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Boyd Wealth Management, LLC

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13F filer, CIK 1846114, SACRAMENTO, CA

Boyd Wealth Management, LLC reported $236,498,955 across 48 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 75.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001846114-26-000009

Period
2026-03-31
Reported value
$236M
Holdings
48
Top 10 weight
75.83%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HYDBnew+288,504$13.4M
SPYGadded+85,823$8.4M
VOOadded+2,214$1.32M
IAGGadded+15,090$755K
JMUBnew+9,259$463K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HYLBexited-347,777-$12.8M
IJRreduced-65,821-$8.18M
MSFTexited-432-$209K
AMZNreduced-986-$205K
SPYXreduced-3,434-$182K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001846114-26-000009, largest first. % of portfolio is the value over $236,498,955, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,855 shares; 2024Q4: 79,988 shares; 2025Q1: 59,398 shares; 2025Q2: 82,086 shares; 2025Q3: 82,363 shares; 2025Q4: 81,632 shares; 2026Q1: 83,846 shares 83,846$50.1M21.18%+2,214Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,592 shares; 2024Q4: 103,346 shares; 2025Q1: 84,804 shares; 2025Q2: 114,022 shares; 2025Q3: 119,052 shares; 2025Q4: 117,790 shares; 2026Q1: 117,930 shares 117,930$23.1M9.78%+140Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,847 shares; 2024Q4: 119,495 shares; 2025Q1: 244,466 shares; 2025Q2: 129,102 shares; 2025Q3: 136,863 shares; 2025Q4: 140,643 shares; 2026Q1: 226,466 shares 226,466$22.2M9.38%+85,823Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,281 shares; 2024Q4: 783,296 shares; 2025Q1: 1,287,600 shares; 2025Q2: 743,141 shares; 2025Q3: 773,652 shares; 2025Q4: 809,521 shares; 2026Q1: 815,401 shares 815,401$20.2M8.53%+5,880Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,080 shares; 2024Q4: 244,111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,731 shares; 2026Q1: 277,861 shares 277,861$13.5M5.69%+7,130Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288,504 shares 288,504$13.4M5.67%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 7,298 shares; 2025Q1: 6,272 shares; 2025Q2: 7,348 shares; 2025Q3: 286,490 shares; 2025Q4: 134,353 shares; 2026Q1: 137,822 shares 137,822$10.6M4.5%+3,469Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 16,538 shares; 2025Q1: 16,518 shares; 2025Q2: 16,172 shares; 2025Q3: 16,034 shares; 2025Q4: 15,796 shares; 2026Q1: 15,757 shares 15,757$10.3M4.35%-39Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,457 shares; 2025Q3: 145,639 shares; 2025Q4: 150,720 shares; 2026Q1: 165,810 shares 165,810$8.3M3.51%+15,090Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,215 shares; 2024Q4: 466,712 shares; 2025Q1: 215,390 shares; 2025Q2: 222,524 shares; 2025Q3: 473,015 shares; 2025Q4: 230,030 shares; 2026Q1: 231,393 shares 231,393$7.62M3.22%+1,363Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,669 shares; 2024Q4: 108,379 shares; 2025Q1: 108,828 shares; 2025Q2: 222,830 shares; 2025Q3: 103,551 shares; 2025Q4: 108,595 shares; 2026Q1: 112,700 shares 112,700$7.61M3.22%+4,105Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,596 shares; 2024Q4: 38,269 shares; 2025Q1: 39,665 shares; 2025Q2: 38,819 shares; 2025Q3: 40,349 shares; 2025Q4: 106,432 shares; 2026Q1: 40,611 shares 40,611$5.05M2.13%-65,821Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,644 shares; 2024Q4: 40,933 shares; 2025Q1: 45,432 shares; 2025Q2: 50,640 shares; 2025Q3: 49,510 shares; 2025Q4: 50,140 shares; 2026Q1: 50,114 shares 50,114$4.54M1.92%-26Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,609 shares; 2024Q4: 137,381 shares; 2025Q1: 155,551 shares; 2025Q2: 162,255 shares; 2025Q3: 153,752 shares; 2025Q4: 152,584 shares; 2026Q1: 155,384 shares 155,384$4.53M1.91%+2,800Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 26,447 shares; 2025Q1: 28,744 shares; 2025Q2: 29,788 shares; 2025Q3: 29,595 shares; 2025Q4: 28,992 shares; 2026Q1: 28,572 shares 28,572$4.14M1.75%-420Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,508 shares; 2024Q4: 8,485 shares; 2025Q1: 9,365 shares; 2025Q2: 12,384 shares; 2025Q3: 12,179 shares; 2025Q4: 12,167 shares; 2026Q1: 12,065 shares 12,065$3.46M1.47%-102Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 10,047 shares; 2025Q1: 10,301 shares; 2025Q2: 12,036 shares; 2025Q3: 11,906 shares; 2025Q4: 11,922 shares; 2026Q1: 11,717 shares 11,717$3.07M1.3%-205Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,909 shares; 2024Q4: 10,417 shares; 2025Q1: 13,915 shares; 2025Q2: 15,310 shares; 2025Q3: 14,097 shares; 2025Q4: 14,093 shares; 2026Q1: 14,081 shares 