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Portfolio (Quarterly) Guide ↗

Boyd Wealth Management, LLC

· CIK 0001846114
13F Portfolio $236M AUM 48 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 18 Added 9 Reduced 3 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYX SPDR SERIES TRUST 32,717.0 $1.7M 0.73% -3K -9.5% $53.03 +15.9%
22 IUSV ISHARES TR 14,237.0 $1.5M 0.62% $102.25 +8.0%
23 AGG ISHARES TR 14,196.0 $1.4M 0.60% -166.0 -1.2% $99.27 -0.5%
24 VTEB VANGUARD MUN BD FDS 26,323.0 $1.3M 0.56% $49.89 +0.6%
25 AAPL APPLE INC Technology 4,726.0 $1.2M 0.51% +568.0 +13.7% $253.81 +22.5%
26 FMHI FIRST TR EXCH TRADED FD III 17,202.0 $818K 0.35% +884.0 +5.4% $47.54 +1.0%
27 ORCL ORACLE CORP Technology 5,355.0 $788K 0.33% $147.11 +29.8%
28 DE DEERE & CO Industrials 1,394.0 $785K 0.33% $563.30 -6.0%
29 IUSG ISHARES TR 4,712.0 $731K 0.31% +395.0 +9.2% $155.10 +21.8%
30 VXUS VANGUARD STAR FDS 8,476.0 $654K 0.28% $77.11 +11.3%
31 SCHX SCHWAB STRATEGIC TR 22,350.0 $573K 0.24% $25.64 +15.1%
32 SPTI SPDR SERIES TRUST 19,968.0 $572K 0.24% -159.0 -0.8% $28.66 -1.0%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 828.0 $538K 0.23% $650.34 +15.4%
34 PG PROCTER & GAMBLE CO Consumer Defensive 3,652.0 $527K 0.22% $144.44 +2.1%
35 EMR EMERSON ELEC CO Industrials 4,000.0 $524K 0.22% $131.02 +6.6%
36 GOOGL ALPHABET INC Communication Services 1,783.0 $513K 0.22% +151.0 +9.2% $287.59 +35.2%
37 XOM EXXON MOBIL CORP Energy 2,893.0 $491K 0.21% $169.65 -11.7%
38 JPM JPMORGAN CHASE & CO Financial Services 1,585.0 $466K 0.20% +87.0 +5.8% $294.23 +1.7%
39 AMZN AMAZON COM INC Consumer Cyclical 2,233.0 $465K 0.20% -986.0 -30.6% $208.27 +30.5%
40 JMUB J P MORGAN EXCHANGE TRADED F 9,259.0 $463K 0.20% NEW $49.99 +0.6%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Industrials 17.4%
Financial Services 13.4%
Consumer Defensive 9.8%
Communication Services 6.8%
Energy 6.5%
Consumer Cyclical 6.2%
Healthcare 3.3%