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Jiyao Peng

Boyd Wealth Management, Llc

Assets Managed
$264.183M
Holdings
47
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
11.71%(2Q avg: 6%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyd Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Boyd Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 264.183M in assets, with a quarterly growth rate of 11.71% and a 2-quarter average growth rate of 6%. The portfolio is managed by Jiyao Peng, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.45%
21.7%
$57.322M
83,461 shares@ $686.81 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.72%
8.62%
$22.748M
821,227 shares@ $27.7 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -18.48%
8.32%
$21.966M
184,601 shares@ $119.0 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 101.22%
6.4%
$16.882M
465,589 shares@ $36.27 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 56.79%
6.28%
$16.574M
216,088 shares@ $76.71 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
New Position
5.89%
$15.545M
206,584 shares@ $75.26 avg price
HYDB
Ishares High Yield Systemati
Recent Activity
Increased 12.28%
5.74%
$15.149M
323,904 shares@ $46.77 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 149.18%
5.69%
$15.008M
101,192 shares@ $148.31 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.69%
4.44%
$11.719M
15,648 shares@ $748.89 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -55%
4.38%
$11.563M
53,058 shares@ $217.94 avg price

1-10 of 47