Boyd Wealth Management, LLC - Portfolio overview

Boyd Wealth Management, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 20.03%
2. VTV - VANGUARD INDEX FDS, 9.25%
3. SPYG - SPDR SERIES TRUST, 8.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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