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The Analysis of Boyd Wealth Management, LLC's Holdings & P&L

Currently, Boyd Wealth Management, LLC holds 48 types of securities in its portfolio with a total value $236.5M. In the most recent quarter, they have increased their positions in HYDB (+288.5K shares, valued at $13.4M), SPYG (+85.8K shares, valued at $8.4M), N/A (+2.2K shares, valued at $1.3M); decreased their positions in IJR (-65.8K shares, valued at $8.2M), AMZN (-986 shares, valued at $205.4K), SPYX (-3.4K shares, valued at $182.1K); initiated new positions in HYDB (+288.5K shares, valued at $13.4M), JMUB (+9.3K shares, valued at $462.9K), KO (+2.7K shares, valued at $207.6K).

1M P&L

+5.7M+2.91%

3M P&L

-14.6M-6.73%

HY P&L

-4.5M-2.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A179.0M

96.5%

2Consumer Electronics1.2M

0.6%

3Software - Infrastructure787.8K

0.4%

Top Industries by Stock Count

1N/A33 stocks

73.3%

2Drug Manufacturers - General1 stocks

2.2%

3Internet Retail1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS83.8K shares2.71%2026-03-312026-04-20

VTV VANGUARD INDEX FDS117.9K shares0.12%2026-03-312026-04-20

SPYG SPDR SERIES TRUST226.5K shares61.02%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR815.4K shares0.73%2026-03-312026-04-20

ISTB ISHARES TR277.9K shares2.63%2026-03-312026-04-20

HYDB ISHARES TR288.5K sharesnew addition2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS137.8K shares2.58%2026-03-312026-04-20

IVV ISHARES TR15.8K shares-0.25%2026-03-312026-04-20

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IAGG ISHARES TR165.8K shares10.01%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR231.4K shares0.59%2026-03-312026-04-20

IJH ISHARES TR112.7K shares3.78%2026-03-312026-04-20

IJR ISHARES TR40.6K shares-61.84%2026-03-312026-04-20

IEFA ISHARES TR50.1K shares-0.05%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR155.4K shares1.84%2026-03-312026-04-20

MGV VANGUARD WORLD FD28.6K shares-1.45%2026-03-312026-04-20

VO VANGUARD INDEX FDS12.1K shares-0.84%2026-03-312026-04-20

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VB VANGUARD INDEX FDS11.7K shares-1.72%2026-03-312026-04-20

IWL ISHARES TR14.1K shares-0.09%2026-03-312026-04-20

IEMG ISHARES INC29.8K shares0.02%2026-03-312026-04-20

VUG VANGUARD INDEX FDS4.3K shares1.40%2026-03-312026-04-20

SPYX SPDR SERIES TRUST32.7K shares-9.50%2026-03-312026-04-20

IUSV ISHARES TR14.2K shares0.01%2026-03-312026-04-20

AGG ISHARES TR14.2K shares-1.16%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS26.3K shares0.00%2026-03-312026-04-20

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AAPL APPLE INC4.7K shares13.66%2026-03-312026-04-20

FMHI FIRST TR EXCH TRADED FD III17.2K shares5.42%2026-03-312026-04-20

ORCL ORACLE CORP5.4K shares0.36%2026-03-312026-04-20

DE DEERE & CO1.4K shares0.00%2026-03-312026-04-20

IUSG ISHARES TR4.7K shares9.15%2026-03-312026-04-20

VXUS VANGUARD STAR FDS8.5K shares0.00%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR22.4K shares0.01%2026-03-312026-04-20

SPTI SPDR SERIES TRUST20.0K shares-0.79%2026-03-312026-04-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T828 shares0.00%2026-03-312026-04-20

PG PROCTER & GAMBLE CO3.7K shares0.00%2026-03-312026-04-20

EMR EMERSON ELEC CO4.0K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.8K shares9.25%2026-03-312026-04-20

XOM EXXON MOBIL CORP2.9K shares0.00%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.6K shares5.81%2026-03-312026-04-20

AMZN AMAZON COM INC2.2K shares-30.63%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F9.3K sharesnew addition2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL945 shares0.00%2026-03-312026-04-20

NVDA NVIDIA CORPORATION2.4K shares13.54%2026-03-312026-04-20

EFAX SPDR INDEX SHS FDS8.2K shares-1.76%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS3.3K shares1.63%2026-03-312026-04-20

ABBV ABBVIE INC1.1K shares0.00%2026-03-312026-04-20

USHY ISHARES TR6.1K shares2.24%2026-03-312026-04-20

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-20

Sponsored

VANGUARD INDEX FDS

2.71%

Shares83.8K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.12%

Shares117.9K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

61.02%

Shares226.5K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

0.73%

Shares815.4K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

2.63%

Shares277.9K

Event2026-03-31

Filed2026-04-20

HYDB

ISHARES TR

New

Shares288.5K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

2.58%

Shares137.8K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-0.25%

Shares15.8K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

10.01%

Shares165.8K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

0.59%

Shares231.4K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

3.78%

Shares112.7K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

-61.84%

Shares40.6K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-0.05%

Shares50.1K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

1.84%

Shares155.4K

Event2026-03-31

Filed2026-04-20

MGV

VANGUARD WORLD FD

-1.45%

Shares28.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.84%

Shares12.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-1.72%

Shares11.7K

Event2026-03-31

Filed2026-04-20

IWL

ISHARES TR

-0.09%

Shares14.1K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

0.02%

Shares29.8K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

1.40%

Shares4.3K

Event2026-03-31

Filed2026-04-20

SPYX

SPDR SERIES TRUST

-9.50%

Shares32.7K

Event2026-03-31

Filed2026-04-20

IUSV

ISHARES TR

0.01%

Shares14.2K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-1.16%

Shares14.2K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

0.00%

Shares26.3K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

13.66%

Shares4.7K

Event2026-03-31

Filed2026-04-20

FMHI

FIRST TR EXCH TRADED FD III

5.42%

Shares17.2K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

0.36%

Shares5.4K

Event2026-03-31

Filed2026-04-20

DEERE & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-20

IUSG

ISHARES TR

9.15%

Shares4.7K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

0.01%

Shares22.4K

Event2026-03-31

Filed2026-04-20

SPTI

SPDR SERIES TRUST

-0.79%

Shares20.0K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares828

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

9.25%

Shares1.8K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

5.81%

Shares1.6K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-30.63%

Shares2.2K

Event2026-03-31

Filed2026-04-20

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares9.3K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares945

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

13.54%

Shares2.4K

Event2026-03-31

Filed2026-04-20

EFAX

SPDR INDEX SHS FDS

-1.76%

Shares8.2K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

1.63%

Shares3.3K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

USHY

ISHARES TR

2.24%

Shares6.1K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

New

Shares2.7K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available