Institutional Fund
Boyd Wealth Management, LLC
Sacramento, CACIK 18461145 filings on record
Portfolio Value
$236.50M
Q1 2026
Holdings
48
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.3%
from $235.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds21.2%
- Vanguard Index Fds9.8%
- Spdr Series Trust9.4%
- Schwab Strategic Tr8.5%
- Ishares Tr5.7%
- Ishares Tr5.7%
- Other39.8%
Portfolio Holdings
48 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 83.8K | $50.10M | 21.2% | +2.2K | Added |
| 2 | Vanguard Index Fds | 117.9K | $23.14M | 9.8% | +140 | Added |
| 3 | Spdr Series Trust | 226.5K | $22.17M | 9.4% | +85.8K | Added |
| 4 | Schwab Strategic Tr | 815.4K | $20.18M | 8.5% | +5.9K | Added |
| 5 | Ishares Tr | 277.9K | $13.47M | 5.7% | +7.1K | Added |
| 6 | Ishares Tr | 288.5K | $13.42M | 5.7% | +288.5K | New |
| 7 | Vanguard Bd Index Fds | 137.8K | $10.64M | 4.5% | +3.5K | Added |
| 8 | Ishares Tr | 15.8K | $10.29M | 4.4% | −39 | Reduced |
| 9 | Ishares Tr | 165.8K | $8.30M | 3.5% | +15.1K | Added |
| 10 | Schwab Strategic Tr | 231.4K | $7.62M | 3.2% | +1.4K | Added |
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