ISHARES TRSOLE	CORE MSCI EAFE	50.11K	SH	$4.54M 1.92%	50.11K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	155.38K	SH	$4.53M 1.91%	155.38K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	28.57K	SH	$4.14M 1.75%	28.57K
VANGUARD INDEX FDSSOLE	MID CAP ETF	12.06K	SH	$3.46M 1.47%	12.06K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	11.72K	SH	$3.07M 1.30%	11.72K
ISHARES TRSOLE	RUS TOP 200 ETF	14.08K	SH	$2.26M 0.96%	14.08K
ISHARES INCSOLE	CORE MSCI EMKT	29.82K	SH	$2.08M 0.88%	29.82K
VANGUARD INDEX FDSSOLE	GROWTH ETF	4.26K	SH	$1.86M 0.79%	4.26K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	32.72K	SH	$1.73M 0.73%	32.72K
ISHARES TRSOLE	CORE S&P US VLU	14.24K	SH	$1.46M 0.62%	14.24K
ISHARES TRSOLE	CORE US AGGBD ET	14.20K	SH	$1.41M 0.60%	14.20K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	26.32K	SH	$1.31M 0.56%	26.32K
APPLE INCSOLE	COM	4.73K	SH	$1.20M 0.51%	4.73K

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