14,081$2.26M0.96%-12Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,811 shares; 2024Q4: 22,398 shares; 2025Q1: 29,412 shares; 2025Q2: 29,397 shares; 2025Q3: 29,333 shares; 2025Q4: 29,811 shares; 2026Q1: 29,817 shares 29,817$2.08M0.88%+6Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 4,290 shares; 2025Q3: 4,283 shares; 2025Q4: 4,203 shares; 2026Q1: 4,262 shares 4,262$1.86M0.79%+59Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,360 shares; 2024Q4: 38,304 shares; 2025Q1: 31,224 shares; 2025Q2: 37,365 shares; 2025Q3: 35,644 shares; 2025Q4: 36,151 shares; 2026Q1: 32,717 shares 32,717$1.73M0.73%-3,434Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 10,692 shares; 2025Q1: 10,935 shares; 2025Q2: 16,343 shares; 2025Q3: 16,294 shares; 2025Q4: 14,235 shares; 2026Q1: 14,237 shares 14,237$1.46M0.62%+2Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,404 shares; 2024Q4: 247,471 shares; 2025Q1: 364,543 shares; 2025Q2: 351,574 shares; 2025Q3: 20,088 shares; 2025Q4: 14,362 shares; 2026Q1: 14,196 shares 14,196$1.41M0.6%-166Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,967 shares; 2024Q4: 30,407 shares; 2025Q1: 39,802 shares; 2025Q2: 37,192 shares; 2025Q3: 37,192 shares; 2025Q4: 26,323 shares; 2026Q1: 26,323 shares 26,323$1.31M0.56%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,496 shares; 2025Q1: 4,497 shares; 2025Q2: 5,337 shares; 2025Q3: 4,280 shares; 2025Q4: 4,158 shares; 2026Q1: 4,726 shares 4,726$1.2M0.51%+568Timeline
FMHIFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,221 shares; 2024Q4: 18,492 shares; 2025Q1: 16,297 shares; 2025Q2: 16,272 shares; 2025Q3: 16,287 shares; 2025Q4: 16,318 shares; 2026Q1: 17,202 shares 17,202$818K0.35%+884Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 5,315 shares; 2025Q4: 5,336 shares; 2026Q1: 5,355 shares 5,355$788K0.33%+19Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares 1,394$785K0.33%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,438 shares; 2025Q1: 3,198 shares; 2025Q2: 4,299 shares; 2025Q3: 4,200 shares; 2025Q4: 4,317 shares; 2026Q1: 4,712 shares 4,712$731K0.31%+395Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,476 shares; 2025Q1: 8,476 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares; 2025Q4: 8,476 shares; 2026Q1: 8,476 shares 8,476$654K0.28%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,318 shares; 2025Q3: 22,350 shares; 2025Q4: 22,348 shares; 2026Q1: 22,350 shares 22,350$573K0.24%+2Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,221 shares; 2025Q3: 13,812 shares; 2025Q4: 20,127 shares; 2026Q1: 19,968 shares 19,968$572K0.24%-159Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 828 shares; 2026Q1: 828 shares 828$538K0.23%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652$527K0.22%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000$524K0.22%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 3,269 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,783 shares 1,783$513K0.22%+151Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 2,893 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares; 2026Q1: 2,893 shares 2,893$491K0.21%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,585 shares 1,585$466K0.2%+87Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,088 shares; 2025Q3: 3,592 shares; 2025Q4: 3,219 shares; 2026Q1: 2,233 shares 2,233$465K0.2%-986Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,259 shares 9,259$463K0.2%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945$453K0.19%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,131 shares; 2025Q1: 3,251 shares; 2025Q2: 2,965 shares; 2025Q3: 3,097 shares; 2025Q4: 2,157 shares; 2026Q1: 2,449 shares 2,449$427K0.18%+292Timeline
EFAXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 6,485 shares; 2025Q1: 13,830 shares; 2025Q2: 7,864 shares; 2025Q3: 8,017 shares; 2025Q4: 8,309 shares; 2026Q1: 8,163 shares 8,163$406K0.17%-146Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333$323K0.14%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,198 shares; 2026Q1: 3,250 shares 3,250$258K0.11%+52Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140$248K0.1%0Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,969 shares; 2026Q1: 6,103 shares 6,103$225K0.1%+134Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: not reported; 2025Q1: 2,803 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,730 shares 2,730$208K0.09%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HYLBDBX ETF TR347,777$12.8Mshares
MSFTMICROSOFT CORP432$209Kshares
ORGNORIGIN MATLS INC (DE)15,858$3.36Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001846114-26-000009 base2026-04-20acceptance time not in the bulk data set