Boyd Wealth Management, LLC
Net buyer this quarter
$264M
16
+$1.17M
3.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.83M | 0.69% | 0.00% | +273.4% | Q3 2024 |
 SPYX | $1.81M | 0.68% | Not reported | -9.6% | Q1 2022 |
 AAPL | $1.39M | 0.53% | 0.00% | +1.4% | Q4 2021 |
 DE | $886K | 0.34% | 0.00% | +0.1% | Q4 2021 |
 ORCL | $786K | 0.30% | 0.00% | +0.2% | Q4 2021 |
 GOOGL | $652K | 0.25% | 0.00% | +2.3% | Q3 2023 |
| SPY | $618K | 0.23% | Not reported | Not reported | Q4 2021 |
 EMR | $574K | 0.22% | 0.00% | +0.2% | Q4 2021 |
 AMZN | $545K | 0.21% | 0.00% | +2.4% | Q4 2021 |
 PG | $539K | 0.20% | 0.00% | +0.7% | Q4 2021 |
 JPM | $526K | 0.20% | 0.00% | +1.5% | Q4 2021 |
 BRK.B | $481K | 0.18% | Not reported | +1.7% | Q3 2022 |
 XOM | $399K | 0.15% | 0.00% | +0.9% | Q1 2022 |
 IBM | $377K | 0.14% | 0.00% | +0.5% | Q4 2023 |
| GOOG | $229K | 0.09% | Not reported | New | Q2 2026 |
 KO | $226K | 0.09% | 0.00% | +2.1% | Q3 2024 |
| Q1 2026 | |||||
| SPYX | $1.73M | 0.73% | Not reported | -9.5% | Q1 2022 |
| AAPL | $1.2M | 0.51% | 0.00% | +13.7% | Q4 2021 |
| ORCL | $788K | 0.33% | 0.00% | +0.4% | Q4 2021 |
| DE | $785K | 0.33% | 0.00% | Not reported | Q4 2021 |
| SPY | $538K | 0.23% | Not reported | Not reported | Q4 2021 |
| PG | $527K | 0.22% | 0.00% | Not reported | Q4 2021 |
| EMR | $524K | 0.22% | 0.00% | Not reported | Q4 2021 |
| GOOGL | $513K | 0.22% | 0.00% | +9.3% | Q3 2023 |
| XOM | $491K | 0.21% | 0.00% | Not reported | Q1 2022 |
| JPM | $466K | 0.20% | 0.00% | +5.8% | Q4 2021 |
| AMZN | $465K | 0.20% | 0.00% | -30.6% | Q4 2021 |
| BRK.B | $453K | 0.19% | Not reported | Not reported | Q3 2022 |
| NVDA | $427K | 0.18% | 0.00% | +13.5% | Q3 2024 |
| IBM | $323K | 0.14% | 0.00% | Not reported | Q4 2023 |
 ABBV | $248K | 0.10% | 0.00% | Not reported | Q4 2024 |
| KO | $208K | 0.09% | 0.00% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| SPYX | $2.03M | 0.86% | Not reported | +1.4% | Q1 2022 |
| AAPL | $1.13M | 0.48% | 0.00% | -2.9% | Q4 2021 |
| ORCL | $1.04M | 0.44% | 0.00% | +0.4% | Q4 2021 |
| AMZN | $743K | 0.32% | 0.00% | -10.4% | Q4 2021 |
| DE | $649K | 0.28% | 0.00% | Not reported | Q4 2021 |
| SPY | $565K | 0.24% | Not reported | -14.5% | Q4 2021 |
| EMR | $531K | 0.23% | 0.00% | Not reported | Q4 2021 |
| PG | $523K | 0.22% | 0.00% | -3.5% | Q4 2021 |
| GOOGL | $511K | 0.22% | 0.00% | Not reported | Q3 2023 |
| JPM | $483K | 0.20% | 0.00% | Not reported | Q4 2021 |
| BRK.B | $475K | 0.20% | Not reported | Not reported | Q3 2022 |
| NVDA | $402K | 0.17% | 0.00% | -30.4% | Q3 2024 |
| IBM | $395K | 0.17% | 0.00% | Not reported | Q4 2023 |
| XOM | $348K | 0.15% | 0.00% | Not reported | Q1 2022 |
| ABBV | $261K | 0.11% | 0.00% | Not reported | Q4 2024 |
 MSFT | $209K | 0.09% | 0.00% | +1.4% | Q2 2025 |
| Q3 2025 | |||||
| SPYX | $1.96M | 0.84% | Not reported | -4.6% | Q1 2022 |
| ORCL | $1.49M | 0.64% | 0.00% | -51.9% | Q4 2021 |
| AAPL | $1.09M | 0.47% | 0.00% | -19.8% | Q4 2021 |
| AMZN | $789K | 0.34% | 0.00% | -29.4% | Q4 2021 |
| SPY | $645K | 0.28% | Not reported | Not reported | Q4 2021 |
| DE | $637K | 0.27% | 0.00% | Not reported | Q4 2021 |
| PG | $582K | 0.25% | 0.00% | Not reported | Q4 2021 |
| NVDA | $578K | 0.25% | 0.00% | +4.5% | Q3 2024 |
| EMR | $525K | 0.23% | 0.00% | Not reported | Q4 2021 |
| BRK.B | $475K | 0.20% | Not reported | Not reported | Q3 2022 |
| JPM | $473K | 0.20% | 0.00% | Not reported | Q4 2021 |
| GOOGL | $397K | 0.17% | 0.00% | -50.1% | Q3 2023 |
| IBM | $376K | 0.16% | 0.00% | Not reported | Q4 2023 |
| XOM | $326K | 0.14% | 0.00% | Not reported | Q1 2022 |
| ABBV | $264K | 0.11% | 0.00% | -4.0% | Q4 2024 |
| MSFT | $221K | 0.09% | 0.00% | -54.0% | Q2 2025 |