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Filers›Asset Manager›Boyd Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Boyd Wealth Management, LLC

Boyd Wealth's asset manager based in London, UK — $236M in tracked AUM across 48 positions as of Q1 2026.

BW
Boyd Wealth·London, UK·Asset Manager
CIK 0001846114 · last filed Mar 31, 2026
Total AUM
$236M
▲ 18.2%
vs prior
Holdings
48
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Boyd Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$50M84K21.2%
02
VTV
VANGUARD INDEX FDS
$23M118K9.8%
03
SPYG
SPDR SERIES TRUST
$22M226K9.4%
04
SCHF
SCHWAB STRATEGIC TR
$20M815K8.5%
05
ISTB
ISHARES TR
$13M278K5.7%
06
HYDB
ISHARES TR
$13M289K5.7%
07
BIV
VANGUARD BD INDEX FDS
$11M138K4.5%
08
IVV
ISHARES TR
$10M16K4.4%
09
IAGG
ISHARES TR
$8M166K3.5%
10
SCHE
SCHWAB STRATEGIC TR
$8M231K3.2%

Filing history

Filing history loading…
AI Agent · grounded in Boyd
haiku-4-5 · 48 positions indexed
Sector mix
  • Tech8%
  • Financials19%
  • Health Care41%
  • Cons. Disc.6%
  • Industrials8%
  • Energy13%
  • Other5%
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