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Livermore
Livermore
ZHEN

Boyd Wealth Management, LLC

SEC CIK
0001846114
Latest filing
Jul 16, 2026

The latest 13F from Boyd Wealth Management, LLC covers Q2 2026 (filed Jul 16, 2026): 47 long positions worth $264.2M. The top 10 holdings make up 77.4% of the portfolio, and the largest is Vanguard S&P 500 ETF at 21.7%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$16.1M
Added
24
Est. +$28.0M
Reduced
16
Est. −$20.6M
Sold out
4
Est. −$22.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    21.7%$57.3M
  2. Schwab International Equity ETF808524805
    8.6%$22.7M
  3. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    8.3%$22.0M
  4. Schwab Emerging Markets Equity ETF808524706
    6.4%$16.9M
  5. Vanguard Intermediate-Term Bond ETF921937819
    6.3%$16.6M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C813
    +$15.5MNew
  2. iShares Core S&P Small Cap ETF464287804
    +$8.98MAdded
  3. Schwab Emerging Markets Equity ETF808524706
    +$8.49MAdded
  4. Vanguard Intermediate-Term Bond ETF921937819
    +$6.00MAdded
  5. iShares Tr46435G250
    +$1.66MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Scottsdale FDS92206C813
    +5.88 pp0.0% → 5.9%
  2. iShares Core S&P Small Cap ETF464287804
    +3.55 pp2.1% → 5.7%
  3. Schwab Emerging Markets Equity ETF808524706
    +3.17 pp3.2% → 6.4%
  4. Vanguard Intermediate-Term Bond ETF921937819
    +1.78 pp4.5% → 6.3%
  5. NVDANVIDIA Corp
    +0.51 pp0.2% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Value ETF922908744
    −$14.1MReduced
  2. iShares Tr46432F859
    −$13.5MSold out
  3. iShares Tr46435G672
    −$8.30MSold out
  4. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    −$4.98MReduced
  5. iShares Core U.S. Aggregate Bond ETF464287226
    −$396.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46432F859
    −5.69 pp5.7% → 0.0%
  2. Vanguard Morningstar Value ETF922908744
    −5.41 pp9.8% → 4.4%
  3. iShares Tr46435G672
    −3.51 pp3.5% → 0.0%
  4. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    −1.06 pp9.4% → 8.3%
  5. iShares Core U.S. Aggregate Bond ETF464287226
    −0.21 pp0.6% → 0.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$264.2M
+$27.7M (+11.7%) vs. prior quarter
Positions
47
−1 vs. prior quarter
Top 10 concentration
77.4%
Top 10 as share of value
Turnover
17.1%
Q2 2026, one quarter
Average holding period
16.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $264.2M (Q2 2026)

Q4 2021: $137.7MQ1 2022: $133.7MQ2 2022: $122.4MQ3 2022: $125.0MQ4 2022: $136.2MQ1 2023: $144.1MQ2 2023: $164.6MQ3 2023: $148.8MQ4 2023: $160.8MQ1 2024: $175.1MQ2 2024: $181.2MQ3 2024: $197.4MQ4 2024: $202.8MQ1 2025: $200.7MQ2 2025: $230.9MQ3 2025: $232.3MQ4 2025: $235.8MQ1 2026: $236.5MQ2 2026: $264.2M
Q4 2021Q2 2026
13F filings of Boyd Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 202647$264.2MVanguard S&P 500 ETFSchwab International Equity ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026Apr 20, 202648$236.5MVanguard S&P 500 ETFVanguard Morningstar Value ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2025SEC
Q4 2025Jan 28, 202648$235.8MVanguard S&P 500 ETFVanguard Morningstar Value ETFSchwab International Equity ETFvs. Q3 2025SEC
Q3 2025Oct 31, 202547$232.3MVanguard S&P 500 ETFVanguard Intermediate-Term Bond ETFVanguard Morningstar Value ETFvs. Q2 2025SEC
Q2 2025Jul 15, 202552$230.9MVanguard S&P 500 ETFiShares Core U.S. Aggregate Bond ETFVanguard Morningstar Value ETFvs. Q1 2025SEC
Q1 2025Apr 24, 202544$200.7MiShares Core U.S. Aggregate Bond ETFVanguard S&P 500 ETFSchwab International Equity ETFvs. Q4 2024SEC
Q4 2024Jan 23, 202548$202.8MVanguard S&P 500 ETFiShares Core U.S. Aggregate Bond ETFVanguard Morningstar Value ETFvs. Q3 2024SEC
Q3 2024Oct 25, 202448$197.4MVanguard S&P 500 ETFState Street SPDR Portfolio S&P 500 Growth ETFSchwab International Equity ETFvs. Q2 2024SEC
Q2 2024Jul 24, 202444$181.2MVanguard S&P 500 ETFiShares Core U.S. Aggregate Bond ETFSchwab International Equity ETFvs. Q1 2024SEC
Q1 2024Apr 24, 202442$175.1MVanguard S&P 500 ETFiShares Core U.S. Aggregate Bond ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2023SEC
Q4 2023Jan 31, 202441$160.8MVanguard S&P 500 ETFVanguard Morningstar Value ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2023SEC
Q3 2023Oct 25, 202342$148.8MState Street SPDR Portfolio S&P 500 Growth ETFVanguard S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q2 2023SEC
Q2 2023Jul 20, 202339$164.6MSchwab International Equity ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q1 2023SEC
Q1 2023Apr 20, 202340$144.1MiShares Core U.S. Aggregate Bond ETFVanguard Morningstar Value ETFVanguard S&P 500 ETFvs. Q4 2022SEC
Q4 2022Jan 20, 202343$136.2MiShares Core U.S. Aggregate Bond ETFSPDR Series TrustVanguard Morningstar Value ETFvs. Q3 2022SEC
Q3 2022Oct 17, 202242$125.0MiShares Core U.S. Aggregate Bond ETFSPDR Series TrustVanguard S&P 500 ETFvs. Q2 2022SEC
Q2 2022Aug 3, 202242$122.4MiShares Core U.S. Aggregate Bond ETFSPDR Series TrustVanguard S&P 500 ETFvs. Q1 2022SEC
Q1 2022Apr 29, 202239$133.7MiShares Core U.S. Aggregate Bond ETFState Street SPDR Portfolio S&P 500 Growth ETFVanguard S&P 500 ETFvs. Q4 2021SEC
Q4 2021Feb 7, 202240$137.7MVanguard S&P 500 ETFSchwab International Equity ETFState Street SPDR Portfolio S&P 500 Growth ETF–SEC