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Home > Institutional Investor > Boyd Wealth Management, Llc > Profile

Instuitional Investor - Boyd Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Boyd Wealth Management, Llc
Portfolio Value $236,498,955
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 83,846 $50,102,029 21.18%
2.
Vanguard Index Fds - VALUE ETF
 117,930 $23,137,866 9.78%
3.
Spdr Series Trust
 226,466 $22,173,286 9.38%
4.
Schwab Strategic Trust
 FNDF 815,401 $20,181,180 8.53%
5.
Ishares Trust
 VLUE 277,861 $13,465,144 5.69%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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