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Boyd Wealth Management

Latest statistics and disclosures from Boyd Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, BIV, VTV, SCHF, SCHE, and represent 55.46% of Boyd Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BIV (+$22M), SCHE (+$8.4M), VTV, SPYG, SCHF, HYLB, EEMX, IAGG, IJR, VOO.
Started 1 new stock position in EEMX.
Reduced shares in these 10 stocks: AGG (-$33M), IJH (-$7.8M), ORCL, GOOGL, AMZN, , MS, , SCHG, AAPL.
Sold out of its positions in AVGO, ET, META, GS, MS, NVTS.
Boyd Wealth Management was a net seller of stock by $-12M.
Boyd Wealth Management has $232M in assets under management (AUM), dropping by 0.57%.
Central Index Key (CIK): 0001846114

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Portfolio Holdings for Boyd Wealth Management

Boyd Wealth Management holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	21.7	$50M		82k	612.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	9.6	$22M	+3798%	287k	78.09	View chart
Vanguard Index Fds Value Etf (VTV)	9.6	$22M	+4%	119k	186.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.8	$18M	+4%	774k	23.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	6.8	$16M	+112%	473k	33.37	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	6.2	$14M	+6%	137k	104.51	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	5.4	$13M	+3%	336k	37.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$11M		16k	669.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	3.2	$7.5M	+5%	146k	51.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.9	$6.8M	-53%	104k	65.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$4.9M	-5%	154k	31.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$4.8M	+3%	40k	118.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$4.3M	-2%	50k	87.31	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.8	$4.1M		30k	137.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$3.6M		12k	293.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.0M		12k	254.28	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.0	$2.3M	-7%	14k	166.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.1M		4.3k	479.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$2.0M	-94%	20k	100.25	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.8	$2.0M	-4%	36k	54.85	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.9M		29k	65.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.9M		37k	50.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$1.6M		16k	99.95	View chart
Oracle Corporation (ORCL)	0.6	$1.5M	-51%	5.3k	281.24	View chart
Apple (AAPL)	0.5	$1.1M	-19%	4.3k	254.65	View chart
Amazon (AMZN)	0.3	$789k	-29%	3.6k	219.57	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$774k		16k	47.51	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$691k	-2%	4.2k	164.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$645k		968.00	666.18	View chart
Deere & Company (DE)	0.3	$637k		1.4k	457.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$623k		8.5k	73.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$589k		22k	26.34	View chart
Procter & Gamble Company (PG)	0.3	$582k		3.8k	153.65	View chart
NVIDIA Corporation (NVDA)	0.2	$578k	+4%	3.1k	186.59	View chart
Emerson Electric (EMR)	0.2	$525k		4.0k	131.18	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$521k		4.9k	106.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$475k		945.00	502.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$473k		1.5k	315.43	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.2	$399k	-2%	14k	28.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$397k	-50%	1.6k	243.12	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.2	$395k		8.0k	49.31	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.2	$384k	NEW	9.2k	41.83	View chart
International Business Machines (IBM)	0.2	$376k		1.3k	282.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$326k		2.9k	112.75	View chart
Abbvie (ABBV)	0.1	$264k	-3%	1.1k	231.59	View chart
Microsoft Corporation (MSFT)	0.1	$221k	-53%	426.00	517.95	View chart
Origin Materials (ORGN)	0.0	$12k		24k	0.52	View chart

Past Filings by Boyd Wealth Management

SEC 13F filings are viewable for Boyd Wealth Management going back to 2021

Boyd Wealth Management 2025 Q3 filed Oct. 31, 2025
Boyd Wealth Management 2025 Q2 filed July 15, 2025
Boyd Wealth Management 2025 Q1 filed April 24, 2025
Boyd Wealth Management 2024 Q4 filed Jan. 23, 2025
Boyd Wealth Management 2024 Q3 filed Oct. 25, 2024
Boyd Wealth Management 2024 Q2 filed July 24, 2024
Boyd Wealth Management 2024 Q1 filed April 24, 2024
Boyd Wealth Management 2023 Q4 filed Jan. 31, 2024
Boyd Wealth Management 2023 Q3 filed Oct. 25, 2023
Boyd Wealth Management 2023 Q2 filed July 20, 2023
Boyd Wealth Management 2023 Q1 filed April 20, 2023
Boyd Wealth Management 2022 Q4 filed Jan. 20, 2023
Boyd Wealth Management 2022 Q3 filed Oct. 17, 2022
Boyd Wealth Management 2022 Q2 filed Aug. 3, 2022
Boyd Wealth Management 2022 Q1 filed April 29, 2022
Boyd Wealth Management 2021 Q4 filed Feb. 7, 2022

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